earnings-preview

Organizes pre-earnings KPIs, consensus expectations, and Beat/Miss scenarios into a structured preview file.

Updated May 9, 2026
One-click install
npx skills add https://github.com/122yjs/invest_harness --skill earnings-preview-122yjs
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: earnings-preview
Source: https://github.com/122yjs/invest_harness/tree/main/plugins/vertical-plugins/invest-research/skills/earnings-preview
Command: npx skills add https://github.com/122yjs/invest_harness --skill earnings-preview-122yjs

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve? Before an earnings announcement, analysts need a consistent way to capture which metrics matter, what the market expects, and how different outcomes would affect their thesis. This Skill standardizes that preparation by writing a structured earnings preview to the workspace before results are released. ## Core Features & Use Cases - Pre-Earnings Checklist: Separates key indicators such as revenue, margins, EPS, FCF, orders, inventory, and CAPEX for the upcoming report. - Consensus Tracking: Records consensus figures with source and reference date, or explicitly marks them as insufficient data when unavailable. - Scenario Planning: Outlines Beat, In-line, and Miss scenarios with their potential impact on rating, price target, valuation, and risks, plus follow-up tasks after the announcement. - Use Case: Ahead of a company's quarterly report, invoke the preview to produce ${ACTIVE_WORKSPACE}/00_input/earnings-preview.md summarizing expectations and post-release update items for downstream earnings, DCF, and QA steps. ## Quick Start Run the earnings preview for a given ticker and upcoming quarter to generate the preview file in the workspace input folder.

Frequently Asked Questions about earnings-preview

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I prepare an earnings preview before a company's results announcement?▼

Provide the company name or ticker plus the expected reporting period, and the Skill generates a preview file listing key metrics, consensus expectations, and Beat/In-line/Miss scenarios. The output is written to the workspace input folder for downstream analysis steps.

What metrics does an earnings preview typically cover?▼

The preview separates core indicators such as revenue, margins, EPS, free cash flow, orders, inventory, and CAPEX. It also records consensus estimates with source and reference date when they can be verified.

What happens if consensus estimates are not available?▼

When consensus figures cannot be verified from a reliable source, the Skill marks them as insufficient data rather than guessing. Forecast numbers are only used when their source is confirmed.

Can the earnings preview scenarios be treated as final conclusions?▼

No. The Beat, In-line, and Miss scenarios are possibility mappings showing potential impacts on rating, price target, valuation, and risks. They are explicitly not confirmed conclusions and feed into post-announcement follow-up work.

What inputs are required to run an earnings preview?▼

Required inputs are the company name or ticker, the expected earnings period or event hint, exchange and country, base currency, accounting standard, and the active workspace path. Optional inputs include a request summary and a market price snapshot file.