earnings-update

Summarizes quarterly earnings results, guidance, and rating impact into a structured markdown file.

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

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve? After a company reports earnings, analysts must manually gather revenue, EPS, guidance, and consensus data from filings and IR materials, then judge whether the existing Rating and Price Target still hold. This Skill standardizes that post-earnings review into a reproducible markdown snapshot. ## Core Features & Use Cases - Official-source-first data collection: Prioritizes DART/KRX for Korean companies, SEC EDGAR and IR materials for US companies, and exchange disclosures plus yfinance for global listings. - Structured earnings summary: Records revenue, operating income, net income, EPS, margins, and FCF with YoY/QoQ changes and Beat/In-line/Miss verdicts against sourced consensus. - Rating and Price Target impact assessment: Classifies guidance changes and management commentary, then indicates whether the existing rating should be maintained, raised, or lowered with supporting evidence. - Use Case: After CSTM reports Q1 results, run the Skill with the ticker and latest selector to produce ${ACTIVE_WORKSPACE}/00_input/earnings-update.md, which downstream report drafting and QA steps consume. ## Quick Start Ask the assistant to run an earnings update for a ticker such as AAPL with the period set to latest so it writes the results to the workspace earnings-update file.

Frequently Asked Questions about earnings-update

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

FAQPage Schema
How do I update an investment report after an earnings release?▼

Provide the company ticker and a period selector such as latest or 2026Q1. The Skill gathers official results, compares them to consensus, assesses guidance changes, and writes a structured earnings-update.md file that downstream report and QA steps consume.

What data sources are used for earnings verification?▼

Korean companies use DART/KRX and company IR first, US companies use SEC EDGAR and IR materials, and global companies use exchange disclosures with yfinance as auxiliary data. Unofficial sources are separated and marked when official data is unavailable.

How is Beat or Miss against consensus determined?▼

Beat, In-line, or Miss is only declared when a consensus source is confirmed. The Skill records the consensus provider, reference date, and whether figures are adjusted or GAAP before making any judgment.

Can it decide whether to change a stock rating or price target?▼

It expresses rating impact only as maintain, possible upgrade, or possible downgrade, and links price target changes to EPS, EBITDA, FCF shifts, and multiple or DCF assumptions. When evidence is insufficient it marks the item as requiring further confirmation.

What happens when official earnings data is not available?▼

The Skill marks the item as official data unconfirmed and separates unofficial sources as auxiliary references. It does not fabricate figures, and unsupported rating or price target changes are flagged for additional verification.