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guidance-inventory

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Unlock financial guidance from corporate filings.

Finance & Accounting#data extraction#XBRL#Neo4j#SEC filings#earnings call#financial guidance
Authorfaisalanjum
Version1.0.0
Installs0

System Documentation

What problem does it solve?

This Skill automates the extraction of forward-looking financial guidance from complex corporate documents like earnings call transcripts and SEC filings, transforming raw text into structured, actionable data.

Core Features & Use Cases

  • Comprehensive Guidance Extraction: Identifies and extracts specific financial metrics, ranges, and qualitative outlooks.
  • Multi-Source Analysis: Processes data from transcripts, 8-Ks, 10-Qs, and 10-Ks, prioritizing the richest sources.
  • Use Case: An analyst needs to track a company's revenue and EPS guidance for the upcoming quarter. This Skill can scan the latest earnings call transcript and SEC filings to find and present this information, along with its source and any qualifying conditions.

Quick Start

Use the guidance-inventory skill to extract all financial guidance from the attached transcript file 'AAPL_2025-01-30T17.00.txt'.

Dependency Matrix

Required Modules

None required

Components

references

💻 Claude Code Installation

Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.

Please help me install this Skill:
Name: guidance-inventory
Download link: https://github.com/faisalanjum/EventTrader/archive/main.zip#guidance-inventory

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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