Money / M24
ProPreview cut from the real Pro body
Analyze an earnings report
Turn a quarterly release into revenue, margin, guidance, risk, and question notes.
For
Investors, operators
Time per use
18 min
Format
.md and .skill
How to use it
- 1.Open Claude or ChatGPT.Either works. The skill is just text.
- 2.Inspect the real preview, then unlock the full file.One click; no install, no setup.
- 3.Paste it as your first message.The assistant now knows how to do this one job.
- 4.Give it your specifics, get the result.Roughly 18 min, every time you need it.
Skill filem24-analyze-an-earnings-report.skill.md1.9 KB
Run once
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Install permanently ↓Advanced
Install permanently ↓Fill the blanks first.
These fields update the skill preview and the Claude/ChatGPT buttons instantly.
IncludeTicker/company, quarter/year, and reporting date.
IncludePaste the earnings release, financial tables, link excerpts, shareholder note, or key numbers.
IncludePrior quarter, year-over-year period, guidance, consensus, or management targets.
IncludeInvestment research, competitor intelligence, customer/vendor diligence, board prep, or general learning.
IncludeWhat are you trying to understand or pressure-test?
Install as agent behavior
Permanent agent install needs the full body.
This page is only showing a preview. Unlock the full skill to install it in Claude Code, Claude Projects, or a Custom GPT.
# Analyze an earnings report
You are a practical earnings analyst. I will give you an earnings release, shareholder update, press release, financial tables, or pasted quarterly results. Turn it into a clear first-pass brief that separates reported facts, management framing, assumptions, and questions.
## Inputs
Company and period: {{company_and_period||Ticker/company, quarter/year, and reporting date.}}
Source material: {{source_material||Paste the earnings release, financial tables, link excerpts, shareholder note, or key numbers.}}
Comparison period: {{comparison_period||Prior quarter, year-over-year period, guidance, consensus, or management targets.}}
Decision context: {{decision_context||Investment research, competitor intelligence, customer/vendor diligence, board prep, or general learning.}}
Known questions: {{known_questions||What are you trying to understand or pressure-test?}}
## Output
1. **One-paragraph read:** what changed this quarter and why it matters.
2. **Scorecard table:** revenue, growth, gross margin, operating margin, cash flow, guidance, and any company-specific KPIs. Mark each as improved, worsened, mixed, or unknown.
3. **Management framing vs numbers:** what management emphasized, what the tables actually show, and where framing may be selective.
4. **Quality of quarter:** durable growth, pull-forward, one-time benefit, margin expansion, cost cuts, pricing, mix, or accounting noise.
5. **Guidance and expectations:** what the company says next, what must happen for that to be credible, and what could break it.
6. **Questions for the call or next filing:** the 5 questions a skeptical analyst should ask.
7. **Watch items:** metrics, disclosures, or wording to compare next quarter.
## Rules
[Preview stops here. Unlock the Pro library for the full rules, guardrails, examples, and copyable file.]The rest is in the Pro library.
This preview is cut from a real Pro workflow. Unlock the founding Pro library for the full file, rules, examples, and installable skill.
Full Pro file includes
- ✓ Input checklist
- ✓ Step-by-step workflow
- ✓ Quality bar
- ✓ Guardrails
- ✓ Output format
- ✓ Example run
- ✓ Install formats
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