Create professional equity research earnings update reports (8-12 pages, 3,000-5,000 words) analyzing quarterly results for companies already under coverage. Fast-turnaround format focusing on beat/miss analysis, key metrics, updated estimates, and revised thesis. Includes 1-3 summary tables and 8-12 charts. Use when user requests "earnings update", "quarterly update", "earnings analysis", "Q1/Q2/Q3/Q4 results", or post-earnings report.
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请帮我安装 askskill 上的 "earnings-analysis" 技能: 1. 下载 https://raw.githubusercontent.com/anthropics/financial-services/main/plugins/agent-plugins/earnings-reviewer/skills/earnings-analysis/SKILL.md 2. 保存为 ~/.claude/skills/earnings-analysis/SKILL.md 3. 装好后重载技能,告诉我可以用了
Create professional EARNINGS UPDATE REPORTS analyzing quarterly results for companies already under coverage, following institutional standards (JPMorgan, Goldman Sachs, Morgan Stanley format).
Key Characteristics:
Use when the user requests:
Do NOT use if:
CRITICAL: Properly cite all data with SPECIFIC sources and CLICKABLE HYPERLINKS.
Include specific citations WITH CLICKABLE LINKS in every figure and table:
Source: Q3 2024 10-Q filed November 8, 2024; Company earnings release
[Hyperlink "10-Q" to: https://www.sec.gov/cgi-bin/viewer?accession=...]
[Hyperlink "earnings release" to: https://investor.company.com/news/q3-2024]
HOW HYPERLINKS SHOULD APPEAR IN WORD:
REQUIRED SOURCES LIST:
Cite in every earnings update:
REFERENCE SECTION WITH CLICKABLE HYPERLINKS:
Include "Sources" section at end of report:
SOURCES & REFERENCES
Earnings Materials (Q3 2024):
• Earnings Release (November 7, 2024)
[Hyperlink entire line to: https://investor.company.com/news/q3-2024-earnings]
• Form 10-Q (Filed November 8, 2024)
[Hyperlink to: https://www.sec.gov/cgi-bin/viewer?accession=...]
• Earnings Call Transcript (November 7, 2024)
[Hyperlink to: https://seekingalpha.com/article/...]
• Investor Presentation (November 7, 2024)
[Hyperlink to: https://investor.company.com/presentations/q3-2024.pdf]
VERIFICATION CHECKLIST:
The earnings update process follows 5 phases:
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