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Earnings update for a covered stock v1.0.0

Use this resource to write a fast earnings update for a stock already under coverage

New

  • 450 downloads
  • 177 likes
  • 129 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install earnings-update-equity-report

With no option, the skill goes to ~/.agents/skills/; add --agent claude-code (or codex, cursor…) to target an agent.

First time: connect the CLI with

npx --yes palatekit@latest login

The agent collects the results, compares them with expectations, revises estimates and updates the thesis, then produces a note with tables and charts. You get a note of about 3,000 to 5,000 words, with sources cited.

Mostly picked by

Updated November 2, 2026

Card for the “Earnings update for a covered stock” skill

Details

Generates with
Your agent's model
Licence
Apache-2.0

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What you get

  • references/workflow.md: collection, analysis and chart steps
  • references/report-structure.md: note structure
  • SKILL.md: rules for variances, estimates and source citation

Good fit for

  • A covered stock that has just reported
  • An earnings note due within 48 hours

Not for

    Tags

    • earnings
    • research note
    • estimates
    • thesis

    About

    You say

    “Write the Q3 earnings note for our covered stock: revenue variance against consensus and revised estimates.”

    Card for the “Earnings update for a covered stock” skill

    Skill published by anthropics under the Apache-2.0 license, delivered in its original version.

    Show more

    How to use it

    1. Install the skill in your agent's skills folder
    2. Ask your agent to write a fast earnings update for a stock already under coverage
    3. Review and adjust the result

    Content preview

    Files

    • LICENSE11.3 KB
    • NOTICE-PALATEKIT.md0.5 KB
    • references/best-practices.md9.4 KB
    • references/report-structure.md11.2 KB
    • references/workflow.md21.4 KB
    • SKILL.md8.7 KB

    Origin and licence

    Listed unmodified

    Author
    anthropics
    Source
    github.com/anthropics/financial-services/tree/60565064557ca77b12f62aa7877f365d111c129d/plugins/agent-plugins/earnings-reviewer/skills/earnings-analysis
    Licence
    Apache-2.0

    Notice

    « earnings-analysis » (anthropics, Apache-2.0) livré dans sa version d'origine : fiche en français et en anglais par PalateKit.

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