claude

earnings-reviewer

Earnings call and filings to model update to note draft

0 on GitHubby Anthropic FSIv0.1.0Apache-2.0updated 6 months ago
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Plugin earnings-reviewer from marketplace claude-for-financial-services in ian-lawrence423/Anthropic-Financial. Commands read from the repo's manifest — 1 month ago.

What it installs

Skills (6)

  • audit-xls

    Audit a spreadsheet for formula accuracy, errors, and common mistakes. Scopes to a selected range, a single sheet, or the entire model (including financial-model integrity checks like BS balance, cash tie-out, and logic sanity). Triggers on "audit this sheet", "check my formulas", "find formula erro

  • earnings-analysis

    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 8-1

  • earnings-preview
  • model-update
  • morning-note
  • xlsx-author

    Produce a .xlsx file on disk (headless) instead of driving a live Excel workbook — for managed-agent sessions with no open Office app.

Subagents (1)

  • earnings-reviewer

    Processes an earnings event end to end — reads the call transcript and filings, updates the coverage model, and drafts the post-earnings note. Use when a covered name reports; for a single name interactively, or fanned out across a coverage list as a managed agent.

View source on GitHub

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