earnings-watch
Quick post-earnings analysis for portfolio holdings. Beat/miss, key metrics, thesis impact, estimate revision. Triggers on "earnings update", "quarterly results", "Q1/Q2/Q3/Q4 results", "post-earnings".
npx skills add majiayu000/claude-skill-registry --skill earnings-watch --agent claude-code
Same command for any agent — swap --agent for codex, cursor, copilot.
Weekly change comes from our own snapshots, not the repository page — it measures attention, not adoption.
# Earnings Watch Fast-turnaround post-earnings analysis focused on thesis impact. NOT a full initiation report — assumes you already know the company. ## Step 1: Data Collection **CRITICAL: Training data is outdated. ALWAYS search for current data.** 1. Write down today's date 2. Web search: "[Company] latest earnings results [current year]" 3. Verify earnings release date is within last 3 months 4. Collect: earnings release, 10-Q/10-K, call transcript, guidance **For CEDEARs:** fetch the underlying US company's earnings, then calculate impact on CEDEAR price considering CCL. ## Step 2: Beat/Miss Analysis | Metric | Consensus | Actual | Delta | Beat/Miss | |--------|-----------|--------|-------|-----------| | Revenue | | | $ / % | | | EPS | | | $ / % | | | [Key metric 1] | | | | | | [Key metric 2] | | | | | Lead with the headline: "AAPL Q3: Revenue beat by $2.1B (+3%), EPS beat by $0.12 (+8%)" ## Step 3: Key Takeaways 3-5 bullet points, prioritized by thesis relevance: - What was NEW (not rehashing known info) - What management said about forward guidance - Any change in capital allocation (buybacks, dividends, capex) - Segment/geography surprises ## Step 4: Thesis Impact Map resul
- Step 1: Data Collection
- Step 2: Beat/Miss Analysis
- Step 3: Key Takeaways
- Step 4: Thesis Impact
- Step 5: Estimate Revision
- Step 6: Action
- Output Format
- Notes
What does the earnings-watch skill do?
Quick post-earnings analysis for portfolio holdings. Beat/miss, key metrics, thesis impact, estimate revision. Triggers on "earnings update", "quarterly results", "Q1/Q2/Q3/Q4 results", "post-earnings".
How do I install it?
Run `npx skills add majiayu000/claude-skill-registry --skill earnings-watch --agent claude-code` — it drops the skill into your project so the agent can pick it up. Swap the --agent value for codex, cursor or copilot if you use one of those.
Where does this skill come from?
From majiayu000/claude-skill-registry, a repository with 534 stars. We read it straight from the repository tree rather than a submitted listing, so what you see here is what is actually published.
Is a popular skill a good skill?
Not necessarily. Stars measure attention, not adoption — a repository can trend for a week and be abandoned. That is why we show the weekly change from our own snapshots next to the total, instead of a single flattering number.