Finance tasks
Earnings analysisEarnings monitoring
Indexedanthropics/financial-services
Earnings AnalysisFinance Skill
An equity research workflow for producing institutional-grade earnings update reports. It covers beat/miss analysis, segment breakdowns, margin and guidance analysis, updated estimates, and revised investment thesis, following JPMorgan, Goldman Sachs, and Morgan Stanley format standards.
- Snapshot quality
- 76/100
- Snapshot risk
- Medium
- Audit conclusion
- Needs review
Discovery
What this Skill helps an agent do.
Search metadata is limited to this summary, the controlled finance taxonomy, and relation labels. Detailed upstream instructions are not part of the Search Index.
Domains and assets
Equity researchFundamental analysisPublic equities
Search aliases and tags
earnings updatequarterly updatepost-earnings reportQ1 resultsQ2 resultsQ3 resultsQ4 resultsearningsequity-researchbeat-missquarterly-resultsestimate-revisioninstitutional-research
Trust
Evidence from the captured directory.
This content snapshot assessment does not certify the repository, current files, or installation environment. "Not verified" means the captured files did not support a Yes or No conclusion.
License
Apache-2.0Yes
GitHub reports the repository license as Apache License 2.0.
Review state
- Automated review
- Automated review
- Install tested
- No
- Human reviewed
- Not verified
Snapshot
- Files reviewed
- 4
- Captured
- 2026-07-29 07:31 UTC
- Snapshot ID
- fsh-earnings-analysis-2026-07-29-001
Permissions
FilesystemRead
YesThe workflow reads earnings releases, 10-Q filings, transcripts, and investor presentations from the web and local files.
FilesystemWrite
YesThe workflow outputs a DOCX report and optionally an XLS model update.
NetworkAccess
YesThe workflow requires web search for latest earnings data, SEC EDGAR filings, and company investor pages.
ShellExecution
YesPython scripts are used for chart generation via matplotlib, pandas, and seaborn.
CodeExecution
YesPython code execution is required for chart generation and data analysis.
ExternalCredentials
Not verifiedBloomberg and FactSet are named as consensus estimate sources but credential requirements are not specified.
Dependencies
Python
Python 3 with matplotlib, pandas, and seaborn
Used for chart generation via matplotlib, pandas, and seaborn.
DOCX skill
Required for report creation
Required for report creation in DOCX format.
XLS skill
Optional for model updates
Optional for model updates accompanying earnings updates.
Data sources named by the Skill
SEC EDGAR filings
SEC EDGAR for 10-Q and other regulatory filings.
Company earnings releases
Company investor relations pages for earnings releases.
Earnings call transcripts
Earnings call transcripts from Seeking Alpha or similar platforms.
Bloomberg consensus estimates
Professional market data terminal for consensus estimates.
FactSet consensus estimates
Professional market data platform for consensus estimates.
Snapshot assessment
76/100
Pineify Finance Skill snapshot assessment, version 1.0.0. Generated 2026-07-29 07:31 UTC.
Medium risk · Needs review
Skill structure
100/100Instruction clarity
100/100Dependency transparency
45/100Permission transparency
75/100Safety guardrails
49/100Finance task fit
100/100Audit findings
Medium
Dependency manifest is absent from the snapshot
Python libraries are named but no requirements.txt or equivalent manifest is included in the captured directory.
Medium
Network access for latest earnings data
The workflow mandates web search for latest earnings data and SEC EDGAR filings, but no rate-limiting or error-handling guidance is provided.
Medium
Python code execution required
The workflow requires Python with matplotlib, pandas, and seaborn for chart generation, but no requirements.txt or pinned versions are included.
Low
Credential handling for market data providers is unspecified
Bloomberg and FactSet are named as consensus estimate sources but credential requirements are not documented.
Low
Financial advice boundary not stated
The workflow produces investment recommendations with ratings and price targets but includes no investment advice disclaimer.
Sources and relations
Context around this Skill.
Repository
anthropics/financial-services
topic
Earnings analysis
P0 relation label. No public page yet.
agent
Claude Code
P0 relation label. No public page yet.
collection
Equity research
P0 relation label. No public page yet.
guide
Reviewing finance skills before install
P0 relation label. No public page yet.
Registry
Read this record as data.
The public record includes the page-safe snapshot, evidence, assessment, taxonomy, and relations. Internal revision fields stay outside the public projection.
- Record ID
- github:anthropics/financial-services:plugins/vertical-plugins/equity-research/skills/earnings-analysis
- Snapshot ID
- fsh-earnings-analysis-2026-07-29-001
This page is an informational registry entry, not investment advice or a security guarantee. A high content quality score does not make the Skill safe for every environment. Review current files, permissions, data sources, and financial assumptions before use.