Finance tasks
Earnings analysisEarnings monitoring
Indexedanthropics/financial-services
Earnings AnalysisFinance Skill
Instructions for comparing quarterly results with pre-release estimates, explaining drivers, revising forecasts, and preparing a DOCX report with charts and links. The directory includes report references but not the required document-generation tool. Match the requested fiscal period and available filings; the stated bank-style format and turnaround target are not endorsements or tested performance guarantees.
- Assessment score
- 73/100
- Snapshot risk
- Medium
- Audit conclusion
- Needs review
How the assessment score works
Pineify weights evidence recorded from the captured files: Skill structure 15%, Instruction clarity 20%, Dependency transparency 20%, Permission transparency 20%, Safety guardrails 15%, Finance task fit 10%. Each signal receives full credit for Yes, one-quarter credit for unknown, and none for No.
The score is not an output accuracy test or user rating. Read the findings and financial assumptions even when the score is high. Risk labels summarize recorded permissions and findings; they do not measure investment risk or certify that installation is safe.
Discovery
What this Skill helps an agent do.
Use the tasks and topics below to judge whether the captured workflow fits your question. Read its findings, dependencies and data requirements before relying on an output.
Domains and assets
Equity researchFundamental analysisPublic equities
Topics
earningsequity-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
73/100
Pineify Finance Skill snapshot assessment, version 1.0.0. Generated 2026-10-20 00:00 UTC.
Medium risk · Needs review
Skill structure
100/100Instruction clarity
100/100Dependency transparency
30/100Permission transparency
75/100Safety guardrails
49/100Finance task fit
100/100Audit findings
Medium
Named banks do not certify this workflow
The source names investment banks as format examples, but supplies no evidence of endorsement or compliance with their research standards. Ratings, price targets, and numerical examples are templates; actual conclusions require sourced estimates, a valuation method, and review. The required DOCX tool is not included.
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.
Medium
Check the requested period, not a rigid recency cutoff
The source rejects releases older than 90 days and insists on matching transcript dates, while examples include historical-quarter requests. Age alone does not identify the wrong quarter. Match issuer, fiscal period, release, and call; disclose unavailable filings instead of inventing them to meet the 24–48 hour target. Q4 generally uses an annual 10-K rather than another 10-Q.
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
agent
Claude Code
collection
Equity research
guide
Reviewing finance skills before install
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.