Finance tasks
Earnings analysis
Indexedhimself65/finance-skills
Earnings RecapFinance Skill
A three-file workflow for EPS surprises, quarterly financial trends, market reactions and news context using yfinance. Its examples mistake fiscal-quarter dates for announcement dates, calculate a multi-day window as an earnings reaction, and use the wrong prior-quarter index for YoY growth. Correct those steps with issuer release times and matched fiscal periods before using the recap. It can install Python dependencies; no execution or output validation is recorded.
- Assessment score
- 75/100
- Snapshot risk
- High
- 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 researchPublic equities
Topics
earnings-recappost-earningsbeat-missearnings-surprisestock-reactionquarterly-trendsepsrevenue-growthmargin-analysis
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
MITYes
GitHub reports the repository license as MIT License.
Review state
- Automated review
- Automated review
- Install tested
- No
- Human reviewed
- Not verified
Snapshot
- Files reviewed
- 3
- Captured
- 2026-07-29 07:31 UTC
- Snapshot ID
- fsh-earnings-recap-2026-07-29-001
Permissions
FilesystemRead
YesThe workflow reads its bundled API reference and checks installed Python dependencies.
FilesystemWrite
YesAutomatic pip installation modifies the Python environment when yfinance is missing.
NetworkAccess
Yesyfinance pulls earnings history, quarterly financials, price history, news, and recommendations from Yahoo Finance APIs.
ShellExecution
YesThe skill executes Python scripts in the shell for data fetching and recap assembly. Auto-installs yfinance via pip if missing.
CodeExecution
YesThe skill executes Python code for data fetching, price reaction calculation, margin computation, and structured recap generation.
ExternalCredentials
NoNo external credentials are required — yfinance uses public Yahoo Finance APIs.
Dependencies
yfinance
python3 -m pip install yfinance (auto-installed if missing)
Python library for pulling Yahoo Finance earnings data, financial statements, and price history.
pandas
python3 -m pip install pandas (auto-installed with yfinance)
Data manipulation library for handling earnings history and quarterly financial DataFrames.
numpy
python3 -m pip install numpy (auto-installed with yfinance)
Numerical computing library used in price reaction calculations.
Python 3.8+
Python 3.8 or later
Python runtime required for yfinance data fetching and processing.
Data sources named by the Skill
Yahoo Finance (yfinance)
Python library providing access to Yahoo Finance earnings data, financial statements, price history, and news.
Snapshot assessment
75/100
Pineify Finance Skill snapshot assessment, version 1.0.0. Generated 2026-10-20 00:00 UTC.
High risk · Needs review
Skill structure
100/100Instruction clarity
100/100Dependency transparency
45/100Permission transparency
75/100Safety guardrails
50/100Finance task fit
80/100Audit findings
High
The example does not calculate an earnings-session return
earnings_history is indexed by quarter, not the release timestamp, and the example assumes index[0] is latest without sorting. It then compares the first and last closes across roughly ten calendar days. Confirm the issuer release timestamp and exchange timezone first: for an after-close announcement, use that session close to the next session open/close; for a before-open announcement, use the previous session close to that session open/close. Selecting the largest nearby move or a volume spike cannot establish the event date or causation.
High
The YoY code compares the wrong quarter
The API reference says the prior-year quarter is column 4 but calculates with revenue.iloc[3]. With consecutive quarterly columns, position 3 is three quarters earlier. Match actual fiscal periods and require the same quarter a year earlier; fewer than five quarters cannot establish the latest quarterly YoY change. Missing data does not show that a company has not reported.
Medium
Dependency manifest is absent from the snapshot
No requirements.txt or pyproject.toml is included in the captured directory. Dependencies are documented in README prerequisites and auto-installed if missing.
Medium
Illustrations and market moves need separate evidence
The AAPL figures and +2.1% reaction are illustrative output examples, not verified historical results. Preserve fiscal period, currency and GAAP/adjusted EPS basis, retrieve announcement sources, and disclose the price window. A four-event average is descriptive, not a stable forecast; news and recommendations alone do not isolate an earnings effect from other market information.
Low
Auto-installs Python dependencies via pip if missing
The skill auto-installs yfinance via subprocess.check_call([sys.executable, "-m", "pip", "install", "-q", "yfinance"]) when not detected. This modifies the user Python environment.
Low
Relies on yfinance — unofficial Yahoo Finance data
yfinance is an unofficial library that scrapes Yahoo Finance APIs. Data may be delayed, incomplete, or break without notice. The skill acknowledges this in its caveats.
Sources and relations
Context around this Skill.
Repository
himself65/finance-skills
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:himself65/finance-skills:plugins/market-analysis/skills/earnings-recap
- Snapshot ID
- fsh-earnings-recap-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.