Earnings Call Analysis (InvestSkill)Finance Skill
This transcript-analysis prompt organizes management statements and financial cross-checks. Review found an incorrect claim that SEC filings always supply official call transcripts, unverified provider access and subjective tone-to-investment rules. Quotes need speaker and period context; guidance needs consistent accounting definitions. Its final trade recommendation and confidence score have not been validated. No transcript retrieval, host execution or investment outcome was tested.
- Assessment score
- 67/100
- 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
Topics
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
GitHub reports the repository license as MIT License.
Review state
- Automated review
- Automated review
- Install tested
- No
- Human reviewed
- Not verified
Snapshot
- Files reviewed
- 1
- Captured
- 2026-07-29 07:31 UTC
- Snapshot ID
- fsh-earnings-call-analysis-yennanliu-2026-07-29-001
Permissions
FilesystemRead
NoThe skill does not read local files. It accepts transcript text, URLs, or call details as input.
FilesystemWrite
NoThe skill does not write local files. Output is presented as text.
NetworkAccess
YesData verification requires web search for current price/market cap. Transcript sources include SEC EDGAR 8-K, Seeking Alpha, company IR pages accessed via web search.
ShellExecution
NoPure prompt skill with no code execution.
CodeExecution
NoPure prompt skill with no code execution.
ExternalCredentials
Not verifiedPasted transcripts and public IR materials may suffice; access and licensing for named commercial transcript providers are not verified.
Dependencies
No dependencies were named in this captured record.
Data sources named by the Skill
Web market data
Source retrieval depends on the host, provider permissions and availability; no connector or universal free transcript access is captured.
SEC EDGAR filings
SEC filings can provide earnings announcements and exhibits; a complete call transcript is not automatically required or available.
Snapshot assessment
67/100
Pineify Finance Skill snapshot assessment, version 1.0.0. Generated 2026-10-20 00:00 UTC.
High risk · Needs review
Skill structure
70/100Instruction clarity
100/100Dependency transparency
48/100Permission transparency
75/100Safety guardrails
21/100Finance task fit
85/100Audit findings
High
Item 2.02 does not guarantee a call transcript
The source says official transcripts are filed within four days of a call. Form 8-K generally uses four business days after the reportable event, not four calendar days after every call. Item 2.02 concerns earnings announcements and contains an exception for qualifying complementary oral presentations. Its information is generally furnished rather than filed. Check actual exhibits and company IR; never invent missing Q&A or transcript quotes.
Medium
Separate guidance changes from an investment recommendation
Normalize fiscal period, GAAP versus adjusted measures, currency, range endpoints and timestamped consensus before calculating changes or surprises. For zero or negative comparison bases, explain changes rather than applying a misleading percentage. FCF below net income, executive departures and insider selling need business context. The fixed 10%, 15% and 20% triggers and final 0–10 conviction score are not a calibrated valuation or position-sizing model. Preserve missing evidence instead of using training-memory estimates as current observations.
Medium
Treat tone judgments as interpretations with quoted context
Words such as may or expect can reflect forward-looking disclosure practice, not lack of confidence; definitive wording does not establish accuracy. A transcript also cannot reliably convey vocal tone without audio. Quote the speaker, section and period, distinguish prepared remarks from Q&A, and compare like metrics. Question frequency reflects the selected participants, not necessarily investor consensus; softball questions do not prove stellar results or managed relationships.
Low
No supporting files or README in the snapshot
The skill directory contains only SKILL.md with no README, reference files, or supporting documentation. All instructions are inline in the 14,704 byte SKILL.md.
Sources and relations
Context around this Skill.
Repository
yennanliu/InvestSkill
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:yennanliu/investskill:plugins/us-stock-analysis/skills/earnings-call-analysis
- Snapshot ID
- fsh-earnings-call-analysis-yennanliu-2026-07-29-001