earnings-prep

Installation
SKILL.md

Generate a pre-earnings preparation report for the company specified by the user: $ARGUMENTS

This is the note a L/S equity analyst reads the night before a company reports — it tells them exactly what to focus on when the print drops.

Before starting, read ../data-access.md for data access methods and ../design-system.md for formatting conventions. Follow the data access detection logic and design system throughout this skill.

Source quality (MANDATORY, applies to every web search in this skill): Follow ../data-access.md Section 2.5 — cite only primary sources (SEC filings, IR pages, press releases, transcripts) and Tier-1 financial press (Reuters, Bloomberg, WSJ, FT). Never use or cite Yahoo Finance editorial, Benzinga, Seeking Alpha, Motley Fool, Zacks, TipRanks, StockTwits, Reddit, or similar aggregators/blogs.

Follow these steps:

1. Company Lookup

Look up the company by ticker using discover_companies. Capture:

  • company_id
  • latest_calendar_quarter — anchor for all period calculations below (see ../data-access.md Section 1.5)
  • latest_fiscal_quarter
  • Firm name for report attribution (default: "Daloopa") — see ../data-access.md Section 4.5

Determine the upcoming quarter — the one AFTER latest_calendar_quarter. This is the quarter the company is about to report. All analysis is oriented around preparing the analyst for this print.

Installs
2
GitHub Stars
8
First Seen
May 11, 2026
earnings-prep — daloopa/daloopa-plugin-claude