earnings-prep
Generate a pre-earnings preparation report for the company named in the user's request. If no ticker or company is provided, ask for one before proceeding.
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_idlatest_calendar_quarter— anchor for all period calculations below (see../data-access.mdSection 1.5)latest_fiscal_quarter- Firm name for report attribution (default: "Daloopa") — see
../data-access.mdSection 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.