earnings-analysis
Equity Research Earnings Update
Create professional EARNINGS UPDATE REPORTS analyzing quarterly results for companies already under coverage, following institutional standards (JPMorgan, Goldman Sachs, Morgan Stanley format).
Key Characteristics:
- Length: 8-12 pages
- Word Count: 3,000-5,000 words
- Tables: 1-3 summary tables (NOT comprehensive)
- Figures: 8-12 charts
- Turnaround: 1-2 days (within 24-48 hours of earnings)
- Audience: Clients already familiar with the company
- Focus: What's NEW - beat/miss, updated estimates, thesis impact
- Font: Times New Roman throughout (unless user specifies otherwise)
When to Use
More from longbridge/financial-services-plugins
audit-xls
Audit a spreadsheet for formula accuracy, errors, and common mistakes. Scopes to a selected range, a single sheet, or the entire model (including financial-model integrity checks like BS balance, cash tie-out, and logic sanity). Triggers on "audit this sheet", "check my formulas", "find formula errors", "QA this spreadsheet", "sanity check this", "debug model", "model check", "model won't balance", "something's off in my model", "model review".
1macro-rates-monitor
Build macroeconomic and rates dashboards combining macro indicators, yield curves, inflation breakevens, and swap rates. Use when monitoring macro conditions, analyzing yield curve shape, decomposing real vs nominal rates, assessing policy rate expectations, or evaluating financial conditions.
1ib-check-deck
Investment banking presentation quality checker. Reviews a pitch deck or client-ready presentation for (1) number consistency across slides, (2) data-narrative alignment, (3) language polish against IB standards, (4) visual and formatting QC. Use whenever the user asks to review, check, QC, proof, or do a final pass on a deck, pitch, or client materials — including requests like "check my numbers", "reconcile figures across slides", "is this client-ready", or "what am I missing before I send this out".
1lbo-model
This skill should be used when completing LBO (Leveraged Buyout) model templates in Excel for private equity transactions, deal materials, or investment committee presentations. The skill fills in formulas, validates calculations, and ensures professional formatting standards that adapt to any template structure.
1equity-research
Generate comprehensive equity research snapshots combining analyst consensus estimates, company fundamentals, historical prices, and macroeconomic context. Use when researching stocks, comparing estimates to actuals, analyzing company financials, assessing equity valuations, or building investment cases.
1pitch-deck
Populates investment banking pitch deck templates with data from source files. Use when: user provides a PowerPoint template to fill in, user has source data (Excel/CSV) to populate into slides, user mentions populating or filling a pitch deck template, or user needs to transfer data into existing slide layouts. Not for creating presentations from scratch.
1