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earnings-preview-single

Generate a concise 4-5 page equity research earnings preview for a single company. Analyzes the most recent earnings transcript, competitor landscape, valuation, and recent news to produce a professional HTML report.

34,319stars5,112forksUpdated 8/17/2026

Security Assessment

Safe(95/100)
Security Score95/100

About earnings-preview-single

Earnings-preview-single generates a concise, professional equity-research earnings preview for a single company, producing a self-contained HTML report targeting four to five printed pages that is dense with figures and tight narrative. It solves the problem of assembling a rigorous, sourced pre-earnings brief — covering the most recent transcript, competitor landscape, valuation, and recent news — without the errors that come from working from memory or unverified sources.

The skill is built around strict discipline. It permits only two data sources — Kensho Grounding MCP (`search`) and S&P Global MCP (`kfinance`) — and explicitly forbids any generic web search, browser, or scraping tool, even as a fallback. It mandates a research-before-writing sequence across numbered phases (company profile, transcript analysis, and more), and requires writing every raw MCP result to intermediate files under a temp directory immediately after each call, then reading those files back as the single source of truth before building the report. Additional rules enforce correctness: never infer fiscal quarter from calendar date, keep the report concise with punchy bullets, use only verbatim management quotes in blockquotes, verify every multi-step calculation, label all valuation ratios explicitly as LTM or NTM, and wrap every claim — numeric and qualitative — in an anchor hyperlink to a numbered appendix reference so each figure is traceable.

It targets equity analysts, investment professionals, and finance teams (it is a partner-built S&P Global plugin skill) who need a fast, auditable, single-name earnings preview. Behaviorally it is a read-only research-and-reporting workflow that only writes local scratch files and an HTML output.

FAQ

What does it produce?

A self-contained HTML earnings-preview report of about four to five printed pages, dense with figures, covering the latest transcript, competitors, valuation, and recent news, with every claim hyperlinked to a sourced appendix entry.

What data sources does it use?

Only Kensho Grounding MCP (`search`) and S&P Global MCP (`kfinance`). It explicitly prohibits any web search, browser, URL fetch, or scraping tool, even when those MCP sources are slow or return nothing.

Why does it write intermediate files?

To protect raw MCP data from context-window compression: every tool result is written to a temp file immediately, and those files — not memory — are re-read as the single source of truth before the report is generated.

How does it avoid common analytical errors?

It never infers fiscal quarter from the calendar date, requires verbatim-only management quotes, verifies each step of multi-step calculations, and mandates explicit LTM/NTM labeling on all valuation ratios.

What are the prerequisites?

Access to the Kensho Grounding and S&P Global (kfinance) MCP servers and a single company ticker as input; the skill is a partner-built S&P Global plugin.

All Files

3 files
LICENSE11.1 KB
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SKILL.md36.4 KB
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report-template.md42.9 KB
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Install earnings-preview-single

Download and extract the skill files to your .claude/skills/ directory.

Quick Setup:

  1. Copy the skill folder to .claude/skills/
  2. Claude will automatically detect and use the skill