earnings-recap
Generate a post-earnings analysis for any stock using Yahoo Finance data. Use when the user wants to review what happened after earnings, understand beat/miss results, see stock reaction, or get an earnings recap. Triggers: "AAPL earnings recap", "how did TSLA earnings go", "MSFT earnings results", "did NVDA beat earnings", "post-earnings analysis", "earnings surprise", "what happened with GOOGL earnings", "earnings reaction", "stock moved after earnings", "EPS beat or miss", "revenue beat or mi
Security Assessment
About earnings-recap
This skill generates a post-earnings analysis for any publicly traded stock using Yahoo Finance data accessed through the yfinance Python library. It solves the problem of quickly assembling a complete picture of a recent earnings event — the beat or miss result, the surprise magnitude, the stock's price reaction, and the surrounding financial context — without manually pulling from multiple sources. The skill explicitly frames its output as research and educational material, not financial advice.
The workflow first checks whether yfinance is installed and installs it via pip if missing, then extracts the ticker from the user's request and fetches earnings history, quarterly income/cashflow/balance statements, price history around the earnings date, company info, news, and analyst recommendations. It identifies the most recent earnings row, matches it to the corresponding quarter, and computes the price reaction by comparing closes before and after the report, accounting for before- or after-market timing. The recap is then structured into sections covering the headline EPS result, revenue and margin trends over recent quarters, the stock reaction versus its typical earnings-day move, and analyst sentiment. A detailed API reference documents the exact yfinance fields and margin/growth calculations used.
It targets retail investors, analysts, and finance-focused agent users who want a fast, structured earnings summary. No authentication or setup is required since yfinance pulls public Yahoo Finance data.
FAQ
What data source does it use?
Yahoo Finance data accessed via the open-source yfinance Python library, which requires no API key or authentication.
What are the prerequisites?
Python 3.8+ and the yfinance package, which the skill auto-installs via pip if it is not already present.
What does the recap include?
The EPS beat/miss and surprise percent, quarterly revenue and margin trends, the earnings-day price reaction compared to the stock's average move, and analyst sentiment context.
Is this financial advice?
No. The skill states repeatedly that the data is for research and educational purposes only and is not financial advice, and notes yfinance is not affiliated with Yahoo.
What are common limitations?
No earnings history for companies that have not reported or for ETFs/funds, missing financial-statement line items for some companies, and imperfect calendar-quarter alignment in the reported dates.
Install earnings-recap
Quick Setup:
- Copy the skill folder to
.claude/skills/ - Claude will automatically detect and use the skill
Repository
himself65/finance-skills