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Ciying AI Directory

Analyze a Mock Quarterly Earnings Release With Claude Code

Turn a fictional earnings release into a traceable post-earnings comparison with actuals, a baseline, and observed operating drivers.

中文

Setup for Claude Code

Claude Code and equity-research. Work from a supplied fake release and comparison table. The example requests a short component of the normal report.

  1. In Claude Code, run claude plugin marketplace add anthropics/financial-services.
  2. Install with claude plugin install financial-analysis@claude-for-financial-services.
  3. Add the workflow with claude plugin install equity-research@claude-for-financial-services.
  4. Start Claude Code in a scratch directory. Invoke /earnings or ask for the earnings-analysis skill by name.

Example task

Use a mock release with sales of 132 and operating profit of 24. Provide a dated fictional baseline estimate of sales 120 and profit 24. Ask for a summary table and margin comparison.

Expected result

Sales are 10 percent above baseline and operating profit is in line. Actual margin is about 18.18 percent versus a baseline margin of 20 percent.

Upstream documentation

Original SKILL.md on GitHub · Apache-2.0 license · Source reviewed

Frequently asked question

How do I prevent a preview number from being treated as a reported result?

Label the source and date of each figure and keep separate columns for reported values and the prior baseline.

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