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Skills directory/anthropics/financial-services/earnings-preview

Create an Earnings Preview From Fictional Scenarios in Claude Code

Organize a pre-earnings preview around user-provided baseline metrics, illustrative scenarios, and questions for the upcoming call.

中文

Setup for Claude Code

Claude Code and equity-research. Provide a fictional source packet. A live preview needs separately verified release scheduling, consensus, and issuer materials.

  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-preview or ask for the earnings-preview skill by name.

Example task

Provide hypothetical consensus sales of 100 and synthetic scenario sales of 94, 100, and 108. Ask for a comparison table and three evidence questions for the mock call. Label each scenario illustrative.

Expected result

The table shows deviations of −6, 0, and +8 percent and labels the baseline and three scenario inputs distinctly. The questions reference data required to distinguish scenarios.

Upstream documentation

Original SKILL.md on GitHub · Apache-2.0 license · Source reviewed 2026-11-15

Frequently asked question

Can the preview use fixed input instead of a live feed?

Yes for an illustrative rehearsal. Identify each pasted input as a scenario assumption or a dated baseline so the comparison is transparent.

Related skills from this repository

  • Analyze a Mock Quarterly Earnings Release With Claude Code
  • Build an Illustrative DCF Sensitivity Table in Claude Code
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