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earnings-reviewer

By Anthropic

Earnings call and filings to model update to note draft

Plugin · by anthropics · runs in Claude Code, Cowork, claude.ai · 6 skills, 1 agent · listed 2026-05-05

Claude Code

claude plugin install earnings-reviewer

Skills (6)

  • Skill 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…

    Any agent

    npx skills add anthropics/financial-services --skill audit-xls
  • Skill earnings-analysis

    Create professional equity research earnings update reports (8-12 pages, 3,000-5,000 words) analyzing quarterly results for companies already under coverage.

    Any agent

    npx skills add anthropics/financial-services --skill earnings-analysis
  • Skill earnings-preview

    Build pre-earnings analysis with estimate models, scenario frameworks, and key metrics to watch. Use before a company reports quarterly earnings to prepare positioning notes, set up bull/bear…

    Any agent

    npx skills add anthropics/financial-services --skill earnings-preview
  • Skill model-update

    Update financial models with new data — quarterly earnings, management guidance, macro changes, or revised assumptions. Adjusts estimates, recalculates valuation, and flags material changes.

    Any agent

    npx skills add anthropics/financial-services --skill model-update
  • Skill morning-note

    Draft concise morning meeting notes summarizing overnight developments, trade ideas, and key events for coverage stocks. Designed for the 7am morning meeting format — tight, opinionated, actionable.

    Any agent

    npx skills add anthropics/financial-services --skill morning-note
  • Skill xlsx-author

    Produce a .xlsx file on disk (headless) instead of driving a live Excel workbook — for managed-agent sessions with no open Office app.

    Any agent

    npx skills add anthropics/financial-services --skill xlsx-author

Agents (1)

  • Agent earnings-reviewer

    Processes an earnings event end to end — reads the call transcript and filings, updates the coverage model, and drafts the post-earnings note.

From Anthropic's public plugin directory, read on 2026-10-16. Find a skill by task.