Earnings Watch
技能 已验证 活跃Quick post-earnings analysis for portfolio holdings. Beat/miss, key metrics, thesis impact, estimate revision. Triggers on "earnings update", "quarterly results", "Q1/Q2/Q3/Q4 results", "post-earnings".
To enable investors to quickly and effectively analyze post-earnings reports for their portfolio holdings, providing clear insights into financial performance and investment thesis impact.
功能
- Automated post-earnings data collection guidance
- Beat/Miss analysis for key financial metrics
- Thesis impact assessment mapped to investment pillars
- Estimate revision for future financial outlook
- Actionable recommendations and conviction levels
使用场景
- Analyzing quarterly earnings reports for public companies.
- Quickly assessing the financial health and future outlook of portfolio holdings.
- Determining if investment theses remain intact or require adjustment after earnings.
- Generating concise summaries of earnings performance for review.
非目标
- Performing initial company initiations or deep-dive due diligence.
- Providing real-time stock price analysis or trading advice beyond stated action steps.
- Generating full 10-K/10-Q reports.
安装
/plugin install trading@luiseiman-claude-kit质量评分
已验证类似扩展
Financial Analyst
100Performs financial ratio analysis, DCF valuation, budget variance analysis, and rolling forecast construction for strategic decision-making. Use when analyzing financial statements, building valuation models, assessing budget variances, or constructing financial projections and forecasts. Also applicable when users mention financial modeling, cash flow analysis, company valuation, financial projections, or spreadsheet analysis.
Thesis Tracker
99Track and update investment theses for portfolio positions and watchlist. Maintains scorecard of pillars, catalysts, and conviction level. Triggers on "update thesis", "thesis check", "is my thesis intact", "add data point", "review positions".
Catalyst Calendar
96Maintain calendar of upcoming catalysts for portfolio positions and watchlist. Earnings dates, ex-div dates, regulatory events, macro releases. Triggers on "catalysts", "upcoming events", "earnings calendar", "what's coming up", "catalyst calendar".
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Oraclaw Decide
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Session Logs
100Search and analyze your own session logs (older/parent conversations) using jq.