From equity-analyst
- Invoked via `/earnings-preview TICKER` for any holding, watchlist, or prospective stock
How this skill is triggered — by the user, by Claude, or both
Slash command
/equity-analyst:earnings-previewThe summary Claude sees in its skill listing — used to decide when to auto-load this skill
- Invoked via `/earnings-preview TICKER` for any holding, watchlist, or prospective stock
/earnings-preview TICKER for any holding, watchlist, or prospective stockmarket-data connector (see .mcp.json)All consensus estimates, options pricing, and historical reactions must be searched, not assumed.
Search [TICKER] earnings date next quarter:
/earnings-review insteadSearch [TICKER] earnings estimates consensus:
Search [TICKER] analyst ratings price targets:
Search [TICKER] earnings history results last 4 quarters:
For each of the last 4 quarters:
Calculate:
Search [TICKER] options implied move earnings:
[TICKER] straddle price earnings or [TICKER] IV earningsBased on sector/business model, identify the 3–5 metrics that will determine the market's reaction:
| Sector | Key Metrics |
|---|---|
| Technology / SaaS | Revenue growth, net new ARR, net retention rate, operating margin |
| Consumer / Retail | Same-store sales, gross margin, inventory levels, guidance |
| Financials | Net interest margin, loan growth, credit quality (NCOs), fee income |
| Healthcare / Biotech | Trial data readout, approval status, sales ramp, pipeline updates |
| Energy | Production volumes, realized prices, capex guidance |
| General | EPS beat, revenue beat, forward guidance, management tone |
Build three scenarios based on Steps 2–4:
Bull Case (beats estimates + raises guidance):
Base Case (inline with estimates):
Bear Case (misses or guidance cut):
Based on all evidence, recommend one of:
ENTER BEFORE — only if:
WAIT FOR RESULT (default) — if:
AVOID ENTIRELY — if:
Show all price targets, stop levels, and position sizes in the stock's native trading currency (USD for NYSE/NASDAQ, GBP for LSE, EUR for Euronext, etc.).
## Earnings Preview: [TICKER] — [Company Name]
**Earnings Date:** [Date] ([X days away], [before/after market])
---
### Consensus Estimates
| Metric | Consensus | High | Low | YoY Growth |
|--------|-----------|------|-----|------------|
| EPS | $X.XX | $X.XX | $X.XX | +X% |
| Revenue | $XB | $XB | $XB | +X% |
| [Key metric] | X | X | X | +X% |
**Analyst Consensus:** X% Buy / X% Hold / X% Sell | Avg Target: $XX
---
### Historical Earnings Reactions (Last 4 Quarters)
| Quarter | EPS Beat | Rev Beat | Stock Reaction | Guidance |
|---------|----------|----------|----------------|----------|
| Q[X] [Year] | +$X.XX | +$XM | +X% | Raised |
| ... | | | | |
**Beat Rate:** X/4 EPS | X/4 Revenue | **Avg Move:** ±X%
---
### Options-Implied Move
**±X%** (= ±$X.XX per share at current price)
Interpretation: [Market expects X volatility; historical average is Y]
---
### Key Metrics to Watch
1. [Metric]: Consensus X — Bull >X / Bear <X
2. [Metric]: Consensus X — Bull >X / Bear <X
3. [Metric]: Consensus X — Bull >X / Bear <X
---
### Scenarios
**Bull Case (+X%):** [Beats + raises — specific numbers]
**Base Case (±X%):** [Inline — specific numbers]
**Bear Case (-X%):** [Misses / cuts guidance — specific numbers]
---
### Positioning Recommendation
**[ENTER BEFORE / WAIT FOR RESULT / AVOID]**
Rationale: [2–3 sentences on why, referencing history + implied move + setup]
If holding existing position:
- Pre-earnings action: [Hold / Trim X% / Exit]
- Post-beat action: [Add $X at market / Set limit at $X]
- Post-miss action: [Cut / Hold with stop at $X]
Searches MemPalace before answering questions about past work, people, projects, or prior decisions. Returns verbatim stored content instead of guessing from model memory.
Guides Payload CMS config (payload.config.ts), collections, fields, hooks, access control, APIs. Debugs validation errors, security, relationships, queries, transactions, hook behavior.
Implements vector databases with Pinecone, Weaviate, Qdrant, Milvus, pgvector for semantic search, RAG, recommendations, and similarity systems. Optimizes embeddings, indexing, and hybrid search.
npx claudepluginhub joaroo/equity-analyst --plugin equity-analyst