/earnings-analyzer

name: earnings-analyzer
description: "Analyze quarterly and annual earnings reports including EPS beat/miss analysis, revenue trends, margin expansion, forward guidance parsing, and management commentary extraction."
version: "1.0.0"
metadata:
  author: CoWork OS Contributors <info@coworkosapp.com>

Earnings Analyzer

Purpose

Analyze quarterly and annual earnings reports including EPS beat/miss analysis, revenue trends, margin expansion, forward guidance parsing, and management commentary extraction.

Routing

• Use when: Use when the user asks about earnings reports, quarterly results, EPS beat/miss, revenue analysis, margin trends, earnings guidance, earnings quality, or management commentary from earnings calls.
• Do not use when: Do not use when the request is about building a financial model (use Financial Modeling), valuation (use DCF Valuation), or general stock screening (use Market Screener).
• Outputs: Outcome from Earnings Analyzer: comprehensive earnings analysis with EPS assessment, revenue decomposition, margin waterfall, guidance evaluation, quality indicators, and key takeaways.
• Success criteria: Returns a structured earnings analysis with beat/miss classification, revenue and margin trends, guidance comparison to consensus, earnings quality assessment, and clear investment implications.

Trigger Examples

Positive

• Use the earnings-analyzer skill for this request.
• Help me with earnings analyzer.
• Use when the user asks about earnings reports, quarterly results, EPS beat/miss, revenue analysis, margin trends, earnings guidance, earnings quality, or management commentary from earnings calls.
• Earnings Analyzer: provide an actionable result.

Negative

• Do not use when the request is about building a financial model (use Financial Modeling), valuation (use DCF Valuation), or general stock screening (use Market Screener).
• Do not use earnings-analyzer for unrelated requests.
• This request is outside earnings analyzer scope.
• This is conceptual discussion only; no tool workflow is needed.

Parameters

| Name | Type | Required | Description | | ------------ | ------ | -------- | ------------------------------------------------------------------------------------- | | company | string | Yes | Company name or ticker symbol | | analysisType | select | Yes | Type of earnings analysis | | question | string | Yes | Your specific earnings analysis question | | quarter | string | No | Specific quarter to analyze (e.g., Q3 2024, FY 2024) | | earningsData | string | No | Earnings data to analyze (e.g., EPS $2.15 vs $2.05 est, revenue $15.2B vs $14.8B est) |

Runtime Prompt

• Current runtime prompt length: 1165 characters.
• Runtime prompt is defined directly in `../earnings-analyzer.json`.