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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. Fast-turnaround format focusing on beat/miss analysis, key metrics, updated estimates, and revised thesis. Includes 1-3 summary tables and 8-12 charts. Use when user requests "earnings update", "quarterly update", "earnings analysis", "Q1/Q2/Q3/Q4 results", or post-earnings report.

68

Quality

85%

Does it follow best practices?

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Adds up to 20 points to the overall score

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SecuritybySnyk

Low

Low-risk findings worth noting

The canonical home for this skill is earnings-analysis in anthropics/financial-services

SKILL.md
Quality
Evals
Security

Quality

Content

73%Weight 40%Scale 1-5

Reviews the quality of instructions and guidance provided to agents. Good implementation is clear, handles edge cases, and produces reliable results.

A well-structured skill body with a clear five-phase workflow, explicit validation and feedback loops, and concrete deliverable specifications. Its main weaknesses are redundancy — the page structure and stale-data warning each appear twice — and a long inline citation section that should be moved to a reference file.

Suggestions

Move the detailed Section 4 citation/hyperlink specification (lines 50-107) into references/report-structure.md, keeping only the source list and a pointer inline, to reduce body size and improve progressive disclosure.

De-duplicate content: keep the page-by-page structure in only one place (Output Specification) and state the Phase 1 stale-data warning once, letting references/workflow.md carry the detailed steps and checklist.

Add a concrete pointer or method for 'Update financial model and estimates' in Phase 2 (e.g., which metrics to re-estimate and the format for old-vs-new estimate tables), since it is currently the least actionable step.

DimensionReasoningScore

Conciseness

The body is mostly efficient — it never explains concepts Claude already knows — but has clear tightening opportunities: the page-by-page report structure is listed twice (Phase 4 'High-level structure' and the Output Specification 'Contents'), the stale-training-data warning in Phase 1 is stated twice inline ('COMPLETE THESE 4 STEPS IN ORDER' plus the overlapping 'REQUIREMENTS' checklist) and again in workflow.md, and the ~55-line citation/hyperlink section is padded with '⭐⭐⭐ MANDATORY' / '🚨🚨🚨' emphasis and two long example blocks. This fits 'mostly efficient but includes some unnecessary explanation or could be tightened' better than the noticeably-verbose anchor, since the content itself is domain-specific rather than filler.

3 / 5

Actionability

Guidance is largely concrete and executable for an instruction-only skill: quantified beat/miss example ('Revenue beat by $120M or 3%'), exact deliverable specs (8-12 pages, 3,000-5,000 words, 8-12 charts), a file-naming convention with a worked example ('Nike_Q2_FY24_Earnings_Update.docx'), citation templates, and a verification checklist. Minor gaps remain — 'Update financial model and estimates' gives no method or pointer — so it lands at 'mostly executable guidance with minor gaps' rather than fully copy-paste ready across all common cases.

4 / 5

Workflow Clarity

The five phases are clearly sequenced with time estimates and explicit validation: Phase 1 has a concrete feedback loop ('If dates don't match or are old (>3 months), search again'), an inline citation verification checklist, and Phase 5 gates delivery on a quality check ('Verify content, formatting, accuracy, and timeliness') with a pointer to the quality checklist in best-practices.md. This matches the top anchor: clear sequence, explicit validation steps, feedback loops, and checklists.

5 / 5

Progressive Disclosure

Structure is good: three real, one-level-deep reference files, each clearly signaled per phase ('See [references/workflow.md](references/workflow.md)'), plus a Resources section with one-line descriptions, and workflow.md only cross-links to a sibling reference. However, the ~55-line Section 4 citations/hyperlink specification is content that belongs in references/report-structure.md rather than inline in the overview, which is more than a minor organization gap, placing it at the 'good structure; minor organization gaps' anchor rather than the top.

4 / 5

Total

16

/

20

Passed

Description

88%Weight 40%Scale 1-5

Based on the skill's description, can an agent find and select it at the right time? Clear, specific descriptions lead to better discovery.

A strong description that explicitly states what it does and when to use it with concrete, quantified deliverables and natural trigger phrases. The only gaps are a few missing trigger synonyms ('earnings report', 'quarterly results') and no in-description boundary against sibling formats like initiation reports or flash notes.

DimensionReasoningScore

Specificity

The description lists multiple concrete actions — 'Create professional equity research earnings update reports (8-12 pages, 3,000-5,000 words)', 'beat/miss analysis, key metrics, updated estimates, and revised thesis', 'Includes 1-3 summary tables and 8-12 charts' — with quantified parameters, giving comprehensive coverage of the skill's deliverables. It matches the 'multiple specific concrete actions; comprehensive coverage' anchor and is not vague or generic anywhere.

5 / 5

Completeness

It explicitly answers both questions: 'what' ('Create professional equity research earnings update reports... analyzing quarterly results for companies already under coverage... beat/miss analysis, key metrics, updated estimates, and revised thesis') and 'when' ('Use when user requests "earnings update", "quarterly update", "earnings analysis", "Q1/Q2/Q3/Q4 results", or post-earnings report'). This matches the top anchor: both what and when with concrete trigger phrases.

5 / 5

Trigger Term Quality

Trigger phrases like "earnings update", "quarterly update", "earnings analysis", "Q1/Q2/Q3/Q4 results", and "post-earnings report" are natural terms users would say. However, common variations such as 'earnings report' and 'quarterly results' are missing, so coverage is good rather than comprehensive, matching the 'good keyword coverage; a few natural terms missing' anchor.

4 / 5

Distinctiveness Conflict Risk

'Companies already under coverage' and the fast-turnaround earnings-update framing carve a clear niche, but terms like 'earnings analysis' and 'quarterly update' could still overlap with closely related sibling formats (initiation report, flash note) that the description does not exclude. This fits 'mostly distinct; minor overlap risk with closely related skills' rather than the minimal-conflict top anchor.

4 / 5

Total

18

/

20

Passed

Validation

100%

Checks the skill against the spec for correct structure and formatting. All validation checks must pass before discovery and implementation can be scored.

Validation — 16 / 16 Passed

Validation for skill structure

No warnings or errors.

Repository
anthropics/financial-services
Reviewed

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