earnings-analyst

Research upcoming earnings events, analyze historical beat/miss patterns, and estimate post-earnings price reactions using the Finskills API.

finskills@finskills

Install

openclaw skills install @finskills/earnings-analyst

Earnings Analyst

Track upcoming earnings events, analyze EPS beat/miss history, assess options- implied earnings move expectations, and monitor analyst estimate revisions — all powered by the Finskills API earnings calendar and company earnings endpoints.

Setup

API Key required — Register at https://finskills.net to get your free key.
Header: X-API-Key: <your_api_key>

Get your API key: Register at https://finskills.net — free tier available, Pro plan unlocks real-time quotes, history, and financials.

When to Activate This Skill

Activate when the user:

Asks when a specific company reports earnings
Wants to know historical earnings beat/miss rate for a stock
Asks about analyst EPS/revenue estimates for an upcoming quarter
Wants to understand the "earnings move" priced into options
Asks which major companies are reporting this week
Wants pre-earnings research before a binary event

Use Cases

Mode A — Market Earnings Calendar

"What major companies are reporting earnings this week?"

Mode B — Per-Stock Earnings Deep Dive

"Analyze NVDA's upcoming earnings — what should I expect?"

Mode C — Pre-Earnings Trade Setup

"Set up a pre-earnings analysis for AAPL with options context"

Data Retrieval — Finskills API Calls

Mode A — Earnings Calendar

text

GET https://finskills.net/v1/free/market/earnings-calendar

(Optional query params: from=YYYY-MM-DD&to=YYYY-MM-DD)
Extract: company name, ticker, report date, timing (before market / after market), EPS estimate

Filter and group by day. Sort by market cap or analyst attention.

Mode B — Per-Stock Earnings Analysis

Earnings History & Next Quarter Estimate:

text

GET https://finskills.net/v1/stocks/earnings/{SYMBOL}

Extract:

Last 4–8 quarters: date, epsActual, epsEstimate, epsSurprise, epsSurprisePercent
Last 4–8 quarters: revenueActual, revenueEstimate, revenueSurprise
Next quarter: epsEstimate, revenueEstimate
Next report date, timing (AMC/BMO)

Analyst Estimates (revision trend):

text

GET https://finskills.net/v1/free/stocks/estimates/{SYMBOL}

Extract: current quarter EPS estimate, next quarter, current year, next year consensus
Note upward vs. downward revision trend (compare to 30-day-ago estimates if available)

Latest News (pre-earnings catalyst check):

text

GET https://finskills.net/v1/news/by-symbol/{SYMBOL}

Extract: recent headlines, sentiment signals, any pre-announcements or guidance updates

Options Chain (for implied move):

text

GET https://finskills.net/v1/stocks/options/{SYMBOL}

Extract near-term ATM straddle price to calculate implied earnings move.

Analysis Workflow

Step 1 — Earnings Calendar View (Mode A)

Group events by day (Mon–Fri this week):

Show pre-market (BMO) and after-close (AMC) separately
Flag mega-caps (market cap > $100B) with ★
Include consensus EPS estimate for context
Highlight sector clusters (earnings tend to move entire sectors)

Step 2 — Earnings History Analysis (Mode B)

Build a beat/miss scorecard:

Quarter	EPS Est	EPS Actual	Surprise	Rev Est	Rev Actual	Rev Surprise
Q1 2025	$X.XX	$X.XX	+X%	$XB	$XB	+X%
...

Compute:

EPS Beat Rate: % of quarters beating EPS estimate
Avg EPS Surprise: Mean % beat magnitude (positive = bullish quality)
Revenue Beat Rate: % of quarters beating revenue estimate
Consistency Score: 5/5 beats vs 3/5 vs 2/5 — flag inconsistency
Trend: Is beat magnitude growing or shrinking? (quality signal)

Step 3 — Estimate Revision Momentum

Classify revision trend:

Positive momentum: Estimates revised UP in last 30–90 days → analyst conviction rising
Negative momentum: Estimates revised DOWN → potential guidance cut risk
Stable: No significant revisions

This is a leading indicator — stocks with positive estimate revisions tend to outperform.

Step 4 — Implied Earnings Move (if options data available)

Calculate using ATM straddle at nearest expiration AFTER earnings date:

text

ATM Straddle Price = ATM Call Mid + ATM Put Mid
Implied Move %     = Straddle Price / Current Stock Price × 100
Expected Range     = [Current Price × (1 − implied_move%), Current Price × (1 + implied_move%)]

Compare to historical earnings moves (from earnings history — abs value of price change on earnings day):

If implied move > average historical move: options are pricing in extra uncertainty → consider neutral strategies
If implied move < average historical move: options may be cheap for directional play

Step 5 — Pre-Earnings Assessment

Summarize the opportunity:

Bull Case (if expecting beat):

Revenue acceleration + margin expansion signals?
Positive estimate revisions?
Strong sector tailwinds?

Bear Case (if expecting miss or disappointment):

Slowing beat magnitude trend?
Recent negative estimate revisions?
Macro headwinds for the sector?

Key Watch Items:

Management guidance language (forward-looking statements)
Segment breakdowns to watch (e.g., Cloud for MSFT, iPhone for AAPL)
Margin trajectory (gross margin, operating margin vs estimates)

Output Format — Mode A (Calendar)

text

📅 EARNINGS CALENDAR  —  Week of {DATE}

MONDAY {Date}
  ⭐ {CompanyName} ({TICKER}) — AMC  |  EPS Est: ${est}
  {CompanyName} ({TICKER}) — BMO    |  EPS Est: ${est}

TUESDAY {Date}
  ⭐ {CompanyName} ({TICKER}) — BMO  |  EPS Est: ${est}
  ...

[⚠️ Sector note: {sector} reports in concentration — expect spillover moves]

Output Format — Mode B (Per-Stock Deep Dive)

text

╔══════════════════════════════════════════════════════╗
║    EARNINGS ANALYSIS — {TICKER}  ({DATE})           ║
╚══════════════════════════════════════════════════════╝

📅 NEXT EARNINGS
  Expected Date: {date}  |  Timing: {BMO/AMC}
  EPS Estimate:  ${eps}  |  Revenue Estimate: ${rev}B

📊 EARNINGS TRACK RECORD (Last {N} Quarters)
  EPS Beat Rate:     {%} ({n}/{total})
  Avg EPS Surprise:  +{%}
  Rev Beat Rate:     {%} ({n}/{total})
  Consistency:       {All beats / Mostly beats / Mixed}

  Quarter   EPS Est  Actual  EPS Surp  Rev Est   Actual   Rev Surp
  Q4 2024   $X.XX    $X.XX   +X.X%     $XB       $XB      +X.X%
  Q3 2024   ...

📈 ESTIMATE REVISION TREND
  Current FY EPS Estimate:  ${est}  ({+/-}% from 90 days ago)
  Revision Trend:           {Positive / Stable / Negative Momentum}
  Implications:             {one-line interpretation}

📐 IMPLIED EARNINGS MOVE (Options)
  ATM Straddle Price: ${price}  →  Implied Move: ±{%}
  Expected Range:     ${low} — ${high}
  Historical Avg Move: ±{%}
  Options Assessment: {Cheap/Rich/Fair relative to history}

📰 PRE-EARNINGS SIGNALS
  Recent News Sentiment: {Positive/Neutral/Negative}
  Key Headlines:
    • {headline 1}
    • {headline 2}

⚠️ KEY WATCH ITEMS FOR THIS EARNINGS
  1. {metric/segment to watch}
  2. {metric/segment to watch}
  3. {guidance language to watch}

🎯 EARNINGS SETUP SUMMARY
  Bull Case:  {2 sentences}
  Bear Case:  {2 sentences}
  Strategy:   {Directional bet / Neutral straddle / Avoid — with reasoning}

Limitations

Earnings dates can shift by 1–2 weeks; always verify directly with the company's IR page.
Implied move is based on options chain snapshot; liquidity affects pricing accuracy.
EPS surprise history may not account for non-GAAP vs. GAAP differences.

earnings-analyst

Install

Earnings Analyst

Setup

When to Activate This Skill

Use Cases

Mode A — Market Earnings Calendar

Mode B — Per-Stock Earnings Deep Dive

Mode C — Pre-Earnings Trade Setup

Data Retrieval — Finskills API Calls

Mode A — Earnings Calendar

Mode B — Per-Stock Earnings Analysis

Analysis Workflow

Step 1 — Earnings Calendar View (Mode A)

Step 2 — Earnings History Analysis (Mode B)

Step 3 — Estimate Revision Momentum

Step 4 — Implied Earnings Move (if options data available)

Step 5 — Pre-Earnings Assessment

Output Format — Mode A (Calendar)

Output Format — Mode B (Per-Stock Deep Dive)

Limitations

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