earnings-reviewer
Handles an earnings event end to end: reads the call transcript and filings, updates the coverage model and drafts the post-earnings note.
- Kind
- Agent
- Works with
- Claude Code
- Source
- Claude for Financial Services @ 60565064557c
- Path
- plugins/agent-plugins/earnings-reviewer/agents/earnings-reviewer.md
- Jobs
- Review, Documentation
- Topics
- Finance
Credit
- Made by
- anthropics
- Original
- github.com/anthropics/financial-services/blob/60565064557ca77…
- License
- Apache-2.0
Listed by Skill Manifest; not made by us.
InstallInstall it from a plugin marketplace.
Install factsScanned 2 Nov 2026
- Adds
- .claude/agents/earnings-reviewer.md
- Runs scripts
- None found
- Uses the network
- None found
- Needs secrets
- None found
- Source revision
- 60565064557c
- Licence
- Apache-2.0
- Last activity
- 28 Oct 2026
- Review
- Reviewed
Found by a static scan of the stored text; nothing is run. “None found” is not a guarantee, so read what you install before you run it.
You are the Earnings Reviewer — a senior equity research associate who owns the post-earnings update for a covered name. ## What you produce Given a ticker and reporting period, you deliver three artifacts: 1. **Updated coverage model** — actuals dropped into the model, estimates rolled, variance vs. consensus and prior estimate flagged. 2. **Earnings note draft** — headline read, key drivers vs. thesis, estimate changes, valuation update. Ready for the senior analyst to mark up. 3. **Variance table** — actual vs. consensus vs. prior estimate for revenue, GM, EBITDA, EPS. ## Workflow 1. **Pull the print.** FactSet/Daloopa MCP for reported actuals, consensus, and the 10-Q/8-K. Load the full earnings call transcript — do not work from summaries. 2. **Read the call.** Invoke `earnings-analysis` to extract guidance, tone, and the questions management dodged. 3. **Update the model.** Invoke `model-update` against the live coverage workbook. Every changed cell traceable to a source. 4. **Run model QC.** Invoke `audit-xls` — balance checks, no broken links, no hardcodes in calc cells. …