Agent skill

Earnings Preview Med

by agentii-ai in agentii-ai/agentii-investment-intelligence

Med-adapted earnings preview: consensus estimates, historical surprises, guidance sensitivities, and the FDA-catalyst overlay (PDUFA/AdCom/trial readouts near the print) for biotech/pharma names.

Apache-2.0Auto-check passedBusiness, Finance & HR

Install Earnings Preview Med

skills CLI
$ npx skills add agentii-ai/agentii-investment-intelligence --skill earnings-preview-med -a claude-code

Project install by default; add -g for ~/.claude/skills/.

GitHub CLI
$ gh skill install agentii-ai/agentii-investment-intelligence earnings-preview-med --agent claude-code

Project scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).

Manual copy
$ git clone --depth 1 https://github.com/agentii-ai/agentii-investment-intelligence.git skills-src && mkdir -p .claude/skills && cp -r skills-src/plugins/vertical-plugins/bio-pharm/skills/agentii/earnings-preview-med .claude/skills/earnings-preview-med && rm -rf skills-src

Use ~/.claude/skills/ instead of .claude/skills for a personal install. The folder must contain SKILL.md.

Claude Code skills documentation · loads skills from .claude/skills/

Facts

Skill name
earnings-preview-med
GitHub stars
207
Token cost
~1.5k tokens
SKILL.md length
552 words
Files
3 (incl. references)
Skills in repo
79
Repo updated
First seen
Licence
Apache-2.0

At a glance

Med-adapted earnings preview: consensus estimates, historical surprises, guidance sensitivities, and the FDA-catalyst overlay (PDUFA/AdCom/trial readouts near the print) for biotech/pharma names.

  • Works in 4 steps: search_earnings_calendar — estimates,… → search_xbrl_facts — revenue/EPS/margin… → search_documents/read_source_* —… → …
  • Tasks that involve Stock and market analysis
  • SKILL.md covers Defaults, Preflight, Triggers and Production Grounding, plus 11 more sections
  • Instructions only: no scripts, shell commands, URLs or credentials in SKILL.md

What it does

Earnings Preview Med is an agent skill from agentii-ai/agentii-investment-intelligence. Med-adapted earnings preview: consensus estimates, historical surprises, guidance sensitivities, and the FDA-catalyst overlay (PDUFA/AdCom/trial readouts near the print) for biotech/pharma names.

Its SKILL.md is about 1.5k tokens, which your agent loads only when the skill is triggered. The skill folder holds 3 other files, including reference files (for example `references/knowledge-frameworks.md` and `references/modes.md`).

It sits in Business, Finance & HR, covering Stock and market analysis. The repository describes itself as: Claude-type skills for institutional equity research — 25 AI agent skills with SEC filings, XBRL financials, earnings calendars, DCF/comps/LBO models, and PPT generation. Powered… The licence is Apache-2.0.

When your agent uses it

  • Tasks that involve Stock and market analysis

Example prompts

  • “/earnings-preview-med”

Workflow steps

4 steps, taken from the first numbered list in SKILL.md.

  1. search_earnings_calendar — estimates, actuals, surprise history, next date.
  2. search_xbrl_facts — revenue/EPS/margin trends.
  3. search_documents/read_source_* — prior-quarter commentary and guidance.
  4. Knowledge layer: search_investment_cases for historical print reactions.

What it can do on your machine

Read from SKILL.md and the folder at commit 86980e1. It shows what the files ask for, not the result of running them.

  • Tool permissions

    Pre-approves nothing: there is no allowed-tools line, so your agent's usual permission prompts apply.

    From allowed-tools in the SKILL.md frontmatter.

  • Runs code

    No scripts in the folder and no shell commands in SKILL.md.

    From the folder's file list and the shell code blocks in SKILL.md.

  • Network

    No URLs in SKILL.md.

    From URLs in SKILL.md, links to its own repository left out.

  • Credentials

    Names no API keys, tokens, secrets or passwords.

    From names ending in _API_KEY, _TOKEN, _SECRET, _KEY or _PASSWORD in SKILL.md.

Context cost

Earnings Preview Med loads about 1.5k tokens when it runs, and up to ~2.4k if it reads all its reference files. Until then it costs about 54 tokens; SKILL.md has 552 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~54
When it runs · the whole SKILL.md, loaded when a task matches
~1.5k
With references · SKILL.md plus every file in references/, read only if the agent opens them
~2.4k

Estimates: characters ÷ 4, the usual rule of thumb; real counts depend on the model's tokenizer. Scripts and assets cost tokens only if the agent reads them.

Safety

Auto-check passed

The automated check found no risky patterns in SKILL.md.

Automated static check — not a guarantee. Review scripts before installing. It scans the text of SKILL.md for risky patterns (piping downloads into a shell, reading credential files, hidden Unicode, destructive commands); files beside SKILL.md are not scanned.

SKILL.md

The full file from agentii-ai/agentii-investment-intelligence at commit 86980e1, republished under its Apache-2.0 licence (© agentii-ai). 552 words, ~1,495 tokens.

Download SKILL.mdSave it as .claude/skills/earnings-preview-med/SKILL.md (or your agent's skills folder). This skill also uses 2 other files; get the full folder from GitHub.
name
earnings-preview-med
description
Med-adapted earnings preview: consensus estimates, historical surprises, guidance sensitivities, and the FDA-catalyst overlay (PDUFA/AdCom/trial readouts near the print) for biotech/pharma names.
sectors
med.medicines_biotech, med.medical_devices
multi_ticker_semantics
single_target
temporal_scope.default_quarters
4
temporal_scope.max_quarters
8
temporal_scope.description
Preview window default 4 quarters; up to 8 for guidance trajectories.
retrieval_scope
unstructured_document_search
min_tool_diversity
3
parameter_free
false

Methodology inspired by publicly taught earnings-preview frameworks; all text is an original paraphrase.

Defaults

ParameterDefault ValueRationale
surprise_window8 quartersStandard surprise history window
include_catalyststrueMed prints move on catalysts as much as EPS
guidance_sensitivitytrueGuidance is the swing factor for pharma

Preflight

Run canonical pre-flight per contracts/preflight.md. Include the X-Agentii-Trace header on every tool call per contracts/x-agentii-trace-header.md — carry the _run_id from your first tool result and name yourself (and your parent, if you were spawned).

Triggers

  • "Preview [biotech ticker]'s upcoming earnings."
  • "What should I expect at [ticker]'s next print?"
  • "How has [ticker] surprised historically?"
  • "Which catalysts land near [ticker]'s earnings date?"
  • "Build an earnings preview with consensus estimates."
  • "What's the guidance risk for [ticker] this quarter?"
  • "Summarize the last few quarters for [ticker]."
  • "Earnings + FDA calendar overlap for [ticker]."
  • "What are the swing factors for [ticker]'s print?"
  • "Historical reaction to [ticker]'s earnings surprises."
  • "What changed in my estimates, thesis, and positioning ahead of [ticker]'s print?"

Production Grounding

  • Med prints have TWO drivers: financials (revenue/EPS/guidance) and catalysts (PDUFA/AdCom/readouts). The catalyst overlay is mandatory — a clean quarter can be undone by a CRL days earlier.
  • Every preview closes with model-vs-consensus deltas (our modeled numbers vs consensus from search_earnings_calendar, signed with the driver named) and the three what's-changed vectors (estimates / thesis / positioning) — estimates move first, thesis and positioning follow only when the facts justify them.
  • For pre-revenue biotechs, the print is mostly about cash runway + pipeline updates; consensus EPS is secondary.
  • Grounding frameworks: references/knowledge-frameworks.md (道/法 review knowledge).

Data Source Priority

  1. search_earnings_calendar — estimates, actuals, surprise history, next date.
  2. search_xbrl_facts — revenue/EPS/margin trends.
  3. search_documents/read_source_* — prior-quarter commentary and guidance.
  4. Knowledge layer: search_investment_cases for historical print reactions.

Methodology

Retrieval Scope

unstructured_document_search

Retrieval Strategy
  1. Resolve the earnings event: search_earnings_calendar for dates/estimates/surprises (consensus values).
  2. Pull fundamentals trend: search_xbrl_facts key line items (our modeled numbers).
  3. Compute model-vs-consensus deltas on each key line item; state assumptions; annotate coverage_gap where no consensus value exists.
  4. Slot-refresh the three what's-changed vectors: estimates / thesis / positioning.
  5. Catalyst overlay: nearest PDUFA/AdCom/readout vs print date.
  6. Ground with historical cases (print reactions) via knowledge tools.
Show full SKILL.md (203 more words)Show less
Temporal Scope

See frontmatter temporal_scope block.

Tool Allowlist

See frontmatter allowed_tools.

Protocol
  1. Event & estimates
  2. Fundamental trend
  3. Model-vs-consensus deltas
  4. What's-changed vectors (estimates / thesis / positioning)
  5. Catalyst overlay
  6. Swing-factor synthesis

Modes

  • Standard (default): estimates + surprises + guidance.
  • Pre-revenue: runway + pipeline + readout framing.
  • Catalyst-overlap: print framed around nearby FDA events.

Tool Fallbacks

FailureFallback
search_earnings_calendar emptyUse filings (search_documents) for dates; annotate coverage_gap
No catalyst dataFlag "catalyst overlay unavailable"
Knowledge tools emptyProceed with structured data only

Output File

{ticker}/{YYYY-MM-DD_HHMM}_earnings-preview-med_{affix}.md

Output Structure

  1. Executive Summary — setup for the print in 2-3 sentences
  2. Consensus & Surprise History — estimates table + surprise record
  3. Model vs Consensus — our modeled numbers vs consensus (search_earnings_calendar) with signed deltas and named drivers
  4. What's Changed — the three vectors: estimates / thesis / positioning (estimates move first, ratings last)
  5. Guidance & Swing Factors — guidance risk analysis
  6. Catalyst Overlay — FDA events near the print
  7. Historical Context — cases with /v/ citations
  8. Coverage Gaps — degraded flags

Error Handling

ErrorFallback
Estimates missingPresent fundamentals trend only; flag
Date uncertainUse calendar's best estimate + annotate

Memory Load

See contracts/memory-load.md.

Snapshot

See contracts/snapshot-synthesis.md.

Final Summary (TUI)

Include ### Key Citations block with 0-10 clickable /v/ URLs.

References

  • contracts/citation-and-memory.md
  • contracts/output-frontmatter-schema.md
  • contracts/memory-load.md
  • contracts/snapshot-synthesis.md
  • contracts/preflight.md
  • references/knowledge-frameworks.md

© agentii-ai, Apache-2.0. Rendered from Markdown: HTML in the file is shown as text, images as links, and headings moved down two levels. Raw file

Files

SKILL.md and 2 other files (references) in plugins/vertical-plugins/bio-pharm/skills/agentii/earnings-preview-med of agentii-ai/agentii-investment-intelligence.

  • SKILL.md
  • references/knowledge-frameworks.md
  • references/modes.md

Open the folder on GitHubat commit 86980e1

Compare with similar skills

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Tradingview MCPatilaahmettaner/tradingview-mcp5k—~1.3kAutomated safety check: PassMIT
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Longbridge Researchhelsome/folio2713 repos~2.1kAutomated safety check: PassMIT

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Questions about Earnings Preview Med

What does Earnings Preview Med do?

Med-adapted earnings preview: consensus estimates, historical surprises, guidance sensitivities, and the FDA-catalyst overlay (PDUFA/AdCom/trial readouts near the print) for biotech/pharma names. Earnings Preview Med is an agent skill from agentii-ai/agentii-investment-intelligence. Med-adapted earnings preview: consensus estimates, historical surprises, guidance sensitivities, and the FDA-catalyst overlay (PDUFA/AdCom/trial readouts near the print) for biotech/pharma names.

When should I use Earnings Preview Med?

Earnings Preview Med fits situations like: tasks that involve Stock and market analysis.

How do I install Earnings Preview Med in Claude Code?

Run `npx skills add agentii-ai/agentii-investment-intelligence --skill earnings-preview-med -a claude-code`. Or copy the skill folder (plugins/vertical-plugins/bio-pharm/skills/agentii/earnings-preview-med in agentii-ai/agentii-investment-intelligence) into .claude/skills/earnings-preview-med in your project. Claude Code loads it when a task matches its description.

How do I install Earnings Preview Med in Codex?

Run `npx skills add agentii-ai/agentii-investment-intelligence --skill earnings-preview-med -a codex`. Or copy the skill folder (plugins/vertical-plugins/bio-pharm/skills/agentii/earnings-preview-med in agentii-ai/agentii-investment-intelligence) into .agents/skills/earnings-preview-med in your project. Codex loads it when a task matches its description.

Can I use Earnings Preview Med in Cursor, Gemini CLI or GitHub Copilot?

Cursor, Gemini CLI, GitHub Copilot and OpenCode also load SKILL.md folders. With the skills CLI, run `npx skills add agentii-ai/agentii-investment-intelligence --skill earnings-preview-med -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/earnings-preview-med, .gemini/skills/earnings-preview-med, .github/skills/earnings-preview-med and .opencode/skills/earnings-preview-med in your project.

What does Earnings Preview Med need to run?

SKILL.md names no scripts, command-line tools or credentials: Earnings Preview Med is instructions for the agent only.

Does Earnings Preview Med access the network?

SKILL.md contains no URLs. Any network use would come from the scripts or tools the agent runs. This is read from the text; nothing was executed.

Is Earnings Preview Med safe to install?

Our automated static check of SKILL.md found no risky patterns, such as piping downloads into a shell, reading credential files or hidden Unicode. It is not a guarantee. Review the folder before installing.

What licence does Earnings Preview Med use?

Earnings Preview Med is published under the Apache-2.0 licence (the repository's licence). It allows redistribution, so the full SKILL.md is shown on this page.

How many tokens does Earnings Preview Med use?

About 1.5k tokens (SKILL.md is roughly 6k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full. Its references folder adds about 856 tokens, read only when the agent opens those files.

What are the alternatives to Earnings Preview Med?

Skills that share tags, products or a category with Earnings Preview Med: Stock API (zhangxiangliang/stock-api, 2k stars), Tushare Data (zillionare/zillionare, 322 stars), Tradingview MCP (atilaahmettaner/tradingview-mcp, 5k stars) and Digital Oracle (komako-workshop/digital-oracle, 878 stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains Earnings Preview Med?

agentii-ai (a GitHub user) maintains it in agentii-ai/agentii-investment-intelligence, which has 207 GitHub stars. The repository holds 79 skills in this directory. The repository was last updated on September 29, 2026.

Source: agentii-ai/agentii-investment-intelligence on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.