Business Overview Analysis
zj-unicom-ai/UniEmployee
Produces a full business health analysis from sales, finance, inventory and customer CSV files: core KPIs, monthly trends, drill-downs and recommendations.
Rapid first-read earnings flash for a given company. An agent skill from daloopa/investing.
$ npx skills add daloopa/investing --skill earnings-flash -a claude-codeProject install by default; add -g for ~/.claude/skills/.
$ gh skill install daloopa/investing earnings-flash --agent claude-codeProject scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).
$ git clone --depth 1 https://github.com/daloopa/investing.git skills-src && mkdir -p .claude/skills && cp -r skills-src/.claude/skills/earnings-flash .claude/skills/earnings-flash && rm -rf skills-srcUse ~/.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/
Install the "earnings-flash" agent skill from https://github.com/daloopa/investing/tree/main/.claude/skills/earnings-flash into .claude/skills/earnings-flash/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "earnings-flash", then confirm the skill loads.Claude Code copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$skill-installer install https://github.com/daloopa/investing/tree/main/.claude/skills/earnings-flashType this inside Codex. $skill-installer <name> installs a curated skill from openai/skills. The installer writes to $CODEX_HOME/skills (default ~/.codex/skills). Restart Codex if the skill does not show up.
$ npx skills add daloopa/investing --skill earnings-flash -a codexProject install goes to .agents/skills/; add -g for ~/.codex/skills/.
$ gh skill install daloopa/investing earnings-flash --agent codexProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/daloopa/investing.git skills-src && mkdir -p .agents/skills && cp -r skills-src/.claude/skills/earnings-flash .agents/skills/earnings-flash && rm -rf skills-srcUse ~/.agents/skills/ instead of .agents/skills for a personal install.
Codex skills documentation · loads skills from .agents/skills/
Install the "earnings-flash" agent skill from https://github.com/daloopa/investing/tree/main/.claude/skills/earnings-flash into .agents/skills/earnings-flash/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "earnings-flash", then confirm the skill loads.Codex copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ npx skills add daloopa/investing --skill earnings-flash -a cursorProject install goes to .agents/skills/; add -g for ~/.cursor/skills/.
$ gh skill install daloopa/investing earnings-flash --agent cursorProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/daloopa/investing.git skills-src && mkdir -p .cursor/skills && cp -r skills-src/.claude/skills/earnings-flash .cursor/skills/earnings-flash && rm -rf skills-srcUse ~/.cursor/skills/ instead of .cursor/skills for a personal install.
Cursor skills documentation · loads skills from .cursor/skills/, .agents/skills/, .claude/skills/, .codex/skills/
Install the "earnings-flash" agent skill from https://github.com/daloopa/investing/tree/main/.claude/skills/earnings-flash into .cursor/skills/earnings-flash/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "earnings-flash", then confirm the skill loads.Cursor copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ gemini skills install https://github.com/daloopa/investing.git --path .claude/skills/earnings-flash--scope user (default) or --scope workspace; --path is the subfolder of the repo that holds the skill; --consent skips the security confirmation prompt.
$ npx skills add daloopa/investing --skill earnings-flash -a gemini-cliProject install goes to .agents/skills/; add -g for ~/.gemini/skills/.
$ gh skill install daloopa/investing earnings-flash --agent gemini-cliProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/daloopa/investing.git skills-src && mkdir -p .gemini/skills && cp -r skills-src/.claude/skills/earnings-flash .gemini/skills/earnings-flash && rm -rf skills-srcUse ~/.gemini/skills/ instead of .gemini/skills for a personal install, then run /skills reload.
Gemini CLI skills documentation · loads skills from .gemini/skills/, .agents/skills/
Install the "earnings-flash" agent skill from https://github.com/daloopa/investing/tree/main/.claude/skills/earnings-flash into .gemini/skills/earnings-flash/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "earnings-flash", then confirm the skill loads.Gemini CLI copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ gh skill install daloopa/investing earnings-flashInstalls for Copilot at project scope by default; add --scope user for a personal install. Preview a skill first with gh skill preview. Needs GitHub CLI 2.90.0 or later (public preview).
$ npx skills add daloopa/investing --skill earnings-flash -a github-copilotProject install goes to .agents/skills/; add -g for ~/.copilot/skills/.
$ git clone --depth 1 https://github.com/daloopa/investing.git skills-src && mkdir -p .github/skills && cp -r skills-src/.claude/skills/earnings-flash .github/skills/earnings-flash && rm -rf skills-srcUse ~/.copilot/skills/ instead of .github/skills for a personal install. Commit .github/skills so cloud agent and code review can use it.
GitHub Copilot skills documentation · loads skills from .github/skills/, .claude/skills/, .agents/skills/
Install the "earnings-flash" agent skill from https://github.com/daloopa/investing/tree/main/.claude/skills/earnings-flash into .github/skills/earnings-flash/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "earnings-flash", then confirm the skill loads.GitHub Copilot copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ npx skills add daloopa/investing --skill earnings-flash -a opencodeOpenCode documents no install command of its own. Project install goes to .agents/skills/; add -g for ~/.config/opencode/skills/.
$ gh skill install daloopa/investing earnings-flash --agent opencodeProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/daloopa/investing.git skills-src && mkdir -p .opencode/skills && cp -r skills-src/.claude/skills/earnings-flash .opencode/skills/earnings-flash && rm -rf skills-srcUse ~/.config/opencode/skills/ instead of .opencode/skills for a personal install.
OpenCode skills documentation · loads skills from .opencode/skills/, .claude/skills/, .agents/skills/
Install the "earnings-flash" agent skill from https://github.com/daloopa/investing/tree/main/.claude/skills/earnings-flash into .opencode/skills/earnings-flash/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "earnings-flash", then confirm the skill loads.OpenCode copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
earnings-flashRapid first-read earnings flash for a given company. An agent skill from daloopa/investing.
Earnings Flash is an agent skill from daloopa/investing. Rapid first-read earnings flash for a given company
Its SKILL.md is about 1.9k tokens, which your agent loads only when the skill is triggered. It is a single SKILL.md file with no bundled scripts.
It sits in Business, Finance & HR, covering Financial analysis and OKRs and executive reporting. The licence is Apache-2.0.
11 steps, taken from the step headings in SKILL.md.
Read from SKILL.md and the folder at commit e2dd01d. It shows what the files ask for, not the result of running them.
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.
No scripts in the folder and no shell commands in SKILL.md (its code samples are html).
From the folder's file list and the shell code blocks in SKILL.md.
Hosts in commands or code, which the agent is likely to contact:
daloopa.comFrom URLs in SKILL.md, links to its own repository left out.
Names no API keys, tokens, secrets or passwords.
From names ending in _API_KEY, _TOKEN, _SECRET, _KEY or _PASSWORD in SKILL.md.
Earnings Flash loads about 1.9k tokens when it runs. Until then it costs about 17 tokens; SKILL.md has 939 words of instructions outside code blocks.
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.
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.
The full file from daloopa/investing at commit e2dd01d, republished under its Apache-2.0 licence (© daloopa). 939 words, ~1,898 tokens.
.claude/skills/earnings-flash/SKILL.md (or your agent's skills folder).Generate a rapid earnings flash for the company specified by the user: $ARGUMENTS
This is a lightweight, speed-focused version of /earnings-review — designed for a quick first read within minutes of a filing. It pulls just enough context from Daloopa to frame BEAT/MISS verdicts, then focuses on what's new and surprising.
Before starting, read ../data-access.md for data access methods and ../design-system.md for formatting conventions. Follow the data access detection logic and design system throughout this skill.
Look up the company by ticker using discover_companies. Capture:
company_idlatest_calendar_quarter — anchor for all period calculations (see ../data-access.md Section 1.5)latest_fiscal_quarter../data-access.md Section 4.5Calculate 4 quarters backward from latest_calendar_quarter. Search for and pull these core metrics:
Income Statement:
Cash Flow:
This is lighter than /earnings-review (4Q vs 8Q, no cost structure breakdown). The goal is just enough history to frame the latest quarter's results — not a full trend analysis.
Think about the 3-5 most important KPIs for THIS company based on its business model. Search for those specific KPIs and pull for the same 4-quarter period. Also search for:
Keep this targeted — discover the critical operating metrics, not everything available.
Search for guidance series (revenue guidance, EPS guidance, margin guidance, any KPI guidance). If available, pull guidance data for the latest 2 quarters so you can compare the most recent actual results against what management guided.
CRITICAL: Apply +1 quarter offset — guidance from Q(N) applies to Q(N+1) results.
Use search_documents to find the most recent earnings-related filing. Search strategy:
["results", "earnings"] in the latest 1-2 calendar quarters["revenue"] or ["financial"] as broader termsRead the document content from the search results. Focus on:
If no document is found, proceed with the MCP fundamentals data only and note "No earnings document found — analysis based on financial data only."
Get the current stock price using get_stock_prices (see ../data-access.md Section 1.7) — pass company_id and dates for the 3 most recent calendar days. Also pull prices around the earnings date (1 day before to 3 days after the latest_calendar_quarter end + ~30-45 days) to compute the post-earnings reaction. Include the next-day move percentage in the Executive Flash section.
Write 3-5 bullet-point verdicts. Each bullet MUST compare the latest quarter's results against prior periods from Step 2 and/or guidance from Step 4. Format:
[BEAT/MISS/INLINE/MIXED] | Key number (YoY change) | One-sentence context
Examples:
Use Daloopa citation links for all figures sourced from MCP. Use "(per filing)" for figures only found in the document.
Also include a one-line Management Tone assessment (confident/cautious/defensive/evasive/optimistic) if an earnings document was available. Support with specific language from the document.
Present the latest quarter's results with comparison context:
| Metric | Latest Quarter | Prior Quarter | YoY Change | vs Guidance |
|---|
Include: revenue, EPS, margins, segment breakdowns, KPIs — all sourced from MCP with Daloopa citation links. Add a "vs Guidance" column if guidance data was available from Step 4 (show beat/miss amount).
Group by category: P&L, Segments, KPIs, Cash Flow.
For figures only available from the document (not in MCP), include them in a separate "Per Filing" sub-section below the table and note they are not cross-referenced.
Extract forward-looking statements from the earnings document (if available):
If guidance data was pulled from Daloopa in Step 4, compare new guidance against prior guidance with a table:
| Metric | New Guidance | Prior Guidance | Change |
|---|
If no document was found, summarize any guidance series data from Step 4 and note that no new guidance language is available.
Call out concerning signals — this section should be sharp and skeptical:
If no material risk flags, say so clearly: "No material risk flags identified."
Write 2-3 bullets on what this filing implies for adjacent companies:
Format: **[COMPANY/SECTOR]**: [implication] (based on [specific data point])
Save the HTML report to: reports/{TICKER}_earnings_flash_{PERIOD}.html (where PERIOD is the latest calendar quarter analyzed).
Use the design-system HTML template from ../design-system.md. Include all CSS inlined.
Add a FLASH banner at the top of the report. Insert this right after the opening <body> tag, before the <h1>:
<div style="background: #C0392B; color: white; text-align: center; padding: 8px 16px; font-size: 14px; font-weight: bold; letter-spacing: 2px; margin-bottom: 16px;">
EARNINGS FLASH — FIRST READ
</div>The <h1> should be: {TICKER} Earnings Flash — {PERIOD}
Add a disclaimer after the flash banner:
<p style="font-size: 10px; color: #6C757D; font-style: italic; margin-bottom: 16px;">
This is a rapid first-read summary. For full analysis with 8-quarter trends, cost structure,
and competitive read-throughs, run /earnings-review {TICKER}.
</p>Replace {FIRM_NAME} in the footer — see ../data-access.md Section 4.5.
All financial figures from Daloopa must use citation format: <a href="https://daloopa.com/src/{fundamental_id}">$X.XX million</a>
Tell the user where the HTML report was saved and highlight the 2-3 most notable findings.
© daloopa, 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
Just SKILL.md in .claude/skills/earnings-flash of daloopa/investing.
Open the folder on GitHubat commit e2dd01d
Earnings Flash next to the 5 skills that share the most tags, products or categories with it. Stars are the repository's; “used in” counts other GitHub owners with a copy.
| Skill | Stars | Used in | Tokens | Auto-check | Licence | Repo updated |
|---|---|---|---|---|---|---|
| Earnings Flash this skilldaloopa/investing | 489 | — | ~1.9k | Automated safety check: Pass | Apache-2.0 | |
| Business Overview Analysiszj-unicom-ai/UniEmployee | 359 | — | ~662 | Automated safety check: Pass | MIT | |
| Finance Reportsanqiufong/slides-from-anything | 132 | 1 repos | ~523 | Automated safety check: Pass | Apache-2.0 | |
| Investor Reportrevfactory/harness-100 | 1.3k | — | ~1.7k | Automated safety check: Pass | Apache-2.0 | |
| SaaS Business Health Diagnosticdeanpeters/Product-Manager-Skills | 7.2k | 1 repos | ~5.8k | Automated safety check: Pass | Custom licence | |
| Longbridge Earningshelsome/folio | 270 | 1 repos | ~2.5k | Automated safety check: Pass | None |
zj-unicom-ai/UniEmployee
Produces a full business health analysis from sales, finance, inventory and customer CSV files: core KPIs, monthly trends, drill-downs and recommendations.
sanqiufong/slides-from-anything
Quarterly / monthly financial report — masthead with KPIs, revenue and burn charts, P&L summary table, top-line highlights, and an outlook paragraph.
revfactory/harness-100
A full pipeline that systematizes investor reports into financial performance analysis, KPI dashboard, market trends, strategy updates, and risk disclosures.
deanpeters/Product-Manager-Skills
Diagnoses SaaS business health across growth, retention, unit economics and capital efficiency, then prioritizes fixes by urgency for board or quarterly reviews.
helsome/folio
Earnings analysis — pre- and post-earnings. An agent skill from helsome/folio.
huangjia2019/claude-code-engineering
Analyze financial data, calculate financial ratios, and generate analysis reports.
daloopa/investing
Deep dive into capital deployment, buybacks, dividends, and shareholder yield
daloopa/investing
Build an industry comp sheet Excel model with deep operational KPIs
daloopa/investing
Trading comparables analysis with peer multiples and implied valuation
daloopa/investing
Discounted cash flow valuation with sensitivity analysis. An agent skill from daloopa/investing.
daloopa/investing
Track management guidance accuracy over time for a given company
daloopa/investing
Auto-detect biggest acceleration/deceleration inflections across all metrics
Categories
Rapid first-read earnings flash for a given company. An agent skill from daloopa/investing. Earnings Flash is an agent skill from daloopa/investing.
Earnings Flash fits situations like: tasks that involve Financial analysis; tasks that involve OKRs and executive reporting.
Run `npx skills add daloopa/investing --skill earnings-flash -a claude-code`. Or copy the skill folder (.claude/skills/earnings-flash in daloopa/investing) into .claude/skills/earnings-flash in your project. Claude Code loads it when a task matches its description.
Run `npx skills add daloopa/investing --skill earnings-flash -a codex`. Or copy the skill folder (.claude/skills/earnings-flash in daloopa/investing) into .agents/skills/earnings-flash in your project. Codex loads it when a task matches its description.
Cursor, Gemini CLI, GitHub Copilot and OpenCode also load SKILL.md folders. With the skills CLI, run `npx skills add daloopa/investing --skill earnings-flash -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-flash, .gemini/skills/earnings-flash, .github/skills/earnings-flash and .opencode/skills/earnings-flash in your project.
SKILL.md names no scripts, command-line tools or credentials: Earnings Flash is instructions for the agent only.
SKILL.md names 1 domain. In commands or code: daloopa.com; the agent is likely to contact it when it follows the instructions. This is read from the text; nothing was executed.
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.
Earnings Flash 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.
About 1.9k tokens (SKILL.md is roughly 7.6k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full.
Skills that share tags, products or a category with Earnings Flash: Business Overview Analysis (zj-unicom-ai/UniEmployee, 359 stars), Finance Report (sanqiufong/slides-from-anything, 132 stars), Investor Report (revfactory/harness-100, 1.3k stars) and SaaS Business Health Diagnostic (deanpeters/Product-Manager-Skills, 7.2k stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.
daloopa (a GitHub organization) maintains it in daloopa/investing, which has 489 GitHub stars. The repository holds 22 skills in this directory. The repository was last updated on October 7, 2026.
Source: daloopa/investing on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.