Agent skill

Earnings Preview

by himself65 in himself65/finance-skills

Build a pre-earnings briefing for a stock from Yahoo Finance data (yfinance): the upcoming report date and timing, consensus EPS and revenue estimates with their range, the beat/miss track record…

MITAuto-check passedBusiness, Finance & HR

Install Earnings Preview

skills CLI
$ npx skills add himself65/finance-skills --skill earnings-preview -a claude-code

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

GitHub CLI
$ gh skill install himself65/finance-skills earnings-preview --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/himself65/finance-skills.git skills-src && mkdir -p .claude/skills && cp -r skills-src/plugins/market-analysis/skills/earnings-preview .claude/skills/earnings-preview && 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
GitHub stars
3.4k
Token cost
~1.4k tokens
SKILL.md length
565 words
Files
3 (incl. references)
Skills in repo
25
Repo updated
First seen
Licence
MIT

At a glance

Build a pre-earnings briefing for a stock from Yahoo Finance data (yfinance): the upcoming report date and timing, consensus EPS and revenue estimates with their range, the beat/miss track record…

  • Works in 4 steps: Ensure yfinance Is Available → Identify the Ticker and Gather All Data → Build the Earnings Preview → …
  • The user is preparing for an upcoming earnings report
  • SKILL.md covers Step 1: Ensure yfinance Is…, Step 2: Identify the Ticker…, Step 3: Build the Earnings… and Step 4: Respond to the User, plus 1 more section
  • Instructions only: no scripts, shell commands, URLs or credentials in SKILL.md

What it does

Earnings Preview is an agent skill from himself65/finance-skills. Build a pre-earnings briefing for a stock from Yahoo Finance data (yfinance): the upcoming report date and timing, consensus EPS and revenue estimates with their range, the beat/miss track record, analyst ratings and price targets, and what to watch in the print. Use this skill whenever the user is preparing for an upcoming earnings report or asks what the street expects — consensus or whisper numbers, EPS expectations, whether a company will beat, an earnings setup, or an earnings-season preview — and whenever a…

Its SKILL.md is about 1.4k tokens, which your agent loads only when the skill is triggered. The skill folder holds 3 other files, including reference files (for example `README.md` and `references/api_reference.md`).

It sits in Business, Finance & HR, covering Stock and market analysis. It works with yfinance. The repository describes itself as: A collection of skills for AI financial analysis. The licence is MIT.

When your agent uses it

  • The user is preparing for an upcoming earnings report
  • Asks what the street expects — consensus
  • Whisper numbers
  • EPS expectations

Example prompts

  • “preview”
  • “/earnings-preview”

Requirements

  • Python 3

Workflow steps

4 steps, taken from the step headings in SKILL.md.

  1. Ensure yfinance Is Available
  2. Identify the Ticker and Gather All Data
  3. Build the Earnings Preview
  4. Respond to the User

What it can do on your machine

Read from SKILL.md and the folder at commit 01fc7b4. 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 (its code samples are python).

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

  • Network

    Links to these hosts (documentation or services it may open):

    • github.com

    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 loads about 1.4k tokens when it runs, and up to ~2.6k if it reads all its reference files. Until then it costs about 169 tokens; SKILL.md has 565 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~169
When it runs · the whole SKILL.md, loaded when a task matches
~1.4k
With references · SKILL.md plus every file in references/, read only if the agent opens them
~2.6k

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 himself65/finance-skills at commit 01fc7b4, republished under its MIT licence (© himself65). 565 words, ~1,446 tokens.

Download SKILL.mdSave it as .claude/skills/earnings-preview/SKILL.md (or your agent's skills folder). This skill also uses 2 other files; get the full folder from GitHub.
name
earnings-preview
description
Build a pre-earnings briefing for a stock from Yahoo Finance data (yfinance): the upcoming report date and timing, consensus EPS and revenue estimates with their range, the beat/miss track record, analyst ratings and price targets, and what to watch in the print. Use this skill whenever the user is preparing for an upcoming earnings report or asks what the street expects — consensus or whisper numbers, EPS expectations, whether a company will beat, an earnings setup, or an earnings-season preview — and whenever a ticker comes up in the context of upcoming earnings, even without the word "preview". For results that are already out, use earnings-recap.

Earnings Preview Skill

Generates a pre-earnings briefing using Yahoo Finance data via yfinance. Pulls together upcoming earnings date, consensus estimates, historical accuracy, analyst sentiment, and key financial context — everything you need before an earnings call.

Important: Data is for research and educational purposes only. Not financial advice. yfinance is not affiliated with Yahoo, Inc.


Step 1: Ensure yfinance Is Available

Current environment status:

!`python3 -c "exec('try:\n import yfinance\n print(\'yfinance \' + yfinance.__version__ + \' installed\')\nexcept Exception:\n print(\'YFINANCE_NOT_INSTALLED\')')"`

If YFINANCE_NOT_INSTALLED, install it:

python
import subprocess, sys
subprocess.check_call([sys.executable, "-m", "pip", "install", "-q", "yfinance"])

If already installed, skip to the next step.


Step 2: Identify the Ticker and Gather All Data

Extract the ticker symbol from the user's request. If they mention a company name without a ticker, look it up. Then fetch all relevant data in one script to minimize API calls.

python
import yfinance as yf

ticker = yf.Ticker("AAPL")  # replace with actual ticker

# --- Core data ---
info = ticker.info
calendar = ticker.calendar
earnings_dates = ticker.get_earnings_dates(limit=8)  # report timestamps; the upcoming one has no Reported EPS yet
hist = ticker.history(period="1mo")                  # recent price performance

# --- Estimates ---
earnings_est = ticker.earnings_estimate
revenue_est = ticker.revenue_estimate

# --- Historical track record ---
earnings_hist = ticker.earnings_history

# --- Analyst sentiment ---
price_targets = ticker.analyst_price_targets
recommendations = ticker.recommendations

# --- Recent financials for context ---
quarterly_income = ticker.quarterly_income_stmt
quarterly_cashflow = ticker.quarterly_cashflow
What to extract from each source
Data SourceKey FieldsPurpose
calendarEarnings Date, Ex-Dividend DateWhen earnings are and key dates
get_earnings_dates()Earnings Date (tz-aware timestamp), EPS Estimate, Reported EPSReport timing: the upcoming row has no Reported EPS; a time at or after 16:00 ET means after the close, earlier times mean before the open
earnings_estimateavg, low, high, numberOfAnalysts, yearAgoEps, growth (for 0q, +1q, 0y, +1y)Consensus EPS expectations
revenue_estimateavg, low, high, numberOfAnalysts, yearAgoRevenue, growthRevenue expectations
earnings_historyepsEstimate, epsActual, epsDifference, surprisePercentBeat/miss track record (indexed by fiscal quarter-end, oldest first)
analyst_price_targetscurrent, low, high, mean, medianStreet price targets
recommendationsBuy/Hold/Sell countsSentiment distribution
quarterly_income_stmtTotalRevenue, NetIncome, BasicEPSRecent trajectory

Step 3: Build the Earnings Preview

The briefing should let the user see the setup at a glance. Cover these five areas; if the data for one is missing, say so in a line rather than dropping it.

  1. Date and context — company, ticker, sector and industry; the report date and whether it lands before the open or after the close; current price with 1-week and 1-month performance; market cap.
  2. Consensus estimates — a table of this quarter's EPS and revenue consensus with low, high, analyst count, year-ago value, and expected growth. A high/low spread wider than about 20% of consensus signals unusual uncertainty; say so when you see it.
  3. Beat/miss track record — the last four quarters of estimated vs actual EPS with surprise %, summarized as a beat count and average surprise.
  4. Analyst sentiment — the rating distribution (strong buy through strong sell) and the price-target range (low, mean, median, high), with the implied upside or downside from the mean target.
  5. What to watch — the few things the market will focus on in this print, chosen for this company and sector: revenue growth accelerating or decelerating, margins expanding or compressing, line items that moved sharply quarter over quarter, and segment trends where the data has them. This is the judgment part of the briefing.
Show full SKILL.md (118 more words)Show less

Step 4: Respond to the User

Open with the headline — the report date and a one-line read of the setup — then the five areas above, using tables where they help. Close with a short read of the overall setup drawn from the estimates, track record, and sentiment, framed as what the street expects rather than a recommendation.

Include the caveats that apply: estimates can change until the report date, past beats don't guarantee future ones, Yahoo Finance consensus can lag real-time providers by a few hours, and this is not financial advice.


Reference Files

  • references/api_reference.md — Detailed yfinance API reference for earnings and estimate methods

Read the reference file when you need exact method signatures or edge case handling.

© himself65, MIT. 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/market-analysis/skills/earnings-preview of himself65/finance-skills.

  • SKILL.md
  • README.md
  • references/api_reference.md

Open the folder on GitHubat commit 01fc7b4

Compare with similar skills

Earnings Preview 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.

Earnings Preview compared with similar skills
SkillStarsUsed inTokensAuto-checkLicenceRepo updated
Earnings Preview this skillhimself65/finance-skills3.4k—~1.4kAutomated safety check: PassMIT
Stock Analysis24mlight/StockClaw1012 repos~2kAutomated safety check: NotesMIT
Regimejackson-video-resources/markov-hedge-fund-method483—~1.6kAutomated safety check: PassCustom licence
Stock Value AnalyzerFunnyKun/stock-value-analyzer140—~3.3kAutomated safety check: PassNone
Yahoo Finance24mlight/StockClaw1012 repos~1.1kAutomated safety check: NotesMIT
Stock Analysisliusai0820/Stock-Analysis-Skill141—~904Automated safety check: NotesNone

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Works with

Questions about Earnings Preview

What does Earnings Preview do?

Build a pre-earnings briefing for a stock from Yahoo Finance data (yfinance): the upcoming report date and timing, consensus EPS and revenue estimates with their range, the beat/miss track record…. Earnings Preview is an agent skill from himself65/finance-skills. Build a pre-earnings briefing for a stock from Yahoo Finance data (yfinance): the upcoming report date and timing, consensus EPS and revenue estimates with their range, the beat/miss track record, analyst ratings and price targets, and what to watch in the print.

When should I use Earnings Preview?

Earnings Preview fits situations like: the user is preparing for an upcoming earnings report; asks what the street expects — consensus; whisper numbers; EPS expectations.

How do I install Earnings Preview in Claude Code?

Run `npx skills add himself65/finance-skills --skill earnings-preview -a claude-code`. Or copy the skill folder (plugins/market-analysis/skills/earnings-preview in himself65/finance-skills) into .claude/skills/earnings-preview in your project. Claude Code loads it when a task matches its description.

How do I install Earnings Preview in Codex?

Run `npx skills add himself65/finance-skills --skill earnings-preview -a codex`. Or copy the skill folder (plugins/market-analysis/skills/earnings-preview in himself65/finance-skills) into .agents/skills/earnings-preview in your project. Codex loads it when a task matches its description.

Can I use Earnings Preview 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 himself65/finance-skills --skill earnings-preview -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, .gemini/skills/earnings-preview, .github/skills/earnings-preview and .opencode/skills/earnings-preview in your project.

What does Earnings Preview need to run?

SKILL.md names no scripts, command-line tools or credentials: Earnings Preview is instructions for the agent only. Our summary lists: Python 3.

Does Earnings Preview access the network?

SKILL.md names 1 domain. As links in the text: github.com. This is read from the text; nothing was executed.

Is Earnings Preview 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 use?

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

How many tokens does Earnings Preview use?

About 1.4k tokens (SKILL.md is roughly 5.8k 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 1.2k tokens, read only when the agent opens those files.

What are the alternatives to Earnings Preview?

Skills that share tags, products or a category with Earnings Preview: Stock Analysis (24mlight/StockClaw, 101 stars), Regime (jackson-video-resources/markov-hedge-fund-method, 483 stars), Stock Value Analyzer (FunnyKun/stock-value-analyzer, 140 stars) and Yahoo Finance (24mlight/StockClaw, 101 stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains Earnings Preview?

himself65 (a GitHub user) maintains it in himself65/finance-skills, which has 3,384 GitHub stars. The repository holds 25 skills in this directory. The repository was last updated on October 5, 2026.

Source: himself65/finance-skills on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.