AI-Trader Market Intel
HKUDS/AI-Trader
Reads AI-Trader's read-only market snapshots, grouped financial news and events board through its market-intel endpoints, for context before trading or posting.
Tracks analyst estimate revisions, earnings surprises, management guidance and post-earnings drift for US and Hong Kong stocks, and turns them into long and short signals.
$ npx skills add HKUDS/Vibe-Trading --skill earnings-revision -a claude-codeProject install by default; add -g for ~/.claude/skills/.
$ gh skill install HKUDS/Vibe-Trading earnings-revision --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/HKUDS/Vibe-Trading.git skills-src && mkdir -p .claude/skills && cp -r skills-src/agent/src/skills/earnings-revision .claude/skills/earnings-revision && 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-revision" agent skill from https://github.com/HKUDS/Vibe-Trading/tree/main/agent/src/skills/earnings-revision into .claude/skills/earnings-revision/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "earnings-revision", 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/HKUDS/Vibe-Trading/tree/main/agent/src/skills/earnings-revisionType 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 HKUDS/Vibe-Trading --skill earnings-revision -a codexProject install goes to .agents/skills/; add -g for ~/.codex/skills/.
$ gh skill install HKUDS/Vibe-Trading earnings-revision --agent codexProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/HKUDS/Vibe-Trading.git skills-src && mkdir -p .agents/skills && cp -r skills-src/agent/src/skills/earnings-revision .agents/skills/earnings-revision && 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-revision" agent skill from https://github.com/HKUDS/Vibe-Trading/tree/main/agent/src/skills/earnings-revision into .agents/skills/earnings-revision/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "earnings-revision", 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 HKUDS/Vibe-Trading --skill earnings-revision -a cursorProject install goes to .agents/skills/; add -g for ~/.cursor/skills/.
$ gh skill install HKUDS/Vibe-Trading earnings-revision --agent cursorProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/HKUDS/Vibe-Trading.git skills-src && mkdir -p .cursor/skills && cp -r skills-src/agent/src/skills/earnings-revision .cursor/skills/earnings-revision && 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-revision" agent skill from https://github.com/HKUDS/Vibe-Trading/tree/main/agent/src/skills/earnings-revision into .cursor/skills/earnings-revision/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "earnings-revision", 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/HKUDS/Vibe-Trading.git --path agent/src/skills/earnings-revision--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 HKUDS/Vibe-Trading --skill earnings-revision -a gemini-cliProject install goes to .agents/skills/; add -g for ~/.gemini/skills/.
$ gh skill install HKUDS/Vibe-Trading earnings-revision --agent gemini-cliProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/HKUDS/Vibe-Trading.git skills-src && mkdir -p .gemini/skills && cp -r skills-src/agent/src/skills/earnings-revision .gemini/skills/earnings-revision && 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-revision" agent skill from https://github.com/HKUDS/Vibe-Trading/tree/main/agent/src/skills/earnings-revision into .gemini/skills/earnings-revision/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "earnings-revision", 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 HKUDS/Vibe-Trading earnings-revisionInstalls 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 HKUDS/Vibe-Trading --skill earnings-revision -a github-copilotProject install goes to .agents/skills/; add -g for ~/.copilot/skills/.
$ git clone --depth 1 https://github.com/HKUDS/Vibe-Trading.git skills-src && mkdir -p .github/skills && cp -r skills-src/agent/src/skills/earnings-revision .github/skills/earnings-revision && 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-revision" agent skill from https://github.com/HKUDS/Vibe-Trading/tree/main/agent/src/skills/earnings-revision into .github/skills/earnings-revision/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "earnings-revision", 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 HKUDS/Vibe-Trading --skill earnings-revision -a opencodeOpenCode documents no install command of its own. Project install goes to .agents/skills/; add -g for ~/.config/opencode/skills/.
$ gh skill install HKUDS/Vibe-Trading earnings-revision --agent opencodeProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/HKUDS/Vibe-Trading.git skills-src && mkdir -p .opencode/skills && cp -r skills-src/agent/src/skills/earnings-revision .opencode/skills/earnings-revision && 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-revision" agent skill from https://github.com/HKUDS/Vibe-Trading/tree/main/agent/src/skills/earnings-revision into .opencode/skills/earnings-revision/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "earnings-revision", 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-revisionTracks analyst estimate revisions, earnings surprises, management guidance and post-earnings drift for US and Hong Kong stocks, and turns them into long and short signals.
The skill treats earnings revisions as a persistent alpha factor: stocks with upward estimate changes tend to keep outperforming, and the reverse holds for downward ones. It ranks signal types from the earnings surprise and consensus revision breadth to estimate size changes, guidance revisions and whisper-number misses, listing for each how long the effect is said to last.
Key metrics are defined as short formulas: standardized unexpected earnings, a revision breadth ratio of upgrades minus downgrades over total analysts, and estimate dispersion. Post-earnings announcement drift gets quintile-based trading rules, with the top surprise quintile held long for 60 to 90 days and the bottom quintile avoided or shorted, plus filters such as smaller companies, lower institutional ownership and first-time surprises.
5 steps, taken from the step headings in SKILL.md.
Read from SKILL.md and the folder at commit 8e43007. 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 python).
From the folder's file list and the shell code blocks in SKILL.md.
No URLs in SKILL.md.
From 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 Revisions and Guidance loads about 2.5k tokens when it runs. Until then it costs about 53 tokens; SKILL.md has 774 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 HKUDS/Vibe-Trading at commit 8e43007, republished under its MIT licence (© HKUDS). 774 words, ~2,503 tokens.
.claude/skills/earnings-revision/SKILL.md (or your agent's skills folder).Track sell-side analyst estimate revisions, management guidance changes, and post-earnings price drift to generate investment signals. Earnings revisions are among the most persistent and well-documented alpha factors in equity markets — stocks with upward revisions tend to continue outperforming, and vice versa.
The revision signal hierarchy (strongest to weakest):
| Signal Type | Description | Typical Alpha (annualized) | Persistence |
|---|---|---|---|
| Earnings surprise (beat/miss) | Actual EPS vs consensus | 3-8% post-event drift | 60-90 days (PEAD) |
| Consensus revision breadth | % of analysts revising up vs down | 4-6% long-short spread | 3-6 months |
| Estimate magnitude change | Size of revision relative to prior estimate | 3-5% | 1-3 months |
| Guidance revision | Management guidance change vs prior | 5-10% on event | Immediate + 30-60 day drift |
| Whisper number miss/beat | Actual vs buy-side whisper (not official consensus) | 2-4% | 1-2 weeks |
Earnings Surprise:
# Standardized Unexpected Earnings (SUE)
sue = (actual_eps - consensus_eps) / std_of_forecast_errors
# Interpretation
# SUE > +2: large positive surprise → strong PEAD signal
# SUE < -2: large negative surprise → strong negative PEAD
# |SUE| < 0.5: in-line with expectations → weak signalRevision Breadth:
# Revision breadth ratio
breadth = (num_upgrades - num_downgrades) / total_analysts
# Interpretation
# breadth > +0.5: strong consensus upgrade momentum
# breadth < -0.5: strong consensus downgrade momentum
# |breadth| < 0.2: mixed / no clear directionEstimate Dispersion:
# Analyst disagreement
dispersion = std_of_estimates / abs(mean_estimate)
# High dispersion (>15%): high uncertainty → larger potential surprise
# Low dispersion (<5%): tight consensus → smaller surprise but higher confidenceThe most robust anomaly in equity markets: prices continue to drift in the direction of the earnings surprise for 60-90 days after the announcement.
PEAD trading rules:
| Surprise Quintile | Average 60-day Drift | Strategy |
|---|---|---|
| Q5 (top surprise) | +4 to +8% | Go long, hold 60-90 days |
| Q4 | +1 to +3% | Mild long |
| Q3 (in-line) | ~0% | No action |
| Q2 | -1 to -3% | Mild short / underweight |
| Q1 (worst surprise) | -4 to -8% | Go short / avoid, hold 60-90 days |
PEAD enhancement filters:
Guidance types:
| Type | What It Covers | Signal Weight |
|---|---|---|
| Revenue guidance | Top-line outlook | High (harder to manipulate) |
| EPS guidance | Bottom-line outlook | Medium (can be managed via buybacks, tax rate) |
| Margin guidance | Profitability trajectory | High (reflects pricing power and cost control) |
| CapEx guidance | Investment intentions | Medium (forward-looking growth signal) |
| Segment guidance | Division-level detail | High (reveals where growth is coming from) |
Guidance change signals:
# Guidance revision scoring
def score_guidance_change(current_guide, prior_guide, consensus):
# Guide above consensus = positive signal
if current_guide.midpoint > consensus * 1.02:
guide_vs_consensus = "above"
elif current_guide.midpoint < consensus * 0.98:
guide_vs_consensus = "below"
else:
guide_vs_consensus = "inline"
# Guide raised vs lowered vs maintained
if prior_guide:
if current_guide.midpoint > prior_guide.midpoint * 1.01:
guide_revision = "raised"
elif current_guide.midpoint < prior_guide.midpoint * 0.99:
guide_revision = "lowered"
else:
guide_revision = "maintained"
# Strongest signal: raised guidance above consensus
# Weakest signal: lowered guidance below consensusGuidance language analysis:
| Language Pattern | Interpretation | Signal |
|---|---|---|
| "Raising full-year outlook" | Confidence in acceleration | Strong positive |
| "Reaffirming guidance" | No change, on-track | Mild positive (met expectations) |
| "Narrowing guidance range to upper half" | Soft raise without formal revision | Positive |
| "Updating guidance to reflect..." | Euphemism for guidance cut | Negative |
| "Withdrawing guidance" | High uncertainty, loss of visibility | Strong negative |
| "Providing preliminary results" | Pre-announcement, usually bad news | Negative (if below consensus) |
Red flags in earnings reports:
Quality scoring:
earnings_quality = {
"fcf_conversion": fcf / net_income, # >0.8 = good, <0.5 = poor
"accrual_ratio": (net_income - ocf) / avg_assets, # <5% = good, >10% = concern
"revenue_cash_alignment": revenue_growth - ocf_growth, # small gap = good
"non_gaap_gap": non_gaap_eps - gaap_eps, # large gap = red flag
"buyback_eps_boost": eps_growth - net_income_growth, # large = artificial
}ticker.earnings_dates, ticker.earnings_historyyf.Ticker("0700.HK").financials| Dimension | US | HK |
|---|---|---|
| Reporting frequency | Quarterly | Semi-annual (most) |
| Guidance practice | Common | Rare |
| Analyst coverage | Deep (>20 for large caps) | Thinner (5-15 for large caps) |
| Pre-announcement | Regulated (Reg FD) | Less regulated |
| Earnings call | Standard | Less common for mid/small caps |
## Earnings Revision Analysis — [Ticker]
### Consensus Snapshot
- **Current FY EPS consensus**: $X.XX (N analysts)
- **30-day revision**: [up/down X%] — [N upgrades / N downgrades]
- **60-day revision**: [up/down X%]
- **Estimate dispersion**: [low/medium/high] (CV = X%)
### Last Earnings Event
- **Date**: YYYY-MM-DD | **Quarter**: FY25Q3
- **EPS**: $X.XX actual vs $X.XX consensus (surprise: +X%)
- **Revenue**: $X.XB actual vs $X.XB consensus (surprise: +X%)
- **Guidance**: [raised / maintained / lowered] — FY25 EPS guide: $X.XX-$X.XX
- **Price reaction**: [+X% on day, +X% over 5 days]
### Revision Momentum
- **Breadth**: [+0.6 → strong upgrade momentum]
- **Magnitude**: [average revision +X% over 30 days]
- **PEAD status**: [still within 60-day drift window / drift exhausted]
### Earnings Quality
- **FCF conversion**: X% [strong/adequate/weak]
- **Accrual ratio**: X% [clean/moderate/concern]
- **Non-GAAP gap**: $X.XX [small/large]
### Signal
- **Direction**: [bullish / neutral / bearish]
- **Catalyst**: [next earnings date: YYYY-MM-DD]
- **Confidence**: [high / medium / low]© HKUDS, MIT. 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 agent/src/skills/earnings-revision of HKUDS/Vibe-Trading.
Open the folder on GitHubat commit 8e43007
Earnings Revisions and Guidance 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 Revisions and Guidance this skillHKUDS/Vibe-Trading | 35k | — | ~2.5k | Automated safety check: Pass | MIT | |
| AI-Trader Market IntelHKUDS/AI-Trader | 23k | — | ~1.1k | Automated safety check: Pass | None | |
| Stock Deep Analysis Workflowwbh604/UZI-Skill | 7.1k | — | ~9.1k | Automated safety check: Notes | MIT | |
| Zhengxi Fund Manager Views Librarylyra81604/zhengxi-views | 1.8k | — | ~1.6k | Automated safety check: Pass | MIT | |
| Supply Chain Bottleneck Hunterxbtlin/ai-berkshire | 17k | — | ~2.6k | Automated safety check: Pass | MIT | |
| Deep Company Article Seriesxbtlin/ai-berkshire | 17k | — | ~2k | Automated safety check: Pass | MIT |
HKUDS/AI-Trader
Reads AI-Trader's read-only market snapshots, grouped financial news and events board through its market-intel endpoints, for context before trading or posting.
wbh604/UZI-Skill
Runs a staged deep analysis of a single stock on China A-share, Hong Kong and US markets, ending in an HTML report with valuation models and investor-panel scores.
lyra81604/zhengxi-views
Answers questions with sourced quotes from one Chinese fund manager's public writings, applies his stated investment method and compares his words with real fund holdings.
xbtlin/ai-berkshire
Scans a long-running industry trend for supply chain chokepoints, aiming to find second- and third-layer suppliers that the market has not yet priced in.
xbtlin/ai-berkshire
Plans and writes a three-to-eight-part long-form article series that breaks down one company, built on fact-checked financials, valuation and management analysis.
helsome/folio
Earnings analysis — pre- and post-earnings. An agent skill from helsome/folio.
HKUDS/Vibe-Trading
Index of Eastmoney's free, no-token market data interfaces for China A-shares and Hong Kong stocks: fund flows, dragon-tiger lists, margin trading, reports and news.
HKUDS/Vibe-Trading
Retrieves public OKX cryptocurrency market data such as spot prices, candlesticks, funding rates and open interest through the OKX V5 REST API, with no authentication.
HKUDS/Vibe-Trading
Fetches U.S. SEC EDGAR data: resolves tickers to CIK numbers, lists recent 10-K, 10-Q and 8-K filings with document URLs, and pulls XBRL financial series.
HKUDS/Vibe-Trading
Predicts whether a mainland China A-share company risks an ST or *ST warning after its next annual report, using financial thresholds and Sina penalty records.
HKUDS/Vibe-Trading
Breaks a structural trend such as AI infrastructure into its physical supply chain and ranks lesser-known listed companies sitting on each bottleneck.
HKUDS/Vibe-Trading
Plans and drafts an eight-part, roughly 120k-word investigative series on one company, built around a strict fact-check pass rather than fast drafting.
Categories
Tracks analyst estimate revisions, earnings surprises, management guidance and post-earnings drift for US and Hong Kong stocks, and turns them into long and short signals. The skill treats earnings revisions as a persistent alpha factor: stocks with upward estimate changes tend to keep outperforming, and the reverse holds for downward ones. It ranks signal types from the earnings surprise and consensus revision breadth to estimate size changes, guidance revisions and whisper-number misses, listing for each how long the effect is said to last.
Earnings Revisions and Guidance fits situations like: scoring an earnings surprise against analyst consensus; measuring revision breadth and estimate dispersion for a stock; setting up a post-earnings drift trade by surprise quintile; assessing the effect of a management guidance change.
Run `npx skills add HKUDS/Vibe-Trading --skill earnings-revision -a claude-code`. Or copy the skill folder (agent/src/skills/earnings-revision in HKUDS/Vibe-Trading) into .claude/skills/earnings-revision in your project. Claude Code loads it when a task matches its description.
Run `npx skills add HKUDS/Vibe-Trading --skill earnings-revision -a codex`. Or copy the skill folder (agent/src/skills/earnings-revision in HKUDS/Vibe-Trading) into .agents/skills/earnings-revision 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 HKUDS/Vibe-Trading --skill earnings-revision -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-revision, .gemini/skills/earnings-revision, .github/skills/earnings-revision and .opencode/skills/earnings-revision in your project.
SKILL.md names no scripts, command-line tools or credentials: Earnings Revisions and Guidance is instructions for the agent only.
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.
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 Revisions and Guidance is published under the MIT licence (the repository's licence). It allows redistribution, so the full SKILL.md is shown on this page.
About 2.5k tokens (SKILL.md is roughly 10k 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 Revisions and Guidance: AI-Trader Market Intel (HKUDS/AI-Trader, 23k stars), Stock Deep Analysis Workflow (wbh604/UZI-Skill, 7.1k stars), Zhengxi Fund Manager Views Library (lyra81604/zhengxi-views, 1.8k stars) and Supply Chain Bottleneck Hunter (xbtlin/ai-berkshire, 17k stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.
HKUDS (a GitHub organization) maintains it in HKUDS/Vibe-Trading, which has 35,163 GitHub stars. The repository holds 89 skills in this directory. The repository was last updated on October 10, 2026.
Source: HKUDS/Vibe-Trading on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.