Agent skill

Earnings Analyst Master

by OctagonAI in OctagonAI/skills

Comprehensive earnings call analyst skill that orchestrates all Octagon earnings analysis skills.

MITAuto-check passedBusiness, Finance & HR

Install Earnings Analyst Master

skills CLI
$ npx skills add OctagonAI/skills --skill earnings-analyst-master -a claude-code

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

GitHub CLI
$ gh skill install OctagonAI/skills earnings-analyst-master --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/OctagonAI/skills.git skills-src && mkdir -p .claude/skills && cp -r skills-src/skills/earnings-analyst-master .claude/skills/earnings-analyst-master && 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-analyst-master
GitHub stars
127
Token cost
~2.4k tokens
SKILL.md length
641 words
Files
19 (incl. references)
Skills in repo
53
Repo updated
First seen
Licence
MIT

At a glance

Comprehensive earnings call analyst skill that orchestrates all Octagon earnings analysis skills.

  • Works in 6 steps: Guidance Extraction → Management Commentary Analysis → Analyst Sentiment → …
  • Analyzing earnings calls
  • SKILL.md covers Persona, Prerequisites, Available Skills and Workflow, plus 4 more sections
  • Instructions only: no scripts, shell commands, URLs or credentials in SKILL.md

What it does

Earnings Analyst Master is an agent skill from OctagonAI/skills. Comprehensive earnings call analyst skill that orchestrates all Octagon earnings analysis skills. Use when analyzing earnings calls, extracting management insights, tracking guidance, and creating earnings-focused research reports.

Its SKILL.md is about 2.4k tokens, which your agent loads only when the skill is triggered. The skill folder holds 19 other files, including reference files (for example `README.md`, `marketplace.json` and `references/mcp-setup.md`).

It sits in Business, Finance & HR, covering Financial analysis and Deep research. It works with Model Context Protocol. The repository describes itself as: A collection of Claude skills for agentic financial research by Octagon. The licence is MIT.

When your agent uses it

  • Analyzing earnings calls
  • Extracting management insights
  • Tracking guidance
  • Creating earnings-focused research reports

Example prompts

  • “/earnings-analyst-master”

Workflow steps

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

  1. Guidance Extraction
  2. Management Commentary Analysis
  3. Analyst Sentiment
  4. Strategic Deep Dives
  5. Peer Comparison
  6. Report Generation

What it can do on your machine

Read from SKILL.md and the folder at commit 51e938c. 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 Analyst Master loads about 2.4k tokens when it runs, and up to ~9.6k if it reads all its reference files. Until then it costs about 64 tokens; SKILL.md has 641 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~64
When it runs · the whole SKILL.md, loaded when a task matches
~2.4k
With references · SKILL.md plus every file in references/, read only if the agent opens them
~9.6k

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 OctagonAI/skills at commit 51e938c, republished under its MIT licence (© OctagonAI). 641 words, ~2,427 tokens.

Download SKILL.mdSave it as .claude/skills/earnings-analyst-master/SKILL.md (or your agent's skills folder). This skill also uses 18 other files; get the full folder from GitHub.
name
earnings-analyst-master
description
Comprehensive earnings call analyst skill that orchestrates all Octagon earnings analysis skills. Use when analyzing earnings calls, extracting management insights, tracking guidance, and creating earnings-focused research reports.

Earnings Analyst Master

You are a senior earnings analyst conducting comprehensive earnings call analysis using the full suite of Octagon MCP earnings skills.

Persona

Role: Senior Earnings Analyst creating institutional-quality earnings digests and management commentary analysis.

Audience: Portfolio manager who needs actionable earnings insights quickly. Focused on guidance changes, management sentiment, and forward-looking signals.

Style: Concise, quant-driven where possible, emphasis on what's new and material. Plain English, active voice.

Prerequisites

Ensure Octagon MCP is configured. See references/mcp-setup.md for installation instructions.

Available Skills

This master skill orchestrates all individual earnings analysis skills:

Guidance & Financial
Management Commentary
Sentiment & Tone
Strategic Analysis

Workflow

See references/workflow-overview.md for the complete end-to-end analysis workflow.

Phase 1: Guidance Extraction

Extract all forward-looking guidance from the earnings call:

1. Extract and analyze financial guidance and forward-looking statements from <TICKER>'s latest earnings transcript
2. Extract specific revenue guidance and growth projections from <TICKER>'s latest earnings call
3. Analyze <TICKER>'s latest earnings call transcript and extract key insights about future guidance
Phase 2: Management Commentary Analysis

Analyze management's qualitative commentary:

1. Analyze the overall sentiment and tone of management during <TICKER>'s earnings call
2. Extract management's commentary about key strategic topics from <TICKER>'s earnings call
3. Analyze the Q&A section of <TICKER>'s earnings call for strategic insights
Phase 3: Analyst Sentiment

Understand Wall Street's concerns and focus areas:

1. Identify key themes and concerns raised by analysts during <TICKER>'s earnings call
2. Analyze <TICKER>'s earnings call Q&A for questions that weren't fully answered
Phase 4: Strategic Deep Dives

Conduct targeted analysis on key strategic areas:

1. Analyze competitive landscape and market positioning from <TICKER>'s earnings call
2. Extract capital allocation and investment priorities from <TICKER>'s earnings transcript
3. Identify market expansion and geographic growth plans from <TICKER>'s earnings call
4. Analyze cost reduction initiatives from <TICKER>'s earnings transcript
5. Extract product development and pipeline updates from <TICKER>'s earnings call
Phase 5: Peer Comparison

Compare earnings themes across competitors:

1. Repeat Phases 1-4 for 2-3 direct competitors
2. Build comparison of guidance, sentiment, and strategic focus
Phase 6: Report Generation

Synthesize findings into earnings analysis report. See references/report-template.md for the complete template.

Report Structure

Executive Summary
  • Beat/miss summary (revenue, EPS vs. consensus)
  • Guidance change (raised/maintained/lowered)
  • Key takeaways (3 bullets)
  • Sentiment assessment (confident/cautious/defensive)

Skills used: earnings-call-insights, earnings-financial-guidance, earnings-conf-call-sentiment

Guidance Analysis
  • Revenue guidance details with segment breakdown
  • Margin guidance and drivers
  • EPS outlook
  • Key assumptions and caveats

Skills used: earnings-financial-guidance, earnings-revenue-guidance

Management Commentary Highlights
  • CEO strategic priorities
  • CFO financial commentary
  • Key quotes with attribution
  • Topic-by-topic breakdown

Skills used: earnings-mgmt-comments, earnings-call-analysis

Q&A Analysis
  • Top analyst concerns
  • Questions asked repeatedly
  • Unanswered or deflected questions
  • Response quality assessment

Skills used: earnings-qa-analysis, earnings-analyst-questions

Sentiment Assessment
  • Overall tone (optimistic/neutral/cautious)
  • Confidence level
  • Changes from prior quarter
  • Language pattern analysis

Skills used: earnings-conf-call-sentiment

Strategic Updates
  • Competitive positioning changes
  • Capital allocation priorities
  • Geographic expansion plans
  • Cost initiatives and savings
  • Product pipeline progress

Skills used: earnings-competitive-review, earnings-capital-allocation, earnings-market-expansion, earnings-cost-mgmt, earnings-product-pipeline

Show full SKILL.md (251 more words)Show less
Key Risks & Concerns
  • Risks highlighted by management
  • Analyst concerns raised
  • Guidance caveats
  • Execution challenges mentioned

Skills used: earnings-analyst-questions, earnings-call-analysis

Investment Implications
  • Guidance vs. consensus
  • Sentiment signal
  • Strategic direction
  • Key catalysts ahead
  • Recommended action

Skills used: All skills synthesized

Example: Full Analysis Query Sequence

# Phase 1: Guidance Extraction
Extract and analyze financial guidance and forward-looking statements from AAPL's latest earnings transcript
Extract specific revenue guidance and growth projections from AAPL's latest earnings call
Analyze AAPL's latest earnings call transcript and extract key insights about future guidance

# Phase 2: Management Commentary
Analyze the overall sentiment and tone of management during AAPL's earnings call
Extract management's commentary about product development from AAPL's earnings call
Analyze the Q&A section of AAPL's earnings call for strategic insights

# Phase 3: Analyst Sentiment
Identify key themes and concerns raised by analysts during AAPL's earnings call

# Phase 4: Strategic Deep Dives
Analyze competitive landscape and market positioning from AAPL's earnings call
Extract capital allocation and investment priorities from AAPL's earnings transcript
Identify market expansion and geographic growth plans from AAPL's earnings call

# Phase 5: Peer Comparison
Analyze the overall sentiment and tone of management during MSFT's earnings call
Analyze the overall sentiment and tone of management during GOOGL's earnings call

# Phase 6: Cross-Company Comparison
Compare guidance across AAPL, MSFT, GOOGL from latest earnings calls

Output Specifications

Length: 3,000-6,000 words for full earnings analysis

Section allocation: 300-500 words per major section

Formatting:

  • Tables for guidance comparison (current vs. prior vs. consensus)
  • Bold key metrics and guidance changes
  • Bullet points for takeaways
  • Executive quotes in quotation marks with attribution
  • Source citations for all data

Earnings Analysis Framework

Beat/Miss Classification
MetricBeatIn-LineMiss
Revenue>1% above±1%>1% below
EPS>3% above±3%>3% below
Guidance Change Classification
ChangeDescriptionSignal
RaisedHigher than priorBullish
MaintainedSame as priorNeutral
LoweredBelow priorBearish
NarrowedTighter rangeConfidence
WidenedWider rangeUncertainty
Sentiment Classification
SentimentIndicators
Very ConfidentSuperlatives, raised guidance, specific targets
ConfidentClear language, maintained guidance
NeutralBalanced, measured language
CautiousHedging, caveats, wide ranges
DefensiveExplaining misses, external blame

Analysis Tips

  1. Compare to prior quarter: What changed in guidance and tone?

  2. Compare to consensus: Is guidance above or below Street expectations?

  3. Watch the Q&A: Often more candid than prepared remarks.

  4. Track recurring questions: Multiple analysts asking = key concern.

  5. Note what's NOT said: Silence on topics can be telling.

  6. Cross-reference with peers: Industry trends vs. company-specific.

Compliance

All data sourced from Octagon MCP. Timestamp all earnings data with call date. Note any forward-looking statement disclaimers.

© OctagonAI, 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 18 other files (references) in skills/earnings-analyst-master of OctagonAI/skills.

  • SKILL.md
  • README.md
  • marketplace.json
  • references/mcp-setup.md
  • references/report-template.md
  • references/skill-earnings-analyst-questions.md
  • references/skill-earnings-call-analysis.md
  • references/skill-earnings-call-insights.md
  • references/skill-earnings-capital-allocation.md
  • references/skill-earnings-competitive-review.md
  • references/skill-earnings-conf-call-sentiment.md
  • references/skill-earnings-cost-mgmt.md
  • references/skill-earnings-financial-guidance.md
  • references/skill-earnings-market-expansion.md
  • references/skill-earnings-mgmt-comments.md
  • references/skill-earnings-product-pipeline.md
  • references/skill-earnings-qa-analysis.md
  • references/skill-earnings-revenue-guidance.md
  • references/workflow-overview.md

Open the folder on GitHubat commit 51e938c

Compare with similar skills

Earnings Analyst Master 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 Analyst Master compared with similar skills
SkillStarsUsed inTokensAuto-checkLicenceRepo updated
Earnings Analyst Master this skillOctagonAI/skills127—~2.4kAutomated safety check: PassMIT
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Longbridgehelsome/folio2711 repos~1.9kAutomated safety check: PassNone
Earnings Call AnalysisOctagonAI/octagon-mcp-server147—~315Automated safety check: PassMIT
Equibles Researchdavepoon/buildwithclaude3.6k1 repos~906Automated safety check: PassMIT

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Questions about Earnings Analyst Master

What does Earnings Analyst Master do?

Comprehensive earnings call analyst skill that orchestrates all Octagon earnings analysis skills. Earnings Analyst Master is an agent skill from OctagonAI/skills. Comprehensive earnings call analyst skill that orchestrates all Octagon earnings analysis skills.

When should I use Earnings Analyst Master?

Earnings Analyst Master fits situations like: analyzing earnings calls; extracting management insights; tracking guidance; creating earnings-focused research reports.

How do I install Earnings Analyst Master in Claude Code?

Run `npx skills add OctagonAI/skills --skill earnings-analyst-master -a claude-code`. Or copy the skill folder (skills/earnings-analyst-master in OctagonAI/skills) into .claude/skills/earnings-analyst-master in your project. Claude Code loads it when a task matches its description.

How do I install Earnings Analyst Master in Codex?

Run `npx skills add OctagonAI/skills --skill earnings-analyst-master -a codex`. Or copy the skill folder (skills/earnings-analyst-master in OctagonAI/skills) into .agents/skills/earnings-analyst-master in your project. Codex loads it when a task matches its description.

Can I use Earnings Analyst Master 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 OctagonAI/skills --skill earnings-analyst-master -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-analyst-master, .gemini/skills/earnings-analyst-master, .github/skills/earnings-analyst-master and .opencode/skills/earnings-analyst-master in your project.

What does Earnings Analyst Master need to run?

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

Does Earnings Analyst Master 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 Analyst Master 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 Analyst Master use?

Earnings Analyst Master 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 Analyst Master use?

About 2.4k tokens (SKILL.md is roughly 9.7k 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 7.2k tokens, read only when the agent opens those files.

What are the alternatives to Earnings Analyst Master?

Skills that share tags, products or a category with Earnings Analyst Master: Longbridge Earnings (helsome/folio, 271 stars), Earnings Analysis (Wind-Alice/AliceMarket, 134 stars), Longbridge (helsome/folio, 271 stars) and Earnings Call Analysis (OctagonAI/octagon-mcp-server, 147 stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains Earnings Analyst Master?

OctagonAI (a GitHub organization) maintains it in OctagonAI/skills, which has 127 GitHub stars. The repository holds 53 skills in this directory. The repository was last updated on June 5, 2026.

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