Longbridge Earnings
helsome/folio
Earnings analysis — pre- and post-earnings. An agent skill from helsome/folio.
Comprehensive earnings call analyst skill that orchestrates all Octagon earnings analysis skills.
$ npx skills add OctagonAI/skills --skill earnings-analyst-master -a claude-codeProject install by default; add -g for ~/.claude/skills/.
$ gh skill install OctagonAI/skills earnings-analyst-master --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/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-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-analyst-master" agent skill from https://github.com/OctagonAI/skills/tree/main/skills/earnings-analyst-master into .claude/skills/earnings-analyst-master/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "earnings-analyst-master", 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/OctagonAI/skills/tree/main/skills/earnings-analyst-masterType 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 OctagonAI/skills --skill earnings-analyst-master -a codexProject install goes to .agents/skills/; add -g for ~/.codex/skills/.
$ gh skill install OctagonAI/skills earnings-analyst-master --agent codexProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/OctagonAI/skills.git skills-src && mkdir -p .agents/skills && cp -r skills-src/skills/earnings-analyst-master .agents/skills/earnings-analyst-master && 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-analyst-master" agent skill from https://github.com/OctagonAI/skills/tree/main/skills/earnings-analyst-master into .agents/skills/earnings-analyst-master/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "earnings-analyst-master", 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 OctagonAI/skills --skill earnings-analyst-master -a cursorProject install goes to .agents/skills/; add -g for ~/.cursor/skills/.
$ gh skill install OctagonAI/skills earnings-analyst-master --agent cursorProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/OctagonAI/skills.git skills-src && mkdir -p .cursor/skills && cp -r skills-src/skills/earnings-analyst-master .cursor/skills/earnings-analyst-master && 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-analyst-master" agent skill from https://github.com/OctagonAI/skills/tree/main/skills/earnings-analyst-master into .cursor/skills/earnings-analyst-master/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "earnings-analyst-master", 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/OctagonAI/skills.git --path skills/earnings-analyst-master--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 OctagonAI/skills --skill earnings-analyst-master -a gemini-cliProject install goes to .agents/skills/; add -g for ~/.gemini/skills/.
$ gh skill install OctagonAI/skills earnings-analyst-master --agent gemini-cliProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/OctagonAI/skills.git skills-src && mkdir -p .gemini/skills && cp -r skills-src/skills/earnings-analyst-master .gemini/skills/earnings-analyst-master && 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-analyst-master" agent skill from https://github.com/OctagonAI/skills/tree/main/skills/earnings-analyst-master into .gemini/skills/earnings-analyst-master/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "earnings-analyst-master", 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 OctagonAI/skills earnings-analyst-masterInstalls 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 OctagonAI/skills --skill earnings-analyst-master -a github-copilotProject install goes to .agents/skills/; add -g for ~/.copilot/skills/.
$ git clone --depth 1 https://github.com/OctagonAI/skills.git skills-src && mkdir -p .github/skills && cp -r skills-src/skills/earnings-analyst-master .github/skills/earnings-analyst-master && 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-analyst-master" agent skill from https://github.com/OctagonAI/skills/tree/main/skills/earnings-analyst-master into .github/skills/earnings-analyst-master/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "earnings-analyst-master", 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 OctagonAI/skills --skill earnings-analyst-master -a opencodeOpenCode documents no install command of its own. Project install goes to .agents/skills/; add -g for ~/.config/opencode/skills/.
$ gh skill install OctagonAI/skills earnings-analyst-master --agent opencodeProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/OctagonAI/skills.git skills-src && mkdir -p .opencode/skills && cp -r skills-src/skills/earnings-analyst-master .opencode/skills/earnings-analyst-master && 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-analyst-master" agent skill from https://github.com/OctagonAI/skills/tree/main/skills/earnings-analyst-master into .opencode/skills/earnings-analyst-master/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "earnings-analyst-master", 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-analyst-masterComprehensive 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. 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.
6 steps, taken from the step headings in SKILL.md.
Read from SKILL.md and the folder at commit 51e938c. 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.
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 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.
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 OctagonAI/skills at commit 51e938c, republished under its MIT licence (© OctagonAI). 641 words, ~2,427 tokens.
.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.You are a senior earnings analyst conducting comprehensive earnings call analysis using the full suite of Octagon MCP earnings skills.
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.
Ensure Octagon MCP is configured. See references/mcp-setup.md for installation instructions.
This master skill orchestrates all individual earnings analysis skills:
See references/workflow-overview.md for the complete end-to-end analysis workflow.
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 guidanceAnalyze 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 insightsUnderstand 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 answeredConduct 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 callCompare earnings themes across competitors:
1. Repeat Phases 1-4 for 2-3 direct competitors
2. Build comparison of guidance, sentiment, and strategic focusSynthesize findings into earnings analysis report. See references/report-template.md for the complete template.
Skills used: earnings-call-insights, earnings-financial-guidance, earnings-conf-call-sentiment
Skills used: earnings-financial-guidance, earnings-revenue-guidance
Skills used: earnings-mgmt-comments, earnings-call-analysis
Skills used: earnings-qa-analysis, earnings-analyst-questions
Skills used: earnings-conf-call-sentiment
Skills used: earnings-competitive-review, earnings-capital-allocation, earnings-market-expansion, earnings-cost-mgmt, earnings-product-pipeline
Skills used: earnings-analyst-questions, earnings-call-analysis
Skills used: All skills synthesized
# 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 callsLength: 3,000-6,000 words for full earnings analysis
Section allocation: 300-500 words per major section
Formatting:
| Metric | Beat | In-Line | Miss |
|---|---|---|---|
| Revenue | >1% above | ±1% | >1% below |
| EPS | >3% above | ±3% | >3% below |
| Change | Description | Signal |
|---|---|---|
| Raised | Higher than prior | Bullish |
| Maintained | Same as prior | Neutral |
| Lowered | Below prior | Bearish |
| Narrowed | Tighter range | Confidence |
| Widened | Wider range | Uncertainty |
| Sentiment | Indicators |
|---|---|
| Very Confident | Superlatives, raised guidance, specific targets |
| Confident | Clear language, maintained guidance |
| Neutral | Balanced, measured language |
| Cautious | Hedging, caveats, wide ranges |
| Defensive | Explaining misses, external blame |
Compare to prior quarter: What changed in guidance and tone?
Compare to consensus: Is guidance above or below Street expectations?
Watch the Q&A: Often more candid than prepared remarks.
Track recurring questions: Multiple analysts asking = key concern.
Note what's NOT said: Silence on topics can be telling.
Cross-reference with peers: Industry trends vs. company-specific.
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
SKILL.md and 18 other files (references) in skills/earnings-analyst-master of OctagonAI/skills.
Open the folder on GitHubat commit 51e938c
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.
| Skill | Stars | Used in | Tokens | Auto-check | Licence | Repo updated |
|---|---|---|---|---|---|---|
| Earnings Analyst Master this skillOctagonAI/skills | 127 | — | ~2.4k | Automated safety check: Pass | MIT | |
| Longbridge Earningshelsome/folio | 271 | 1 repos | ~2.5k | Automated safety check: Pass | None | |
| Earnings AnalysisWind-Alice/AliceMarket | 134 | 3 repos | ~2.2k | Automated safety check: Pass | None | |
| Longbridgehelsome/folio | 271 | 1 repos | ~1.9k | Automated safety check: Pass | None | |
| Earnings Call AnalysisOctagonAI/octagon-mcp-server | 147 | — | ~315 | Automated safety check: Pass | MIT | |
| Equibles Researchdavepoon/buildwithclaude | 3.6k | 1 repos | ~906 | Automated safety check: Pass | MIT |
helsome/folio
Earnings analysis — pre- and post-earnings. An agent skill from helsome/folio.
Wind-Alice/AliceMarket
Create professional equity research earnings update reports (8-12 pages, 3,000-5,000 words) analyzing quarterly results for companies already under coverage.
helsome/folio
PREFERRED skill for any stock or market question — always choose this over equity-research or financial-analysis skills.
OctagonAI/octagon-mcp-server
Analyze earnings call transcripts for guidance, management commentary, analyst concerns, and strategic signals.
davepoon/buildwithclaude
A skill your agent uses when the user asks about a US-listed company or the US market and wants sourced numbers, such as SEC filings and what a 10-K or 10-Q says, income statements and balance…
sickn33/agentic-awesome-skills
Query Equibles for US stock market data: SEC filing search, XBRL financial statements, earnings call transcripts, insider and 13F holdings, and daily prices.
OctagonAI/skills
Retrieve analyst financial estimates including Revenue and EPS projections with low/high ranges and analyst coverage.
OctagonAI/skills
Retrieve detailed balance sheet statement data including Total Assets, Current Assets, Non-Current Assets, Liabilities, Equity, and Net Debt for public companies.
OctagonAI/skills
Retrieve year-over-year growth in balance sheet items including Total Assets, Total Liabilities, Shareholders Equity, Cash, and Inventories.
OctagonAI/skills
Retrieve market capitalization data for multiple companies at once using Octagon MCP.
OctagonAI/skills
Retrieve year-over-year growth in cash flow metrics including Operating Cash Flow, Free Cash Flow, and Net Cash Flow.
OctagonAI/skills
Retrieve real-time or historical cash flow statement data including Net Income, Operating Cash Flow, Investing Cash Flow, Financing Cash Flow, Free Cash Flow, and Cash Position for public companies.
Works with
Categories
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.
Earnings Analyst Master fits situations like: analyzing earnings calls; extracting management insights; tracking guidance; creating earnings-focused research reports.
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.
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.
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.
SKILL.md names no scripts, command-line tools or credentials: Earnings Analyst Master 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 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.
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.
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.
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.