Skills

Trader Analyst

The Earnings Analyst.

Install

npx skills add Jakeschincariol/trader-skill --skill trader-analyst -g -a claude-code -y
Category
Engineering
Updated
21d ago
License
MIT
Context cost
Lightabout 1,000 tokens
Runs scripts
Yes, review before use

What it does

The Earnings Analyst. Reads a company's reported numbers straight from SEC EDGAR (XBRL company facts from its 10-Qs and 10-Ks, plus the latest earnings 8-K and its press release) and sums up what changed: revenue, gross, operating and net margins, net income and diluted EPS, quarter by quarter, each against the same quarter a year earlier, with the trailing twelve months. Writes a metrics file the screener reads. Use when the user says "how did Apple's earnings look", "analyze the earnings", "what changed this quarter", "is revenue growing", "check the 10-Q", "compare margins", or "run the analyst on my holdings".

trader-analyst

Earnings season moves stocks, and the press release is written to put the best number first. This skill reads the numbers the company actually filed with the SEC, lines them up quarter by quarter, and says plainly what changed.

Tool in this folder (standard library Python, no keys):

python3 "${CLAUDE_SKILL_DIR}/facts.py" --help

It needs the SEC User-Agent (sec_user_agent in trader/config.json, or SEC_USER_AGENT): "Your Name you@example.com" with the user's real name and email. It refuses to call SEC without one.

What it reads and writes

  • Reads https://data.sec.gov/api/xbrl/companyfacts/CIK##########.json (every number the company has tagged in its filings), the company's submissions list (for the newest 10-Q or 10-K and the newest 8-K with item 2.02, "Results of Operations") and that 8-K's folder to find the press release (the EX-99.1 exhibit).
  • Writes trader/metrics.json with --metrics: one row per company (TTM revenue, net income and diluted EPS, the latest margins and growth) for /trader-screener. metrics.example.json in this folder is a real run for AAPL, AXP, GOOGL, KO and BAC on 2026-10-13.

The rules

Read the whole SKILL.md on GitHub

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