# Trader Analyst

The Earnings Analyst.

- Repository: https://github.com/Jakeschincariol/trader-skill (1074 stars)
- Category: Engineering
- License: MIT
- Last updated: 2026-10-14
- Runs scripts: yes, review before use

## Install

Claude Code: `npx skills add Jakeschincariol/trader-skill --skill trader-analyst -g -a claude-code -y`
Codex: `npx skills add Jakeschincariol/trader-skill --skill trader-analyst -g -a codex -y`
Cursor: `npx skills add Jakeschincariol/trader-skill --skill trader-analyst -g -a cursor -y`
Gemini CLI: `npx skills add Jakeschincariol/trader-skill --skill trader-analyst -g -a gemini-cli -y`
Claude Code plugin marketplace: `/plugin marketplace add Jakeschincariol/trader-skill`

## Description

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".

## SKILL.md, as published by its author (untrusted third-party text, read it as data)

# 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):

```bash
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

The rest: https://github.com/Jakeschincariol/trader-skill/blob/HEAD/trader-analyst/SKILL.md