# Trader Analyst

The Earnings Analyst.

- Repository: https://github.com/Jakeschincariol/day-trader-skill (4279 stars)
- Category: Engineering
- License: MIT
- Last updated: 2026-10-20
- Runs scripts: yes, review before use

## Install

Claude Code: `npx skills add Jakeschincariol/day-trader-skill --skill trader-analyst -g -a claude-code -y`
Codex: `npx skills add Jakeschincariol/day-trader-skill --skill trader-analyst -g -a codex -y`
Cursor: `npx skills add Jakeschincariol/day-trader-skill --skill trader-analyst -g -a cursor -y`
Gemini CLI: `npx skills add Jakeschincariol/day-trader-skill --skill trader-analyst -g -a gemini-cli -y`
Claude Code plugin marketplace: `/plugin marketplace add Jakeschincariol/day-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. Reads an earnings call transcript when you paste one. Use when the user says "how did Tesla's earnings look", "analyze the earnings", "what changed this quarter", "is revenue growing", "check the 10-Q", "compare margins", "sum up the call", "does it report this week", or before trading a stock around its earnings.

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

# trader-analyst

Earnings move stocks more than anything else on the calendar, 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. For a day trader it answers two questions before a
trade: what did the last report say, and is the next one inside this trade?

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
  your notes or a spreadsheet. `metrics.example.json` in this folder is a
  real run for AAPL, AXP, GOOGL, KO and BAC on 2026-10-13.
- Earnings calls: the tool does not fetch transcripts. If the user pastes one
  (or the company's IR page has it), read it and sum up what management said
  changed: guidance, margins, demand, anything they declined to answer.
- The next report date is not in SEC data. Look for it in `/trader-news`
  headlines or on the company's investor relations page, and say where it
  came from.

## The rules

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