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earnings-preview

Agent skill fromhimself65/finance-skills

Build a pre-earnings briefing for a stock from Yahoo Finance data (yfinance): the upcoming report date and timing, consensus EPS and revenue estimates with their range, the beat/miss track record, analyst ratings and price targets, and what to watch in the print. Use this skill whenever the user is preparing for an upcoming earnings report or asks what the street expects — consensus or whisper numbers, EPS expectations, whether a company will beat, an earnings setup, or an earnings-season preview — and whenever a ticker comes up in the context of upcoming earnings, even without the word "preview". For results that are already out, use earnings-recap.

How to install earnings-preview

install earnings-preview
# install the finance-skills pack with the skills CLI
npx skills add himself65/finance-skills

# or add only this skill to Claude Code: copy the folder

plugins/market-analysis/skills/earnings-preview/

# into

~/.claude/skills/earnings-preview/ (all projects)

.claude/skills/earnings-preview/ (one project)

plugins/market-analysis/skills/earnings-preview/SKILL.md

MITFull file
1# Earnings Preview Skill
2
3If your host has not already executed the shell probes below (for example, in Codex), run the commands inside the `!` wrappers with its shell tool before choosing a setup path. Use the actual output; if shell access is unavailable, report that limitation.
4
5Generates a pre-earnings briefing using Yahoo Finance data via [yfinance](https://github.com/ranaroussi/yfinance). Pulls together upcoming earnings date, consensus estimates, historical accuracy, analyst sentiment, and key financial context — everything you need before an earnings call.
6
7**Important**: Data is for research and educational purposes only. Not financial advice. yfinance is not affiliated with Yahoo, Inc.
8
9---
10
11## Step 1: Ensure yfinance Is Available
12
13**Current environment status:**
14
15```
16!`python3 -c "exec('try:\n import yfinance\n print(\'yfinance \' + yfinance.__version__ + \' installed\')\nexcept Exception:\n print(\'YFINANCE_NOT_INSTALLED\')')"`
17```
18
19If `YFINANCE_NOT_INSTALLED`, install it:
20
21```python
22import subprocess, sys
23subprocess.check_call([sys.executable, "-m", "pip", "install", "-q", "yfinance"])
24```
25
26If already installed, skip to the next step.
27
28---
29
30## Step 2: Identify the Ticker and Gather All Data
31
32Extract the ticker symbol from the user's request. If they mention a company name without a ticker, look it up. Then fetch all relevant data in one script to minimize API calls.
33
34```python
35import yfinance as yf
36
37ticker = yf.Ticker("AAPL") # replace with actual ticker
38…

Excerpt shown under the repository's MIT license.

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