SKILL.md

trader-analyst

Agent skill fromJakeschincariol/trader-skill

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".

install trader-analyst

# install the trader-skill pack with the skills CLI

npx skills add Jakeschincariol/trader-skill

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

trader-analyst/

# into

~/.claude/skills/trader-analyst/ (all projects)

.claude/skills/trader-analyst/ (one project)

trader-analyst/SKILL.md

MITFull file

1# trader-analyst
2 
3Earnings season moves stocks, and the press release is written to put the
4best number first. This skill reads the numbers the company actually filed
5with the SEC, lines them up quarter by quarter, and says plainly what changed.
6 
7Tool in this folder (standard library Python, no keys):
8 
9```bash
10python3 "${CLAUDE_SKILL_DIR}/facts.py" --help
11```
12 
13It needs the SEC User-Agent (`sec_user_agent` in `trader/config.json`, or
14`SEC_USER_AGENT`): "Your Name you@example.com" with the user's real name and
15email. It refuses to call SEC without one.
16 
17## What it reads and writes
18 
19- Reads `https://data.sec.gov/api/xbrl/companyfacts/CIK##########.json` (every
20  number the company has tagged in its filings), the company's submissions
21  list (for the newest 10-Q or 10-K and the newest 8-K with item 2.02,
22  "Results of Operations") and that 8-K's folder to find the press release
23  (the EX-99.1 exhibit).
24- Writes `trader/metrics.json` with `--metrics`: one row per company (TTM
25  revenue, net income and diluted EPS, the latest margins and growth) for
26  `/trader-screener`. `metrics.example.json` in this folder is a real run
27  for AAPL, AXP, GOOGL, KO and BAC on 2026-10-13.
28 
29## The rules
30 
31- **Filed numbers first.** The table comes from XBRL facts the company filed.
32  Use the press release for context (guidance, segment colour), and say which
33  numbers came from where.
34- **Compare like with like.** Growth is against the same quarter a year
35…

Excerpt shown under the repository's MIT license.

How to install trader-analyst

trader-analyst/SKILL.md

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