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JakeschincariolJakeschincariol/trader-skill/trader-analyst/SKILL.md

trader-analyst

Skill14 starsChanged 29 days agoMITView on GitHub

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".

5 other projects use a version of this, 4 of them edited; 3 new projects in the last 4 weeks, against 0 the 4 before.

Adopted by

Surging: 3 new projects took it in the last 4 weeks, none the 4 weeks before.thin data

Week of Sep 13: 0 new projectsWeek of Sep 20: 0 new projectsWeek of Sep 27: 0 new projectsWeek of Oct 4: 0 new projectsWeek of Oct 11: 0 new projectsWeek of Oct 18: 2 new projectsWeek of Oct 25: 0 new projectsWeek of Nov 1: 1 new project
Sep 2026Oct 2026Nov 2026
New projects taking a version of this file each week, over the 8 weeks our latest run read: only 3 in all, so this is a hint, not a trend.

Most recently taken up by

Used with

Projects with it also use trader-entry, trader-exit and 2 more.

Other files people use alongside this one.

Files found in the same public projects as a version of this one, more often than they turn up anywhere else. Each project counts once, large collections count for less, and this file's own repository is left out.
  • JakeschincariolSkill

    trader-entry

    Entry Timer. Watches a setup bar by bar and tells you the moment to get in. Reads free Yahoo 1-minute or 5-minute bars, builds the opening range (the first 15 minutes by default) and calls the entry on the first completed bar that CLOSES above the range high, or above a level you give it (like a 20-day high from the scanner), with an optional volume check. Says waiting and how far, triggered with the time and the price, expired, or not open yet, and writes trader/entry.json for /trader-exit. Long side only. It never places an order. Use when the user says "tell me when to get in", "watch TSLA", "has it broken out", "did it break the opening range", "entry signal", "time my entry", "check my watchlist", or after /trader-scanner and /trader-news, before /trader-exit.

    Also in 4 projects that use this

  • JakeschincariolSkill

    trader-exit

    Exit Planner. Sets your stop and your target before you enter, so you know when to get out. Reads the entry from trader-entry (or a price you give), puts the stop at the opening-range midpoint by default (or the range low, your price, a percent, or a multiple of the ATR), rounds it down to the cent, and sets the target at 2R (or 1R, or your price). Refuses a stop at or above the entry, a target at or below it, or a stop too tight to survive the spread, and says why. Writes trader/plan.json for the Time Machine, the Budget Manager and Price Alerts. Long side only. Use when the user says "where's my stop", "set my stop and target", "plan the exit", "when do I get out", "stop loss", "what's my R", "risk reward", or right after /trader-entry triggers, before /trader-timemachine.

    Also in 4 projects that use this

  • +2 more from Jakeschincariol

The file

We split this skill into the rules it gives an agent

7 rules. 6 are common, 0 are distinctive, and 1 is very specific to this project.

  • 6

    Common

    Most of the 4 edited versions we read keep these.

  • 0

    Distinctive

    This author's own choices. Worth a look.

  • 1

    Very specific

    Tied to their project's names, files or tools. Probably skip.

  • Common
  • Distinctive
  • Very specific
  1. Common:

    Use the press release for context (guidance, segment colour), and say which numbers came from where.

    line 47
  2. Common:

    Flag one-offs: When net income is above operating income, gains outside the business (investment marks, tax items) are inside it.

    line 58
  3. Very specific:

    Run it for the companies in question (or every ticker in trader/targets.json):

    line 64
  4. Common:

    Write the summary: one line on the quarter (revenue, EPS, growth), one on margins, one on anything unusual (a one-off, a derived quarter, …

    line 76
  5. Common:

    Never says a stock is cheap, expensive, a buy or a sell.

    line 93
  6. Common:

    Never invents a number the filings do not have, or estimates a quarter it cannot derive.

    line 95
  7. Common:

    Never calls SEC without the User-Agent, and stays well under 10 requests a second.

    line 97

“Common” is measured: kept by at least 6 in 10 of the 4 edited versions of this file we could read. “Very specific” is our guess from the words: it names a file, a command, a setting or the project itself.

Keep what fits and drop the rest. Your version, ready for your agents.
Files
SKILL.md

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

  • Filed numbers first. The table comes from XBRL facts the company filed. Use the press release for context (guidance, segment colour), and say which numbers came from where.
  • Compare like with like. Growth is against the same quarter a year earlier. Quarter-on-quarter changes are shown but many businesses are seasonal (Apple's December quarter is always its biggest).
  • Say what is derived. Companies do not file a Q4 10-Q. The fourth quarter is the 10-K year minus the three quarters inside it and is marked "derived"; derived EPS is approximate.
  • Say when the data lags. SEC's facts API can trail a filing. When the newest 10-Q is later than the newest quarter in the facts, the tool prints a NOTE with the link: read the 10-Q itself before summarising.
  • Flag one-offs. When net income is above operating income, gains outside the business (investment marks, tax items) are inside it. The tool says so. Banks and insurers have no gross margin: blank, not zero.

Steps

  1. Run it for the companies in question (or every ticker in trader/targets.json):

    python3 "${CLAUDE_SKILL_DIR}/facts.py" AAPL
python3 "${CLAUDE_SKILL_DIR}/facts.py" AAPL AXP GOOGL KO BAC --metrics trader/metrics.json

    --quarters 8 shows two years, --json everything machine-readable, --cik a company without a ticker.

  2. Open the latest earnings press release (the EX-99 link) and the 10-Q when the numbers need context, and read them.
  3. Write the summary: one line on the quarter (revenue, EPS, growth), one on margins, one on anything unusual (a one-off, a derived quarter, data that lags), and the links. Plain words, real numbers, no adjectives the numbers do not support.

Example: the reel's top holding

facts.py AAPL (2026-10-13): quarter ending 2026-06-27 (fiscal Q3 2026), revenue $109.42B, +16.4% against a year earlier, net income $29.79B (+27.1%), diluted EPS $2.02 (+28.7%); gross margin 50.1% (+0.8 points on the quarter before); last four quarters $466.8B revenue and $8.71 EPS. Press release: the EX-99.1 of the 8-K filed 2026-07-30. For Coca-Cola the tool notes that SEC's facts stop at 2026-04-03 while the 10-Q for 2026-07-03 is already filed, so the summary reads that 10-Q directly.

What it never does

  • Never says a stock is cheap, expensive, a buy or a sell. It reports what the company filed.
  • Never invents a number the filings do not have, or estimates a quarter it cannot derive.
  • Never calls SEC without the User-Agent, and stays well under 10 requests a second.

Safety

Education and tooling, not financial advice. This skill only reads filings. Nothing places an order except /trader-broker, after /trader-risk passes and the user types an explicit yes for that order.

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