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Earnings Sentiment Analysis

Builds a citation-backed earnings sentiment report covering call tone, guidance shifts and analyst estimates over the trailing four quarters.

Data & AnalyticsAdvanced★ 207⑂ 16AI score 7/10Last updated: Sep 29, 2026

What it does

  • Analyzes earnings-call tone, guidance changes, and beat/miss history versus analyst estimates across 4 quarters (up to 8).
  • Reads 10-K/10-Q/8-K filings and call transcripts via a three-layer retrieval protocol (discovery → page map → deep read), attaching an inline /v/ citation to every material fact.
  • Adds institutional-holdings and insider (Form 4) signals, and tags findings [FACT]/[DEDUCTED]/[VIEW].
  • Writes a structured markdown deliverable plus a TUI summary with 5–10 clickable key citations.

Who it's for

  • Equity research and buy-side analysts producing recurring earnings-season notes.
  • Teams already running the agentii MCP data plane for SEC document search.
  • Anyone who needs an audit-trail-first reporting workflow.

Examples

  1. "Analyze earnings sentiment for NVDA" → trailing-4-quarter tone, guidance trend, and surprise track record.
  2. "Compare earnings sentiment across peers" → enables include_peers and drops sector-mismatched comparables.
  3. --mode=fy0-analyst-estimates-extraction → extracts only current fiscal-year analyst estimates.

· · · Install guide · · ·

Try it now, no install

Paste this into Claude to use the skill without installing anything.

Read the instructions in this file and follow them to help me:
https://raw.githubusercontent.com/agentii-ai/agentii-investment-intelligence/HEAD/plugins/agent-plugins/agentii-equity-agent/skills/agentii/earnings-sentiment/SKILL.md

What I want: (describe your task here)

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↓ If it works for you, download the ZIP below and install it. Then it runs on its own — no pasting each time.

Install in the Claude app (no terminal)
  1. Download the ZIP with the button below.
  2. In Claude, open Settings → Capabilities and turn on 'Code execution and file creation'. (one time)
  3. Go to Customize → Skills → + → 'Upload a skill' and upload the ZIP.
↓ Download ZIP
Install in Claude Code

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Install the skill I found on Claude Skill Mart.
Copy the plugins/agent-plugins/agentii-equity-agent/skills/agentii/earnings-sentiment folder from the GitHub repo agentii-ai/agentii-investment-intelligence into my ~/.claude/skills/earnings-sentiment/.
When it's done, tell me in one line what this skill can do.

Install with a command instead

git clone https://github.com/agentii-ai/agentii-investment-intelligence.git && mkdir -p ~/.claude/skills && cp -r agentii-investment-intelligence/plugins/agent-plugins/agentii-equity-agent/skills/agentii/earnings-sentiment ~/.claude/skills/

⚠ This is a third-party skill. Check the source repository before installing.

  1. Clone the repo: git clone https://github.com/agentii-ai/agentii-investment-intelligence.git
  2. This skill ships inside a plugin — ideally keep the whole plugins/agent-plugins/agentii-equity-agent tree intact.
  3. For a standalone copy: mkdir -p ~/.claude/skills && cp -r agentii-investment-intelligence/plugins/agent-plugins/agentii-equity-agent/skills/agentii/earnings-sentiment ~/.claude/skills/
  4. Also copy the referenced contracts/, references/, and docs/ folders at the same relative paths, or the internal references will break.
  5. Connect the agentii MCP server (data plane) to Claude Code following the repo README.
  6. Restart Claude Code and try "Analyze earnings sentiment for AAPL" to confirm the preflight probe passes.
View source on GitHub ↗License: Apache-2.0