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Earnings Sentiment Analysis

An equity-research skill that mines SEC filings and earnings materials to produce a cited report on analyst estimates vs guidance, surprise history and consensus revision trends.

Data & AnalyticsAdvanced★ 199⑂ 15AI score 7/10Last updated: Jun 15, 2026

What it does

Runs a single-ticker earnings sentiment workup over the trailing 4 fiscal quarters (max 8).

  • Covers analyst estimates vs company guidance, beat/miss track record, consensus revision trends, rating changes and whisper-number context.
  • Searches unstructured filings (10-K, 10-Q, 8-K) with a three-layer retrieval protocol: document discovery → page map → deep read.
  • Writes a structured markdown deliverable to {ticker}/{YYYY-MM-DD_HHMM}_earnings-sentiment_analyst-sentiment.md, with a clickable /v/ citation immediately after every material fact and a roll-up Citations index.
  • Classifies findings as [FACT] / [DEDUCTED] / [VIEW], emits FR-090 output frontmatter, and archives the run to session memory.
  • Ships an explicit error-handling table (missing data, partial coverage, sector-mismatched peers, sub-3-year listing history, MCP unreachable).

Who it's for

  • Equity research analysts and buy-side research teams
  • Anyone who repeatedly parses SEC filings to write earnings notes
  • Users who already run the agentii MCP data plane (or an equivalent SEC/XBRL tool set)

Note: without tools like search_xbrl_facts and search_earnings_calendar, the skill halts at preflight.

Examples

  1. "Analyze earnings sentiment for NVDA" → 4-quarter guidance-vs-actual and consensus revision report.
  2. "Compare earnings sentiment across peers" → enables the include_peers block; off-sector peers are auto-filtered out.
  3. Invoke with --mode=all to run the full analyst mode set instead of the default essentials subset.

· · · 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)

If Claude can't open the link, open it yourself and paste the contents instead.

↓ 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

Let Claude do it — paste this into Claude Code

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. Open a terminal in a working directory.
  2. Clone the repo: git clone https://github.com/agentii-ai/agentii-investment-intelligence.git
  3. Create the skills folder: mkdir -p ~/.claude/skills
  4. Copy the skill: cp -r agentii-investment-intelligence/plugins/agent-plugins/agentii-equity-agent/skills/agentii/earnings-sentiment ~/.claude/skills/
  5. Because the skill references references/ and contracts/ documents, copying the whole agentii-equity-agent plugin folder is recommended.
  6. Connect the agentii MCP server to Claude Code (see the repo README); without it the preflight probe fails and the skill stops.
  7. Restart Claude Code and test with a prompt such as "Analyze earnings sentiment for AAPL".
View source on GitHub ↗License: Apache-2.0