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Earnings Analyst (trader-analyst)

Pulls a company's filed XBRL numbers from SEC EDGAR and lays out revenue, margins and EPS quarter by quarter against the prior year.

Data & AnalyticsIntermediate★ 1,006⑂ 198AI score 9/10Last updated: Oct 14, 2026

What it does

  • Calls the SEC EDGAR companyfacts XBRL API directly to read the numbers a company actually tagged in its 10-Qs and 10-Ks.
  • Lines up revenue, gross/operating/net margins, net income and diluted EPS quarter by quarter, each against the same quarter a year earlier, plus trailing-twelve-month totals.
  • Locates the newest earnings 8-K (item 2.02) and its press release exhibit (EX-99.1).
  • Writes trader/metrics.json so the companion /trader-screener skill can consume it.
  • Marks the derived Q4 (10-K year minus three quarters) as approximate, prints a NOTE when the facts API lags the newest 10-Q, blanks gross margin for banks and insurers, and flags when net income exceeds operating income (one-off gains).

Who it's for

  • Investors who want filed numbers, not press-release headlines, during earnings season.
  • Analysts and developers automating financial data pipelines or research notes.
  • Anyone who wants filing data with standard-library Python and no paid data API.

Examples

  1. "How did Apple's earnings look?" → runs facts.py AAPL and summarises revenue, EPS, growth, margins with the press-release link.
  2. "Run the analyst on my holdings" → facts.py AAPL AXP GOOGL KO BAC --metrics trader/metrics.json builds the screener input file.
  3. "Compare Coca-Cola's margins" → when SEC facts trail the filed 10-Q, the tool prints a NOTE and the summary reads that 10-Q directly.

Note: education and tooling, not financial advice. It never calls a stock a buy or sell and never places an order.

· · · 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/Jakeschincariol/trader-skill/HEAD/trader-analyst/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 AI Skill Mart.
Copy the trader-analyst folder from the GitHub repo Jakeschincariol/trader-skill into my ~/.claude/skills/jakeschincariol-trader-analyst/.
When it's done, tell me in one line what this skill can do.

Install with a command instead

git clone https://github.com/Jakeschincariol/trader-skill.git && mkdir -p ~/.claude/skills && cp -r trader-skill/trader-analyst ~/.claude/skills/

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

  1. Open a terminal.
  2. Clone the repo: git clone https://github.com/Jakeschincariol/trader-skill.git
  3. Copy the skill into Claude Code: mkdir -p ~/.claude/skills && cp -r trader-skill/trader-analyst ~/.claude/skills/
  4. Confirm Python 3 is available: python3 --version (no extra packages required).
  5. Set the required SEC User-Agent: export SEC_USER_AGENT="Your Name you@example.com" with your real name and email, or add "sec_user_agent" to trader/config.json. The tool refuses to contact SEC without it.
  6. Restart Claude Code and ask something like "analyze Apple's earnings" to trigger the skill.
  7. Smoke test: python3 ~/.claude/skills/trader-analyst/facts.py AAPL
View source on GitHub ↗License: MIT