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Trader Earnings Analyst

Reads a company's filed XBRL numbers from SEC EDGAR and plainly summarizes what changed quarter over quarter.

Data & AnalyticsIntermediate★ 3,968⑂ 931AI score 9/10Last updated: Oct 20, 2026

What it does

  • Pulls XBRL company facts straight from SEC EDGAR — the figures the 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 against the same quarter a year earlier, plus trailing twelve months.
  • Locates the latest earnings 8-K (item 2.02) and its EX-99.1 press release for context.
  • Writes trader/metrics.json with one row per company for your notes or a spreadsheet.
  • Labels derived quarters (Q4 from the 10-K), flags one-offs when net income exceeds operating income, blanks gross margin for banks/insurers, and warns when SEC's facts API lags a newer 10-Q.

Who it's for

  • Day and swing traders positioning around earnings dates.
  • Retail investors who want filed numbers instead of the press release's "adjusted" headline.
  • Analysts comparing margin trends across several tickers quickly.

Examples

  1. "How did Tesla's earnings look?" → runs facts.py TSLA and returns revenue, EPS growth, margin shift, and an explicit one-off flag.
  2. facts.py TSLA NVDA AMD --metrics trader/metrics.json → a side-by-side TTM comparison across three names.
  3. Paste an earnings call transcript and get a summary of guidance, demand, margins and anything management declined to answer.
  4. Before an overnight hold, check whether the next report falls inside the trade and get a gap-risk warning before stops are set.

· · · 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/day-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/day-trader-skill into my ~/.claude/skills/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/day-trader-skill.git && mkdir -p ~/.claude/skills && cp -r day-trader-skill/trader-analyst ~/.claude/skills/

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

  1. Open a terminal and clone the repo: git clone https://github.com/Jakeschincariol/day-trader-skill.git
  2. Copy the skill into your skills folder: mkdir -p ~/.claude/skills && cp -r day-trader-skill/trader-analyst ~/.claude/skills/
  3. Confirm Python 3 is available: python3 --version (no extra packages needed).
  4. Set the required SEC User-Agent: put sec_user_agent in trader/config.json as "Your Name you@example.com", or export SEC_USER_AGENT="Your Name you@example.com". Without it the tool refuses to call SEC.
  5. Restart Claude Code and ask something like "analyze Apple's earnings".
  6. To test directly: python3 ~/.claude/skills/trader-analyst/facts.py AAPL --quarters 8
View source on GitHub ↗License: MIT