| name | morning-note |
| description | Use this skill when the task requires morning note capabilities. |
| executor | LLM_BEHAVIOR |
| skill_id | finance.equity_research.morning_note_2 |
| status | ADOPTED |
| security | {"level":"high","pii":false,"approval_required":true} |
| anchors | ["finance","design"] |
| tier | 2 |
| input_schema | [{"name":"code_or_task","type":"string","description":"Code snippet, script, or task description to process","required":true},{"name":"context","type":"string","description":"Additional context or background information","required":false}] |
| output_schema | [{"name":"plan","type":"string","description":"Strategic plan or design document"},{"name":"next_steps","type":"array","description":"List of recommended next steps"}] |
Morning Note
description: "Analyze — Draft concise morning meeting notes summarizing overnight developments, trade ideas, and key events for coverage stocks. Designed for the 7am morning meeting format — tight, opinio"
Workflow
Step 1: Overnight Developments
Scan for relevant events across coverage universe:
Earnings & Guidance
- Any coverage companies reporting overnight or pre-market?
- Earnings surprises (beat/miss on revenue, EPS, key metrics)
- Guidance changes (raised, lowered, maintained)
News & Events
- M&A announcements or rumors
- Management changes
- Product launches or regulatory decisions
- Analyst upgrades/downgrades from competitors
- Macro data or policy changes affecting the sector
Market Context
- Overnight futures / pre-market moves
- Sector ETF performance
- Relevant commodity or currency moves
- Key economic data releases today
Step 2: Morning Note Format
Keep it tight — a morning note should be readable in 2 minutes:
[Date] Morning Note — [Analyst Name]
[Sector Coverage]
Top Call: [Headline — the one thing PMs need to hear]
- 2-3 sentences on the key development and why it matters
- Stock impact: price target, rating reiteration/change
Overnight/Pre-Market Developments
- [Company A]: One-line summary of earnings/news + our take
- [Company B]: One-line summary + our take
- [Sector/Macro]: Relevant sector-wide development
Key Events Today
- [Time]: [Company] earnings call
- [Time]: Economic data release (expectations vs. our view)
- [Time]: Conference or investor day
Trade Ideas (if any)
- [Long/Short] [Company]: 1-2 sentence thesis + catalyst
- Risk: What would make this wrong
Step 3: Quick Takes on Earnings
If a coverage company reported, provide a quick reaction:
| Metric | Consensus | Actual | Beat/Miss |
|---|
| Revenue | | |