workflow-er-morning-note

name

workflow-er-morning-note

description

WHAT: 2-4 page morning brief for the trading desk or portfolio managers — coverage universe movers, earnings calendar, sector rotation signals, macro catalyst events, and 3-5 actionable trade ideas or risk alerts. Produced at market open or pre-open using live FMP data. WHEN: Invoke to produce a daily or event-driven morning note for a coverage universe. Typically generated pre-market open or immediately after a significant overnight event (earnings release, macro data, geopolitical event).

Equity Research: Morning Note

What this skill covers

A rapid-turnaround 2-4 page morning brief that synthesises overnight and pre-market information across a coverage universe into actionable trade ideas and risk alerts. Relies exclusively on live market data tools — no LLM-generated price levels or estimates.

Inputs

• Coverage universe watchlist (list of tickers)
• Date and relevant overnight events (optional — if omitted, the workflow discovers them via tools)
• Focus area if applicable (e.g., "focus on tech earnings", "focus on rates impact")

Workflow

Step 1 — Coverage universe movers

Call fmp_batch_quote for the full coverage universe watchlist:

• Flag any stock moving >2% pre-market or after-hours
• Note price, volume, and change driver for flagged names
• Call fmp_biggest_gainers and fmp_biggest_losers for broad market movers beyond the coverage universe

Step 2 — Earnings calendar

Call fmp_earnings_calendar for the current week:

• Highlight coverage names reporting within the next 5 trading days
• Note consensus estimates (EPS, revenue) for each upcoming report
• Flag names where the estimate revision trend has shifted in the past 7 days

Step 3 — Sector rotation signals

Call fmp_sector_performance for sector-level trends:

• Identify sectors with momentum divergence from the prior week
• Flag defensive vs cyclical rotation patterns
• Note sectors approaching 52-week highs or lows

Step 4 — Key data releases and catalyst events

Identify upcoming macro and regulatory events:

• Central bank meetings, CPI/PPI releases, employment data — note consensus and expected market impact
• FDA approvals, FCC decisions, EPA rulings relevant to coverage
• Management conferences, investor days, analyst meetings scheduled this week

Step 5 — Actionable summary

Produce 3-5 bullet points with specific trade ideas or risk alerts:

• Each bullet: ticker, action (buy the dip / reduce / avoid / monitor), rationale, and entry level or stop
• Distinguish between: event-driven (catalyst in <5 days), technical (price/volume signal), and thesis-driven (new fundamental information)
• Note if any idea conflicts with current coverage rating (flag for compliance review)

Report structure

1. Market movers — coverage universe pre-market moves >2%; broad market movers
2. Earnings calendar — this week's coverage reports with consensus and estimate trend
3. Sector rotation — sector performance table, rotation signal
4. Catalyst events — macro releases and regulatory events for the week
5. Actionable ideas — 3-5 bullets with ticker, action, rationale

Output format

• 2-4 pages (markdown or formatted brief)
• All price data sourced from fmp_batch_quote with as-of timestamp
• Sector data sourced from fmp_sector_performance with as-of date
• No manually entered price levels

Quality gates

• All price and quote data from fmp_batch_quote or fmp_quote — with as-of timestamp
• Earnings calendar sourced from fmp_earnings_calendar
• Sector data sourced from fmp_sector_performance
• Actionable ideas limited to 3-5 — not a laundry list
• Any idea conflicting with coverage rating flagged for compliance review
• Total note length: 2-4 pages — brevity is the standard

Related skills

• workflow-er-earnings-update — deeper analysis when a coverage name has just reported
• workflow-er-thesis-tracker — context for thesis-driven trade ideas in the actionable summary
• workflow-er-idea-screening — quantitative screening that can surface new ideas for inclusion