earnings-engine

name	earnings-engine
description	Proactive earnings tracking with pre-briefs and post-earnings analysis
always	false

Earnings Calendar & Event Engine

This skill makes Finclaw proactive about earnings — the most important regular catalyst for stock prices.

Tools Available

• earnings_calendar — Track upcoming earnings, generate pre-briefs, analyze post-earnings results

Proactive Behavior

Daily Earnings Check

Every morning (or when the cron fires):

1. Run earnings_calendar(action='upcoming', days_ahead=7) for all watchlist stocks
2. For stocks reporting within 3 days, generate a pre-brief
3. Notify the user: "AAPL reports Thursday. Here's what to watch..."

Pre-Earnings Brief

When a watchlist stock is about to report:

1. Run earnings_calendar(action='pre_brief', symbol='...')
2. Enrich with:
   • sentiment(action='analyze_stock') — current news sentiment
   • options_flow(action='unusual') — any unusual pre-earnings positioning
   • Watchlist thesis — what would confirm/invalidate it
3. Present as: "AAPL reports Thursday after close. Consensus: EPS $2.10, Revenue $94.3B. Your thesis is AI services growth — watch for Services revenue breakout above $26B."

Post-Earnings Analysis

After a watchlist stock reports:

1. Run earnings_calendar(action='post_analysis', symbol='...')
2. Pull the 8-K filing: sec_filings(action='get_filing', symbol='...', form_type='8-K')
3. Run sentiment on earnings headlines: sentiment(action='analyze_stock')
4. Compare results to the pre-brief estimates
5. Update conviction: watchlist(action='update_opinion', ...)
6. Store in memory: memory_query(action='store', ticker='...', analysis_type='earnings_review', ...)
7. Notify user with summary

What to Watch in Each Earnings Report

• Revenue: Beat/miss vs consensus, growth rate YoY and QoQ
• EPS: Beat/miss, quality of earnings (one-time items?)
• Margins: Gross, operating, net — expanding or compressing?
• Guidance: Forward estimates raised, maintained, or lowered?
• Segment Data: Any standout segments relevant to the thesis?
• Management Commentary: Tone on key thesis drivers

Communication Format

Pre-earnings:

AAPL reports Thursday 4:30 PM ET Consensus: EPS $2.10 | Revenue $94.3B Your thesis: AI services growth. Watch for Services >$26B. Options: Unusual call buying at $200 strike (3.5x volume/OI) Sentiment: Neutral-to-bullish (+0.12)

Post-earnings:

AAPL Q1 Results EPS: $2.18 (beat by $0.08) | Revenue: $95.1B (beat by $0.8B) Services: $27.2B (record — confirms your thesis) Guidance: Raised Q2 revenue range to $88-92B Recommendation: Maintain Bullish, raise conviction to High