workflow-er-morning-note

# 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