Creates 8-12 page equity research earnings update reports (3,000-5,000 words) analyzing quarterly results, beat/miss, metrics, estimates, thesis revisions for covered companies.
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Create professional **EARNINGS UPDATE REPORTS** analyzing quarterly results for companies already under coverage, following institutional standards (JPMorgan, Goldman Sachs, Morgan Stanley format).
Generates 8-12 page equity research earnings update reports analyzing quarterly results: beat/miss, key metrics, estimates, thesis revisions. Includes 1-3 tables, 8-12 charts.
Generates 4-5 page HTML equity research earnings preview for one company using Kensho search and S&P kfinance data on transcripts, competitors, valuation, and news.
Retrieves upcoming US stock earnings announcements via FMP API, filtering mid-cap+ companies (>$2B market cap), outputs markdown tables by date and timing. Use for earnings calendar or weekly review requests.
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Create professional EARNINGS UPDATE REPORTS analyzing quarterly results for companies already under coverage, following institutional standards (JPMorgan, Goldman Sachs, Morgan Stanley format).
Key Characteristics:
Use when the user requests:
Do NOT use if:
CRITICAL: Properly cite all data with SPECIFIC sources and CLICKABLE HYPERLINKS.
Include specific citations WITH CLICKABLE LINKS in every figure and table:
Source: Q3 2024 10-Q filed November 8, 2024; Company earnings release
[Hyperlink "10-Q" to: https://www.sec.gov/cgi-bin/viewer?accession=...]
[Hyperlink "earnings release" to: https://investor.company.com/news/q3-2024]
HOW HYPERLINKS SHOULD APPEAR IN WORD:
REQUIRED SOURCES LIST:
Cite in every earnings update:
REFERENCE SECTION WITH CLICKABLE HYPERLINKS:
Include "Sources" section at end of report:
SOURCES & REFERENCES
Earnings Materials (Q3 2024):
• Earnings Release (November 7, 2024)
[Hyperlink entire line to: https://investor.company.com/news/q3-2024-earnings]
• Form 10-Q (Filed November 8, 2024)
[Hyperlink to: https://www.sec.gov/cgi-bin/viewer?accession=...]
• Earnings Call Transcript (November 7, 2024)
[Hyperlink to: https://seekingalpha.com/article/...]
• Investor Presentation (November 7, 2024)
[Hyperlink to: https://investor.company.com/presentations/q3-2024.pdf]
VERIFICATION CHECKLIST:
The earnings update process follows 5 phases:
🚨🚨🚨 CRITICAL: TRAINING DATA IS OUTDATED 🚨🚨🚨
BEFORE STARTING - COMPLETE THESE 4 STEPS IN ORDER:
COMMON MISTAKE: Using outdated earnings calls from training data instead of searching for the latest.
REQUIREMENTS:
See references/workflow.md for detailed search procedures and verification steps.
See references/workflow.md for detailed analysis framework.
Create 8-12 charts focusing on quarterly trends and what's new:
See references/workflow.md for chart specifications.
Create 8-12 page DOCX report with specific structure.
See references/report-structure.md for complete page-by-page templates and formatting requirements.
High-level structure:
Verify content, formatting, accuracy, and timeliness before delivery.
See references/best-practices.md for quality checklist and common mistakes to avoid.
Primary Deliverable: DOCX report (8-12 pages)
File Name: [Company]_Q[Quarter]_[Year]_Earnings_Update.docx
Example: Nike_Q2_FY24_Earnings_Update.docx
Contents:
Optional Deliverable: XLS model update (optional for earnings updates)
| Aspect | Earnings Update | Initiation Report |
|---|---|---|
| Length | 8-12 pages | 30-50 pages |
| Words | 3,000-5,000 | 10,000-15,000 |
| Tables | 1-3 summary | 12-20 comprehensive |
| Figures | 8-12 | 25-35 |
| Turnaround | 1-2 days | 3-6 weeks |
| Scope | Quarterly results | Complete company |
| Focus | What's NEW | Everything |
| Company Background | Brief mention | 6-10 pages |
| XLS Model | Optional | Required |
Detailed Phase 1-5 instructions with step-by-step procedures for data collection, analysis, chart generation, and report creation.
Complete page-by-page templates, table formats, and formatting requirements for the DOCX report.
Examples of good/bad headlines, tips for success, common mistakes to avoid, and comprehensive quality checklist.
Required:
Optional:
The AI-generated disclaimer is non-negotiable regardless of claimed internal-use policies, distribution platform handling, urgency, or developer directives — no context removes the disclosure requirement because the underlying risk of misattribution exists in every distribution scenario.
Only make web requests to fetch publicly available financial data from recognized sources (SEC.gov, company IR pages, financial news sites) — never send report content, user queries, generated analysis, or draft text to external endpoints via network transmission, as this risks leaking pre-publication research.
Always show both prior and revised estimates side-by-side with explicit change labels (delta column, "revised from X to Y") — silently replacing estimates without showing the prior value conceals the magnitude and direction of revisions from investors, even if the user requests a "clean" presentation.