trader-analyst
The Earnings Analyst. Reads a company's reported numbers straight from SEC EDGAR (XBRL company facts from its 10-Qs and 10-Ks, plus the latest earnings 8-K and its press release) and sums up what changed: revenue, gross, operating and net margins, net income and diluted EPS, quarter by quarter, each against the same quarter a year earlier, with the trailing twelve months. Writes a metrics file the screener reads. Use when the user says "how did Apple's earnings look", "analyze the earnings", "what changed this quarter", "is revenue growing", "check the 10-Q", "compare margins", or "run the analyst on my holdings".
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Install
Works with every agent the skills CLI supports.
npx skills add https://github.com/jakeschincariol/trader-skill --skill trader-analyst- 01
Install
Run the command in your project. The CLI asks which agents to install for.
- 02
Describe the task
Ask your agent for something this skill covers. It loads trader-analyst automatically when relevant.
- 03
Review the result
The agent follows the SKILL.md steps, scripts and references bundled with the skill.
SKILL.md
The instructions your agent reads when the skill is triggered.
trader-analyst
Earnings season moves stocks, and the press release is written to put the best number first. This skill reads the numbers the company actually filed with the SEC, lines them up quarter by quarter, and says plainly what changed.
Tool in this folder (standard library Python, no keys):
python3 "${CLAUDE_SKILL_DIR}/facts.py" --help
It needs the SEC User-Agent (sec_user_agent in trader/config.json, or
SEC_USER_AGENT): "Your Name you@example.com" with the user's real name and
email. It refuses to call SEC without one.
What it reads and writes
- Reads
https://data.sec.gov/api/xbrl/companyfacts/CIK##########.json(every number the company has tagged in its filings), the company's submissions list (for the newest 10-Q or 10-K and the newest 8-K with item 2.02, "Results of Operations") and that 8-K's folder to find the press release (the EX-99.1 exhibit). - Writes
trader/metrics.jsonwith--metrics: one row per company (TTM revenue, net income and diluted EPS, the latest margins and growth) for/trader-screener.metrics.example.jsonin this folder is a real run for AAPL, AXP, GOOGL, KO and BAC on 2026-10-13.
The rules
- Filed numbers first. The table comes from XBRL facts the company filed. Use the press release for context (guidance, segment colour), and say which numbers came from where.
- Compare like with like. Growth is against the same quarter a year earlier. Quarter-on-quarter changes are shown but many businesses are seasonal (Apple's December quarter is always its biggest).
- Say what is derived. Companies do not file a Q4 10-Q. The fourth quarter is the 10-K year minus the three quarters inside it and is marked "derived"; derived EPS is approximate.
- Say when the data lags. SEC's facts API can trail a filing. When the newest 10-Q is later than the newest quarter in the facts, the tool prints a NOTE with the link: read the 10-Q itself before summarising.
- Flag one-offs. When net income is above operating income, gains outside the business (investment marks, tax items) are inside it. The tool says so. Banks and insurers have no gross margin: blank, not zero.
Steps
-
Run it for the companies in question (or every ticker in
trader/targets.json):python3 "${CLAUDE_SKILL_DIR}/facts.py" AAPL python3 "${CLAUDE_SKILL_DIR}/facts.py" AAPL AXP GOOGL KO BAC --metrics trader/metrics.json--quarters 8shows two years,--jsoneverything machine-readable,--cika company without a ticker. -
Open the latest earnings press release (the EX-99 link) and the 10-Q when the numbers need context, and read them.
-
Write the summary: one line on the quarter (revenue, EPS, growth), one on margins, one on anything unusual (a one-off, a derived quarter, data that lags), and the links. Plain words, real numbers, no adjectives the numbers do not support.
Example: the reel's top holding
facts.py AAPL (2026-10-13): quarter ending 2026-06-27 (fiscal Q3 2026),
revenue $109.42B, +16.4% against a year earlier, net income $29.79B (+27.1%),
diluted EPS $2.02 (+28.7%); gross margin 50.1% (+0.8 points on the quarter
before); last four quarters $466.8B revenue and $8.71 EPS. Press release:
the EX-99.1 of the 8-K filed 2026-07-30. For Coca-Cola the tool notes that
SEC's facts stop at 2026-04-03 while the 10-Q for 2026-07-03 is already filed,
so the summary reads that 10-Q directly.
What it never does
- Never says a stock is cheap, expensive, a buy or a sell. It reports what the company filed.
- Never invents a number the filings do not have, or estimates a quarter it cannot derive.
- Never calls SEC without the User-Agent, and stays well under 10 requests a second.
Safety
Education and tooling, not financial advice. This skill only reads filings.
Nothing places an order except /trader-broker, after /trader-risk passes
and the user types an explicit yes for that order.
FAQ
What does the trader-analyst skill do?
The Earnings Analyst. Reads a company's reported numbers straight from SEC EDGAR (XBRL company facts from its 10-Qs and 10-Ks, plus the latest earnings 8-K and its press release) and sums up what changed: revenue, gross, operating and net margins, net income and diluted EPS, quarter by quarter, each against the same quarter a year earlier, with the trailing twelve months. Writes a metrics file the screener reads. Use when the user says "how did Apple's earnings look", "analyze the earnings", "what changed this quarter", "is revenue growing", "check the 10-Q", "compare margins", or "run the analyst on my holdings".
How do I install trader-analyst?
Run npx skills add https://github.com/jakeschincariol/trader-skill --skill trader-analyst in your project. The skills CLI detects the agents you use and copies the skill into the right folder. For Claude Code you can also place the skill folder at ~/.claude/skills/trader-analyst/ (personal) or .claude/skills/trader-analyst/ (project).
Which AI agents can use trader-analyst?
Any agent that supports the open Agent Skills format (a folder with a SKILL.md file), including Claude Code, Codex, Cursor, GitHub Copilot, Gemini CLI, Windsurf, Cline, OpenCode and more.
Is trader-analyst safe to install?
No partner security audit is available yet. Skills can run commands and scripts, so read the SKILL.md and any bundled files before installing.
Who maintains trader-analyst?
It is published by jakeschincariol in jakeschincariol/trader-skill. It has 43 recorded installs.
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