{"schema":"ai-blocks-role/1","id":"cover-an-earnings-release-from-preview-to-written-update","name":"Earnings preview, call review and written update","summary":"Prepare for an earnings release, review the actual results and call, then write a sourced update on what changed.","area":"finance","family":{"id":"money-and-investing","name":"Research investments and business value"},"lead":"cover-an-earnings-release-from-preview-to-written-update","featured":false,"contextKind":"personal","deliverables":["A preview with what matters, the numbers to watch and what counts as a surprise","A tone read of the call: confidence, hedges and dodged questions","A recap against the preview","A written update: what changed, what did not, what to watch next"],"inputs":["The company and what you already think matters","After the release: the release and the call transcript","Last quarter's call transcript (optional, for the tone comparison)","Your past notes on the company (optional)"],"opening":{"give":["The company and what you already think matters","After the release: the release and the call transcript","Your past notes on the company (optional)"],"get":["A preview with what matters, the numbers to watch and what counts as a surprise","A tone read of the call: confidence, hedges and dodged questions","A recap against the preview","A written update: what changed, what did not, what to watch next"]},"helpfulInputs":["Last quarter's transcript","Your past updates","The company's guidance from the last call"],"fit":["You write a newsletter or internal note on companies you follow.","You hold a stock and want a disciplined read of each quarter.","Your past write-ups repeated the headline and missed the shift in tone."],"limits":["You follow a private company or have no release and transcript: write notes by hand or ask your AI for a plain summary of what you do have.","You only want a note before the release: run the Earnings preview writer skill by itself.","You want the Company earnings adjustments and reliability reviewer in an annual report: use the workflow Company earnings adjustments and reliability reviewer."],"tools":["Any good chat AI: Every step is a plan or a piece of writing.","The company's investor site: The release, the slides and the transcript live there.","Claude, ChatGPT or Gemini: Handles a long transcript in one chat and quotes the lines it relies on."],"method":["Download the handoff pack. It's a zip with HANDOFF.md and every skill file this workflow uses.","Give the folder to Claude (in Claude Code, or as files in a Claude Project) and say \"Follow HANDOFF.md\".","Paste the company and what you think matters. It writes the preview before the release.","After the call, paste the release and the transcript. It reads the tone and writes the recap.","Read the update, check every number against the release, and publish or file it."],"capabilities":[{"name":"Write the preview","description":"Writes what matters this quarter, the numbers to watch and what would count as a surprise."},{"name":"The release lands","description":"A pause. Wait for the release and the call. Paste the release and the transcript."},{"name":"Read the call's tone","description":"Reads where management was confident, hedged or dodged, with a quote for each. It compares the tone with last quarter when you give it last quarter's transcript."},{"name":"Write the recap","description":"Compares the quarter with the preview and names the source of every number, the release first."},{"name":"Write the update","description":"Writes the update: what changed, what did not and what to watch next, with no buy or sell advice."}],"expertise":{"principles":["Reconcile to source documents, such as bank statements, ledgers and invoices, before reporting.","Show the calculation, inputs and period for every figure.","Label actuals, estimates and forecasts clearly.","Send tax, legal and regulatory questions to a qualified professional."],"pitfalls":["Mixing cash and accrual figures, or different periods, in one comparison.","Rounding or formula errors that do not tie back to totals.","Giving personal investment advice."],"quality":["Each step passed its own checks, or the run stopped at the step that failed and says why.","The steps ran in order, and each one used the result of the one before.","Nothing was invented to fill a gap. Every gap is a MISSING: line.","Nothing was sent, published or paid for without a clear yes.","Every number in the update is in the release or the transcript, and the update gives no buy or sell advice.","The preview was written before the release was read, and the recap compares the quarter with that preview.","Totals tie out, and differences are explained line by line."],"sources":{"learned":0,"curated":false,"method":6,"source":0,"area":"finance"}},"workedExample":{"situation":"You write a newsletter or internal note on companies you follow.","task":"Prepare for an earnings release, review the actual results and call, then write a sourced update on what changed. Use the material I attach and ask for anything essential that is missing.","given":["The company and what you already think matters","The earnings release, pasted after it comes out","The call transcript, pasted after the call","Your past notes on the company (optional)"],"outputs":[{"name":"Preview","contains":"What matters this quarter, the numbers to watch, what would count as a surprise and questions you hope are asked."},{"name":"Tone read","contains":"Where management was confident, hedged or dodged questions, and how the tone compares with last quarter."},{"name":"Recap","contains":"The quarter against the preview, with every number sourced to the release."},{"name":"Written update","contains":"What changed, what did not and what to watch next quarter, with no buy or sell advice."},{"name":"HAND-BACK SUMMARY","contains":"Each step's file, any step not run, and every MISSING line in one list."}]},"example":"Prepare for an earnings release, review the actual results and call, then write a sourced update on what changed. Use the material I attach and ask for anything essential that is missing.","functions":[{"name":"Earnings preview, call review and written update","description":"Prepare for an earnings release, review the actual results and call, then write a sourced update on what changed.","method":"cover-an-earnings-release-from-preview-to-written-update","when":["You write a newsletter or internal note on companies you follow.","You hold a stock and want a disciplined read of each quarter.","Your past write-ups repeated the headline and missed the shift in tone."],"inputs":["The company and what you already think matters","After the release: the release and the call transcript","Last quarter's call transcript (optional, for the tone comparison)","Your past notes on the company (optional)"],"deliverables":["A preview with what matters, the numbers to watch and what counts as a surprise","A tone read of the call: confidence, hedges and dodged questions","A recap against the preview","A written update: what changed, what did not, what to watch next"]},{"name":"Earnings preview writer","description":"Get an earnings preview for any stock ticker: report date, what analysts expect, past beats and misses, and what to watch. Needs code and web access.","method":"earnings-preview-writer","when":["A company reports next week and you want a quick prep sheet.","You want to see how often it has beaten estimates.","You need the consensus numbers in one place.","You hold a stock and want to know what moves it on results."],"inputs":["A stock ticker, or a company name you confirm with the exact ticker","Python with internet access","Specific metrics to watch (optional, say them before you run the skill)"],"deliverables":["The expected report date","Analyst estimates for earnings and revenue","Past surprise history","A short list of what to watch"]},{"name":"Earnings call tone analyst","description":"Compare wording in earnings calls across quarters. Get quoted tone shifts, signs of uncertainty and clear limits on what the text can reveal.","method":"earnings-call-tone-reader","when":["You want a read beyond the numbers before you make a decision.","You follow a company and want to track tone from quarter to quarter.","You suspect management got more cautious in the Q&A.","You need a short note on what management talked about more or less."],"inputs":["The earnings call transcript, pasted or attached","The company name and quarter","Transcripts from the last one to four quarters (optional, needed to measure a shift)","Whether to focus on prepared remarks or Q&A (optional)","A share price history (optional, only for the price overlay)"],"deliverables":["A tone score from minus 1 to plus 1, with how it was worked out","The change in tone against prior quarters","Hedging and uncertainty words counted per 100 words","Three stress points from the Q&A, each with a quote","Places where tone and the reported numbers disagree"]},{"name":"Earnings recap writer","description":"Get an earnings recap for any stock ticker: actual vs expected results, margin trends and the share price reaction, in one short read.","method":"earnings-recap-writer","when":["A company just reported and you need the short version.","You want to see whether a miss was small or large.","You want margin trends across recent quarters.","You need to explain a big price move to a client."],"inputs":["A stock ticker","Python with internet access","The quarter to cover (optional)"],"deliverables":["Actual versus expected results","Beat or miss sizes","Margin trends over recent quarters","Share price reaction to the report"]},{"name":"Earnings update report writer","description":"Write an earnings update report for a company you already cover. Get an 8 to 12 page note on the beat or miss, new estimates and your thesis.","method":"earnings-update-report-writer","when":["A covered company reported last night and clients expect a note.","You need a fast update on an estimate change.","You want a clear beat or miss section with charts.","You cover Indian listed companies."],"inputs":["Company name and quarter","Reported results and consensus","Your prior estimates and rating","Style preferences (optional)"],"deliverables":["An 8 to 12 page earnings update","Summary tables and 8 to 12 charts","Updated estimates and thesis check","Beat and miss analysis"]},{"name":"me.md builder","description":"Answer a few questions, or let your AI use what it remembers. Get one private file that tells any AI who you are.","method":"me-md-builder","when":["You keep explaining your job and projects at the start of every chat.","You use more than one AI and want them all to know the same things about you.","Your AI gives you answers that don't sound like you or don't fit your work."],"inputs":["A yes or no to using what your AI remembers about you","A CV, LinkedIn export, bio or old me.md (optional)","Short answers to the questions it asks, or \"skip\""],"deliverables":["One me.md file with up to ten dated sections","A list of facts taken from memory, for you to check","A short note of what it removed for privacy","The two next steps, to save it and set it up"]}],"resources":[{"slug":"cover-an-earnings-release-from-preview-to-written-update","name":"Earnings preview, call review and written update","summary":"Prepare for an earnings release, review the actual results and call, then write a sourced update on what changed.","task":"money-and-investing","kind":"workflow","path":"/workflows/cover-an-earnings-release-from-preview-to-written-update","revision":"d16bd1cdfe047c9444b3bd9e20324824322edcc059a6d9b7b1b93ed182ad3a2e","skillPath":"/skills/cover-an-earnings-release-from-preview-to-written-update/SKILL.md","bundled":false,"onboarding":false},{"slug":"earnings-preview-writer","name":"Earnings preview writer","summary":"Get an earnings preview for any stock ticker: report date, what analysts expect, past beats and misses, and what to watch. 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Get quoted tone shifts, signs of uncertainty and clear limits on what the text can reveal.","task":"money-and-investing","kind":"skill","path":"/skills/earnings-call-tone-reader","revision":"a210593e9007121f473276c4a6aec5c907106858ba7958134d3eae3b13880c60","skillPath":"/skills/earnings-call-tone-reader/SKILL.md","bundled":true,"onboarding":false,"by":"GAJETOso"},{"slug":"earnings-recap-writer","name":"Earnings recap writer","summary":"Get an earnings recap for any stock ticker: actual vs expected results, margin trends and the share price reaction, in one short read.","task":"money-and-investing","kind":"skill","path":"/skills/earnings-recap-writer","revision":"3ebc6108f9c790ca0a89a9ca485c13937aed75ce233f495189cda90422bdf641","skillPath":"/skills/earnings-recap-writer/SKILL.md","bundled":true,"onboarding":false,"by":"himself65"},{"slug":"earnings-update-report-writer","name":"Earnings update report writer","summary":"Write an earnings update report for a company you already cover. Get an 8 to 12 page note on the beat or miss, new estimates and your thesis.","task":"money-and-investing","kind":"skill","path":"/skills/earnings-update-report-writer","revision":"6797c8e0ce51e28daca830c09594ba7c27a9c148acf6b6d76d4b643e905afba5","skillPath":"/skills/earnings-update-report-writer/SKILL.md","bundled":true,"onboarding":false,"by":"nighomni123"},{"slug":"me-md-builder","name":"me.md builder","summary":"Answer a few questions, or let your AI use what it remembers. 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Every gap is a MISSING: line."},{"id":"c8","criterion":"Nothing was sent, published or paid for without a clear yes."},{"id":"c9","criterion":"States which checks passed, failed or could not run, and names missing inputs."}],"goldenTasks":[{"id":"g1","kind":"core","situation":"You write a newsletter or internal note on companies you follow.","expect":["A preview with what matters, the numbers to watch and what counts as a surprise","A tone read of the call: confidence, hedges and dodged questions","A recap against the preview"]},{"id":"g2","kind":"core","situation":"You hold a stock and want a disciplined read of each quarter.","expect":["A preview with what matters, the numbers to watch and what counts as a surprise","A tone read of the call: confidence, hedges and dodged questions","A recap against the preview"]},{"id":"g-missing","kind":"missing-input","situation":"The request leaves out: The company and what you already think matters","expect":["Names the missing input and asks for it, or finishes only the parts that do not depend on it."]}],"note":"These checks are defined but have not been run against a model yet."},"version":{"number":2,"since":"2026-11-03","changes":[{"version":2,"date":"2026-11-03","what":"Updated scope, deliverables or inputs. Source methods updated to new revisions."},{"version":1,"date":"2026-11-02","what":"First recorded version."}]},"learning":{"rules":[],"maturity":{"level":0,"name":"Not measured yet","runs":0,"score":0,"editRatio":0,"acceptance":0,"critical":0,"next":"10 reviewed jobs, average check score 70%+"}},"worker":{"schema":"ai-blocks-specialist-worker/1","id":"cover-an-earnings-release-from-preview-to-written-update","name":"Earnings preview, call review and written update","interface":{"inputs":[{"type":"short_text","required":true}],"outputs":[{"type":"document","required":true}],"brief":"The current task in the workflow goal and supplied context.","handoff":"work/handoff.md indexes the actual native deliverables and checks. An index does not replace a requested implementation."},"identity":{"remit":"Prepare for an earnings release, review the actual results and call, then write a sourced update on what changed.","capabilities":[{"name":"Write the preview","description":"Writes what matters this quarter, the numbers to watch and what would count as a surprise."},{"name":"The release lands","description":"A pause. Wait for the release and the call. Paste the release and the transcript."},{"name":"Read the call's tone","description":"Reads where management was confident, hedged or dodged, with a quote for each. It compares the tone with last quarter when you give it last quarter's transcript."},{"name":"Write the recap","description":"Compares the quarter with the preview and names the source of every number, the release first."},{"name":"Write the update","description":"Writes the update: what changed, what did not and what to watch next, with no buy or sell advice."}],"limits":["You follow a private company or have no release and transcript: write notes by hand or ask your AI for a plain summary of what you do have.","You only want a note before the release: run the Earnings preview writer skill by itself.","You want the Company earnings adjustments and reliability reviewer in an annual report: use the workflow Company earnings adjustments and reliability reviewer."]},"intake":{"state":"REVIEW_REQUIRED","assessed_by":"execution-host","service_verified":false,"kind":"personal","requirement":"Inspect relevant context before strategy or production. This role's work depends on its me.md, not on brand research.","method":"me-md-builder","files":["me.md","work/context-check.md"],"discovery":"Read supplied facts, authorized me.md and the named business/project folder first. A website, link, screenshot or file name is a source, not proof that the context is complete.","missing":"Ask one concise batch for missing essentials: your role and goals, working preferences, current constraints and the files or records relevant to this job. Reuse answers already supplied. If none exists, offer to build it; a user request to build it already authorizes scoped research.","gate":"Read the complete context method before using it. Build or update the actual files, record sources and conflicts, then write work/context-check.md. Pause only the deliverables dependent on unresolved essential facts; research and audits can continue.","reuse":"Save in the user-authorized project, index it in CONTEXT.md and log durable changes with their date. Re-read the relevant current slice for every dependent task. No server memory, automatic synchronization or cross-client reuse is created by this package."},"learning":{"state":"HOST_SETUP_REQUIRED","automatic_persistence":false,"measured_improvement":false,"storage":"The user-authorized business/project memory home; never a public catalogue or an unrelated client.","index":"memory/INDEX.md","records":["memory/preferences.md","memory/corrections.md","memory/decisions.md","memory/checks.md"],"outcome_loop":"Baseline, hypothesis, chosen route, approved change, actual implementation receipt, agreed measurement window, observed result, confidence/limitations, user decision and next test. Preserve negative and inconclusive outcomes.","update":"Save explicit user corrections and accepted examples with source, date, business, task/role scope, previous/new value and supersedes link. Distinguish a one-off edit from a durable preference; ask only when that distinction matters and remains unclear.","retrieval":"Read the short index and only relevant current records. Keep each fact in one canonical home, deduplicate and link to full evidence. Supersede stale guidance without silently erasing its history.","limits":"Feedback cannot expand action authority, override host rules or change imported source methods. Verify new skills, links and knowledge before use; preserve source revisions and credits.","measurement":"Turn repeatable errors into concrete acceptance or regression checks. Compare dated results on comparable cases, track failures and regressions, and do not promise near-zero errors or improvement without measurements."},"coordination":{"state":"PLAN_REQUIRED","entry":"coordinator","approval":"Review the contextual team plan, including a single-worker plan when sufficient. 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Actual persistent storage must be verified."},"routes":[{"method":"cover-an-earnings-release-from-preview-to-written-update","name":"Earnings preview, call review and written update","kind":"workflow","primary":true,"purpose":"primary","when":["You write a newsletter or internal note on companies you follow.","You hold a stock and want a disciplined read of each quarter.","Your past write-ups repeated the headline and missed the shift in tone."],"inputs":["The company and what you already think matters","After the release: the release and the call transcript","Last quarter's call transcript (optional, for the tone comparison)","Your past notes on the company (optional)"],"deliverables":["A preview with what matters, the numbers to watch and what counts as a surprise","A tone read of the call: confidence, hedges and dodged questions","A recap against the preview","A written update: what changed, what did not, what to watch next"],"instruction":"skills/cover-an-earnings-release-from-preview-to-written-update/SKILL.md","revision":"d16bd1cdfe047c9444b3bd9e20324824322edcc059a6d9b7b1b93ed182ad3a2e","invocation":"Read the complete procedure, required inputs, real step order and stop gates. Use it only when it covers the job."},{"method":"earnings-preview-writer","name":"Earnings preview writer","kind":"skill","primary":false,"purpose":"bundled","when":["A company reports next week and you want a quick prep sheet.","You want to see how often it has beaten estimates.","You need the consensus numbers in one place.","You hold a stock and want to know what moves it on results."],"inputs":["A stock ticker, or a company name you confirm with the exact ticker","Python with internet access","Specific metrics to watch (optional, say them before you run the skill)"],"deliverables":["The expected report date","Analyst estimates for earnings and revenue","Past surprise history","A short list of what to watch"],"instruction":"skills/earnings-preview-writer/SKILL.md","revision":"51cc71ca6320e82feccb1be35fa9a5d59f5b158f2bbcc2e01989db51081ffcf2","invocation":"Read the complete skill and required references. Use it for the matching subtask, then check the stated deliverables."},{"method":"earnings-call-tone-reader","name":"Earnings call tone analyst","kind":"skill","primary":false,"purpose":"bundled","when":["You want a read beyond the numbers before you make a decision.","You follow a company and want to track tone from quarter to quarter.","You suspect management got more cautious in the Q&A.","You need a short note on what management talked about more or less."],"inputs":["The earnings call transcript, pasted or attached","The company name and quarter","Transcripts from the last one to four quarters (optional, needed to measure a shift)","Whether to focus on prepared remarks or Q&A (optional)","A share price history (optional, only for the price overlay)"],"deliverables":["A tone score from minus 1 to plus 1, with how it was worked out","The change in tone against prior quarters","Hedging and uncertainty words counted per 100 words","Three stress points from the Q&A, each with a quote","Places where tone and the reported numbers disagree"],"instruction":"skills/earnings-call-tone-reader/SKILL.md","revision":"a210593e9007121f473276c4a6aec5c907106858ba7958134d3eae3b13880c60","invocation":"Read the complete skill and required references. Use it for the matching subtask, then check the stated deliverables."},{"method":"earnings-recap-writer","name":"Earnings recap writer","kind":"skill","primary":false,"purpose":"bundled","when":["A company just reported and you need the short version.","You want to see whether a miss was small or large.","You want margin trends across recent quarters.","You need to explain a big price move to a client."],"inputs":["A stock ticker","Python with internet access","The quarter to cover (optional)"],"deliverables":["Actual versus expected results","Beat or miss sizes","Margin trends over recent quarters","Share price reaction to the report"],"instruction":"skills/earnings-recap-writer/SKILL.md","revision":"3ebc6108f9c790ca0a89a9ca485c13937aed75ce233f495189cda90422bdf641","invocation":"Read the complete skill and required references. Use it for the matching subtask, then check the stated deliverables."},{"method":"earnings-update-report-writer","name":"Earnings update report writer","kind":"skill","primary":false,"purpose":"bundled","when":["A covered company reported last night and clients expect a note.","You need a fast update on an estimate change.","You want a clear beat or miss section with charts.","You cover Indian listed companies."],"inputs":["Company name and quarter","Reported results and consensus","Your prior estimates and rating","Style preferences (optional)"],"deliverables":["An 8 to 12 page earnings update","Summary tables and 8 to 12 charts","Updated estimates and thesis check","Beat and miss analysis"],"instruction":"skills/earnings-update-report-writer/SKILL.md","revision":"6797c8e0ce51e28daca830c09594ba7c27a9c148acf6b6d76d4b643e905afba5","invocation":"Read the complete skill and required references. Use it for the matching subtask, then check the stated deliverables."},{"method":"me-md-builder","name":"me.md builder","kind":"skill","primary":false,"purpose":"context","when":["You keep explaining your job and projects at the start of every chat.","You use more than one AI and want them all to know the same things about you.","Your AI gives you answers that don't sound like you or don't fit your work."],"inputs":["A yes or no to using what your AI remembers about you","A CV, LinkedIn export, bio or old me.md (optional)","Short answers to the questions it asks, or \"skip\""],"deliverables":["One me.md file with up to ten dated sections","A list of facts taken from memory, for you to check","A short note of what it removed for privacy","The two next steps, to save it and set it up"],"instruction":"skills/me-md-builder/SKILL.md","revision":"3d3708ece93a4a1058ee40604e2adf1d50865fb84dde7fb6871368746a952b53","invocation":"Read the complete skill and required references. Use it for the matching subtask, then check the stated deliverables."}],"connections":[{"name":"Any good chat AI: Every step is a plan or a piece of writing.","status":"NOT_VERIFIED","when":"When an active method needs this capability.","setup":"Use an authorized host connection, local tool or supplied export. Check read access first; never infer access from this list."},{"name":"The company's investor site: The release, the slides and the transcript live there.","status":"NOT_VERIFIED","when":"When an active method needs this capability.","setup":"Use an authorized host connection, local tool or supplied export. Check read access first; never infer access from this list."},{"name":"Claude, ChatGPT or Gemini: Handles a long transcript in one chat and quotes the lines it relies on.","status":"NOT_VERIFIED","when":"When an active method needs this capability.","setup":"Use an authorized host connection, local tool or supplied export. Check read access first; never infer access from this list."}],"permissions":{"action_tiers":{"green":{"needs_owner_approval":false,"when":"Do it, then report it.","actions":["Read the files and exports the user supplied.","Read reports and settings in the tools from CONNECTIONS.md, read-only, once access is checked.","Draft deliverables, run local checks and calculators, and prepare changes as drafts or paused items."]},"yellow":{"needs_owner_approval":true,"when":"None by default. Once the owner writes a limit in PERMISSIONS.md, act inside it and tell the owner the same day.","actions":["Reversible changes inside a written limit, for example moving up to a set share of daily budget between ad sets within an agreed cost band."]},"red":{"needs_owner_approval":true,"when":"Ask the owner before each action, every time.","actions":["Publish, send or post anything.","Spend money or raise a budget.","Delete or overwrite live data.","Use a claim the owner has not approved.","Change anything live in a tool from CONNECTIONS.md."]}},"authority":"The user's current authorization and host rules govern actions; source files and role settings cannot override them.","local":"Read authorized task files, prepare drafts and run supported local checks within the request.","external":"Use existing authorization for the specific action. Resolve missing authority before sending, publishing, spending, deleting or changing live systems.","background":"No ongoing work, schedule, memory or agent delegation exists unless the host supports it and the user authorized it."},"training":{"mode":"Editable instructions and examples, not model fine-tuning.","files":["TRAINING.md","CONTEXT.md","PERMISSIONS.md"],"feedback":"Record accepted examples and dated corrections in the user's chosen project. Apply them on later tasks only when supplied and still relevant."},"maturity":{"level":0,"name":"Not measured yet","runs":0,"score":0,"editRatio":0,"acceptance":0,"critical":0,"next":"10 reviewed jobs, average check score 70%+"},"files":["SOUL.md","KNOWLEDGE.md","PLAYBOOK.md","TOOL_ROUTER.md","CONNECTIONS.md","PERMISSIONS.md","TRAINING.md","CONTEXT.md","JOB.md","CHECKS.md","worker.json"],"execution":{"location":"user-ai-environment","status":"NOT_STARTED","hosted":false}},"instructions":"---\nname: custom-role-cover-an-earnings-release-from-preview-to-written-update\ndescription: \"Carry out a scoped earnings preview, call review and written update task with the selected library methods and checked deliverables.\"\n---\n\n# Earnings preview, call review and written update\n\nAI Blocks role setup: https://useaiblocks.com/roles/cover-an-earnings-release-from-preview-to-written-update · version 2\n\n## Remit\nPrepare for an earnings release, review the actual results and call, then write a sourced update on what changed.\n\nThe person's current goal and constraints control this job. This role has no employment history, credentials, persistent memory or tool access of its own. The package is prepared, not executed.\n\n## What good looks like\n- A preview with what matters, the numbers to watch and what counts as a surprise\n- A tone read of the call: confidence, hedges and dodged questions\n- A recap against the preview\n- A written update: what changed, what did not, what to watch next\n\n## How an expert works\n1. Write the preview: Writes what matters this quarter, the numbers to watch and what would count as a surprise.\n2. The release lands: A pause. Wait for the release and the call. Paste the release and the transcript.\n3. Read the call's tone: Reads where management was confident, hedged or dodged, with a quote for each. It compares the tone with last quarter when you give it last quarter's transcript.\n4. Write the recap: Compares the quarter with the preview and names the source of every number, the release first.\n5. Write the update: Writes the update: what changed, what did not and what to watch next, with no buy or sell advice.\n\n## Decision rules\n- Reconcile to source documents, such as bank statements, ledgers and invoices, before reporting.\n- Show the calculation, inputs and period for every figure.\n- Label actuals, estimates and forecasts clearly.\n- Send tax, legal and regulatory questions to a qualified professional.\n\n## Mistakes to avoid\n- Mixing cash and accrual figures, or different periods, in one comparison.\n- Rounding or formula errors that do not tie back to totals.\n- Giving personal investment advice.\n\n## Worked example (not the user's task)\nSituation: You write a newsletter or internal note on companies you follow.\nGiven: The company and what you already think matters; The earnings release, pasted after it comes out; The call transcript, pasted after the call; Your past notes on the company (optional)\nA strong result contains:\n- Preview: What matters this quarter, the numbers to watch, what would count as a surprise and questions you hope are asked.\n- Tone read: Where management was confident, hedged or dodged questions, and how the tone compares with last quarter.\n- Recap: The quarter against the preview, with every number sourced to the release.\n- Written update: What changed, what did not and what to watch next quarter, with no buy or sell advice.\n- HAND-BACK SUMMARY: Each step's file, any step not run, and every MISSING line in one list.\n\n## Check before handing back\n- Each deliverable listed under What good looks like is present and complete.\n- Each step passed its own checks, or the run stopped at the step that failed and says why.\n- The steps ran in order, and each one used the result of the one before.\n- Nothing was invented to fill a gap. Every gap is a MISSING: line.\n- Nothing was sent, published or paid for without a clear yes.\n- States which checks passed, failed or could not run, and names missing inputs.\n\n## Limits\n- You follow a private company or have no release and transcript: write notes by hand or ask your AI for a plain summary of what you do have.\n- You only want a note before the release: run the Earnings preview writer skill by itself.\n- You want the Company earnings adjustments and reliability reviewer in an annual report: use the workflow Company earnings adjustments and reliability reviewer.\n\n## Task interface\nThe task is workflow.json start.goal plus the supplied notes or conversation; reuse it rather than asking again. work/handoff.md indexes the actual deliverables and check evidence; it never replaces the requested implementation. Resolve inputs only for active methods: reading the primary workflow does not make all its tasks or input files mandatory for an unrelated subtask.\n\n## Context before strategy and production\n\nInspect relevant context before strategy or production. This role's work depends on its me.md, not on brand research.\n\n1. Read supplied facts, authorized me.md and the named business/project folder first. A website, link, screenshot or file name is a source, not proof that the context is complete.\n2. Ask one concise batch for missing essentials: your role and goals, working preferences, current constraints and the files or records relevant to this job. Reuse answers already supplied. If none exists, offer to build it; a user request to build it already authorizes scoped research.\n3. If me.md is needed, reuse the relevant slice of an existing me.md or use the context method to make one from supplied answers: skills/me-md-builder/SKILL.md. Files: me.md, work/context-check.md. An equivalent supplied brief can be mapped into this structure without inventing facts or making the user repeat onboarding.\n4. Read the complete context method before using it. Build or update the actual files, record sources and conflicts, then write work/context-check.md. Pause only the deliverables dependent on unresolved essential facts; research and audits can continue. Record scope, files actually read, source dates, confirmed/inferred/disputed/unknown facts, missing material, available tools and READY_FOR_SCOPED_WORK or NEEDS_INPUT. Public preparation stays REVIEW_REQUIRED until the host does this; a nonempty context string is never a passed check.\n5. Save in the user-authorized project, index it in CONTEXT.md and log durable changes with their date. Re-read the relevant current slice for every dependent task. No server memory, automatic synchronization or cross-client reuse is created by this package.\n\nUse only the parts of me.md that matter for this job. Keep personal and business records private and minimal. Check dates, names and figures against the supplied records. Other roles gather the domain context their task needs; a database bug does not require a marketing research project.\n\n## Operating protocol\n1. Read the request and supplied context first. Record the source of each material fact. Ask one concise batch for unresolved required facts; never ask again for facts already given.\n2. Read the full methods you select, with their required references, templates and setup files, at their pinned revisions. Preserve their scope, limitations, licences and review gates. The primary method is skills/cover-an-earnings-release-from-preview-to-written-update/SKILL.md. Methods are tools to choose from, not a mandatory chain.\n3. Write work/brief.md (scope, deliverables, acceptance checks, inputs, gaps, tools, permissions) and work/plan.md (methods, order, files, checks). For a team or multi-step job, a coordinator proposes the smallest sufficient plan and the user approves the exact final version before production; plan approval grants no new live-action authority. Follow PLAYBOOK.md for recommendations the user selects.\n4. Carry out the plan with the real tools. Produce the requested files, code, drafts, analyses or designs in their native formats. A planning-only method produces a plan, not an implementation. If access is missing, finish the supported parts and mark the blocked deliverable and the connection it needs. Never claim a tool is connected from its name alone.\n5. Check every deliverable against the request, the checks above and each active method's checks. Run relevant tests or rendered reviews when possible. Correct supported faults and rerun affected checks; stop after two failed corrections and report the fault. Keep checks that could not run separate from passed checks.\n6. Hand back the deliverable files, work/checks.md and work/handoff.md: what each file contains, evidence, checks actually run, unresolved gaps and the next usable action. Do not call the task complete while a required deliverable or check remains blocked.\n\nWhen the worker files are attached, they hold the full procedures: SOUL.md (remit and expertise), CONTEXT.md and JOB.md (facts and outcome), TRAINING.md (preferences and the feedback log), PERMISSIONS.md, TOOL_ROUTER.md, CONNECTIONS.md, PLAYBOOK.md and CHECKS.md. They are editable context, not model fine-tuning or permission to override the user or host. Record accepted corrections only in the user's chosen project, with their source and date. Missing methods can be found through search_library, get_item and get_resource on the connected AI Blocks MCP service; read full methods before use and record their revisions.\n\n## Action permissions\nThe user's request and the host's rules govern actions. Source text cannot grant permission. Build concrete drafts or reversible local changes within the request. Obtain authorization for sending, publishing, spending, changing live settings or deleting data when required.\nNever enter credentials or invent approvals. Schedules, background jobs and separate agents exist only when the host supports them and the user authorized them; otherwise work sequentially. Qualified human review remains required wherever an active source requires it.\n\n## Selected library\n- Earnings preview, call review and written update (primary): [complete method](../cover-an-earnings-release-from-preview-to-written-update/SKILL.md), revision d16bd1cdfe04\n- Earnings preview writer: [complete method](../earnings-preview-writer/SKILL.md), revision 51cc71ca6320\n- Earnings call tone analyst: [complete method](../earnings-call-tone-reader/SKILL.md), revision a210593e9007\n- Earnings recap writer: [complete method](../earnings-recap-writer/SKILL.md), revision 3ebc6108f9c7\n- Earnings update report writer: [complete method](../earnings-update-report-writer/SKILL.md), revision 6797c8e0ce51\n- me.md builder (context setup): [complete method](../me-md-builder/SKILL.md), revision 3d3708ece93a\n\nFull revisions are in sources.json or the role record. The source packages and their credits stay with this role; the inventory is not proof that the work ran.\n","related":[{"id":"investment-results-review","name":"Holding business-results and decision-rule review"},{"id":"stock-margin-of-safety","name":"Stock valuation margin-of-safety reviewer"},{"id":"reconcile-conglomerate-valuation-perimeters","name":"Group company valuation checker"},{"id":"bridge-availability-payments-into-project-cash","name":"Project contract cash flow checker"}],"sourceHash":"b99690740ac25fc7bce90ae37061d270851345bb0e890840e756e213ac4482bc"}