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Cover an earnings release from preview to written update
Give it the company and the release. Get a preview, a tone read, a recap and an update.
Cover an earnings release from preview to written update is a free AI workflow for the job "Handle money and investing". It guides your AI through several skills in order, passing each step's output to the next.
Free · No account · Made by AI Blocks · Thinking: high
What it does
Earnings season buries the signal. The release is forty pages, the call is an hour of careful words, and most write-ups either repeat the headline numbers or echo management's framing. A reader comes away knowing the quarter beat or missed, and not whether anything changed. This workflow covers one company across the season. Before the release, it writes a preview: what matters for this company, the numbers to watch and what would count as a surprise. After the call, it reads the tone against the words: where management was confident, where they hedged, which questions they dodged. It writes a recap that compares the result with the preview. Then it turns the whole thing into a written update that says what changed in the picture, what did not, and what to watch next quarter. Every number names its source.
You give it
- The company and what you already think matters
- After the release: the release and the call transcript
- Your past notes on the company (optional)
You 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
Use it 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.
Steps
- Earnings preview writer: Give it a stock ticker. Get the report date, what analysts expect, past surprises and what to watch. Collects data from websites.
- Earnings call tone reader: Give it an earnings call transcript. Get shifts in management tone and confidence flagged, with quotes.
- Earnings recap writer: Give it a stock ticker. Get actual versus expected results, margin trends and how the share price reacted. Collects data from websites.
- Earnings update report writer: Give it a company's quarterly results. Get an 8 to 12 page update on beats, misses and key numbers.
How to use it
- 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.