Prepare a one-page briefing before a company's quarterly earnings report. Gather market estimates, rank key metrics, and outline optimistic, baseline, and pessimistic scenarios, including the developments that could influence the stock's reaction.
Build pre-earnings analysis with estimate models, scenario frameworks, and key metrics to watch. Use before a company reports quarterly earnings to prepare positioning notes, set up bull/bear scenarios, and identify what will move the stock. Triggers on "earnings preview", "what to watch for [company] earnings", "pre-earnings", "earnings setup", or "preview Q[X] for [company]".
Review the instructions the agent will receive before you install.
Build a "what to watch" framework specific to the company:
Financial Metrics:
Operational Metrics (sector-specific):
Build 3 scenarios with stock price implications:
| Scenario | Revenue | EPS | Key Driver | Stock Reaction |
|---|---|---|---|---|
| Bull | ||||
| Base | ||||
| Bear |
For each scenario:
Identify the 3-5 things that will determine the stock's reaction:
One-page earnings preview with:
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Complete an existing financial model template by entering historical data and forecast assumptions, then linking the income statement, balance sheet, and cash flow statement with formulas. Check statement balances, cash consistency, and scenario behavior as each section is completed.
Prepare a period-end accrual schedule for expenses incurred but not yet fully recorded. Apply company policy, subtract amounts already booked, cite supporting records, and draft journal entries for controller approval, including reversal notes where required.
Review quarterly updates and financials across portfolio companies to identify practical AI opportunities. Rank them by estimated profit impact, speed, and feasibility, then outline first steps and approaches that other companies can reuse.
Check spreadsheet formulas for errors, broken references, inconsistent calculations, and unit mismatches. Review a selected range, one sheet, or an entire financial model, then receive findings ranked by severity with suggested fixes.
Analyze price differences between bond futures and cash bonds, identify the cheapest bond to deliver, and compare implied financing rates with market rates. Present valuation tables and historical context to assess potential basis trades.
Assess whether bonds are expensive, cheap, or fairly priced by comparing yields with government rates and credit risk benchmarks. Combine spread breakdowns, historical context, and interest rate scenarios into tables and a recommendation.