Prepare a one-page morning briefing on covered stocks, overnight news, earnings, and the day's key events. Add a clear view of stock implications, plus trade ideas and risks when relevant, for a quick team discussion.
Draft concise morning meeting notes summarizing overnight developments, trade ideas, and key events for coverage stocks. Designed for the 7am morning meeting format — tight, opinionated, actionable. Triggers on "morning note", "morning meeting", "what happened overnight", "trade idea", "morning call prep", or "daily note".
Review the instructions the agent will receive before you install.
Scan for relevant events across coverage universe:
Earnings & Guidance
News & Events
Market Context
Keep it tight — a morning note should be readable in 2 minutes:
[Date] Morning Note — [Analyst Name] [Sector Coverage]
Top Call: [Headline — the one thing PMs need to hear]
Overnight/Pre-Market Developments
Key Events Today
Trade Ideas (if any)
If a coverage company reported, provide a quick reaction:
| Metric | Consensus | Actual | Beat/Miss |
|---|---|---|---|
| Revenue | |||
| EPS | |||
| [Key metric] | |||
| Guidance |
Our Take: 2-3 sentences — is this good or bad for the stock? Does it change our thesis?
Action: Maintain / Upgrade / Downgrade rating? Adjust price target?
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