本文へ移動
cccskills
無料GitHub で公開

morning-note

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".

インストール方法を見る

含まれるファイル(1)

  • SKILL.md3.0 KB

SKILL.md(原文)

インストールする前に、エージェントに与えられる指示の中身を確認できます。

Morning Note

Workflow

Step 1: Overnight Developments

Scan for relevant events across coverage universe:

Earnings & Guidance

  • Any coverage companies reporting overnight or pre-market?
  • Earnings surprises (beat/miss on revenue, EPS, key metrics)
  • Guidance changes (raised, lowered, maintained)

News & Events

  • M&A announcements or rumors
  • Management changes
  • Product launches or regulatory decisions
  • Analyst upgrades/downgrades from competitors
  • Macro data or policy changes affecting the sector

Market Context

  • Overnight futures / pre-market moves
  • Sector ETF performance
  • Relevant commodity or currency moves
  • Key economic data releases today

Step 2: Morning Note Format

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]

  • 2-3 sentences on the key development and why it matters
  • Stock impact: price target, rating reiteration/change

Overnight/Pre-Market Developments

  • [Company A]: One-line summary of earnings/news + our take
  • [Company B]: One-line summary + our take
  • [Sector/Macro]: Relevant sector-wide development

Key Events Today

  • [Time]: [Company] earnings call
  • [Time]: Economic data release (expectations vs. our view)
  • [Time]: Conference or investor day

Trade Ideas (if any)

  • [Long/Short] [Company]: 1-2 sentence thesis + catalyst
  • Risk: What would make this wrong

Step 3: Quick Takes on Earnings

If a coverage company reported, provide a quick reaction:

MetricConsensusActualBeat/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?

Step 4: Output

  • Markdown text for email/Slack distribution
  • Word document if formal distribution is needed
  • Keep to 1 page max — PMs and traders won't read more

Important Notes

  • Be opinionated — morning notes that just summarize news without a view are useless
  • Lead with the most important thing — don't bury the headline
  • "No news" is a valid morning note — say "nothing material overnight, maintaining positioning"
  • Distinguish between actionable events (earnings, M&A) and noise (minor analyst notes, non-events)
  • Time-stamp your takes — if you're writing at 6am, note that pre-market may change by open
  • If you're wrong, own it in the next morning note — credibility matters more than being right every time

レビュー

まだレビューはありません。使ってみた感想をお寄せください。

同じリポジトリのスキル

概要と使いどころ

Complete, populate and fill out 3-statement financial model templates (Income Statement, Balance Sheet, Cash Flow Statement) . Use when asked to fill out model templates, complete existing model frameworks, populate financial models with data, complete a partially filled IS/BS/CF framework, or link integrated financial statements within an existing template structure. Triggers include requests to fill in, complete, or populate a 3-statement model template

日本語の概要は準備中です。原文の説明を表示しています。

anthropics/financial-services4万2026年9月22日 更新

Build the period-end accrual schedule — for each accrual, compute the entry, cite the support, and draft the JE. Use during month-end close; the JE is a draft for controller approval, not a posting.

日本語の概要は準備中です。原文の説明を表示しています。

anthropics/financial-services4万2026年9月22日 更新

Scan the portfolio for the highest-leverage AI opportunities and rank where to deploy operating-partner time. Ingests quarterly updates and financials across multiple portfolio companies, identifies quick wins at each, and stacks them into a single ranked action list. Use during quarterly portfolio reviews, annual planning, or when deciding which companies get AI investment first. Triggers on "AI readiness", "AI opportunity scan", "where should we deploy AI", "AI across the portfolio", "AI quick wins", or "which portcos are ready for AI".

日本語の概要は準備中です。原文の説明を表示しています。

anthropics/financial-services4万2026年9月22日 更新

audit-xls

無料

Audit a spreadsheet for formula accuracy, errors, and common mistakes. Scopes to a selected range, a single sheet, or the entire model (including financial-model integrity checks like BS balance, cash tie-out, and logic sanity). Triggers on "audit this sheet", "check my formulas", "find formula errors", "QA this spreadsheet", "sanity check this", "debug model", "model check", "model won't balance", "something's off in my model", "model review".

日本語の概要は準備中です。原文の説明を表示しています。

anthropics/financial-services4万2026年9月22日 更新

Analyze the bond futures basis by pricing futures, identifying the cheapest-to-deliver, and comparing with yield curves to assess delivery option value and basis trading opportunities. Use when analyzing bond futures, computing the basis, identifying CTD bonds, calculating implied repo rates, or evaluating basis trades.

日本語の概要は準備中です。原文の説明を表示しています。

anthropics/financial-services4万2026年9月22日 更新

Perform relative value analysis on bonds by combining pricing, yield curve context, credit spreads, and scenario stress testing. Use when analyzing bond richness/cheapness, computing spread decomposition, comparing bonds, assessing bond value vs curves, or running rate shock scenarios.

日本語の概要は準備中です。原文の説明を表示しています。

anthropics/financial-services4万2026年9月22日 更新

anthropics のスキルをすべて見る

このスキルの問題を報告する