Agent Ready
Connectors
Categories
Blog
Usage
Methodology
Work with us
Connectors
/
Finance & accounting
earnings-reviewer
Earnings call and filings to model update to note draft
Skills
6 in the Claude listing
Audit xls
Audit a spreadsheet for formula accuracy, errors, and common mistakes.
Earnings analysis
Create professional equity research earnings update reports (8-12 pages, 3,000-5,000 words) analyzing quarterly results for companies already under coverage.
Earnings preview
Build pre-earnings analysis with estimate models, scenario frameworks, and key metrics to watch.
Model update
Update financial models with new data — quarterly earnings, management guidance, macro changes, or revised assumptions.
Morning note
Draft concise morning meeting notes summarizing overnight developments, trade ideas, and key events for coverage stocks.
Xlsx author
Produce a .xlsx file on disk (headless) instead of driving a live Excel workbook — for managed-agent sessions with no open Office app.
PitchBook Premium
#72