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Earnings and Filings Teardown
Finance
⚙ Needs: Use "Earnings and Filings Teardown" with your Muse.

Earnings and Filings Teardown

Turn a 10-K, 10-Q, 8-K or earnings transcript into a one page brief of KPIs, segments, guidance, risks and capital actions, with a source location on every number.

⚠️ **Finance warning / Avertissement finance** : informational only, not investment advice. A faithful brief of what a company reported is not a view on what its stock will do: reported results can still precede losses, there is a real risk of loss in any investment, and no brief here is a promise of return. Curated by Skill Harbor: the earnings and filings teardown skill at the root of andreworia/claude-finance-skills. Use it when the office of the CFO needs the financially material substance of a public disclosure distilled fast and traceably: a competitor or your own 10-K, 10-Q or 8-K has landed, an earnings call transcript needs to become KPIs, guidance and risks, or a benchmarking workstream needs clean sourced inputs from a filing. The output is a one page structured brief covering reported KPIs, segment and geography revenue, guidance and outlook changes, key risk factors, capital allocation actions and notable accounting or one time items, where every extracted figure carries a source traceability tag naming the document, section and page or paragraph, and each section closes with a so what for the CFO line. The ten step method identifies the document and period first, pulls the income statement with period over period changes computed, extracts segment and geography revenue and confirms the segments tie to consolidated revenue, reads the MD&A for stated drivers while keeping management narrative separate from inference, captures guidance as a direction against prior guidance (raised, lowered, reaffirmed or initiated) with the assumptions management attached, extracts only the new or materially changed risk factors rather than boilerplate, records capital actions from dividends to buybacks to debt moves with their sources, flags impairments, restructuring and other comparability distorting items with their dollar effect, and reconciles reported to adjusted figures so the size of every non GAAP add back stays visible. The discipline is strict: if a number is not in the provided document, it is marked not disclosed in source, never supplied from memory. From the andreworia/claude-finance-skills repository (MIT). Honest caveats: the filing or transcript text is yours to supply in full, and the brief inherits whatever the document omits; verify any figure you act on against the original filing. Skill Harbor never reviews the code, review it yourself before use.
At a glance
What
Turn a 10-K, 10-Q, 8-K or earnings transcript into a one page brief of KPIs, segments, guidance, risks and capital actions, with a source location on every number.
Cost
Free
Needs
Use "Earnings and Filings Teardown" with your Muse.
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Copy the installer prompt below into your Muse — your agent does the rest.

Version:

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Use "Earnings and Filings Teardown" with your Muse. Prerequisites: the actual filing or transcript text, or a verbatim excerpt of the relevant sections, the fiscal period and the issuer, and prior period guidance or financials if a comparison is wanted. No account and no credentials are involved: this skill produces a one page brief only, and nothing in it may come from outside the document you provide. Informational only, not investment advice. 1. Open the skill: https://github.com/andreworia/claude-finance-skills/blob/main/skills/earnings-and-filings-teardown/SKILL.md and copy the full SKILL.md text. 2. Paste it into a chat with Muse and add: "Tear down this filing: build the KPI table with source tags and period changes, tie the segment and geography revenue to the total, state guidance as a direction against prior guidance with its assumptions, list only the new or changed risks, record the capital actions, flag the accounting and one time items with dollar effects, show the reported to adjusted bridge, and close each section with the so what line." 3. Spot check three source tags against the original document before circulating the brief: traceability is the whole value of this format, and one wrong tag breaks trust in all of them. Tip: paste the segment footnote and the MD&A outlook with the statements; most gaps in the brief trace back to a missing section, not a weak extraction. Safety: a skill is plain-text instructions; it runs nothing by itself. Analysis and documents only, no orders and no account access. Informational only, not investment advice.

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