Morning Meeting Brief
Turn overnight market developments into a concise, opinionated, actionable morning note.
The skill asks only for market-information synthesis and drafting, with no apparent trading execution, data mutation, or gross overreach; however, it does not specify data sources, sensitive financial-data handling, user confirmation, source attribution, external distribution, rollback, or error isolation, so points are deducted.
The workflow and output structure are internally consistent and cover no-news cases and timestamping; however, connectors, input validation, missing-data handling, conflicting-information handling, and diagnosable failure feedback are unspecified. The static cap also limits this to 8.
The audience, use cases, trigger phrases, one-page constraint, and Markdown/Word outputs are reasonably clear; coverage-universe assumptions, non-fit boundaries, input requirements, Chinese support, and mainland-China network reachability are not addressed, so points are deducted.
The document is readable and layered, with steps, a template, limitation-oriented notes, and repository-level Apache-2.0 licensing, revision context, and general CI evidence; the skill itself lacks installation/dependency notes, finished examples, FAQs, version changes, maintenance ownership, and an update path.
It provides a compact structure for morning notes, event summaries, key events, and trade ideas, so the core drafting task is partially supported; however, correctness depends on external data and analyst judgment, no representative output is verified, and substantial fact-checking remains necessary.
The skill text is auditable, and the repository includes general plugin-validation and secret-scanning workflows; there are no skill-specific tests, fixed input/output fixtures, third-party execution results, or corroborating evidence, so the static score remains limited to 4.
- No specific data sources or freshness guarantees are defined, so completeness and accuracy of overnight information cannot be established.
- Opinionated views and trade ideas may constitute investment-related judgments; qualified professionals should review ratings, price targets, consensus data, and risk disclosures before distribution.
- Chinese-output conventions and mainland-China reachability of any required information services are unspecified; validate connector availability before deployment.
- Missing-data, conflicting-information, pre-market changes, and out-of-coverage cases lack explicit failure feedback and fallback behavior.
What does this skill do, and when should you use it?
Morning Note is designed for equity-coverage teams preparing a 7am morning meeting. It organizes overnight news, earnings, guidance changes, market context, and the day’s scheduled events. The format leads with the one conclusion portfolio managers most need to hear, then adds company, sector, and macro developments. For reported earnings, it compares consensus with actual results, identifies beats or misses, and frames rating or price-target actions. The intended output is a one-page Markdown draft for email or Slack distribution.
Reviews the coverage universe for overnight and pre-market earnings, guidance changes, M&A, management changes, product launches, regulatory decisions, analyst rating changes, macro data, and policy developments; organizes futures, pre-market moves, sector ETF performance, commodities, currencies, and relevant economic releases; drafts a morning note with a top call, overnight developments, key events, and optional trade ideas; creates an earnings quick-take table comparing consensus, actual results, and beats or misses for revenue, EPS, key metrics, and guidance; proposes stock impact, rating or price-target actions, and the risks that could invalidate a trade thesis.
- An equity analyst needs a one-page summary of overnight earnings and news before the 7am meeting.
- A sector team wants a rapid post-earnings reaction covering the thesis, stock impact, and possible rating action.
- A portfolio manager wants pre-market sector context, scheduled catalysts, and actionable long or short ideas.
- A research associate needs to consolidate the day’s earnings calls, economic releases, and investor days into morning-meeting material.
What are this skill's strengths and limitations?
- Provides a clear structure spanning the top call, overnight developments, today’s events, and trade ideas.
- Prioritizes concise judgment, stock impact, and risk over a news-only recap.
- Includes consensus-versus-actual earnings analysis and proposed rating or price-target actions.
- Handles a no-news morning and calls for time-stamping because pre-market conditions can change.
- The SKILL.md names no news, market-data, earnings-data, or connector source.
- Automatic scanning of live information depends on capabilities supplied by the host environment.
- The output is a draft; the README requires qualified-professional review and human sign-off.
- The source provides no test suite, platform test results, or standalone installation instructions.
How do you install this skill?
The skill is located at plugins/agent-plugins/earnings-reviewer/skills/morning-note/SKILL.md in anthropics/financial-services. The README says to add https://github.com/anthropics/financial-services through Cowork’s Settings → Plugins → Add plugin, then select the relevant agent or vertical. It also documents adding the marketplace in Claude Code and installing desired plugins. A standalone installation command for this skill is not documented.
How do you use this skill?
In an environment where the skill is loaded, provide the coverage universe and overnight information, then use a trigger such as “morning note,” “morning meeting,” “what happened overnight,” “trade idea,” “morning call prep,” or “daily note.” It drafts a Markdown morning note. When nothing material happened, it can explicitly state that there was nothing material overnight and positioning is being maintained.