Morning Note
AnthropicOfficialPublished by Anthropic
- Skill
- Content generator
- Business and productivity
- Apache-2.0
- No issues found
AutoGineer summary
Written by AutoGineer from the skill’s own files, not by the author
The morning-note skill provides a structured framework for financial analysts to synthesize overnight market activity into a concise, high-impact briefing. Designed for the fast-paced environment of a 7am morning meeting, it emphasizes brevity, opinionated analysis, and actionable insights. The skill guides users through scanning earnings, news, and macro events, ensuring that portfolio managers and traders receive only the most critical information required to make informed decisions before the market opens.
What it does
- Summarizes overnight earnings, guidance changes, and corporate news for coverage stocks.
- Structures notes into a standardized, readable format suitable for email or Slack.
- Provides a template for quick-take earnings analysis including consensus versus actual metrics.
- Highlights actionable trade ideas with clear catalysts and risk assessments.
- Organizes the daily schedule of earnings calls and economic data releases.
- Encourages an opinionated, high-conviction tone to ensure notes remain relevant and useful.
When to use it
- During early morning pre-market preparation for daily team meetings.
- When summarizing complex overnight market data into a single, readable page.
- When communicating urgent trade ideas or thesis updates to portfolio managers.
- To maintain consistent reporting standards for sector coverage updates.
Advantages
- Reduces time spent drafting reports by providing a clear, professional structure.
- Ensures critical information is prioritized, preventing key insights from being buried.
- Promotes accountability and credibility by requiring clear, opinionated takes.
- Facilitates rapid communication of actionable intelligence to traders and PMs.
Usage examples
- “morning note”
- Generates a structured template for the current date, prompting the user to input sector coverage, top calls, overnight developments, and key events.
- “trade idea”
- Provides a focused section for a long/short thesis, including the catalyst and potential risks for a specific stock.
Install
Download the skill as a ZIP:
https://autogineer.com/agent-skills/anthropics/morning-note/downloadUnzip it into the cross-client skills folder of your project:
mkdir -p .agents/skills && unzip morning-note.zip -d .agents/skills
Documentation by Anthropic
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:
| 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?
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
Files
- ATTRIBUTION.mdAdded by AutoGineer922 B
- LICENSELicence file added by AutoGineer11.1 KiB
- SKILL.md3.0 KiB
Requirements and compatibility
Written for: Claude Code, Claude apps
Works with: Claude Code, Claude apps, OpenAI Codex, GitHub Copilot, Cursor, Gemini CLI, Kiro, OpenCode, Goose, Amp, Roo Code, JetBrains Junie, Factory Droid, Devin (ex-Windsurf), Mistral Vibe, OpenHands, Letta
“Works with” means the tool reads the open Agent Skills format; a skill written for one tool may use features others lack.
Security
No issues found by our static scan· No issues found
A static scan is not a guarantee. Skills are third-party content: review a skill before you let an agent use it.
Attribution and licence
- Published by
- Anthropic
- Publisher
- Anthropic (Official)
- Source
- anthropics/financial-services · plugins/agent-plugins/earnings-reviewer/skills/morning-note · commit 6056506
- Licence
- Apache License 2.0 (redistribution allowed)
- LICENSE (added by AutoGineer from LICENSE)
- ATTRIBUTION.md (written by AutoGineer)
- Synced
- Also distributed in
- anthropics/financial-services
AutoGineer is not affiliated with or endorsed by Anthropic or Anthropic.
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Download ZIP
The ZIP holds the skill’s files, its licence files and an ATTRIBUTION.md. Download morning-note.zip