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morning-note

Vendor officialLow riskBy anthropicsLicense: Apache-2.0★ 41,232
Used bySell-Side Research · Sector & Strategy ResearchAsset Managers & Hedge Funds · Investment Research

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".

Use in Claude.ai (no code)

Download morning-note.zip
  1. In Claude.ai, open Settings → Capabilities → Skills
  2. Choose “Upload skill” and pick the zip you downloaded
  3. Turn it on, then describe your task in a chat. Claude uses the skill when it fits

Use in Claude Code and other agents

Claude Code plugin

/plugin marketplace add anthropics/financial-services
/plugin install earnings-reviewer@claude-for-financial-services

skills CLI (installs every skill in the repository)

npx skills add anthropics/financial-services

Manual: Copy the plugins/agent-plugins/earnings-reviewer/skills/morning-note folder to ~/.claude/skills/morning-note/

Safety scan report

Executable scripts: noneSuspicious patterns: 0Files: 1Content hash: 38f0b36cd414

The scan is static pattern matching. It catches common problems and is not a guarantee of safety. Read the source before installing a skill that ships scripts.

Source

anthropics/financial-services/plugins/agent-plugins/earnings-reviewer/skills/morning-notecommit 6056506In plugins: earnings-reviewer, equity-research
Files (1)
  • SKILL.md
SKILL.md
# 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