by QVeris
Use this skill when an agent needs to summarize an earnings event quickly without relying on stale model memory. It discovers transcript, filing, financial, quote, and news capabilities, calls only the requested event window, and returns a structured brief.
Turn earnings releases, transcripts, guidance, analyst questions, news, and market reaction into an analyst-ready brief with QVeris evidence.
Investor research agents, portfolio monitors, and analyst workflows
A source-backed research brief with evidence, risk notes, QVeris calls used, and estimated credits.
Each article or tutorial is treated as a reusable workflow source: content, copied prompt, QVeris API recipe, and expected output.
Product article
Turn structured financial data into callable agent capabilities.
Use QVeris to create an earnings call brief for MSFT. Include reported numbers, guidance, transcript themes, analyst Q&A, market reaction, risks, QVeris capabilities used, paid Call count, and missing evidence.
Analyst memo · Markdown memo
Product article
Add market data coverage for global research and screening workflows.
Use QVeris to compare this quarter earnings guidance with prior quarter commentary and recent analyst expectations. Highlight changed assumptions and market reaction.
Signal table · Table
Tutorial
A practical workflow for source-backed A-share monitoring.
Use QVeris to scan the earnings transcript Q&A for demand, margin, competition, regulation, and capital allocation risks. Cite exact source types and separate management claims from evidence.
Audit appendix · JSON / appendix
Starter prompts that turn the skill into executable agent work.
Summarize one earnings event.
Use QVeris to create an earnings call brief for MSFT. Include reported numbers, guidance, transcript themes, analyst Q&A, market reaction, risks, QVeris capabilities used, paid Call count, and missing evidence.
Find what changed versus prior expectations.
Use QVeris to compare this quarter earnings guidance with prior quarter commentary and recent analyst expectations. Highlight changed assumptions and market reaction.
Extract risks from analyst questions and management answers.
Use QVeris to scan the earnings transcript Q&A for demand, margin, competition, regulation, and capital allocation risks. Cite exact source types and separate management claims from evidence.
The formats an agent should return after the workflow runs, with enough structure for reuse and auditing.
A concise research memo with conclusion, evidence, dissent, and caveats.
A scan-friendly table for tickers, sources, events, or watchlist items.
A provenance record of capabilities, sources, windows, and estimated cost.
The concrete Discover, Inspect, and Call sequence this skill expects the agent to run.
POST /searchFind transcripts, earnings releases, financial statements, filings, quote reaction, calendar, and news capabilities.
Sample query: earnings transcript financial results guidance quote reaction API
POST /tools/by-idsVerify transcript availability, event date, fields, pagination, and billing before execution.
POST /tools/executeCall selected earnings sources and turn them into a concise analyst brief with source trace.
A planning estimate before execution. Discover and Inspect are free; successful Call execution follows the selected provider billing rule.
This workflow usually needs 5-15 paid Calls after free Discover and Inspect preflight. Cost depends on providers, ticker count, and time window.
Ask for explicit approval before paid Calls. Inspect billing_rule for every selected capability and reduce scope if the estimate is too high.
Install the skill in the target agent environment. Agents must ask before running commands or changing local configuration.
This is the source of record for QVeris skills. Inspect or fork the skill folder before installing it in an agent environment.
QVerisAI/open-qveris-skills/qveris-earnings-call-briefgit clone https://github.com/QVerisAI/open-qveris-skills.git && cd open-qveris-skills/qveris-earnings-call-briefopenclaw skills install qveris-earnings-call-briefThe visible chain the agent should expose after the user copies a prompt.
Set ticker, quarter, event window, and whether to focus on results, guidance, or Q&A risk.
Use QVeris to find transcript, filing, financial, quote, and news capabilities.
Call only the relevant event window and keep source trace for every claim.
Return numbers, changed guidance, Q&A risk, market reaction, and follow-up checks.
Read manifest and agent.md first. Explain the install command, API actions, and possible credit usage. Wait for explicit approval before making local changes.