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guidance-inventory - Build and maintain company guidance inventories

Builds cumulative company guidance inventories from historical and current earnings sources, tracking periods, revisions, definitions, and citations.

Tags

Updated: 2026-10-04

Capabilities

Typical Inputs

Typical Outputs

What this skill does

  • Build cumulative guidance inventories
  • Track issuance and covered periods
  • Extract cited guidance entries
  • Classify guidance revisions
  • Compare guidance with consensus
  • Append timestamped inventory updates

Inputs

  • Ticker symbol
  • 8-K accession number
  • Quarter number
  • Company fiscal profile
  • Earnings source records
  • Consensus estimates
  • Historical guidance inventory

Outputs

  • Guidance inventory file
  • Timestamped inventory sections
  • Cited guidance entries
  • Evidence ledger entries
  • Cumulative guidance state

Requirements

  • Read and write file access
  • Neo4j query access
  • Earnings source retrieval
  • Claude Opus 4.5 model
  • Ultrathink reasoning support

Source

  • Spec: SKILL.md

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financial guidance
earnings analysis
company outlook
SEC filings
consensus estimates
data collection
Build cumulative guidance inventories
Track issuance and covered periods
Extract cited guidance entries
Classify guidance revisions
Ticker symbol
8-K accession number
Quarter number
Guidance inventory file
Timestamped inventory sections
Cited guidance entries