[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"skill:01M718FAVV6103XRGJBHPV0RY2":3,"skill-same:01M718FAVV6103XRGJBHPV0RY2":66},{"skillNo":4,"name":5,"nameZh":6,"description":7,"descriptionZh":6,"repositoryFullName":8,"ownerLogin":9,"ownerAvatarUrl":10,"ownerAccountNo":11,"ownerDisplayName":12,"repositoryNo":13,"starsCount":14,"licenseSpdxId":15,"licenseFileUrl":6,"sourceHtmlUrl":16,"categories":17,"keywords":18,"publishedAt":39,"linkOnly":40,"markdownContent":41,"markdownBody":42,"frontMatter":43,"refName":44,"commitSha":45,"skillDirectory":46,"forksCount":47,"repositoryHtmlUrl":48,"repositoryHomepageUrl":6,"ownerHtmlUrl":49,"ownerBlogUrl":50,"ownerDescription":6,"updatedAt":51,"install":52,"resources":65},"01M718FAVV6103XRGJBHPV0RY2","morning-note",null,"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\".","anthropics\u002Ffinancial-services","anthropics","https:\u002F\u002Favatars.githubusercontent.com\u002Fu\u002F76263028?v=4","01M697XGDPXJAVQ8391V2BCYTE","Anthropic","01M7188Y8CSYMMZ40A4B4N518V",41229,"Apache-2.0","https:\u002F\u002Fgithub.com\u002Fanthropics\u002Ffinancial-services\u002Fblob\u002Fmain\u002Fplugins\u002Fvertical-plugins\u002Fequity-research\u002Fskills\u002Fmorning-note\u002FSKILL.md",[],[19,20,21,22,23,24,25,26,27,28,29,30,31,32,33,34,35,36,37,38],"morning","note","morning note","meeting notes","prep","meeting","call prep","format","concise","trade","what happened","notes","draft","call","triggers","daily","actionable","for","ideas","coverage","2026-11-10 10:12:30",false,"---\nname: morning-note\ndescription: 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\".\n---\n\n# Morning Note\n\n## Workflow\n\n### Step 1: Overnight Developments\n\nScan for relevant events across coverage universe:\n\n**Earnings & Guidance**\n- Any coverage companies reporting overnight or pre-market?\n- Earnings surprises (beat\u002Fmiss on revenue, EPS, key metrics)\n- Guidance changes (raised, lowered, maintained)\n\n**News & Events**\n- M&A announcements or rumors\n- Management changes\n- Product launches or regulatory decisions\n- Analyst upgrades\u002Fdowngrades from competitors\n- Macro data or policy changes affecting the sector\n\n**Market Context**\n- Overnight futures \u002F pre-market moves\n- Sector ETF performance\n- Relevant commodity or currency moves\n- Key economic data releases today\n\n### Step 2: Morning Note Format\n\nKeep it tight — a morning note should be readable in 2 minutes:\n\n---\n\n**[Date] Morning Note — [Analyst Name]**\n**[Sector Coverage]**\n\n**Top Call: [Headline — the one thing PMs need to hear]**\n- 2-3 sentences on the key development and why it matters\n- Stock impact: price target, rating reiteration\u002Fchange\n\n**Overnight\u002FPre-Market Developments**\n- [Company A]: One-line summary of earnings\u002Fnews + our take\n- [Company B]: One-line summary + our take\n- [Sector\u002FMacro]: Relevant sector-wide development\n\n**Key Events Today**\n- [Time]: [Company] earnings call\n- [Time]: Economic data release (expectations vs. our view)\n- [Time]: Conference or investor day\n\n**Trade Ideas** (if any)\n- [Long\u002FShort] [Company]: 1-2 sentence thesis + catalyst\n- Risk: What would make this wrong\n\n---\n\n### Step 3: Quick Takes on Earnings\n\nIf a coverage company reported, provide a quick reaction:\n\n| Metric | Consensus | Actual | Beat\u002FMiss |\n|--------|-----------|--------|-----------|\n| Revenue | | | |\n| EPS | | | |\n| [Key metric] | | | |\n| Guidance | | | |\n\n**Our Take**: 2-3 sentences — is this good or bad for the stock? Does it change our thesis?\n\n**Action**: Maintain \u002F Upgrade \u002F Downgrade rating? Adjust price target?\n\n### Step 4: Output\n\n- Markdown text for email\u002FSlack distribution\n- Word document if formal distribution is needed\n- Keep to 1 page max — PMs and traders won't read more\n\n## Important Notes\n\n- Be opinionated — morning notes that just summarize news without a view are useless\n- Lead with the most important thing — don't bury the headline\n- \"No news\" is a valid morning note — say \"nothing material overnight, maintaining positioning\"\n- Distinguish between actionable events (earnings, M&A) and noise (minor analyst notes, non-events)\n- Time-stamp your takes — if you're writing at 6am, note that pre-market may change by open\n- If you're wrong, own it in the next morning note — credibility matters more than being right every time\n","# Morning Note\n\n## Workflow\n\n### Step 1: Overnight Developments\n\nScan for relevant events across coverage universe:\n\n**Earnings & Guidance**\n- Any coverage companies reporting overnight or pre-market?\n- Earnings surprises (beat\u002Fmiss on revenue, EPS, key metrics)\n- Guidance changes (raised, lowered, maintained)\n\n**News & Events**\n- M&A announcements or rumors\n- Management changes\n- Product launches or regulatory decisions\n- Analyst upgrades\u002Fdowngrades from competitors\n- Macro data or policy changes affecting the sector\n\n**Market Context**\n- Overnight futures \u002F pre-market moves\n- Sector ETF performance\n- Relevant commodity or currency moves\n- Key economic data releases today\n\n### Step 2: Morning Note Format\n\nKeep it tight — a morning note should be readable in 2 minutes:\n\n---\n\n**[Date] Morning Note — [Analyst Name]**\n**[Sector Coverage]**\n\n**Top Call: [Headline — the one thing PMs need to hear]**\n- 2-3 sentences on the key development and why it matters\n- Stock impact: price target, rating reiteration\u002Fchange\n\n**Overnight\u002FPre-Market Developments**\n- [Company A]: One-line summary of earnings\u002Fnews + our take\n- [Company B]: One-line summary + our take\n- [Sector\u002FMacro]: Relevant sector-wide development\n\n**Key Events Today**\n- [Time]: [Company] earnings call\n- [Time]: Economic data release (expectations vs. our view)\n- [Time]: Conference or investor day\n\n**Trade Ideas** (if any)\n- [Long\u002FShort] [Company]: 1-2 sentence thesis + catalyst\n- Risk: What would make this wrong\n\n---\n\n### Step 3: Quick Takes on Earnings\n\nIf a coverage company reported, provide a quick reaction:\n\n| Metric | Consensus | Actual | Beat\u002FMiss |\n|--------|-----------|--------|-----------|\n| Revenue | | | |\n| EPS | | | |\n| [Key metric] | | | |\n| Guidance | | | |\n\n**Our Take**: 2-3 sentences — is this good or bad for the stock? Does it change our thesis?\n\n**Action**: Maintain \u002F Upgrade \u002F Downgrade rating? Adjust price target?\n\n### Step 4: Output\n\n- Markdown text for email\u002FSlack distribution\n- Word document if formal distribution is needed\n- Keep to 1 page max — PMs and traders won't read more\n\n## Important Notes\n\n- Be opinionated — morning notes that just summarize news without a view are useless\n- Lead with the most important thing — don't bury the headline\n- \"No news\" is a valid morning note — say \"nothing material overnight, maintaining positioning\"\n- Distinguish between actionable events (earnings, M&A) and noise (minor analyst notes, non-events)\n- Time-stamp your takes — if you're writing at 6am, note that pre-market may change by open\n- If you're wrong, own it in the next morning note — credibility matters more than being right every time\n",{"name":5,"description":7},"main","60565064557ca77b12f62aa7877f365d111c129d","plugins\u002Fvertical-plugins\u002Fequity-research\u002Fskills\u002Fmorning-note",5744,"https:\u002F\u002Fgithub.com\u002Fanthropics\u002Ffinancial-services","https:\u002F\u002Fgithub.com\u002Fanthropics","https:\u002F\u002Fanthropic.com","2026-10-29 01:23:24",{"source":8,"skillName":5,"commands":53,"prompt":63,"zipAvailable":64},[54,57,60],{"tool":55,"command":56},"npx","npx skills add anthropics\u002Ffinancial-services --skill morning-note",{"tool":58,"command":59},"bunx","bunx skills add anthropics\u002Ffinancial-services --skill morning-note",{"tool":61,"command":62},"pnpm","pnpm dlx skills add anthropics\u002Ffinancial-services --skill morning-note","安装技能，技能地址：https:\u002F\u002Fgithub.com\u002Fanthropics\u002Ffinancial-services\u002Fblob\u002Fmain\u002Fplugins\u002Fvertical-plugins\u002Fequity-research\u002Fskills\u002Fmorning-note\u002FSKILL.md",true,[],[67,93,116,138,167,184],{"skillNo":68,"name":69,"nameZh":6,"description":70,"descriptionZh":6,"repositoryFullName":8,"ownerLogin":9,"ownerAvatarUrl":10,"ownerAccountNo":11,"ownerDisplayName":12,"repositoryNo":13,"starsCount":14,"licenseSpdxId":15,"licenseFileUrl":6,"sourceHtmlUrl":71,"categories":72,"keywords":73,"publishedAt":39},"01M718K18RVV0Z7T7JR4DDYCR9","value-creation-plan","Structure post-acquisition value creation plans with revenue, cost, and operational levers mapped to an EBITDA bridge. Includes 100-day priorities, KPI targets, and accountability frameworks. Use when planning post-close execution, preparing operating partner materials, or building a board-ready value creation roadmap. Triggers on \"value creation plan\", \"100-day plan\", \"post-close plan\", \"EBITDA bridge\", \"operating plan\", or \"value creation levers\".","https:\u002F\u002Fgithub.com\u002Fanthropics\u002Ffinancial-services\u002Fblob\u002Fmain\u002Fplugins\u002Fvertical-plugins\u002Fprivate-equity\u002Fskills\u002Fvalue-creation-plan\u002FSKILL.md",[],[74,75,76,77,78,79,80,81,82,83,33,84,85,86,87,88,89,90,91,92],"value","creation","value creation plan","plan","operating","ready","bridge","planning","frameworks","kpi","execution","plans","use","roadmap","when","materials","with","cost","acquisition",{"skillNo":94,"name":95,"nameZh":6,"description":96,"descriptionZh":6,"repositoryFullName":8,"ownerLogin":9,"ownerAvatarUrl":10,"ownerAccountNo":11,"ownerDisplayName":12,"repositoryNo":13,"starsCount":14,"licenseSpdxId":15,"licenseFileUrl":6,"sourceHtmlUrl":97,"categories":98,"keywords":99,"publishedAt":39},"01M718JXVXRBT0736V7KDW3EHC","unit-economics","Analyze unit economics for PE targets — ARR cohorts, LTV\u002FCAC, net retention, payback periods, revenue quality, and margin waterfall. Essential for software\u002FSaaS, recurring revenue, and subscription businesses. Use when evaluating revenue quality, building a cohort analysis, or assessing customer economics. Triggers on \"unit economics\", \"cohort analysis\", \"ARR analysis\", \"LTV CAC\", \"net retention\", \"revenue quality\", or \"customer economics\".","https:\u002F\u002Fgithub.com\u002Fanthropics\u002Ffinancial-services\u002Fblob\u002Fmain\u002Fplugins\u002Fvertical-plugins\u002Fprivate-equity\u002Fskills\u002Funit-economics\u002FSKILL.md",[],[100,101,102,103,104,105,36,106,33,107,86,88,108,109,110,111,112,113,114,115],"unit","economics","unit economics","cohort analysis","recurring","essential","retention","recurring revenue","saas","analysis","analyze","targets","arr","customer","revenue","cohort",{"skillNo":117,"name":118,"nameZh":6,"description":119,"descriptionZh":6,"repositoryFullName":8,"ownerLogin":9,"ownerAvatarUrl":10,"ownerAccountNo":11,"ownerDisplayName":12,"repositoryNo":13,"starsCount":14,"licenseSpdxId":15,"licenseFileUrl":6,"sourceHtmlUrl":120,"categories":121,"keywords":122,"publishedAt":39},"01M718JV1463SCF8XND52PRN03","returns-analysis","Build quick IRR\u002FMOIC sensitivity tables for PE deal evaluation. Models returns across entry multiple, leverage, exit multiple, growth, and hold period scenarios. Use when sizing up a deal, stress-testing assumptions, or preparing IC returns exhibits. Triggers on \"returns analysis\", \"IRR sensitivity\", \"MOIC table\", \"what's the return at\", \"model the returns\", or \"back of the envelope\".","https:\u002F\u002Fgithub.com\u002Fanthropics\u002Ffinancial-services\u002Fblob\u002Fmain\u002Fplugins\u002Fvertical-plugins\u002Fprivate-equity\u002Fskills\u002Freturns-analysis\u002FSKILL.md",[],[123,109,124,125,126,127,128,36,129,130,131,33,132,86,88,133,134,135,136,137],"returns analysis","returns","back","leverage","quick","model","sensitivity","testing","up","exit","growth","across","deal","build","models",{"skillNo":139,"name":140,"nameZh":6,"description":141,"descriptionZh":6,"repositoryFullName":8,"ownerLogin":9,"ownerAvatarUrl":10,"ownerAccountNo":11,"ownerDisplayName":12,"repositoryNo":13,"starsCount":14,"licenseSpdxId":15,"licenseFileUrl":6,"sourceHtmlUrl":142,"categories":143,"keywords":152,"publishedAt":39},"01M718JRJYHENXRTAS2WES2J4E","portfolio-monitoring","Track and analyze portfolio company performance against plan. Ingests monthly\u002Fquarterly financial packages (Excel, PDF), extracts KPIs, flags variances to budget, and produces summary dashboards. Use when reviewing portfolio company financials, preparing board materials, or monitoring covenant compliance. Triggers on \"review portfolio company\", \"monthly financials\", \"how is [company] performing\", \"covenant check\", or \"portfolio update\".","https:\u002F\u002Fgithub.com\u002Fanthropics\u002Ffinancial-services\u002Fblob\u002Fmain\u002Fplugins\u002Fvertical-plugins\u002Fprivate-equity\u002Fskills\u002Fportfolio-monitoring\u002FSKILL.md",[144,149],{"categoryNo":145,"categoryName":146,"taxonomyType":147,"taxonomyTypeDesc":148},"01JBSEEDCAT000000000000002","文档处理","SCENARIO","使用场景",{"categoryNo":150,"categoryName":151,"taxonomyType":147,"taxonomyTypeDesc":148},"01JBSEEDCAT000000000000004","电子表格",[153,154,155,156,157,158,159,160,33,86,88,161,162,110,89,163,164,77,165,166],"portfolio monitoring","monitoring","portfolio","financials","PDF","xlsx","performance","company","review","check","packages","track","covenant","how",{"skillNo":168,"name":169,"nameZh":6,"description":170,"descriptionZh":6,"repositoryFullName":8,"ownerLogin":9,"ownerAvatarUrl":10,"ownerAccountNo":11,"ownerDisplayName":12,"repositoryNo":13,"starsCount":14,"licenseSpdxId":15,"licenseFileUrl":6,"sourceHtmlUrl":171,"categories":172,"keywords":173,"publishedAt":39},"01M718JPCC86RSTX0ZH4XK26J7","ic-memo","Draft a structured investment committee memo for PE deal approval. Synthesizes due diligence findings, financial analysis, and deal terms into a professional IC-ready document. Use when preparing for investment committee, writing up a deal, or creating a formal recommendation. Triggers on \"write IC memo\", \"investment committee memo\", \"deal write-up\", \"prepare IC materials\", or \"recommendation memo\".","https:\u002F\u002Fgithub.com\u002Fanthropics\u002Ffinancial-services\u002Fblob\u002Fmain\u002Fplugins\u002Fvertical-plugins\u002Fprivate-equity\u002Fskills\u002Fic-memo\u002FSKILL.md",[],[174,175,176,79,177,36,178,131,33,179,86,180,88,109,89,31,135,181,182,183],"ic memo","memo","recommendation memo","professional","recommendation","writing","document","write","financial analysis","investment",{"skillNo":185,"name":186,"nameZh":6,"description":187,"descriptionZh":6,"repositoryFullName":8,"ownerLogin":9,"ownerAvatarUrl":10,"ownerAccountNo":11,"ownerDisplayName":12,"repositoryNo":13,"starsCount":14,"licenseSpdxId":15,"licenseFileUrl":6,"sourceHtmlUrl":188,"categories":189,"keywords":193,"publishedAt":39},"01M718JK2B01WZQPFHVHKY25PD","deal-sourcing","PE deal sourcing workflow — discover target companies, check CRM for existing relationships, and draft personalized founder outreach emails. Use when sourcing new deals, prospecting companies in a sector, or reaching out to founders. Triggers on \"find companies\", \"source deals\", \"draft founder email\", \"check if we've seen this company\", or \"outreach to founder\".","https:\u002F\u002Fgithub.com\u002Fanthropics\u002Ffinancial-services\u002Fblob\u002Fmain\u002Fplugins\u002Fvertical-plugins\u002Fprivate-equity\u002Fskills\u002Fdeal-sourcing\u002FSKILL.md",[190],{"categoryNo":191,"categoryName":192,"taxonomyType":147,"taxonomyTypeDesc":148},"01JBSEEDCAT000000000000005","邮件与沟通",[194,195,135,196,197,198,36,160,33,199,200,201,86,202,88,203,204,162,31,205],"sourcing","deal sourcing","target","discover","email","emails","prospecting","new","Existing","workflow","founders","find"]