Morning Note
- 1 installs
- 34k repo stars
- Updated August 4, 2026
- anthropics/financial-services
Morning-note is a Claude skill that drafts a concise, opinionated morning-meeting note of overnight developments and trade ideas for coverage stocks.
About
Morning-note is a skill that drafts concise morning-meeting notes for a sell-side analyst's coverage universe. It scans overnight earnings, news, and market context, then formats a tight one-page note with a top call, per-name takes, key events, and trade ideas. An analyst uses it for 7am morning-call prep, and it outputs markdown for email or Slack, or a Word document for formal distribution.
- Drafts a tight, opinionated 7am morning-meeting note readable in 2 minutes
- Summarizes overnight earnings, news, market context, key events, and trade ideas
- Outputs markdown for email/Slack or a Word doc, one page max
Morning Note by the numbers
- 1 all-time installs (skills.sh)
- Ranked #909 of 1,106 Finance & Trading skills by installs in the Skillselion catalog
- Data as of Aug 5, 2026 (Skillselion catalog sync)
morning-note capabilities & compatibility
- Capabilities
- model update · macro rates monitor · investment proposal
- Works with
- slack
- Use cases
- copywriting · research
What morning-note says it does
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.
Keep it tight — a morning note should be readable in 2 minutes
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| Installs | 1 |
|---|---|
| repo stars | ★ 34k |
| Last updated | August 4, 2026 |
| Repository | anthropics/financial-services ↗ |
What it does
Draft a tight one-page morning-meeting note summarizing overnight developments, key events, and trade ideas.
Who is it for?
Sell-side analysts preparing a 7am morning-meeting note for their coverage universe
Skip if: Long-form research reports; the note is capped at one page and readable in 2 minutes
When should I use this skill?
For morning meeting prep or when summarizing what happened overnight for coverage stocks
What you get
A one-page morning note with a top call, per-name takes, today's key events, and any trade ideas, ready for email or Slack.
- one-page morning note (markdown or Word)
By the numbers
- one-page maximum
- readable in 2 minutes
Files
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
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How long should a morning note be?
One page max, readable in 2 minutes; PMs and traders will not read more.
What if nothing happened overnight?
"No news" is a valid morning note: say nothing material overnight and maintain positioning.