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".
npx skills add https://github.com/anthropics/financial-services --skill morning-note
Scan for relevant events across coverage universe:
Earnings & Guidance
News & Events
Market Context
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]
Overnight/Pre-Market Developments
Key Events Today
Trade Ideas (if any)
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?
List OKX Agentic Wallet exclusive trading competitions, register users for contests, track participation and leaderboard rankings, and claim won rewards. Use when users want to list available trading competitions or trading cups, view competition rules / prize pool / total prizes, register or sign up or enroll or join a contest, check the leaderboard (who is winning) or their own rank (am I in the prize zone, what is my place), ask did I win or query participation / claim status, claim won rewards or prizes from completed competitions, see which wallet account they registered with, or submit Telegram / WeChat / Email / Twitter contact for prize delivery to top-tier winners.
Hunting skill for race condition vulnerabilities. Built from 12 public bug bounty reports including modern HTTP/2 single-packet attack cases (James Kettle DEF CON 2023 "Smashing the State Machine"; RyotaK / Flatt Security 10,000-request first-sequence-sync expansion 2024). Covers coupon double-redemption, gift-card double-spend, MFA-OTP-validate race, account-create race, faucet/crypto token double-mint, email-activation race, vote/upvote inflation, password-reset token race, rate-limit bypass via concurrent requests. Use when hunting race conditions, TOCTOU bugs, MFA-bypass-via-timing.
> Read Discord for financial research using opencli (read-only). Use this skill whenever the user wants to read Discord channels, search for messages in trading servers, view guild/channel info, monitor crypto or market discussion groups, or gather financial sentiment from Discord. "what's happening in the trading Discord", "show Discord channels", "list my servers", "Discord sentiment on BTC", "what are people saying in Discord about AAPL", "monitor crypto Discord", any mention of Discord in context of reading financial news, market research, or trading community discussions. This skill is READ-ONLY — it does NOT support sending messages, reacting, or any write operations.
> Expert SWIFT Customer Security Programme (CSP) advisor covering the Customer Security Controls Framework (CSCF v2026). Use this skill whenever a user asks about SWIFT CSP, CSCF controls, SWIFT security attestation, KYC-SA portal, SWIFT architecture types (A1/A2/A3/A4/B), mandatory vs advisory controls, independent assessment, SWIFT secure zone, secure flow zone, MFA for operators, SWIFT messaging security, payment fraud prevention on SWIFT, gap analysis for CSCF, or compliance with SWIFT's 32 controls Environment, Know and Limit Access, Detect and Respond. Control 2.4 (Back-Office Data Flow Security) is now mandatory in v2026. v2026 attestation window is July 1– December 31, 2026. Trigger for any SWIFT CSP or CSCF compliance question.
When the user wants to reduce churn, build cancellation flows, set up save offers, recover failed payments, or implement retention strategies. Also use when the user mentions 'churn,' 'cancel flow,' 'offboarding,' 'save offer,' 'dunning,' 'failed payment recovery,' 'win-back,' 'retention,' 'exit survey,' 'pause subscription,' or 'involuntary churn.' This skill covers voluntary churn (cancel flows, save offers, exit surveys) and involuntary churn (dunning, payment recovery). For post-cancel win-back email sequences, see email-sequence. For in-app upgrade paywalls, see paywall-upgrade-cro.
Expert SWIFT Customer Security Programme (CSP) advisor covering the Customer Security Controls Framework (CSCF v2026). Use this skill whenever a user asks about SWIFT CSP, CSCF controls, SWIFT security attestation, KYC-SA portal, SWIFT architecture types (A1/A2/A3/A4/B), mandatory vs advisory controls, independent assessment, SWIFT secure zone, secure flow zone, MFA for operators, SWIFT messaging security, payment fraud prevention on SWIFT, gap analysis for CSCF, or compliance with SWIFT's 32 controls (25 mandatory, 7 advisory in v2026) across the three objectives: Secure Your Environment, Know and Limit Access, Detect and Respond. Control 2.4 (Back-Office Data Flow Security) is now mandatory in v2026. v2026 attestation window is July 1– December 31, 2026. Trigger for any SWIFT CSP or CSCF compliance question.
Summarize and analyze earnings calls (法說會) including financial highlights, management commentary, guidance, and analyst Q&A key takeaways. Use this skill when the user needs to digest an earnings call transcript, extract key financial data and forward guidance, compare actual results vs consensus estimates, or prepare for an investor meeting — even if they say 'summarize this earnings call', 'what did management say about next quarter', 'did they beat estimates', or 'key takeaways from the 法說會'.
Structure and write investor pitch decks covering problem, solution, market, business model, traction, team, and financials. Use this skill when the user needs to create a fundraising presentation, prepare for investor meetings, or structure a startup pitch — even if they say 'build a pitch deck', 'present to investors', 'prepare for fundraising', or 'how should I structure my pitch'.
Take anthropics/morning-note from the repository into ~/.claude/skills for personal
use, or into .claude/skills inside a project.
The agent identifies a skill by the name field in its header. Two skills with the
same name cannot sit side by side — one of them will be ignored.