Morning Note
OfficialFreeStreamline your morning meeting prep with concise notes.
Free · Opens the source repo
What Morning Note does
The Morning Note skill is designed to assist financial analysts and traders in preparing succinct, actionable notes for early morning meetings. It focuses on summarizing key overnight developments, trade ideas, and significant events related to coverage stocks. By providing a structured format, the skill helps users quickly gather and present essential information, ensuring that they are well-prepared for discussions that typically occur at 7 am.
The workflow consists of several steps that guide users through the process of compiling relevant data. First, it prompts users to scan for overnight developments, including earnings reports, market news, and macroeconomic indicators. This ensures that analysts have a comprehensive view of the market context before drafting their notes. The skill emphasizes the importance of being opinionated and highlights the need to lead with the most critical information, making it easier for decision-makers to grasp the key points quickly.
Once the relevant information is gathered, the skill provides a clear format for the morning note, which includes sections for top calls, overnight developments, key events for the day, and any trade ideas. This structured approach not only saves time but also enhances the clarity of communication among team members. Additionally, the skill encourages analysts to provide quick takes on earnings, allowing them to react promptly to new data and adjust their strategies accordingly.
Overall, the Morning Note skill is particularly useful for financial professionals who need to distill complex information into digestible insights for their teams. It streamlines the preparation process, ensuring that analysts can deliver concise and impactful notes that drive informed discussions during morning meetings.
When to use it
Use this skill when preparing for early morning meetings to ensure you have concise and actionable notes ready.
When not to use it
This skill may not be suitable for casual or infrequent meetings where detailed analysis is not required.
What you can build with it
Preparing for Daily Briefings
Use the Morning Note skill to compile essential information for daily briefings, ensuring you cover all critical developments.
Summarizing Earnings Reports
Quickly summarize earnings reports and provide actionable insights to your team using the structured format provided by the skill.
Communicating Trade Ideas
Draft concise trade ideas based on overnight market movements and share them with your team during morning meetings.
How to install Morning Note
View source1. Install with the skills CLI
npx skills add anthropics/financial-services/morning-note --agent claude-code2. Or install it manually
Download the skill folder and drop it into ~/.claude/skills/ for all projects, or .claude/skills/ to scope it to one repo. Restart Claude Code so it picks up the new skill.
Anthropic's agentic coding CLI, and the reference implementation of Agent Skills. Drop a skill folder into ~/.claude/skills and Claude Code loads it automatically whenever a task matches the skill's description. Claude Code docs
Inside SKILL.md
Written by anthropicsMorning 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
Frequently asked questions about Morning Note
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