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Equity Research · /morning-note

Morning Note

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. 400-600 words.

◆ Output

What it produces

400-600 word morning note with key takeaways, trade recommendation, and catalysts to watch

◆ Audience

Best for

Daily morning meetingsclient communicationsintraday commentary
◆ Example prompts

Use it like this

After uploading this skill to Claude, type in the chat:

/morning-note NVDA — post-earnings takeaways, maintain Buy, $160 PT
/morning-note Cover MSFT overnight news for morning call
/morning-note What happened to AAPL overnight?
◆ Installation

How to use this skill

1
Download the skill ZIP

Go to the Morning Note folder on GitHub, download it as a ZIP file. Or download the full Equity Research vertical to get all 6 skills at once.

2
Upload to Claude

Open claude.ai/customize/skills, click Add skill, and upload your ZIP. The skill will appear as a slash command in your Claude workspace immediately.

3
Type /morning-note in Claude

Open Claude, type /morning-note, attach any relevant files (Excel models, PDFs, transcripts), and describe your task. The skill handles the rest.

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