---
name: earnings-preview
description: Use to prepare a point-in-time earnings preview with expectations, scenarios, and decision-relevant watch items. Produces a source-traceable workflow with deterministic calculations, explicit open gates, and an auditable decision layer.
---

# Earnings Preview

Use this workflow only when it matches the user's requested scope. The original manual in ../../canonical is authoritative and must not be condensed away.

## Read first

- ../../references/v2/source-policy.md
- ../../references/v2/evidence-system.md
- ../../references/v2/state-and-gates.md
- ../../references/v2/audit-protocol.md
- ../../references/v2/confidence-scoring.md when scoring confidence
- ../../references/v2/research-budget-evoi.md for deep prioritization

## Canonical routing

- M004-M005
- M051-M052
- M061
- Appendix I

## Required workflow gates

1. freeze cutoff
2. consensus and company guidance provenance
3. KPI bridge
4. scenario matrix
5. questions and signposts
6. post-event falsification plan

Use the schemas in ../../schemas/v2, applicable deterministic scripts in ../../scripts, and the relevant sector model in ../../sector-models. For a current company, browsing and primary-source retrieval are mandatory. Classify each material statement, retain contrary evidence, and state the research cutoff. Run ../../scripts/research_audit.py before a completion claim. Failed mandatory gates require RESEARCH INCOMPLETE, with the missing evidence and decision impact named explicitly.

Do not execute securities transactions or present research confidence as a guarantee of investment outcome.