| name | recent-quarter |
| multi_ticker_semantics | single_target |
| description | Recent quarter performance analysis, quarterly earnings review, last quarter results, quarterly financial performance, analyze recent quarter, Q4 earnings, quarterly revenue breakdown, EPS this quarter, margin analysis recent quarter, sequential growth, quarterly performance review |
| temporal_scope | {"default_quarters":1,"max_quarters":4,"description":"Recent quarter analysis focuses on the most recent quarter's P&L. Max 4 quarters for sequential trend."} |
| allowed_tools | ["search_companies","search_xbrl_facts","get_company_financials","get_company_profile","search_earnings_calendar","get_company_fiscal_calendar","get_ticker_coverage","list_xbrl_concepts","batch_search"] |
| retrieval_scope | structured_only |
| min_tool_diversity | 6 |
Recent Quarter Performance
Preflight
Run the canonical pre-flight sequence — MCP health probe, ticker resolution, workspace style.md override, memory load, and coverage check. See contracts/preflight.md.
Include the X-Agentii-Trace header on every tool call per contracts/x-agentii-trace-header.md.
Triggers
- analyze recent quarter performance for {ticker}
- quarterly earnings review for {ticker}
- last quarter results {ticker}
- quarterly financial performance {ticker}
- analyze {ticker} recent quarter
- {ticker} Q4 earnings
- {ticker} quarterly revenue breakdown
- EPS this quarter {ticker}
- margin analysis recent quarter {ticker}
- sequential growth {ticker}
Defaults
| Parameter | Default | Notes |
|---|
| lookback_quarters | 1 | Single most-recent quarter |
| include_sequential | true | Show QoQ growth rates |
Methodology
1. Retrieval Scope
This skill performs structured data retrieval only (XBRL facts + earnings calendar). No unstructured document search — business-model structural analysis is handled by /agentii:business-model . This skill is TEMPORAL/QUANTITATIVE .
2. Retrieval Strategy
- ** Pre-flight (mandatory)**:
get_company_fiscal_calendar/{ticker} then get_ticker_coverage/{ticker}. Route based on coverage.
- XBRL retrieval:
search_xbrl_facts(ticker, concept=["Revenues","GrossProfit","OperatingIncomeLoss","NetIncomeLoss","EarningsPerShareDiluted"], fiscal_year=[latest]) — returns is_primary: true rows by default.
- Earnings calendar:
search_earnings_calendar(ticker, fiscal_year=[latest, latest-1]) — returns EPS actual/estimate/surprise. Use get_company_fiscal_calendar for fiscal period orientation, NOT search_earnings_calendar .
- Consolidated P&L:
get_company_financials/{ticker} returns IS/BS/CF highlights with XBRL data.
3. Temporal Scope
Default: 1 fiscal quarter (max 4). This skill is a temporal snapshot of the most recent quarter's financial performance.
