| name | peer-bench |
| multi_ticker_semantics | target_with_required_peers |
| description | Peer benchmarking, multi-ticker financial comparison, growth value matrix, composite z-score ranking, industry peer comparison, competitive benchmarking, sector relative performance, peer group analysis, industry leader comparison, financial ratio benchmarking |
| temporal_scope | {"default_quarters":4,"max_quarters":12,"description":"Typical lookback: 4 quarters, max: 12"} |
| allowed_tools | ["search_companies","search_xbrl_facts","search_documents","search_sec_filings","get_company_financials","batch_search","list_coverage","read_source_outline","read_source_deep_outline","list_xbrl_concepts","read_source_pages","search_keyword_in_source"] |
| retrieval_scope | unstructured_document_search |
| min_tool_diversity | 7 |
peer-bench
Triggers
- Peer benchmarking
- multi-ticker financial comparison
- growth value matrix
- composite z-score ranking
- industry peer comparison
- competitive benchmarking
- sector relative performance
- peer group analysis
- industry leader comparison
- financial ratio benchmarking
Defaults
| Parameter | Default Value | Rationale |
|---|
| ticker | (required) | Stock symbol to analyze |
| lookback_quarters | 4 | Standard lookback for this skill type |
Methodology
1. Retrieval Scope
This skill operates with retrieval_scope: unstructured_document_search. It performs unstructured document search at scale via the three-layer retrieval protocol (Layer 1→2→2.5→3), escalating to read_source_deep_outline only when lightweight labels cannot disambiguate pages, plus structured XBRL where needed.
2. Retrieval Strategy
Follows the retrieval strategy decision tree in contracts/retrieval.md. Primary branch: (b)/(c) Unstructured Query via the three-layer protocol. Resolve the canonical ticker first (exact → fuzzy alias → share-class) before any data call.
3. Temporal Scope
Default lookback: 4 fiscal quarter(s); maximum: 12. The default balances recency against the trend window this analysis requires.
4. Tool Allowlist
Per frontmatter allowed_tools:
search_companies — ticker resolution + company context (entity-alias fuzzy match)
search_xbrl_facts — primary structured financial facts (is_primary default)
search_documents — Layer 1 document discovery (page-level silver records)
search_sec_filings — Layer 1 SEC filing metadata index
get_company_financials — consolidated IS/BS/CF highlights
batch_search — consolidate 3+ same-tool queries into one metered call
list_coverage — universe-level coverage discovery
read_source_outline — Layer 2 lightweight page map (description + keywords)
read_source_deep_outline — Layer 2.5a deep page map (table_titles/drivers/metrics)