Operational peer / comp discovery for US public companies via deepKPI semantic search — not valuation multiples. Build KPI fingerprint from SEC data; company_summary_search (same-vertical first); align KPIs; diff gaps → segment sub-benchmarks. Outputs: tight chat 1-pager, optional Revelata HTML, optional Excel (.xlsx). Use when comparing to peers, finding comps or most-similar companies, benchmarking, comp sets, valuation peers, thematic "what's like X?", or segment pure-plays. Exclude unrelated verticals (e.g., gym vs car wash) except clear segment-to-segment, same customer + same need.
Answer "what does this company do?" and segment / geography questions using deepKPI: get_company_summary (narrative summary) and get_company_segments (segment & operating structure). For discovery — "which companies do X", "who operates in Y" — use company_summary_search across summaries, then pull full summaries for names that need detail. NOT for numeric KPI time series — use the kpi skill for that. Triggers: what does X do, describe the business, segments, geographies, reportable segments, companies that make, firms in industry, thematic lists.
Retrieves SEC filing markdown from Revelata deepKPI for US public companies: full filing text in chat (10-K/10-Q/8-K as markdown) or verbatim excerpts — MD&A, risk factors, footnotes, management commentary, quotes. Use when the user wants the filing document to work with, "give me the 10-K", "what did they say", exact wording, or sections as markdown — NOT structured KPI time series (use the kpi skill for that). MUST call list_sec_filing_markdowns (free) then get_sec_filing_markdown (10 credits) before any web/SEC.gov search. For excerpt answers, lead with blockquoted contiguous text; do not paraphrase as quotes. Triggers: "full filing", "filing markdown", "quote the filing", "MD&A", "risk factors", "show me the 10-K", "verbatim", "management said".
Idea-generation onramp for users who don't know what to look at yet. Turns vague prompts like "what should I invest in?", "help me come up with new ideas", "what interesting companies are out there?", "what stock should I buy", "any good ideas?", "what's interesting right now?", "help me find something to research", or "I'm bored, what should I look at" into a short rapid-fire interview, then pulls real operating data on 1-2 names. Use whenever a user shows up without a specific company or thesis. Also trigger when users describe a vibe or trend they've noticed ("everyone's ordering delivery now", "my kids only watch YouTube", "dollar stores are everywhere") and want to know which public companies that maps to. Do NOT trigger when the user already has a specific company or KPI in mind — use the kpi skill for that instead.
Computes a financial or operational metric that isn't directly reported, using the algebraic relationship between available quantities. Use whenever a needed data point is absent from deepKPI but can be computed — Q4 values, segment remainders, per-unit economics (ASP, ARPU, AUV, revenue per store), take rates, implied useful life, penetration rates, geographic mix percentages. Trigger for "back into", "derive", "implied", "impute", "calculate from", "what's the Q4", or any situation where the needed number isn't in the data but its ingredients are. Always pull inputs via the kpi skill; derived values inherit provenance from their deepKPI-sourced components. For `.xlsx`/CSV exports, follow ../_common/revelata-excel-styling-rules.md (plus the xlsx skill).
Retrieves financial and operational KPIs for a US public company from Revelata's deepKPI database. Use for historical metrics from SEC filings — revenue by segment, unit-level KPIs (paying users, store counts, same-store sales, ASP, ARPU, deliveries), income statement, balance sheet, or cash flow data. Triggers include "pull data for", "get historicals for", "find the KPI", "what does deepKPI have on", naked KPI names (user has search intent), or modeling tasks that need structured time series. For verbatim filing text, MD&A quotes, full filing markdown, or "what did they say", use the filing skill. For what a company does, segment/geography breakdowns, or thematic "who does X?" lists, use the company-summary skill instead. Always use before analyzing or projecting on KPIs. After in-chat KPI tables, end with a bold Excel (.xlsx) offer unless the user asked for a file or declined. For .xlsx output, follow ../_common/revelata-excel-styling-rules.md.
Pressure-test any analyst report on a US public company. Upload a PDF of a sell-side report and say "Pressure test this" — the skill extracts the analyst's key arguments, pulls granular SEC filing data via deepKPI to build supporting and counter-evidence for each claim, then produces an interactive HTML report with Revelata dark branding, Chart.js visualizations (blue palette), source attribution (amber = analyst, cyan = SEC), and clickable provenance hyperlinks to the exact filing passages. Use whenever the user mentions "pressure test", "pressure-test", "critically analyze", "triangulate", "fact-check", or "challenge" in the context of an analyst report, research note, or investment thesis. Also triggers when the user uploads a PDF that looks like a sell-side report and asks for analysis, counterpoints, or a second opinion on it.
Broad orchestrator for Revelata deepKPI research on US public companies — use for complex multi-step queries that cross multiple workflows (KPIs + filing text + segments, pressure-test plus follow-up data pulls, peer benchmarks plus seasonality, etc.). Routes to narrow skills (kpi, company-summary, filing, seasonality, implied-metric, pressure-test, benchmark, ideas) when a single workflow fits. Pulls SEC metrics (10-K/10-Q/8-K): segments, unit KPIs (stores, comps, ARPU, users), statements, cash flow; filing markdown and verbatim quotes; implied Q4/per-unit, seasonality, Excel. For "pull data", historicals, "find the KPI", seasonality, .xlsx, filing excerpts, pressure-test analyst PDFs, peer benchmarks, idea generation, or company summaries across multiple needs.