Business model classification, business model analysis, structural analysis of how a company makes money, product offering decomposition, distribution channel analysis, customer segment analysis, revenue model identification, market sizing TAM SAM SOM, competitive positioning, business unit performance, management team & leadership analysis, what does the company sell, how does the company go to market, business model type platform service product, channel mix direct vs indirect, revenue concentration risk, CEO CFO executive backgrounds and changes
Instrucciones de origen · Vista previa de solo lectura
name
business-model
multi_ticker_semantics
target_with_optional_peers
description
Business model classification, business model analysis, structural analysis of how a company makes money, product offering decomposition, distribution channel analysis, customer segment analysis, revenue model identification, market sizing TAM SAM SOM, competitive positioning, business unit performance, management team & leadership analysis, what does the company sell, how does the company go to market, business model type platform service product, channel mix direct vs indirect, revenue concentration risk, CEO CFO executive backgrounds and changes
temporal_scope
{"default_quarters":4,"max_quarters":8,"description":"Structural analysis over a trailing 4 fiscal quarters (latest 10-K + trailing 10-Qs); max 8 for channel-mix or management-evolution windows. A single-quarter snapshot is INSUFFICIENT for business-model classification."}
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 the business model of {ticker}
run business model analysis on {ticker}
decompose the business model of {ticker}
what does {ticker} sell and how does it make money
classify the business model type of {ticker}
analyze {ticker} product offerings and distribution channels
assess {ticker} revenue composition and concentration risk
evaluate {ticker} TAM SAM SOM and market positioning
analyze {ticker} management team and leadership changes
review {ticker} go-to-market strategy
breakdown {ticker} customer segments and distribution model
structural analysis of {ticker}
business unit performance analysis for {ticker}
competitive positioning of {ticker}
Defaults
Parameter
Default
Notes
lookback_quarters
4
Trailing 4 fiscal quarters (latest 10-K + trailing 10-Qs); a single-quarter snapshot is INSUFFICIENT for business-model classification
include_management_changes
true
Whether to surface leadership-change analysis (mode 1_5)
include_market_sizing
true
Whether to surface TAM/SAM/SOM (mode 1_4)
peer_set
none
Business-model analysis is single-issuer by default; peers are added by /agentii:competitive
Production Grounding
Production data-plane grounding (scale, locators) is in references/methodology.md.
Data Source Priority (mandatory order)
XBRL FIRST (grounding truth) — search_xbrl_facts with the detailed/segment view for revenue & margins broken down by product line, segment, geography, and distribution channel (concepts Revenues, GrossProfit, OperatingIncomeLoss, SegmentReportingInformation). Retrieve XBRL BEFORE any document discovery.
SEC filings — search_documents / search_sec_filings for the 10-K (annual, richest business overview), trailing 10-Q, and 20-F for foreign issuers → read_source_pages enrichment.
Web search = LAST RESORT — only when SEC/XBRL coverage is genuinely insufficient (e.g., third-party TAM estimates, very recent unfiled events), and it MUST be flagged in Coverage Gaps. Web search is NOT an MCP tool and is never a substitute for filings.
Methodology
1. Retrieval Scope
This skill performs unstructured document search at scale (10-K, 10-Q, 8-K filings). The three-layer agent-use-ready retrieval protocol applies (Layer 1 → Layer 2 → Layer 3). For foreign issuers, use 20-F (annual) and 6-K (material events) instead of 10-K and 8-K respectively.
2. Retrieval Strategy
See contracts/retrieval.md for the canonical decision tree; skill-specific retrieval detail is in references/methodology.md.
3. Temporal Scope
Default: 4 fiscal quarters (max 8). A single-quarter snapshot is INSUFFICIENT for business-model classification — use the latest 10-K (annual) plus trailing 10-Qs. Extend the window when explicitly tracking channel-mix evolution (mode 1_2 default 12 quarters) or management changes (mode 1_5 default 4 quarters).
4. Tool Allowlist
See frontmatter allowed_tools.
search_companies, get_company_profile — issuer resolution and sector classification.
search_xbrl_facts, list_xbrl_concepts, get_company_financials — segment-level P&L and revenue concentration metrics.
read_source_outline, read_source_pages, search_keyword_in_source — Layer 2/3 deep read for business-overview pages.
get_company_fiscal_calendar, get_ticker_coverage — pre-flight (mandatory first step).
5. Protocol
Step-by-step execution detail is in references/methodology.md.
Modes (5 — structural equity analysis)
This skill delivers analyst-grade output via 5 addressable mode(s); invoke with --mode=<slug> / --modes=<slug1>,<slug2> / --mode=all (see Mode syntax. The default invocation (no flag) runs the essentials_modes subset declared in this skill's frontmatter.
Analyst Modes
This skill exposes addressable analysis modes (--mode=<slug> / --modes=<s1>,<s2> / --mode=all; see Mode syntax). The full mode definitions and their output templates live in references/modes.md. The default invocation runs the essentials subset.
Tool Fallbacks
Per-tool failure modes and fallback actions are tabulated in references/tool-fallbacks.md.
Output File
Write the final deliverable to {ticker}/{YYYY-MM-DD_HHMM}_business-model_{affix}.md.
Output Directory Rule: write to {ticker}/ (e.g. NVDA/) — NEVER {ticker}-recent-quarter/ or any dimension-suffixed variant. The directory is the bare uppercase ticker; the skill name appears only in the filename, never the directory.
Output Structure
The deliverable is a structured markdown report written to the path in ## Output File. Full section-by-section template (headings, tables, and field definitions) lives in references/output-structure.md. Required elements:
Core analysis sections — per this skill's methodology and analyst modes.
Data classification — tag findings [FACT] / [DEDUCTED] / [VIEW] per contracts/snapshot-synthesis.md.
Coverage Gaps & Citations — inline /v/ citations are PRIMARY (immediately after each fact); the bottom Citations section is a non-duplicative roll-up index.
Output frontmatter — emit the FR-090 structured block per contracts/output-frontmatter-schema.md.
Citations & memory: follow contracts/citation-and-memory.md — ≥1 citation per 200 words; every material fact, table row, and metric is immediately followed by its inline clickable https://agentii.ai/v/{ticker}/{citation_id}/{N} link; a bottom Citations section provides a non-duplicative roll-up index; the closing TUI reply includes a compact Key Citations list (headline 5–10 facts) of clickable /v/ URLs; and append the run to agentii.md per contracts/agentii-md-schema.md.
Memory & Snapshot
Memory load (pre-flight): load prior workspace context for the ticker before retrieval — see contracts/memory-load.md.
Structured output frontmatter: emit the FR-090 block (key_metrics, conclusions, facts_count, deducted_count, views_count, citation_count) per contracts/output-frontmatter-schema.md.
Snapshot synthesis: after writing the deliverable, update the two-tier snapshot and classify findings as [FACT]/[DEDUCTED]/[VIEW] — see contracts/snapshot-synthesis.md.
Session archival: record the run under sessions/{YYYY-MM-DD}/ and update sessions/INDEX.md per contracts/session-format.md.
Final Summary (TUI)
End the closing chat reply with a compact Key Citations list (headline 5–10 facts), each a clickable https://agentii.ai/v/{ticker}/{citation_id}/{N} link, so the user can cmd+click straight to the exact SEC page. See contracts/citation-and-memory.md.
Error Handling
Failure Mode
Detection
Action
User-Facing Message
Missing data
Data API returns empty result set
Widen date range and retry once
"No data available for {ticker} in requested window."
Partial data
Data API returns <80% expected records
Proceed with coverage gaps section
"Analysis based on partial data; see Coverage Gaps section."
Foreign issuer
form_type=["10-K"] empty
Retry with form_type=["20-F"] for annual + form_type=["6-K"] for material events
"Foreign issuer; using 20-F + 6-K instead of 10-K + 8-K."
Insufficient history
Ticker <3 years on public markets
Downgrade to limited-history profile (skip channel-mix evolution)
