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.
4. Tool Allowlist
See frontmatter allowed_tools. This skill is structured_only (temporal/quantitative only). search_xbrl_facts is the primary data source for consolidated P&L metrics. search_earnings_calendar provides EPS actuals, estimates, and surprise data. get_company_fiscal_calendar resolves fiscal period orientation. Document search and structural analysis belong to /agentii:business-model .
5. Protocol
- Pre-retrieval: call
get_company_fiscal_calendar/{ticker} to resolve fiscal period format, then get_ticker_coverage/{ticker} .
- 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]) for EPS actuals, estimates, and surprise percentages.
- Financial highlights:
get_company_financials/{ticker} for IS/BS/CF summary data.
- Output: produce P&L progression table with QoQ and YoY growth rates, margin trend chart data, and earnings-vs-consensus comparison.
Modes (5 — temporal / quantitative)
This skill is temporal/quantitative ONLY. Structural analysis (business model classification, product-line decomposition, channel analysis) belongs to /agentii:business-model . Modes below focus on quarterly P&L data, growth rates, margins, and earnings vs. consensus.
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}_recent-quarter_{affix}.md . Example affixes: consolidated-p-and-l, margin-trends, earnings-vs-consensus.
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:
- Executive Summary — headline conclusions (≤200 words).
- 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." |
| MCP unreachable | Preflight probe fails | Halt with actionable error | "agentii data plane unreachable; check connection." |
