competitive

name	competitive
multi_ticker_semantics	target_with_required_peers
description	Competitive landscape analysis, competitor comparison, peer positioning, market share dynamics, competitive moat assessment, Porter five forces, industry competition, competitive advantage analysis, market positioning, strategic group mapping, compare competitors
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","list_coverage","search_earnings_calendar","get_company_profile","batch_search","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	10

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 dim competitive landscape
• run dim competitive landscape analysis
• produce dim competitive landscape report
• dim competitive landscape breakdown
• dim competitive landscape deep dive
• build a dim competitive landscape
• assess dim competitive landscape
• quantify dim competitive landscape
• compare dim competitive landscape across peers
• review dim competitive landscape for
• generate dim competitive landscape on
• dim competitive landscape for investment decision

Defaults

Parameter	Default	Notes
lookback_years	3	Historical data window
include_peers	false	Whether to surface a peer comparison block

Methodology

Retrieval Scope

This skill performs unstructured document search at scale (10-K, 10-Q, 8-K filings spanning multiple fiscal periods). The three-layer agent-use-ready retrieval protocol (Document Discovery → Page Map → Deep Read) applies to all unstructured document search at scale.

Retrieval Strategy

Follow the retrieval strategy decision tree in contracts/retrieval.md. This skill uses:

• Branch (a) for structured financial metrics via search_xbrl_facts with list_xbrl_concepts pre-condition for unfamiliar concepts.
• Branch (c) for single-period document queries via direct read_source_outline → read_source_pages.
• Branch (d) for simple lookups via get_company_profile / search_earnings_calendar.

**Layer 1 secondary_label allowlist **: prefer ?secondary_labels=material_definitive_agreement_1_01,other_events_8_01 to surface M&A / partnership / strategic-action 8-Ks before Layer 2.

Temporal Scope

Default: 8 fiscal quarters (max 16). Competitive landscape: 8 quarters for market-share trajectories and positioning shifts

Tool Allowlist

See frontmatter allowed_tools.

Protocol

This skill delivers analyst-grade output via 8 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}_competitive_peer-positioning.md .

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:

1. Executive Summary — headline conclusions (≤200 words).
2. Core analysis sections — per this skill's methodology and analyst modes.
3. Data classification — tag findings [FACT] / [DEDUCTED] / [VIEW] per contracts/snapshot-synthesis.md.
4. Coverage Gaps & Citations — inline /v/ citations are PRIMARY (immediately after each fact); the bottom Citations section is a non-duplicative roll-up index.
5. 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."
Sector mismatch	Peer sector != target sector	Filter out mismatched peers	"Removed {n} peer(s) due to sector mismatch."
Insufficient history	Ticker <3 years on public markets	Downgrade to limited-history profile	"Limited historical data; analysis adjusted accordingly."
MCP unreachable	Preflight probe fails	Halt with actionable error	"agentii data plane unreachable; check connection."