insert-financials

name

insert-financials

description

Generate a SQL file containing a REPLACE INTO statement for the BusMgmtBenchmarks Dolt database, based on reconciled values from /analyze-financials. Does NOT connect to or write to any database — output is a .sql file only, which the user applies manually to their local Dolt clone. Always run AFTER /analyze-financials in the same session. Triggered by "/insert-financials TICKER YEAR" or after analyze-financials signals readiness.

insert-financials

Generate a SQL file for inserting reconciled financial data into the BusMgmtBenchmarks Dolt database. No database connection is made — this skill writes a file only.

Always run /analyze-financials TICKER YEAR first in the same session.

Inputs

/insert-financials TICKER YEAR

Step 1 — Confirm analysis is in context

Check that /analyze-financials was run earlier this session and produced a reconciled recommendation.

If not, stop and tell the user: "Please run /analyze-financials TICKER YEAR first."

Step 2 — Collect the 13 fields + metadata

From the analyze-financials reconciled output, collect:

Field	Notes
company_name	Exact string as stored in Dolt DB
year	Integer (e.g. 2024)
reportDate	Fiscal year-end date string (e.g. '2024-12-31')
Net Revenue	Thousands
Cost of Goods	Thousands, positive
Gross Margin	Net Revenue − Cost of Goods
SGA	Thousands
Operating Profit	Thousands, can be negative
Net Profit	Thousands, can be negative
Inventory	Thousands, or NULL for marketplace companies
Current Assets	Thousands
Total Assets	Thousands
Current Liabilities	Thousands
Liabilities	Total Assets − Total SE
Total Shareholder Equity	Thousands, can be negative
Total Liabilities and Shareholder Equity	Thousands, must equal Total Assets

If any raw values from the filing were in full dollars (not thousands), divide by 1,000 before writing.

Step 3 — Build the SQL statement

Use REPLACE INTO so the statement works for both new rows and corrections to existing rows.

-- TICKER FY YEAR
-- Generated by /insert-financials on YYYY-MM-DD
-- Source: [SEC / Yahoo / notes from analysis]

REPLACE INTO financials (
  company_name, year, reportDate,
  `Net Revenue`, `Cost of Goods`, `Gross Margin`, `SGA`,
  `Operating Profit`, `Net Profit`, `Inventory`,
  `Current Assets`, `Total Assets`, `Current Liabilities`,
  `Liabilities`, `Total Shareholder Equity`,
  `Total Liabilities and Shareholder Equity`
) VALUES (
  'Company Name', YEAR, 'YYYY-MM-DD',
  NNNN, NNNN, NNNN, NNNN,
  NNNN, NNNN, NNNN_OR_NULL,
  NNNN, NNNN, NNNN,
  NNNN, NNNN, NNNN
);

Include a comment header with: ticker, year, generation date, and primary source used.

Step 4 — Write the SQL file

Create extract/2026/inserts/ directory if it does not exist.

Write to: extract/2026/inserts/{TICKER}_{YEAR}_insert.sql

Show the full file contents to the user.

Step 5 — Print manual apply instructions

After writing the file, print:

---

SQL file written to: extract/2026/inserts/{TICKER}_{YEAR}_insert.sql

To apply this to your local Dolt database clone:

# 1. Navigate to your local Dolt repo
cd /path/to/your/dolt/BusMgmtBenchmarks

# 2. Run the SQL
dolt sql < /path/to/BusMgmtBenchmarks/extract/2026/inserts/{TICKER}_{YEAR}_insert.sql

# 3. Review what changed
dolt diff

# 4. Commit locally when satisfied
dolt commit -am "Add {company_name} FY{YEAR} financials"

# 5. Push to DoltHub when ready
dolt push

---

That's it. The skill's job is done once the file is written.