| name | download-new-year-data |
| version | 0.1 |
| description | Check a specific company in the BusMgmtBenchmarks Dolt database for newly available fiscal year data not yet in the database, validate it for consistency, and generate a SQL INSERT file. For American companies, cross-checks SEC and Yahoo Finance. For non-American companies, uses Yahoo Finance only. Triggered by "/download-new-year-data TICKER". |
download-new-year-data
Scan for new fiscal year data not yet in the BusMgmtBenchmarks Dolt database for a specific company, validate it, and generate a SQL INSERT statement. No database writes — this skill writes a SQL file only.
Inputs
/download-new-year-data TICKER
TICKER — (required) stock ticker symbol (e.g. WMT, ADS.DE).
If TICKER is missing, stop and tell the user:
Please provide a ticker symbol. Usage: /download-new-year-data TICKER
Step 1 — Get company info and latest year from Dolt
1a. Query company_info for the specified company:
SELECT company, display_name, ticker_symbol, CIK, currency
FROM company_info
WHERE ticker_symbol = '{TICKER}'
Use db_string: calvinw/BusMgmtBenchmarks/main.
If no row is returned, stop and tell the user:
{TICKER} not found in company_info. Check the ticker or add the company first with /create-new-company-sql.
1b. Query the latest fiscal year on record for this company:
SELECT MAX(year) AS latest_year
FROM financials
WHERE company_name = '{company}'
1c. Display a status line to the user:
{display_name} ({TICKER}) — Latest year in DB: {latest_year} | American: {yes/no} | Currency: {currency}
american = true when CIK is not NULL; american = false when CIK is NULL.
Step 2 — Fetch data sources to find new years
Fetch external data to identify any fiscal year more recent than latest_year.
Non-American company (CIK is NULL):
Fetch Yahoo Finance:
mcp__yfinance-10ks__process_financial_data_from_yahoo(company_name=display_name, ticker_symbol=TICKER)
Inspect the column headers of the returned income statement. Each header is a fiscal year-end date (e.g. 2025-12-31). Derive the DB year label:
- Calendar year of the fiscal year-end date → DB
year (e.g. 2025-12-31 → 2025).
- Exception: if the fiscal year end falls in January or February, the DB year label is the prior calendar year (e.g.
2025-02-01 → 2024). This matches how US retailers' fiscal years are labeled in the database.
Identify any derived year label > latest_year. Those are candidate new years.
American company (CIK is not NULL):
Fetch Yahoo Finance (same call as above) and fetch SEC for each candidate year (latest_year + 1, and +2 if that also looks available):
mcp__sec-10ks__process_financial_data_from_sec(company_name=display_name, year=CANDIDATE_YEAR, cik=CIK)
Run Yahoo and SEC fetches in parallel where possible. A candidate year is confirmed available if SEC returns data for it.
Step 3 — Report what was found
Tell the user which new years were identified:
{display_name} ({TICKER}) — Latest in DB: {latest_year} | New years found: {list or "none"}
Step 4 — Cross-check SEC vs Yahoo (American companies only)
For each new year, compare SEC and Yahoo values for the 13 standard fields:
| Field | SEC | Yahoo | Match? |
|---|
| Net Revenue | … | … | ✓ / ✗ |
| Cost of Goods | … | … | ✓ / ✗ |
| Gross Margin | … | … | ✓ / ✗ |
| SGA | … | … | ✓ / ✗ |
| Operating Profit | … | … | ✓ / ✗ |
| Net Profit | … | … | ✓ / ✗ |
| Inventory | … | … | ✓ / ✗ |
| Current Assets | … | … | ✓ / ✗ |
| Total Assets | … | … | ✓ / ✗ |
| Current Liabilities | … | … | ✓ / ✗ |
| Liabilities | … | … | ✓ / ✗ |
| Total Shareholder Equity | … | … | ✓ / ✗ |
| Total Liab. & SE | … | … | ✓ / ✗ |
Tolerance for "match": within 1% for revenue/assets; exact or within rounding for derived fields.
Apply the anomaly detection rules from .skillshare/skills/verify-dolt-db-financials/references/anomaly-rules.md:
- SGA composite rules (Rules 1–4)
- Balance sheet identity check
- Gross margin sanity check
Also check .skillshare/skills/verify-dolt-db-financials/references/company-notes.md for any per-company quirks.
Flag issues as [WARNING] (investigate) or [ERROR] (must resolve before inserting).
If SEC and Yahoo disagree on a field (>1% difference):
- Prefer SEC as the authoritative source for that field.
- Flag
[WARNING] Yahoo vs SEC discrepancy on {field}: SEC={x}, Yahoo={y}.
For non-American companies: skip this step. Use Yahoo values directly and flag:
[WARNING] No SEC cross-check available — Yahoo Finance only.
Step 5 — Trend consistency check
Pull all prior years from Dolt for this company:
SELECT year, `Net Revenue`, `Gross Margin`, `SGA`, `Operating Profit`, `Net Profit`,
`Total Assets`, `Total Shareholder Equity`
FROM financials
WHERE company_name = '{company}'
ORDER BY year
Compute trailing averages from the 3 most recent prior years:
- Gross margin % = Gross Margin / Net Revenue
- SGA % = SGA / Net Revenue
- Revenue YoY change (from the prior 2 periods)
Check the new year's candidate values against these benchmarks:
| Check | Flag level | Condition |
|---|
| Revenue YoY change | [WARNING] | > +50% or < −50% vs prior year |
| Gross margin % | [WARNING] | More than 5 pp outside the 3-year trailing average |
| SGA % of revenue | [WARNING] | More than 5 pp outside the 3-year trailing average |
| Net profit direction | [WARNING] | Flips from consistently positive to deeply negative (> −20% of revenue), or vice versa, without a known reason |
| Balance sheet identity | [ERROR] | Total Assets ≠ Total Liabilities + Total SE |
Display a trend table showing all prior years plus the new year:
| Year | Revenue | Gross% | SGA% | Op.Profit | Net Profit |
|---|
| 2022 | … | … | … | … | … |
| 2023 | … | … | … | … | … |
| 2024 | … | … | … | … | … |
| 2025 (new) | … | … | … | … | … |
If an [ERROR] is raised, do not generate a SQL INSERT for that year — tell the user to resolve it manually before inserting.
Step 6 — Build the SQL INSERT
For each new year that passed Steps 4–5 without [ERROR], build a REPLACE INTO statement.
Determine the value for each field:
- American company: prefer SEC; use Yahoo as fallback for any field SEC didn't return.
- Non-American company: use Yahoo values.
- Apply any SGA construction adjustments identified in Step 4.
- Always compute:
Gross Margin = Net Revenue − Cost of Goods and Liabilities = Total Assets − Total Shareholder Equity.
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}', {year}, '{reportDate}',
{Net_Revenue}, {Cost_of_Goods}, {Gross_Margin}, {SGA},
{Operating_Profit}, {Net_Profit}, {Inventory_OR_NULL},
{Current_Assets}, {Total_Assets}, {Current_Liabilities},
{Liabilities}, {Total_SE}, {Total_LSE}
);
If multiple new years were found, concatenate all statements in one file, oldest year first.
Step 7 — Write the SQL file
Write to: extract/2026/inserts/new-year-data/new_year_{TICKER}_{today's date}.sql
Example: extract/2026/inserts/new-year-data/new_year_WMT_2026-06-05.sql
Show the full file contents to the user.
Step 8 — Print summary and apply instructions
After writing the file, display:
Download-new-year-data complete — {display_name} ({TICKER})
| New Year(s) Inserted | Warnings | Skipped (errors) |
|---|
| {year list} | {N} | {year list or —} |
SQL file written to: extract/2026/inserts/new-year-data/{FILENAME}
To apply this to your local Dolt database clone:
cd /path/to/your/dolt/BusMgmtBenchmarks
dolt sql < /path/to/BusMgmtBenchmarks/extract/2026/inserts/new-year-data/{FILENAME}
dolt diff
dolt commit -am "Add {display_name} ({TICKER}) FY{year_list}"
dolt push
References
anomaly-rules.md — SGA composite rules, balance sheet checks, gross margin benchmarks. Read in Step 4.company-notes.md — Per-company quirks. Check in Step 4.
Both files live at .skillshare/skills/verify-dolt-db-financials/references/.
