Institutional-grade equity research skills for AI agents. 31 Claude-type skills across 5 verticals (equity-research-core, business-intelligence, industry-analysis, models-and-pitches, quantitative-analysis) powered by agentii.ai's agent-use-ready SEC filing data plane — 10 years of filings, XBRL financials, earnings calendars, and company profiles for 165+ US-public-equity tickers. Features the three-layer retrieval protocol (Document Discovery → Page Map → Deep Read, with deep-outline escalation) for ~99% token efficiency, server-side parallel multi-period search via search_cross_period, and a full Excel/PPT generation pipeline with 3-tier office backend support.
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
Operational KPI tracking, headcount trends, utilization rates, backlog analysis, book-to-bill ratio, operational efficiency metrics, capacity utilization, productivity metrics, operational leverage, same-store sales
Revenue decomposition, segment breakdown, geographic revenue split, product-line waterfall, revenue mix analysis, business segment performance, divisional revenue, revenue concentration, customer revenue dependency, channel revenue analysis
Unit economics analysis, CAC LTV estimation, churn inference, gross margin per unit, customer economics, subscription economics, per-unit profitability, contribution margin, payback period, cohort economics
What-if scenario analysis, scenario tree construction, base bull bear case, sensitivity to macro variables, revenue scenario modeling, cost scenario analysis, margin impact scenarios, interest rate sensitivity, currency impact scenarios, commodity price scenarios
Competitive positioning, strategic group mapping, differentiation analysis, competitive advantage assessment, market positioning map, value chain positioning, brand positioning, cost leadership vs differentiation, niche strategy analysis, disruptive positioning
Peer benchmarking, multi-ticker financial comparison, growth value matrix, composite z-score ranking, industry peer comparison, competitive benchmarking, sector relative performance, peer group analysis, industry leader comparison, financial ratio benchmarking