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agentii-ai/agentii-investment-intelligence
Claude-type skills for institutional equity research — 25 AI agent skills with SEC filings, XBRL financials, earnings calendars, DCF/comps/LBO models, and PPT generation. Powered by agentii.ai data plane. Works with Claude Code, OpenCode, Codex, OpenClaw, Goose.
History
Review weekly changes to SKILL.md before updating. Dates mark the weeks in which we observed each version; checks apply to the recorded commits.
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SKILL.md
Week of Nov 2, 2026 · Line counts unavailable
Before Not checked yet → After Network or broad shell
First observation → bc3b81570961
No earlier version was observed for comparison.
marketplace-beachhead/plugins/bio-pharm/skills/agentii/ct-status-diff/SKILL.md
Week of Nov 2, 2026 · Line counts unavailable
Before Not checked yet → After Instructions only
First observation → bc3b81570961
No earlier version was observed for comparison.
marketplace-beachhead/plugins/bio-pharm/skills/agentii/earnings-preview-med/SKILL.md
Week of Nov 2, 2026 · Line counts unavailable
Before Not checked yet → After Instructions only
First observation → bc3b81570961
No earlier version was observed for comparison.
marketplace-beachhead/plugins/bio-pharm/skills/agentii/fda-catalyst-devices/SKILL.md
Week of Nov 2, 2026 · Line counts unavailable
Before Not checked yet → After Instructions only
First observation → bc3b81570961
No earlier version was observed for comparison.
marketplace-beachhead/plugins/bio-pharm/skills/agentii/fda-catalyst-medicines/SKILL.md
Week of Nov 2, 2026 · Line counts unavailable
Before Not checked yet → After Instructions only
First observation → bc3b81570961
No earlier version was observed for comparison.
marketplace-beachhead/plugins/bio-pharm/skills/agentii/fda-catalyst-vaccines/SKILL.md
Week of Nov 2, 2026 · Line counts unavailable
Before Not checked yet → After Instructions only
First observation → bc3b81570961
No earlier version was observed for comparison.
marketplace-beachhead/plugins/bio-pharm/skills/agentii/market-share-tracking/SKILL.md
Week of Nov 2, 2026 · Line counts unavailable
Before Not checked yet → After Instructions only
First observation → bc3b81570961
No earlier version was observed for comparison.
marketplace-beachhead/plugins/bio-pharm/skills/agentii/med-event-takeaways/SKILL.md
Week of Nov 2, 2026 · Line counts unavailable
Before Not checked yet → After Instructions only
First observation → bc3b81570961
No earlier version was observed for comparison.
marketplace-beachhead/plugins/bio-pharm/skills/agentii/med-market-sizing/SKILL.md
Week of Nov 2, 2026 · Line counts unavailable
Before Not checked yet → After Instructions only
First observation → bc3b81570961
No earlier version was observed for comparison.
marketplace-beachhead/plugins/bio-pharm/skills/agentii/peer-bench-med/SKILL.md
Week of Nov 2, 2026 · Line counts unavailable
Before Not checked yet → After Instructions only
First observation → bc3b81570961
No earlier version was observed for comparison.
marketplace-beachhead/plugins/bio-pharm/skills/agentii/pipeline-devices/SKILL.md
Week of Nov 2, 2026 · Line counts unavailable
Before Not checked yet → After Instructions only
First observation → bc3b81570961
No earlier version was observed for comparison.
marketplace-beachhead/plugins/bio-pharm/skills/agentii/pipeline-medicines/SKILL.md
Week of Nov 2, 2026 · Line counts unavailable
Before Not checked yet → After Instructions only
First observation → bc3b81570961
No earlier version was observed for comparison.
marketplace-beachhead/plugins/bio-pharm/skills/agentii/pipeline-vaccines/SKILL.md
Week of Nov 2, 2026 · Line counts unavailable
Before Not checked yet → After Instructions only
First observation → bc3b81570961
No earlier version was observed for comparison.
marketplace-beachhead/plugins/bio-pharm/skills/agentii/recent-quarter-med/SKILL.md
Week of Nov 2, 2026 · Line counts unavailable
Before Not checked yet → After Instructions only
First observation → bc3b81570961
No earlier version was observed for comparison.
marketplace-beachhead/plugins/bio-pharm/skills/agentii/sector-overview-med/SKILL.md
Week of Nov 2, 2026 · Line counts unavailable
Before Not checked yet → After Instructions only
First observation → bc3b81570961
No earlier version was observed for comparison.
marketplace-beachhead/plugins/bio-pharm/skills/agentii/trial-readout-analysis/SKILL.md
Week of Nov 2, 2026 · Line counts unavailable
Before Not checked yet → After Instructions only
First observation → bc3b81570961
No earlier version was observed for comparison.
marketplace-beachhead/plugins/equity-research-core/skills/agentii/business-model/SKILL.md
Week of Nov 2, 2026 · Line counts unavailable
Before Not checked yet → After Instructions only
First observation → bc3b81570961
No earlier version was observed for comparison.
marketplace-beachhead/plugins/equity-research-core/skills/agentii/competitive/SKILL.md
Week of Nov 2, 2026 · Line counts unavailable
Before Not checked yet → After Instructions only
First observation → bc3b81570961
No earlier version was observed for comparison.
marketplace-beachhead/plugins/equity-research-core/skills/agentii/earnings-sentiment/SKILL.md
Week of Nov 2, 2026 · Line counts unavailable
Before Not checked yet → After Instructions only
First observation → bc3b81570961
No earlier version was observed for comparison.
marketplace-beachhead/plugins/equity-research-core/skills/agentii/growth-strategy/SKILL.md
Week of Nov 2, 2026 · Line counts unavailable
Before Not checked yet → After Instructions only
First observation → bc3b81570961
No earlier version was observed for comparison.
marketplace-beachhead/plugins/equity-research-core/skills/agentii/recent-quarter/SKILL.md
Week of Nov 2, 2026 · Line counts unavailable
Before Not checked yet → After Instructions only
First observation → bc3b81570961
No earlier version was observed for comparison.
marketplace-beachhead/plugins/equity-research-core/skills/agentii/risk/SKILL.md
Week of Nov 2, 2026 · Line counts unavailable
Before Not checked yet → After Instructions only
First observation → bc3b81570961
No earlier version was observed for comparison.
marketplace-beachhead/plugins/equity-research-core/skills/agentii/secular-trends/SKILL.md
Week of Nov 2, 2026 · Line counts unavailable
Before Not checked yet → After Instructions only
First observation → bc3b81570961
No earlier version was observed for comparison.
marketplace-beachhead/plugins/equity-research-core/skills/agentii/turnaround/SKILL.md
Week of Nov 2, 2026 · Line counts unavailable
Before Not checked yet → After Instructions only
First observation → bc3b81570961
No earlier version was observed for comparison.
marketplace-beachhead/plugins/equity-research-core/skills/agentii/valuation-methods/SKILL.md
Week of Nov 2, 2026 · Line counts unavailable
Before Not checked yet → After Instructions only
First observation → bc3b81570961
No earlier version was observed for comparison.
plugins/agent-plugins/agentii-equity-agent/skills/agentii/business-model/SKILL.md
Week of Nov 2, 2026 · Line counts unavailable
Before Not checked yet → After Instructions only
First observation → bc3b81570961
No earlier version was observed for comparison.
plugins/agent-plugins/agentii-equity-agent/skills/agentii/competitive/SKILL.md
Week of Nov 2, 2026 · Line counts unavailable
Before Not checked yet → After Instructions only
First observation → bc3b81570961
No earlier version was observed for comparison.
plugins/agent-plugins/agentii-equity-agent/skills/agentii/earnings-sentiment/SKILL.md
Week of Nov 2, 2026 · Line counts unavailable
Before Not checked yet → After Instructions only
First observation → bc3b81570961
No earlier version was observed for comparison.
plugins/agent-plugins/agentii-equity-agent/skills/agentii/growth-strategy/SKILL.md
Week of Nov 2, 2026 · Line counts unavailable
Before Not checked yet → After Instructions only
First observation → bc3b81570961
No earlier version was observed for comparison.
plugins/agent-plugins/agentii-equity-agent/skills/agentii/recent-quarter/SKILL.md
Week of Nov 2, 2026 · Line counts unavailable
Before Not checked yet → After Instructions only
First observation → bc3b81570961
No earlier version was observed for comparison.
plugins/agent-plugins/agentii-equity-agent/skills/agentii/risk/SKILL.md
Week of Nov 2, 2026 · Line counts unavailable
Before Not checked yet → After Instructions only
First observation → bc3b81570961
No earlier version was observed for comparison.
plugins/agent-plugins/agentii-equity-agent/skills/agentii/secular-trends/SKILL.md
Week of Nov 2, 2026 · Line counts unavailable
Before Not checked yet → After Instructions only
First observation → bc3b81570961
No earlier version was observed for comparison.
plugins/agent-plugins/agentii-equity-agent/skills/agentii/turnaround/SKILL.md
Week of Nov 2, 2026 · Line counts unavailable
Before Not checked yet → After Instructions only
First observation → bc3b81570961
No earlier version was observed for comparison.
plugins/agent-plugins/agentii-equity-agent/skills/agentii/valuation-methods/SKILL.md
Week of Nov 2, 2026 · Line counts unavailable
Before Not checked yet → After Instructions only
First observation → bc3b81570961
No earlier version was observed for comparison.
plugins/vertical-plugins/bio-pharm/skills/agentii/ct-status-diff/SKILL.md
Week of Nov 2, 2026 · Line counts unavailable
Before Not checked yet → After Instructions only
First observation → bc3b81570961
No earlier version was observed for comparison.
plugins/vertical-plugins/bio-pharm/skills/agentii/earnings-preview-med/SKILL.md
Week of Nov 2, 2026 · Line counts unavailable
Before Not checked yet → After Instructions only
First observation → bc3b81570961
No earlier version was observed for comparison.
plugins/vertical-plugins/bio-pharm/skills/agentii/fda-catalyst-devices/SKILL.md
Week of Nov 2, 2026 · Line counts unavailable
Before Not checked yet → After Instructions only
First observation → bc3b81570961
No earlier version was observed for comparison.
plugins/vertical-plugins/bio-pharm/skills/agentii/fda-catalyst-medicines/SKILL.md
Week of Nov 2, 2026 · Line counts unavailable
Before Not checked yet → After Instructions only
First observation → bc3b81570961
No earlier version was observed for comparison.
plugins/vertical-plugins/bio-pharm/skills/agentii/fda-catalyst-vaccines/SKILL.md
Week of Nov 2, 2026 · Line counts unavailable
Before Not checked yet → After Instructions only
First observation → bc3b81570961
No earlier version was observed for comparison.
plugins/vertical-plugins/bio-pharm/skills/agentii/market-share-tracking/SKILL.md
Week of Nov 2, 2026 · Line counts unavailable
Before Not checked yet → After Instructions only
First observation → bc3b81570961
No earlier version was observed for comparison.
plugins/vertical-plugins/bio-pharm/skills/agentii/med-event-takeaways/SKILL.md
Week of Nov 2, 2026 · Line counts unavailable
Before Not checked yet → After Instructions only
First observation → bc3b81570961
No earlier version was observed for comparison.
plugins/vertical-plugins/bio-pharm/skills/agentii/med-market-sizing/SKILL.md
Week of Nov 2, 2026 · Line counts unavailable
Before Not checked yet → After Instructions only
First observation → bc3b81570961
No earlier version was observed for comparison.
plugins/vertical-plugins/bio-pharm/skills/agentii/peer-bench-med/SKILL.md
Week of Nov 2, 2026 · Line counts unavailable
Before Not checked yet → After Instructions only
First observation → bc3b81570961
No earlier version was observed for comparison.
plugins/vertical-plugins/bio-pharm/skills/agentii/pipeline-devices/SKILL.md
Week of Nov 2, 2026 · Line counts unavailable
Before Not checked yet → After Instructions only
First observation → bc3b81570961
No earlier version was observed for comparison.
plugins/vertical-plugins/bio-pharm/skills/agentii/pipeline-medicines/SKILL.md
Week of Nov 2, 2026 · Line counts unavailable
Before Not checked yet → After Instructions only
First observation → bc3b81570961
No earlier version was observed for comparison.
plugins/vertical-plugins/bio-pharm/skills/agentii/pipeline-vaccines/SKILL.md
Week of Nov 2, 2026 · Line counts unavailable
Before Not checked yet → After Instructions only
First observation → bc3b81570961
No earlier version was observed for comparison.
plugins/vertical-plugins/bio-pharm/skills/agentii/recent-quarter-med/SKILL.md
Week of Nov 2, 2026 · Line counts unavailable
Before Not checked yet → After Instructions only
First observation → bc3b81570961
No earlier version was observed for comparison.
plugins/vertical-plugins/bio-pharm/skills/agentii/sector-overview-med/SKILL.md
Week of Nov 2, 2026 · Line counts unavailable
Before Not checked yet → After Instructions only
First observation → bc3b81570961
No earlier version was observed for comparison.
plugins/vertical-plugins/bio-pharm/skills/agentii/trial-readout-analysis/SKILL.md
Week of Nov 2, 2026 · Line counts unavailable
Before Not checked yet → After Instructions only
First observation → bc3b81570961
No earlier version was observed for comparison.
plugins/vertical-plugins/business-intelligence/skills/agentii/operational-kpi/SKILL.md
Week of Nov 2, 2026 · Line counts unavailable
Before Not checked yet → After Instructions only
First observation → bc3b81570961
No earlier version was observed for comparison.
plugins/vertical-plugins/business-intelligence/skills/agentii/revenue-decomp/SKILL.md
Week of Nov 2, 2026 · Line counts unavailable
Before Not checked yet → After Instructions only
First observation → bc3b81570961
No earlier version was observed for comparison.
plugins/vertical-plugins/business-intelligence/skills/agentii/unit-economics/SKILL.md
Week of Nov 2, 2026 · Line counts unavailable
Before Not checked yet → After Instructions only
First observation → bc3b81570961
No earlier version was observed for comparison.
plugins/vertical-plugins/business-intelligence/skills/agentii/what-if/SKILL.md
Week of Nov 2, 2026 · Line counts unavailable
Before Not checked yet → After Instructions only
First observation → bc3b81570961
No earlier version was observed for comparison.
plugins/vertical-plugins/equity-research-core/skills/agentii/business-model/SKILL.md
Week of Nov 2, 2026 · Line counts unavailable
Before Not checked yet → After Instructions only
First observation → bc3b81570961
No earlier version was observed for comparison.
plugins/vertical-plugins/equity-research-core/skills/agentii/competitive/SKILL.md
Week of Nov 2, 2026 · Line counts unavailable
Before Not checked yet → After Instructions only
First observation → bc3b81570961
No earlier version was observed for comparison.
plugins/vertical-plugins/equity-research-core/skills/agentii/earnings-sentiment/SKILL.md
Week of Nov 2, 2026 · Line counts unavailable
Before Not checked yet → After Instructions only
First observation → bc3b81570961
No earlier version was observed for comparison.
plugins/vertical-plugins/equity-research-core/skills/agentii/growth-strategy/SKILL.md
Week of Nov 2, 2026 · Line counts unavailable
Before Not checked yet → After Instructions only
First observation → bc3b81570961
No earlier version was observed for comparison.
plugins/vertical-plugins/equity-research-core/skills/agentii/recent-quarter/SKILL.md
Week of Nov 2, 2026 · Line counts unavailable
Before Not checked yet → After Instructions only
First observation → bc3b81570961
No earlier version was observed for comparison.
plugins/vertical-plugins/equity-research-core/skills/agentii/risk/SKILL.md
Week of Nov 2, 2026 · Line counts unavailable
Before Not checked yet → After Instructions only
First observation → bc3b81570961
No earlier version was observed for comparison.
plugins/vertical-plugins/equity-research-core/skills/agentii/secular-trends/SKILL.md
Week of Nov 2, 2026 · Line counts unavailable
Before Not checked yet → After Instructions only
First observation → bc3b81570961
No earlier version was observed for comparison.
plugins/vertical-plugins/equity-research-core/skills/agentii/turnaround/SKILL.md
Week of Nov 2, 2026 · Line counts unavailable
Before Not checked yet → After Instructions only
First observation → bc3b81570961
No earlier version was observed for comparison.
plugins/vertical-plugins/equity-research-core/skills/agentii/valuation-methods/SKILL.md
Week of Nov 2, 2026 · Line counts unavailable
Before Not checked yet → After Instructions only
First observation → bc3b81570961
No earlier version was observed for comparison.
plugins/vertical-plugins/idea-generation/skills/agentii/macro-idea-generation/SKILL.md
Week of Nov 2, 2026 · Line counts unavailable
Before Not checked yet → After Instructions only
First observation → bc3b81570961
No earlier version was observed for comparison.
plugins/vertical-plugins/idea-generation/skills/agentii/qualitative-filtering/SKILL.md
Week of Nov 2, 2026 · Line counts unavailable
Before Not checked yet → After Instructions only
First observation → bc3b81570961
No earlier version was observed for comparison.
plugins/vertical-plugins/idea-generation/skills/agentii/quantitative-screening/SKILL.md
Week of Nov 2, 2026 · Line counts unavailable
Before Not checked yet → After Instructions only
First observation → bc3b81570961
No earlier version was observed for comparison.
plugins/vertical-plugins/idea-generation/skills/agentii/trade-idea-generation/SKILL.md
Week of Nov 2, 2026 · Line counts unavailable
Before Not checked yet → After Instructions only
First observation → bc3b81570961
No earlier version was observed for comparison.
plugins/vertical-plugins/idea-generation/skills/agentii/trade-template/SKILL.md
Week of Nov 2, 2026 · Line counts unavailable
Before Not checked yet → After Instructions only
First observation → bc3b81570961
No earlier version was observed for comparison.
plugins/vertical-plugins/industry-analysis/skills/agentii/competitive-positioning/SKILL.md
Week of Nov 2, 2026 · Line counts unavailable
Before Not checked yet → After Instructions only
First observation → bc3b81570961
No earlier version was observed for comparison.
plugins/vertical-plugins/industry-analysis/skills/agentii/peer-bench/SKILL.md
Week of Nov 2, 2026 · Line counts unavailable
Before Not checked yet → After Instructions only
First observation → bc3b81570961
No earlier version was observed for comparison.
plugins/vertical-plugins/industry-analysis/skills/agentii/sector-overview/SKILL.md
Week of Nov 2, 2026 · Line counts unavailable
Before Not checked yet → After Instructions only
First observation → bc3b81570961
No earlier version was observed for comparison.
plugins/vertical-plugins/industry-analysis/skills/agentii/supply-chain/SKILL.md
Week of Nov 2, 2026 · Line counts unavailable
Before Not checked yet → After Instructions only
First observation → bc3b81570961
No earlier version was observed for comparison.
plugins/vertical-plugins/macro-strategy/skills/agentii/currency-analysis/SKILL.md
Week of Nov 2, 2026 · Line counts unavailable
Before Not checked yet → After Instructions only
First observation → bc3b81570961
No earlier version was observed for comparison.
plugins/vertical-plugins/macro-strategy/skills/agentii/leading-indicators/SKILL.md
Week of Nov 2, 2026 · Line counts unavailable
Before Not checked yet → After Instructions only
First observation → bc3b81570961
No earlier version was observed for comparison.
plugins/vertical-plugins/macro-strategy/skills/agentii/macro-regime/SKILL.md
Week of Nov 2, 2026 · Line counts unavailable
Before Not checked yet → After Instructions only
First observation → bc3b81570961
No earlier version was observed for comparison.
plugins/vertical-plugins/macro-strategy/skills/agentii/rate-cycle/SKILL.md
Week of Nov 2, 2026 · Line counts unavailable
Before Not checked yet → After Instructions only
First observation → bc3b81570961
No earlier version was observed for comparison.
plugins/vertical-plugins/models-and-pitches/skills/agentii/3-statement/SKILL.md
Week of Nov 2, 2026 · Line counts unavailable
Before Not checked yet → After Instructions only
First observation → bc3b81570961
No earlier version was observed for comparison.
plugins/vertical-plugins/models-and-pitches/skills/agentii/audit-xls/SKILL.md
Week of Nov 2, 2026 · Line counts unavailable
Before Not checked yet → After Instructions only
First observation → bc3b81570961
No earlier version was observed for comparison.
plugins/vertical-plugins/models-and-pitches/skills/agentii/comps/SKILL.md
Week of Nov 2, 2026 · Line counts unavailable
Before Not checked yet → After Local scripts
First observation → bc3b81570961
No earlier version was observed for comparison.
plugins/vertical-plugins/models-and-pitches/skills/agentii/dcf/SKILL.md
Week of Nov 2, 2026 · Line counts unavailable
Before Not checked yet → After Instructions only
First observation → bc3b81570961
No earlier version was observed for comparison.
plugins/vertical-plugins/models-and-pitches/skills/agentii/earnings-preview/SKILL.md
Week of Nov 2, 2026 · Line counts unavailable
Before Not checked yet → After Instructions only
First observation → bc3b81570961
No earlier version was observed for comparison.
plugins/vertical-plugins/models-and-pitches/skills/agentii/lbo/SKILL.md
Week of Nov 2, 2026 · Line counts unavailable
Before Not checked yet → After Instructions only
First observation → bc3b81570961
No earlier version was observed for comparison.
plugins/vertical-plugins/models-and-pitches/skills/agentii/pitch-deck/SKILL.md
Week of Nov 2, 2026 · Line counts unavailable
Before Not checked yet → After Instructions only
First observation → bc3b81570961
No earlier version was observed for comparison.
plugins/vertical-plugins/models-and-pitches/skills/agentii/sotp-valuation/SKILL.md
Week of Nov 2, 2026 · Line counts unavailable
Before Not checked yet → After Instructions only
First observation → bc3b81570961
No earlier version was observed for comparison.
plugins/vertical-plugins/models-and-pitches/skills/agentii/xlsx-financials/SKILL.md
Week of Nov 2, 2026 · Line counts unavailable
Before Not checked yet → After Instructions only
First observation → bc3b81570961
No earlier version was observed for comparison.
plugins/vertical-plugins/options-derivatives/skills/agentii/income-strategies/SKILL.md
Week of Nov 2, 2026 · Line counts unavailable
Before Not checked yet → After Instructions only
First observation → bc3b81570961
No earlier version was observed for comparison.
plugins/vertical-plugins/options-derivatives/skills/agentii/options-foundations/SKILL.md
Week of Nov 2, 2026 · Line counts unavailable
Before Not checked yet → After Instructions only
First observation → bc3b81570961
No earlier version was observed for comparison.
plugins/vertical-plugins/options-derivatives/skills/agentii/price-action-options/SKILL.md
Week of Nov 2, 2026 · Line counts unavailable
Before Not checked yet → After Instructions only
First observation → bc3b81570961
No earlier version was observed for comparison.
plugins/vertical-plugins/options-derivatives/skills/agentii/technical-execution/SKILL.md
Week of Nov 2, 2026 · Line counts unavailable
Before Not checked yet → After Instructions only
First observation → bc3b81570961
No earlier version was observed for comparison.
plugins/vertical-plugins/options-derivatives/skills/agentii/volatility-trading/SKILL.md
Week of Nov 2, 2026 · Line counts unavailable
Before Not checked yet → After Instructions only
First observation → bc3b81570961
No earlier version was observed for comparison.
plugins/vertical-plugins/portfolio-strategy/skills/agentii/long-short-construction/SKILL.md
Week of Nov 2, 2026 · Line counts unavailable
Before Not checked yet → After Instructions only
First observation → bc3b81570961
No earlier version was observed for comparison.
plugins/vertical-plugins/portfolio-strategy/skills/agentii/long-short-equity/SKILL.md
Week of Nov 2, 2026 · Line counts unavailable
Before Not checked yet → After Instructions only
First observation → bc3b81570961
No earlier version was observed for comparison.
plugins/vertical-plugins/portfolio-strategy/skills/agentii/portfolio-hedging/SKILL.md
Week of Nov 2, 2026 · Line counts unavailable
Before Not checked yet → After Instructions only
First observation → bc3b81570961
No earlier version was observed for comparison.
plugins/vertical-plugins/portfolio-strategy/skills/agentii/position-sizing/SKILL.md
Week of Nov 2, 2026 · Line counts unavailable
Before Not checked yet → After Instructions only
First observation → bc3b81570961
No earlier version was observed for comparison.
plugins/vertical-plugins/quantitative-analysis/skills/agentii/ddm-valuation/SKILL.md
Week of Nov 2, 2026 · Line counts unavailable
Before Not checked yet → After Instructions only
First observation → bc3b81570961
No earlier version was observed for comparison.
plugins/vertical-plugins/quantitative-analysis/skills/agentii/peg-valuation/SKILL.md
Week of Nov 2, 2026 · Line counts unavailable
Before Not checked yet → After Instructions only
First observation → bc3b81570961
No earlier version was observed for comparison.
plugins/vertical-plugins/quantitative-analysis/skills/agentii/ratio-analysis/SKILL.md
Week of Nov 2, 2026 · Line counts unavailable
Before Not checked yet → After Instructions only
First observation → bc3b81570961
No earlier version was observed for comparison.
plugins/vertical-plugins/quantitative-analysis/skills/agentii/residual-income/SKILL.md
Week of Nov 2, 2026 · Line counts unavailable
Before Not checked yet → After Instructions only
First observation → bc3b81570961
No earlier version was observed for comparison.
plugins/vertical-plugins/quantitative-analysis/skills/agentii/reverse-dcf/SKILL.md
Week of Nov 2, 2026 · Line counts unavailable
Before Not checked yet → After Instructions only
First observation → bc3b81570961
No earlier version was observed for comparison.
plugins/vertical-plugins/risk-and-psychology/skills/agentii/risk-and-psychology/SKILL.md
Week of Nov 2, 2026 · Line counts unavailable
Before Not checked yet → After Instructions only
First observation → bc3b81570961
No earlier version was observed for comparison.
plugins/vertical-plugins/scenarios/skills/agentii/challenge/SKILL.md
Week of Nov 2, 2026 · Line counts unavailable
Before Not checked yet → After Local scripts
First observation → bc3b81570961
No earlier version was observed for comparison.
plugins/vertical-plugins/scenarios/skills/agentii/clarify/SKILL.md
Week of Nov 2, 2026 · Line counts unavailable
Before Not checked yet → After Local scripts
First observation → bc3b81570961
No earlier version was observed for comparison.
plugins/vertical-plugins/scenarios/skills/agentii/constitution/SKILL.md
Week of Nov 2, 2026 · Line counts unavailable
Before Not checked yet → After Local scripts
First observation → bc3b81570961
No earlier version was observed for comparison.
plugins/vertical-plugins/scenarios/skills/agentii/converge/SKILL.md
Week of Nov 2, 2026 · Line counts unavailable
Before Not checked yet → After Local scripts
First observation → bc3b81570961
No earlier version was observed for comparison.
plugins/vertical-plugins/scenarios/skills/agentii/full-equity-research/SKILL.md
Week of Nov 2, 2026 · Line counts unavailable
Before Not checked yet → After Instructions only
First observation → bc3b81570961
No earlier version was observed for comparison.
plugins/vertical-plugins/scenarios/skills/agentii/implement/SKILL.md
Week of Nov 2, 2026 · Line counts unavailable
Before Not checked yet → After Local scripts
First observation → bc3b81570961
No earlier version was observed for comparison.
plugins/vertical-plugins/scenarios/skills/agentii/plan/SKILL.md
Week of Nov 2, 2026 · Line counts unavailable
Before Not checked yet → After Local scripts
First observation → bc3b81570961
No earlier version was observed for comparison.
plugins/vertical-plugins/scenarios/skills/agentii/specify/SKILL.md
Week of Nov 2, 2026 · Line counts unavailable
Before Not checked yet → After Local scripts
First observation → bc3b81570961
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plugins/vertical-plugins/scenarios/skills/agentii/synthesize/SKILL.md
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plugins/vertical-plugins/scenarios/skills/agentii/tasks/SKILL.md
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plugins/vertical-plugins/technical-analysis/skills/agentii/chart-patterns/SKILL.md
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plugins/vertical-plugins/technical-analysis/skills/agentii/options-execution/SKILL.md
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plugins/vertical-plugins/technical-analysis/skills/agentii/price-action/SKILL.md
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plugins/vertical-plugins/technical-analysis/skills/agentii/trade-execution/SKILL.md
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plugins/vertical-plugins/trading-as-business/skills/agentii/trading-as-business/SKILL.md
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Verified commit bc3b81570961f0857ae285e79891c85d2da985c6
git clone --filter=blob:none --no-checkout https://github.com/agentii-ai/agentii-investment-intelligence.git .hotskills/agentii-ai-agentii-investment-intelligence && git -C .hotskills/agentii-ai-agentii-investment-intelligence checkout --detach bc3b81570961f0857ae285e79891c85d2da985c6
# Copy each selected skill directory from .hotskills/agentii-ai-agentii-investment-intelligence into .claude/skills/<skill-name>/Heat
2.7- Star growth, last 7 daysNot available
- Star growth, last 24 hoursNot available
- Rank movement, last 7 daysNot available
- Commits, last 30 daysNot available
- Accounts asking about it through MCP, last 7 daysNot available
- Hot votes this weekNot available
Heat never changes the order by stars, and sponsorship never touches it. How heat works
Stars over time
30-day change not yet available: not enough history.
Individual skills in this repository
- agentii-investment-intelligence
/ - ct-status-diff
marketplace-beachhead/plugins/bio-pharm/skills/agentii/ct-status-diff - earnings-preview-med
marketplace-beachhead/plugins/bio-pharm/skills/agentii/earnings-preview-med - fda-catalyst-devices
marketplace-beachhead/plugins/bio-pharm/skills/agentii/fda-catalyst-devices - fda-catalyst-medicines
marketplace-beachhead/plugins/bio-pharm/skills/agentii/fda-catalyst-medicines - fda-catalyst-vaccines
marketplace-beachhead/plugins/bio-pharm/skills/agentii/fda-catalyst-vaccines - market-share-tracking
marketplace-beachhead/plugins/bio-pharm/skills/agentii/market-share-tracking - med-event-takeaways
marketplace-beachhead/plugins/bio-pharm/skills/agentii/med-event-takeaways - med-market-sizing
marketplace-beachhead/plugins/bio-pharm/skills/agentii/med-market-sizing - peer-bench-med
marketplace-beachhead/plugins/bio-pharm/skills/agentii/peer-bench-med - pipeline-devices
marketplace-beachhead/plugins/bio-pharm/skills/agentii/pipeline-devices - pipeline-medicines
marketplace-beachhead/plugins/bio-pharm/skills/agentii/pipeline-medicines - pipeline-vaccines
marketplace-beachhead/plugins/bio-pharm/skills/agentii/pipeline-vaccines - recent-quarter-med
marketplace-beachhead/plugins/bio-pharm/skills/agentii/recent-quarter-med - sector-overview-med
marketplace-beachhead/plugins/bio-pharm/skills/agentii/sector-overview-med - trial-readout-analysis
marketplace-beachhead/plugins/bio-pharm/skills/agentii/trial-readout-analysis - business-model
marketplace-beachhead/plugins/equity-research-core/skills/agentii/business-model - competitive
marketplace-beachhead/plugins/equity-research-core/skills/agentii/competitive - earnings-sentiment
marketplace-beachhead/plugins/equity-research-core/skills/agentii/earnings-sentiment - growth-strategy
marketplace-beachhead/plugins/equity-research-core/skills/agentii/growth-strategy - recent-quarter
marketplace-beachhead/plugins/equity-research-core/skills/agentii/recent-quarter - risk
marketplace-beachhead/plugins/equity-research-core/skills/agentii/risk - secular-trends
marketplace-beachhead/plugins/equity-research-core/skills/agentii/secular-trends - turnaround
marketplace-beachhead/plugins/equity-research-core/skills/agentii/turnaround - valuation-methods
marketplace-beachhead/plugins/equity-research-core/skills/agentii/valuation-methods - business-model
plugins/agent-plugins/agentii-equity-agent/skills/agentii/business-model - competitive
plugins/agent-plugins/agentii-equity-agent/skills/agentii/competitive - earnings-sentiment
plugins/agent-plugins/agentii-equity-agent/skills/agentii/earnings-sentiment - growth-strategy
plugins/agent-plugins/agentii-equity-agent/skills/agentii/growth-strategy - recent-quarter
plugins/agent-plugins/agentii-equity-agent/skills/agentii/recent-quarter - risk
plugins/agent-plugins/agentii-equity-agent/skills/agentii/risk - secular-trends
plugins/agent-plugins/agentii-equity-agent/skills/agentii/secular-trends - turnaround
plugins/agent-plugins/agentii-equity-agent/skills/agentii/turnaround - valuation-methods
plugins/agent-plugins/agentii-equity-agent/skills/agentii/valuation-methods - ct-status-diff
plugins/vertical-plugins/bio-pharm/skills/agentii/ct-status-diff - earnings-preview-med
plugins/vertical-plugins/bio-pharm/skills/agentii/earnings-preview-med - fda-catalyst-devices
plugins/vertical-plugins/bio-pharm/skills/agentii/fda-catalyst-devices - fda-catalyst-medicines
plugins/vertical-plugins/bio-pharm/skills/agentii/fda-catalyst-medicines - fda-catalyst-vaccines
plugins/vertical-plugins/bio-pharm/skills/agentii/fda-catalyst-vaccines - market-share-tracking
plugins/vertical-plugins/bio-pharm/skills/agentii/market-share-tracking - med-event-takeaways
plugins/vertical-plugins/bio-pharm/skills/agentii/med-event-takeaways - med-market-sizing
plugins/vertical-plugins/bio-pharm/skills/agentii/med-market-sizing - peer-bench-med
plugins/vertical-plugins/bio-pharm/skills/agentii/peer-bench-med - pipeline-devices
plugins/vertical-plugins/bio-pharm/skills/agentii/pipeline-devices - pipeline-medicines
plugins/vertical-plugins/bio-pharm/skills/agentii/pipeline-medicines - pipeline-vaccines
plugins/vertical-plugins/bio-pharm/skills/agentii/pipeline-vaccines - recent-quarter-med
plugins/vertical-plugins/bio-pharm/skills/agentii/recent-quarter-med - sector-overview-med
plugins/vertical-plugins/bio-pharm/skills/agentii/sector-overview-med - trial-readout-analysis
plugins/vertical-plugins/bio-pharm/skills/agentii/trial-readout-analysis - operational-kpi
plugins/vertical-plugins/business-intelligence/skills/agentii/operational-kpi - revenue-decomp
plugins/vertical-plugins/business-intelligence/skills/agentii/revenue-decomp - unit-economics
plugins/vertical-plugins/business-intelligence/skills/agentii/unit-economics - what-if
plugins/vertical-plugins/business-intelligence/skills/agentii/what-if - business-model
plugins/vertical-plugins/equity-research-core/skills/agentii/business-model - competitive
plugins/vertical-plugins/equity-research-core/skills/agentii/competitive - earnings-sentiment
plugins/vertical-plugins/equity-research-core/skills/agentii/earnings-sentiment - growth-strategy
plugins/vertical-plugins/equity-research-core/skills/agentii/growth-strategy - recent-quarter
plugins/vertical-plugins/equity-research-core/skills/agentii/recent-quarter - risk
plugins/vertical-plugins/equity-research-core/skills/agentii/risk - secular-trends
plugins/vertical-plugins/equity-research-core/skills/agentii/secular-trends - turnaround
plugins/vertical-plugins/equity-research-core/skills/agentii/turnaround - valuation-methods
plugins/vertical-plugins/equity-research-core/skills/agentii/valuation-methods - macro-idea-generation
plugins/vertical-plugins/idea-generation/skills/agentii/macro-idea-generation - qualitative-filtering
plugins/vertical-plugins/idea-generation/skills/agentii/qualitative-filtering - quantitative-screening
plugins/vertical-plugins/idea-generation/skills/agentii/quantitative-screening - trade-idea-generation
plugins/vertical-plugins/idea-generation/skills/agentii/trade-idea-generation - trade-template
plugins/vertical-plugins/idea-generation/skills/agentii/trade-template - competitive-positioning
plugins/vertical-plugins/industry-analysis/skills/agentii/competitive-positioning - peer-bench
plugins/vertical-plugins/industry-analysis/skills/agentii/peer-bench - sector-overview
plugins/vertical-plugins/industry-analysis/skills/agentii/sector-overview - supply-chain
plugins/vertical-plugins/industry-analysis/skills/agentii/supply-chain - currency-analysis
plugins/vertical-plugins/macro-strategy/skills/agentii/currency-analysis - leading-indicators
plugins/vertical-plugins/macro-strategy/skills/agentii/leading-indicators - macro-regime
plugins/vertical-plugins/macro-strategy/skills/agentii/macro-regime - rate-cycle
plugins/vertical-plugins/macro-strategy/skills/agentii/rate-cycle - 3-statement
plugins/vertical-plugins/models-and-pitches/skills/agentii/3-statement - audit-xls
plugins/vertical-plugins/models-and-pitches/skills/agentii/audit-xls - comps
plugins/vertical-plugins/models-and-pitches/skills/agentii/comps - dcf
plugins/vertical-plugins/models-and-pitches/skills/agentii/dcf - earnings-preview
plugins/vertical-plugins/models-and-pitches/skills/agentii/earnings-preview - lbo
plugins/vertical-plugins/models-and-pitches/skills/agentii/lbo - pitch-deck
plugins/vertical-plugins/models-and-pitches/skills/agentii/pitch-deck - sotp-valuation
plugins/vertical-plugins/models-and-pitches/skills/agentii/sotp-valuation - xlsx-financials
plugins/vertical-plugins/models-and-pitches/skills/agentii/xlsx-financials - income-strategies
plugins/vertical-plugins/options-derivatives/skills/agentii/income-strategies - options-foundations
plugins/vertical-plugins/options-derivatives/skills/agentii/options-foundations - price-action-options
plugins/vertical-plugins/options-derivatives/skills/agentii/price-action-options - technical-execution
plugins/vertical-plugins/options-derivatives/skills/agentii/technical-execution - volatility-trading
plugins/vertical-plugins/options-derivatives/skills/agentii/volatility-trading - long-short-construction
plugins/vertical-plugins/portfolio-strategy/skills/agentii/long-short-construction - long-short-equity
plugins/vertical-plugins/portfolio-strategy/skills/agentii/long-short-equity - portfolio-hedging
plugins/vertical-plugins/portfolio-strategy/skills/agentii/portfolio-hedging - position-sizing
plugins/vertical-plugins/portfolio-strategy/skills/agentii/position-sizing - ddm-valuation
plugins/vertical-plugins/quantitative-analysis/skills/agentii/ddm-valuation - peg-valuation
plugins/vertical-plugins/quantitative-analysis/skills/agentii/peg-valuation - ratio-analysis
plugins/vertical-plugins/quantitative-analysis/skills/agentii/ratio-analysis - residual-income
plugins/vertical-plugins/quantitative-analysis/skills/agentii/residual-income - reverse-dcf
plugins/vertical-plugins/quantitative-analysis/skills/agentii/reverse-dcf - risk-and-psychology
plugins/vertical-plugins/risk-and-psychology/skills/agentii/risk-and-psychology - challenge
plugins/vertical-plugins/scenarios/skills/agentii/challenge - clarify
plugins/vertical-plugins/scenarios/skills/agentii/clarify - constitution
plugins/vertical-plugins/scenarios/skills/agentii/constitution - converge
plugins/vertical-plugins/scenarios/skills/agentii/converge - full-equity-research
plugins/vertical-plugins/scenarios/skills/agentii/full-equity-research - implement
plugins/vertical-plugins/scenarios/skills/agentii/implement - plan
plugins/vertical-plugins/scenarios/skills/agentii/plan - specify
plugins/vertical-plugins/scenarios/skills/agentii/specify - synthesize
plugins/vertical-plugins/scenarios/skills/agentii/synthesize - tasks
plugins/vertical-plugins/scenarios/skills/agentii/tasks - chart-patterns
plugins/vertical-plugins/technical-analysis/skills/agentii/chart-patterns - options-execution
plugins/vertical-plugins/technical-analysis/skills/agentii/options-execution - price-action
plugins/vertical-plugins/technical-analysis/skills/agentii/price-action - trade-execution
plugins/vertical-plugins/technical-analysis/skills/agentii/trade-execution - trading-as-business
plugins/vertical-plugins/trading-as-business/skills/agentii/trading-as-business
How it works
agentii-investment-intelligence
When your agent uses it
Institutional-grade equity research skills for AI agents. 80 Claude-type skills across 14 verticals (equity-research-core, models-and-pitches, bio-pharm, scenarios, quantitative-analysis, idea-generation, options-derivatives, business-intelligence, industry-analysis, macro-strategy, portfolio-strategy, technical-analysis, risk-and-psychology, trading-as-business) powered by agentii.ai's agent-use-ready SEC filing data plane — SEC filings and 15K+ earnings call transcripts, 15.99M XBRL facts, and company profiles for 1,146+ US-public-equity tickers. Features the three-layer retrieval protocol (Document Discovery → Page Map → Deep Read, with deep-outline escalation) — measured, not asserted: 97.5% saved against a sequential read, and the page map itself is 10.0% of one (spec 062 T030, 2026-09-23) — server-side parallel multi-period search via search_cross_period, a full Excel/PPT generation pipeline with 3-tier office backend support, and the spec-046 governance layer (constitution, thesis and single-skill modes, mechanical gates, and a template-owned disclaimer on generated reports).
What it loads into context
Frontmatter
578 tokensAlways available to the agent
SKILL.md
581 tokensWhen the skill is activated
Reference documents
423,768 tokensLoaded on request
Token counts are estimates. Scripts run separately; they are not counted as reference context.
The playbook
Scripts executed separately
data-tools/_cache.pydata-tools/_envelope.pydata-tools/_sources.pydata-tools/earnings_data.pydata-tools/live_snapshot.pydata-tools/macro_data.pydata-tools/market_data.pydata-tools/mcp_adapters.pydata-tools/refusal.pydata-tools/setup_credentials.pydata-tools/source_probe.pydata-tools/workspace_cache.pymarketplace-beachhead/build.shmarketplace-beachhead/validate.shpackaging/export.pypackaging/export.shscripts/_registry.pyscripts/add-phase10-fields.pyscripts/agentii_cmd.pyscripts/alloc_thesis_id.pyscripts/artifact_baseline.pyscripts/assemble-agentii-namespace.shscripts/audit_named_artifacts.pyscripts/challenge.pyscripts/chart_render.pyscripts/check.pyscripts/check_artifact_citations.pyscripts/check_citation_resolution.pyscripts/check_disclaimer.pyscripts/check_gate_fields.pyscripts/check_no_baked_harness_strings.pyscripts/check_output.pyscripts/check_output_quality.pyscripts/check_output_rubric.pyscripts/check_page_overflow.pyscripts/check_report_readability.pyscripts/check_script_coverage.pyscripts/converge.pyscripts/copy-skills-local.shscripts/deploy-managed-agent.shscripts/dev/bootstrap-scaffolds.pyscripts/dev/complete-scaffolds.pyscripts/dev/ctx_opt_citation_pointer.pyscripts/dev/ctx_opt_refs_citations.pyscripts/dev/ctx_opt_us2_preflight.pyscripts/dev/ctx_opt_us3_scope.pyscripts/dev/ctx_opt_us5_extras.pyscripts/dev/ctx_opt_us5_methodology.pyscripts/dev/ctx_opt_us5_modes.pyscripts/dev/ctx_opt_us5_outputstruct.pyscripts/dev/ctx_opt_us5_toolfallbacks.pyscripts/dev/ctx_opt_us6_memory.pyscripts/dev/ctx_opt_us6_xlsxread.pyscripts/dev/mark_tasks_done.pyscripts/dev/trace_instruction_v1_1.pyscripts/dispatch.pyscripts/enhance-skill.pyscripts/evidence.pyscripts/finding_id.pyscripts/g1_gate.pyscripts/g2_validator.pyscripts/golden_prompt_eval.pyscripts/journal.pyscripts/knowledge_bridge.pyscripts/landing_status.pyscripts/measure_interpretive_floor.pyscripts/migrate-commands-to-skills.pyscripts/migrate-commands-to-skills.shscripts/migrate_artifacts.pyscripts/mode_backfill.pyscripts/port-dimension-prompts.pyscripts/port-system-prompt.pyscripts/portfolio_aggregate.pyscripts/quality-scan.pyscripts/recalc.pyscripts/reconcile_instruments.pyscripts/reduce_journals.pyscripts/render-cookbook.pyscripts/render_report.pyscripts/resolve_template.pyscripts/run_surface_ablation.pyscripts/run_surface_ablation_sweep.pyscripts/scaffold_vertical.pyscripts/score_report_readability.pyscripts/smoke-test.shscripts/srt-to-skill.pyscripts/staged_orders.pyscripts/sync-agent-skills.pyscripts/sync-from-upstream.pyscripts/sync-registry.shscripts/sync_registry.pyscripts/synthesize_report.pyscripts/test-cookbooks.shscripts/thesis_doc.pyscripts/thesis_status.pyscripts/validate-citations.pyscripts/validate-mode-syntax.pyscripts/validate-multi-ticker-syntax.pyscripts/validate-partner-plugin.pyscripts/validate-prose-safety.pyscripts/validate-telemetry-redaction.pyscripts/validate.pyscripts/validate_scenes.pyscripts/write_boundary.pytests/conftest.pytests/fixtures/agentic-commerce/auth_modes_discovery_test.pytests/fixtures/agentic-commerce/config_schema_reservation_test.pytests/fixtures/agentic-commerce/http402_forward_handler_test.pytests/fixtures/agentic-commerce/version_bump_readiness_test.pytests/smoke.shtests/test_055_audits.pytests/test_055_eval_harness.pytests/test_artifact_baseline.pytests/test_artifact_citations.pytests/test_artifact_contract.pytests/test_cache_stored_at.pytests/test_check_18_trace_instructions.pytests/test_check_19_trace_contracts.pytests/test_check_citation_resolution.pytests/test_check_extensions.pytests/test_check_output.pytests/test_check_output_rubric.pytests/test_ci_script_coverage.pytests/test_commands_s4.pytests/test_control_plane_s1.pytests/test_converge_s2.pytests/test_dispatch_resume_s2.pytests/test_enhance_skill.pytests/test_envelope_roundtrip.pytests/test_g1_full_s3.pytests/test_hypothesis_lifecycle.pytests/test_instruments.pytests/test_knowledge_bridge.pytests/test_knowledge_frameworks.pytests/test_live_snapshot.pytests/test_market_data_adapter.pytests/test_market_data_environment.pytests/test_market_data_gates.pytests/test_market_data_live_scope.pytests/test_market_data_smoke.pytests/test_market_data_spec046.pytests/test_mcp_live_smoke.pytests/test_meta_rules.pytests/test_migrate_artifacts.pytests/test_output_quality.pytests/test_packaging.pytests/test_pending_declarations.pytests/test_phase1_invariants.pytests/test_polish_g.pytests/test_preflight_vacuous.pytests/test_price_tool_surface.pytests/test_provider_tier.pytests/test_quality_scan.pytests/test_reduce_into_scaffolded_thesis.pytests/test_refusal_stage_s3.pytests/test_registry.pytests/test_report_readability.pytests/test_run_surface_ablation.pytests/test_s1_walkthrough.pytests/test_s4_extensions.pytests/test_s4_verification.pytests/test_s5_challenge_portfolio.pytests/test_s5_contradiction.pytests/test_s6_data_layer.pytests/test_s6_verification.pytests/test_s7_verification.pytests/test_scripts_s4.pytests/test_skill_propagation.pytests/test_source_probe.pytests/test_srt_to_skill.pytests/test_synthesize_v030.pytests/test_taxonomy_uniqueness.pytests/test_write_boundary.pytests/tools/__init__.pytests/tools/test_cache.pytests/tools/test_earnings_data.pytests/tools/test_envelope.pytests/tools/test_macro_data.pytests/tools/test_market_data.pytests/tools/test_mcp_adapters.pytests/tools/test_setup_credentials.pytools/bin/agentii-mcp.jstools/package.jsontools/src/client.tstools/src/env.tstools/src/server.tstools/src/tools/agentii_health.tstools/src/tools/get_company_profile.tstools/src/tools/list_coverage.tstools/src/tools/search_documents.ts
Files
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ct-status-diff
When your agent uses it
Weekly clinical-trial status diff — the 11-category change report over the stored weekly snapshots (spec 055 FR-B03). Surfaces exactly what changed on the trial registry for your coverage: New / Suspended / Withdrawn / Terminated / Recruiting / Recruitment-Complete / Completed / Ahead / Delayed / Upsized / Downsized, every row carrying previous and new values, with risk flags on Terminated and Downsized and re-timing flags on Ahead and Delayed. The stored-previous-value discipline makes each week's diff reproducible.
What it loads into context
Frontmatter
282 tokensAlways available to the agent
SKILL.md
1,689 tokensWhen the skill is activated
Reference documents
574 tokensLoaded on request
Token counts are estimates. Scripts run separately; they are not counted as reference context.
The playbook
- Defaults
- Preflight
- Triggers
- Production Grounding
- Data Source Priority
- Methodology
- Modes
- Tool Fallbacks
- Output File
- Output Structure
- Error Handling
- Memory Load
- Snapshot
- Final Summary (TUI)
- References
Files
SKILL.mdcore7,208 bytesreferences/knowledge-frameworks.mddoc2,222 bytesreferences/modes.mddoc478 bytes
Read SKILL.md
> Methodology inspired by publicly taught clinical-trial monitoring frameworks; all text is an original paraphrase.
## Defaults
| Parameter | Default Value | Rationale |
|-----------|---------------|-----------|
| window | latest two snapshots | The diff is always between consecutive stored states |
| categories | all 11 | Complete change report; filter on request |
| risk_flags | on | Terminated / Downsized are surfaced first |
| gap_statement | on | Missing snapshot weeks are stated, never inferred |
## Preflight
Run canonical pre-flight per `contracts/preflight.md`. Include the `X-Agentii-Trace` header on every tool call per `contracts/x-agentii-trace-header.md` — carry the `_run_id` from your first tool result and name yourself (and your parent, if you were spawned). Confirm the snapshot coverage via `get_ct_status_changes` before framing any readout.View the complete source on GitHubearnings-preview-med
When your agent uses it
Med-adapted earnings preview: consensus estimates, historical surprises, guidance sensitivities, and the FDA-catalyst overlay (PDUFA/AdCom/trial readouts near the print) for biotech/pharma names.
What it loads into context
Frontmatter
240 tokensAlways available to the agent
SKILL.md
1,414 tokensWhen the skill is activated
Reference documents
765 tokensLoaded on request
Token counts are estimates. Scripts run separately; they are not counted as reference context.
The playbook
- Defaults
- Preflight
- Triggers
- Production Grounding
- Data Source Priority
- Methodology
- Modes
- Tool Fallbacks
- Output File
- Output Structure
- Error Handling
- Memory Load
- Snapshot
- Final Summary (TUI)
- References
Files
SKILL.mdcore6,011 bytesreferences/knowledge-frameworks.mddoc2,243 bytesreferences/modes.mddoc1,180 bytes
Read SKILL.md
> Methodology inspired by publicly taught earnings-preview frameworks; all text is an original paraphrase.
## Defaults
| Parameter | Default Value | Rationale |
|-----------|---------------|-----------|
| surprise_window | 8 quarters | Standard surprise history window |
| include_catalysts | true | Med prints move on catalysts as much as EPS |
| guidance_sensitivity | true | Guidance is the swing factor for pharma |
## Preflight
Run canonical pre-flight per `contracts/preflight.md`. Include the `X-Agentii-Trace` header on every tool call per `contracts/x-agentii-trace-header.md` — carry the `_run_id` from your first tool result and name yourself (and your parent, if you were spawned).
View the complete source on GitHubfda-catalyst-devices
When your agent uses it
Device-track catalyst analysis: 510(k), PMA, and De Novo decision events, CMS coverage and NTAP milestones, recalls and watch actions as risk signals, and post-market surveillance obligations — dated, verified, and sized per event for any medtech ticker or watchlist.
What it loads into context
Frontmatter
247 tokensAlways available to the agent
SKILL.md
1,719 tokensWhen the skill is activated
Reference documents
1,063 tokensLoaded on request
Token counts are estimates. Scripts run separately; they are not counted as reference context.
The playbook
- Defaults
- Preflight
- Triggers
- Production Grounding
- Data Source Priority
- Methodology
- Modes
- Tool Fallbacks
- Output File
- Output Structure
- Error Handling
- Memory Load
- Snapshot
- Final Summary (TUI)
- References
Files
SKILL.mdcore7,558 bytesreferences/knowledge-frameworks.mddoc4,280 bytesreferences/modes.mddoc575 bytes
Read SKILL.md
> Methodology inspired by publicly taught medtech catalyst frameworks; all text is an original paraphrase.
## Defaults
| Parameter | Default Value | Rationale |
|-----------|---------------|-----------|
| forward_window_quarters | 4 | Standard catalyst window; extend to 8 on request |
| include_superseded | false | Active-only events by default; supersede chains on request |
| coverage_lens | true | Coverage and NTAP milestones tracked alongside decision events |
| recall_scan | true | Recalls and watch actions surfaced as risk signals by default |
| holiday_labeling | true | Holiday-shifted weeks flagged on every calendar row |
## Preflight
View the complete source on GitHubfda-catalyst-medicines
When your agent uses it
CDER-track catalyst analysis for medicines: PDUFA target dates, AdCom votes, sNDA/sBLA label expansions, biosimilar interchangeability and 180-day exclusivity, Orange Book state, and CRL remediation timelines — enumerated, verified, and sized per event for any biotech/pharma ticker or watchlist.
What it loads into context
Frontmatter
348 tokensAlways available to the agent
SKILL.md
2,030 tokensWhen the skill is activated
Reference documents
1,282 tokensLoaded on request
Token counts are estimates. Scripts run separately; they are not counted as reference context.
The playbook
- Defaults
- Preflight
- Triggers
- Production Grounding
- Data Source Priority
- Methodology
- Modes
- Tool Fallbacks
- Output File
- Output Structure
- Error Handling
- Memory Load
- Snapshot
- Final Summary (TUI)
- References
Files
SKILL.mdcore8,378 bytesreferences/knowledge-frameworks.mddoc5,218 bytesreferences/modes.mddoc604 bytes
Read SKILL.md
> Methodology inspired by publicly taught biotech catalyst frameworks; all text is an original paraphrase.
## Defaults
| Parameter | Default Value | Rationale |
|-----------|---------------|-----------|
| forward_window_quarters | 4 | Standard catalyst window; extend to 8 on request |
| include_superseded | false | Active-only events by default; supersede chains on request |
| exclusivity_tracking | true | Orange Book and 180-day exclusivity state attached to launch-relevant events |
| holiday_labeling | true | Holiday-shifted weeks flagged on every calendar row |
| horizon_days | 180 | Default for get_upcoming_pdufa horizon |
## Preflight
View the complete source on GitHubfda-catalyst-vaccines
When your agent uses it
Vaccine catalyst analysis across the two-gate path: CBER BLA review and the ACIP recommendation gate that turns FDA approval into commercial availability. Lot release, procurement milestones, pediatric bridging, and healthy-population efficacy context — dated, verified, and sized per event.
What it loads into context
Frontmatter
249 tokensAlways available to the agent
SKILL.md
1,762 tokensWhen the skill is activated
Reference documents
1,118 tokensLoaded on request
Token counts are estimates. Scripts run separately; they are not counted as reference context.
The playbook
- Defaults
- Preflight
- Triggers
- Production Grounding
- Data Source Priority
- Methodology
- Modes
- Tool Fallbacks
- Output File
- Output Structure
- Error Handling
- Memory Load
- Snapshot
- Final Summary (TUI)
- References
Files
SKILL.mdcore7,554 bytesreferences/knowledge-frameworks.mddoc4,619 bytesreferences/modes.mddoc461 bytes
Read SKILL.md
> Methodology inspired by publicly taught vaccine commercial frameworks; all text is an original paraphrase.
## Defaults
| Parameter | Default Value | Rationale |
|-----------|---------------|-----------|
| forward_window_quarters | 4 | Standard catalyst window; extend to 8 on request |
| include_superseded | false | Active-only events by default; supersede chains on request |
| acip_gate | true | ACIP status always shown next to FDA decisions — approval is not availability |
| procurement_lens | true | Government purchasing and campaign milestones tracked |
| holiday_labeling | true | Holiday-shifted weeks flagged on every calendar row |
## Preflight
View the complete source on GitHubmarket-share-tracking
When your agent uses it
Weekly product-level commercial tracking — TRx/NRx with current/4-wk/12-wk share and YoY, launch curves overlaid with same-class analogs plus a consensus-implied trajectory, LOE/biosimilar erosion series, GTN/net-price stress brackets, and per-row data-caveat discipline. Use to track any launched drug, biologic, device, or vaccine against its class and consensus.
What it loads into context
Frontmatter
286 tokensAlways available to the agent
SKILL.md
1,870 tokensWhen the skill is activated
Reference documents
1,340 tokensLoaded on request
Token counts are estimates. Scripts run separately; they are not counted as reference context.
The playbook
- Defaults
- Preflight
- Triggers
- Production Grounding
- Data Source Priority
- Methodology
- Modes
- Tool Fallbacks
- Output File
- Output Structure
- Error Handling
- Memory Load
- Snapshot
- Final Summary (TUI)
- References
Files
SKILL.mdcore7,658 bytesreferences/knowledge-frameworks.mddoc4,921 bytesreferences/modes.mddoc1,203 bytes
Read SKILL.md
> Methodology inspired by publicly taught commercial-tracking approaches; all text is an original paraphrase.
## Defaults
| Parameter | Default Value | Rationale |
|-----------|---------------|-----------|
| windows | current / 4-wk / 12-wk | Three-window share + growth lattice |
| growth_metric | TRx YoY | Weekly, 4-wk, and 12-wk YoY alongside share |
| analog_count | 2 | ≥2 named same-class analogs on the launch board |
| consensus_source | company-level | Product consensus via segment-share math [DEDUCTED] |
| caveats | per-row | A number without a caveat annotation is a defect |
## Preflight
View the complete source on GitHubmed-event-takeaways
When your agent uses it
Post-event analyst note (conferences, KOL events, site visits) with the professional note anatomy — headline verdict, per-stock takeaways with model numbers, KOL distillation, cross-trial comparison lattices, modeled deltas vs consensus (peak × POS), three what's-changed vectors, risk bullets, and materiality-rated conflicting views. Use after any med event to convert the event into actionable takeaways.
What it loads into context
Frontmatter
290 tokensAlways available to the agent
SKILL.md
1,719 tokensWhen the skill is activated
Reference documents
1,023 tokensLoaded on request
Token counts are estimates. Scripts run separately; they are not counted as reference context.
The playbook
- Defaults
- Preflight
- Triggers
- Production Grounding
- Data Source Priority
- Methodology
- Modes
- Tool Fallbacks
- Output File
- Output Structure
- Error Handling
- Memory Load
- Snapshot
- Final Summary (TUI)
- References
Files
SKILL.mdcore7,154 bytesSKILL.mdcore7,154 bytesreferences/knowledge-frameworks.mddoc3,610 bytesreferences/modes.mddoc1,168 bytes
Read SKILL.md
> Methodology inspired by publicly taught sell-side note-writing practice; all text is an original paraphrase.
## Defaults
| Parameter | Default Value | Rationale |
|-----------|---------------|-----------|
| note_anatomy | 9 sections | headline → per-stock → KOL → lattices → deltas → vectors → risks → trackers |
| delta_framing | peak × POS | Modeled deltas vs consensus are unadjusted peak × POS |
| conflict_policy | materiality-rated | Surface verbatim, rate materiality, or defer to an outcomes trial |
| vector_set | estimates/thesis/positioning | The three what's-changed vectors per covered name |
## Preflight
Run canonical pre-flight per `contracts/preflight.md`. Include the `X-Agentii-Trace` header on every tool call per `contracts/x-agentii-trace-header.md` — carry the `_run_id` from your first tool result and name yourself (and your parent, if you were spawned). Confirm ticker resolution via `search_companies` before event queries.View the complete source on GitHubmed-market-sizing
When your agent uses it
Patient-flow market sizing for med products — prevalence → diagnosed → interested → affordable → covered → treated → persistent, priced as price × duration per cohort, with capacity constraints, named historical analog anchoring, and always bull/base/bear named-driver grids. Use to size a therapy area or product market before any valuation or share work.
What it loads into context
Frontmatter
258 tokensAlways available to the agent
SKILL.md
1,729 tokensWhen the skill is activated
Reference documents
977 tokensLoaded on request
Token counts are estimates. Scripts run separately; they are not counted as reference context.
The playbook
- Defaults
- Preflight
- Triggers
- Production Grounding
- Data Source Priority
- Methodology
- Modes
- Tool Fallbacks
- Output File
- Output Structure
- Error Handling
- Memory Load
- Snapshot
- Final Summary (TUI)
- References
Files
SKILL.mdcore7,404 bytesSKILL.mdcore7,404 bytesreferences/knowledge-frameworks.mddoc3,493 bytesreferences/modes.mddoc1,167 bytes
Read SKILL.md
> Methodology inspired by publicly taught patient-flow sizing approaches; all text is an original paraphrase.
## Defaults
| Parameter | Default Value | Rationale |
|-----------|---------------|-----------|
| funnel_stages | 7 | prevalence → diagnosed → interested → affordable → covered → treated → persistent |
| affordability_rule | ~10% monthly budget | Income-share rule per cohort and country |
| scenario_grid | bull/base/bear | Never a single point number |
| analog_anchors | named | Statins for penetration, tech S-curves for adoption |
| capacity_state | explicit | Supply-constrained vs demand-limited + flip condition |
## Preflight
View the complete source on GitHubpeer-bench-med
When your agent uses it
Med peer benchmarking: select actual biotech/pharma peers via the med universe (drug/indication overlap where possible) and compare med-relevant metrics — pipeline depth, catalyst density, cash position, margins, valuation multiples.
What it loads into context
Frontmatter
263 tokensAlways available to the agent
SKILL.md
1,637 tokensWhen the skill is activated
Reference documents
800 tokensLoaded on request
Token counts are estimates. Scripts run separately; they are not counted as reference context.
The playbook
- Defaults
- Preflight
- Triggers
- Production Grounding
- Data Source Priority
- Methodology
- Modes
- Tool Fallbacks
- Output File
- Output Structure
- Error Handling
- Memory Load
- Snapshot
- Final Summary (TUI)
- References
Files
SKILL.mdcore7,058 bytesSKILL.mdcore7,058 bytesreferences/knowledge-frameworks.mddoc2,396 bytesreferences/modes.mddoc1,174 bytes
Read SKILL.md
> Methodology inspired by publicly taught peer-comparison frameworks; all text is an original paraphrase.
## Defaults
| Parameter | Default Value | Rationale |
|-----------|---------------|-----------|
| peer_count | 4-6 | Comparable-set size standard for comps |
| peer_logic | indication/drug overlap first | Med peers are defined by science, not SIC codes |
| include_med_metrics | true | Pipeline depth, catalyst density, cash runway |
## Preflight
Run canonical pre-flight per `contracts/preflight.md`. Include the `X-Agentii-Trace` header on every tool call per `contracts/x-agentii-trace-header.md` — carry the `_run_id` from your first tool result and name yourself (and your parent, if you were spawned).
View the complete source on GitHubpipeline-devices
When your agent uses it
Device pipeline analysis: feasibility and pivotal study stages, design-iteration cycles, RWE studies, and post-market obligations, with reimbursement-aware value framing and decision-track awareness across the med universe.
What it loads into context
Frontmatter
199 tokensAlways available to the agent
SKILL.md
1,469 tokensWhen the skill is activated
Reference documents
1,088 tokensLoaded on request
Token counts are estimates. Scripts run separately; they are not counted as reference context.
The playbook
- Defaults
- Preflight
- Triggers
- Production Grounding
- Data Source Priority
- Methodology
- Modes
- Tool Fallbacks
- Output File
- Output Structure
- Error Handling
- Memory Load
- Snapshot
- Final Summary (TUI)
- References
Files
SKILL.mdcore6,527 bytesreferences/knowledge-frameworks.mddoc4,744 bytesreferences/modes.mddoc430 bytes
Read SKILL.md
> Methodology inspired by publicly taught medtech pipeline frameworks; all text is an original paraphrase.
## Defaults
| Parameter | Default Value | Rationale |
|-----------|---------------|-----------|
| asset_scope | all disclosed devices | Full-pipeline enumeration first |
| stage_lens | feasibility + pivotal | Design-iteration stages, not drug-phase labels |
| reimbursement_aware | true | Value framed against coverage paths, not raw approval |
| post_market_scan | true | Obligations and surveillance state surfaced |
| value_frame | risk-adjusted | Modeled value = unadjusted peak x POS, both shown |
## Preflight
View the complete source on GitHubpipeline-medicines
When your agent uses it
Medicines pipeline analysis over structured universes: Phase I-III assets with probability-of-success discipline (unadjusted peak x POS = modeled value; POS changes logged with reasons), trial status-diff tracking, and mechanism/competitor mapping via drug-knowledge lookups.
What it loads into context
Frontmatter
266 tokensAlways available to the agent
SKILL.md
1,654 tokensWhen the skill is activated
Reference documents
1,114 tokensLoaded on request
Token counts are estimates. Scripts run separately; they are not counted as reference context.
The playbook
- Defaults
- Preflight
- Triggers
- Production Grounding
- Data Source Priority
- Methodology
- Modes
- Tool Fallbacks
- Output File
- Output Structure
- Error Handling
- Memory Load
- Snapshot
- Final Summary (TUI)
- References
Files
SKILL.mdcore7,016 bytesSKILL.mdcore7,016 bytesreferences/knowledge-frameworks.mddoc4,623 bytesreferences/modes.mddoc419 bytes
Read SKILL.md
> Methodology inspired by publicly taught pipeline-valuation frameworks; all text is an original paraphrase.
## Defaults
| Parameter | Default Value | Rationale |
|-----------|---------------|-----------|
| asset_scope | all disclosed assets | Full-pipeline enumeration first |
| pos_source | published phase transition ranges | Starting point, then adjusted with logged reasons |
| status_diff | true | Previous vs current trial status shown per asset |
| competitor_map | true | Same-target and same-indication crowding surfaced |
| value_frame | risk-adjusted | Modeled value = unadjusted peak x POS, both shown |
## Preflight
View the complete source on GitHubpipeline-vaccines
When your agent uses it
Vaccine pipeline analysis: immunogenicity and seroconversion studies, lot-consistency trials, healthy-population efficacy designs, and age-cohort bridging, with the ACIP gate built into the value path across the med universe.
What it loads into context
Frontmatter
218 tokensAlways available to the agent
SKILL.md
1,583 tokensWhen the skill is activated
Reference documents
1,114 tokensLoaded on request
Token counts are estimates. Scripts run separately; they are not counted as reference context.
The playbook
- Defaults
- Preflight
- Triggers
- Production Grounding
- Data Source Priority
- Methodology
- Modes
- Tool Fallbacks
- Output File
- Output Structure
- Error Handling
- Memory Load
- Snapshot
- Final Summary (TUI)
- References
Files
SKILL.mdcore6,748 bytesreferences/knowledge-frameworks.mddoc4,750 bytesreferences/modes.mddoc428 bytes
Read SKILL.md
> Methodology inspired by publicly taught vaccine development frameworks; all text is an original paraphrase.
## Defaults
| Parameter | Default Value | Rationale |
|-----------|---------------|-----------|
| asset_scope | all disclosed vaccine assets | Full-pipeline enumeration first |
| evidence_lens | immunogenicity + efficacy | Correlate studies distinguished from efficacy trials |
| acip_gate | true | ACIP path modeled as part of pipeline value |
| cohort_lens | true | Age-cohort bridging tracked per asset |
| value_frame | risk-adjusted | Modeled value = unadjusted peak x POS, both shown |
## Preflight
View the complete source on GitHubrecent-quarter-med
When your agent uses it
Med-adapted recent-quarter review: last print financials, pipeline-milestone awareness, and FDA-event context — reads the quarter through the med lens (milestones moved, runway, regulatory updates) rather than generic financials alone.
What it loads into context
Frontmatter
250 tokensAlways available to the agent
SKILL.md
1,409 tokensWhen the skill is activated
Reference documents
763 tokensLoaded on request
Token counts are estimates. Scripts run separately; they are not counted as reference context.
The playbook
- Defaults
- Preflight
- Triggers
- Production Grounding
- Data Source Priority
- Methodology
- Modes
- Tool Fallbacks
- Output File
- Output Structure
- Error Handling
- Memory Load
- Snapshot
- Final Summary (TUI)
- References
Files
SKILL.mdcore6,043 bytesreferences/knowledge-frameworks.mddoc2,238 bytesreferences/modes.mddoc1,178 bytes
Read SKILL.md
> Methodology inspired by publicly taught quarter-review frameworks; all text is an original paraphrase.
## Defaults
| Parameter | Default Value | Rationale |
|-----------|---------------|-----------|
| review_quarters | 1 | Recent quarter focus |
| include_milestones | true | Pipeline milestones are med quarter content |
| include_regulatory | true | CRL/approval/AdCom updates belong in the review |
## Preflight
Run canonical pre-flight per `contracts/preflight.md`. Include the `X-Agentii-Trace` header on every tool call per `contracts/x-agentii-trace-header.md` — carry the `_run_id` from your first tool result and name yourself (and your parent, if you were spawned).
View the complete source on GitHubsector-overview-med
When your agent uses it
Med-sector overview across med.medicines_biotech and med.medical_devices with med trends, catalysts, FDA-decision context, and a cross-sector ripple map (quantified sign/magnitude per name). Use to frame any biotech/pharma/device analysis before diving into a single name.
What it loads into context
Frontmatter
256 tokensAlways available to the agent
SKILL.md
1,437 tokensWhen the skill is activated
Reference documents
752 tokensLoaded on request
Token counts are estimates. Scripts run separately; they are not counted as reference context.
The playbook
- Defaults
- Preflight
- Triggers
- Production Grounding
- Data Source Priority
- Methodology
- Modes
- Tool Fallbacks
- Output File
- Output Structure
- Error Handling
- Memory Load
- Snapshot
- Final Summary (TUI)
- References
Files
SKILL.mdcore6,166 bytesSKILL.mdcore6,166 bytesreferences/knowledge-frameworks.mddoc2,247 bytesreferences/modes.mddoc1,179 bytes
Read SKILL.md
> Methodology inspired by publicly taught sector-framing approaches; all text is an original paraphrase.
## Defaults
| Parameter | Default Value | Rationale |
|-----------|---------------|-----------|
| taxonomy_level | industry (2 med industries) | Med sector frames at industry granularity |
| include_catalysts | true | FDA decisions are the defining med-sector driver |
| lookback_quarters | 4 | Standard trend window |
## Preflight
Run canonical pre-flight per `contracts/preflight.md`. Include the `X-Agentii-Trace` header on every tool call per `contracts/x-agentii-trace-header.md` — carry the `_run_id` from your first tool result and name yourself (and your parent, if you were spawned).
View the complete source on GitHubtrial-readout-analysis
When your agent uses it
Clinical-trial readout analysis: pull the trial, evaluate the readout with AdCom-style scrutiny (endpoints, statistics, subgroups, missing data, safety, tolerability/persistence), place it in a cross-trial comparison lattice vs SoC and class peers, and size the stock reaction with historical grounding. The judgment core for binary biotech events.
What it loads into context
Frontmatter
286 tokensAlways available to the agent
SKILL.md
1,632 tokensWhen the skill is activated
Reference documents
941 tokensLoaded on request
Token counts are estimates. Scripts run separately; they are not counted as reference context.
The playbook
- Defaults
- Preflight
- Triggers
- Production Grounding
- Data Source Priority
- Methodology
- Modes
- Tool Fallbacks
- Output File
- Output Structure
- Error Handling
- Memory Load
- Snapshot
- Final Summary (TUI)
- References
Files
SKILL.mdcore7,006 bytesreferences/knowledge-frameworks.mddoc3,232 bytesreferences/modes.mddoc1,182 bytes
Read SKILL.md
> Methodology inspired by publicly taught clinical-trial frameworks; all text is an original paraphrase.
## Defaults
| Parameter | Default Value | Rationale |
|-----------|---------------|-----------|
| scrutiny_axes | all six + tolerability | Safety/stats/subgroups/missing data/endpoints/benefit-risk + tolerability/persistence as co-equal axis |
| lattice_comparators | SoC + class peers | Every readout is placed against standard of care and same-class peers |
| safety_imbalance | defer to outcomes | Small-N safety imbalances defer the verdict to a larger outcomes trial |
| conflict_policy | materiality-rated | Conflicting readings surfaced verbatim, rated by materiality or deferred |
| outcome_framing | base/bull/bear | Binary readouts need scenario sizing |
| reaction_context | historical cases | Size moves from past analogues |
## PreflightView the complete source on GitHubbusiness-model
When your agent uses it
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
What it loads into context
Frontmatter
327 tokensAlways available to the agent
SKILL.md
2,577 tokensWhen the skill is activated
Reference documents
7,806 tokensLoaded on request
Token counts are estimates. Scripts run separately; they are not counted as reference context.
The playbook
- Preflight
- Triggers
- Defaults
- Production Grounding
- Data Source Priority (mandatory order)
- Methodology
- Modes (5 — structural equity analysis)
- Tool Fallbacks
- Output File
- Output Structure
- Memory & Snapshot
- Final Summary (TUI)
- Error Handling
Files
SKILL.mdcore11,107 bytesreferences/knowledge-frameworks.mddoc2,227 bytesreferences/methodology.mddoc5,058 bytesreferences/moat-methodology.mddoc15,453 bytesreferences/modes.mddoc4,246 bytesreferences/output-structure.mddoc2,294 bytesreferences/tool-fallbacks.mddoc1,809 bytesreferences/wsp-methodology.mddoc4,472 bytes
Read SKILL.md
<!-- analog: equity-research-core/business-model -->
## Preflight
Run canonical pre-flight per `contracts/preflight.md`.
Include the `X-Agentii-Trace` header on every tool call per `contracts/x-agentii-trace-header.md` — carry the `_run_id` from your first tool result and name yourself (and your parent, if you were spawned).
## Triggers
- analyze the business model of {ticker}
- run business model analysis on {ticker}
- decompose the business model of {ticker}
- what does {ticker} sell and how does it make moneyView the complete source on GitHubcompetitive
When your agent uses it
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
What it loads into context
Frontmatter
257 tokensAlways available to the agent
SKILL.md
1,865 tokensWhen the skill is activated
Reference documents
2,393 tokensLoaded on request
Token counts are estimates. Scripts run separately; they are not counted as reference context.
The playbook
- Preflight
- Triggers
- Defaults
- Methodology
- Tool Fallbacks
- Output File
- Output Structure
- Memory & Snapshot
- Final Summary (TUI)
- Error Handling
Files
SKILL.mdcore8,266 bytesreferences/knowledge-frameworks.mddoc2,227 bytesreferences/modes.mddoc3,973 bytesreferences/output-structure.mddoc2,562 bytesreferences/tool-fallbacks.mddoc1,840 bytes
Read SKILL.md
<!-- analog: sector-overview -->
## Preflight
Run canonical pre-flight per `contracts/preflight.md`.
Include the `X-Agentii-Trace` header on every tool call per `contracts/x-agentii-trace-header.md` — carry the `_run_id` from your first tool result and name yourself (and your parent, if you were spawned).
## Triggers
- analyze competitive landscape
- run competitive landscape analysis
- produce competitive landscape report
- competitive landscape breakdownView the complete source on GitHubearnings-sentiment
When your agent uses it
Earnings sentiment analysis, analyst estimates vs guidance, earnings surprise history, consensus sentiment, earnings revision trends, analyst rating changes, earnings beat miss track record, guidance accuracy, whisper numbers, pre-announcement sentiment
What it loads into context
Frontmatter
250 tokensAlways available to the agent
SKILL.md
1,673 tokensWhen the skill is activated
Reference documents
6,186 tokensLoaded on request
Token counts are estimates. Scripts run separately; they are not counted as reference context.
The playbook
- Preflight
- Triggers
- Defaults
- Methodology
- Tool Fallbacks
- Output File
- Output Structure
- Memory & Snapshot
- Final Summary (TUI)
- Error Handling
Files
SKILL.mdcore7,372 bytesreferences/knowledge-frameworks.mddoc2,227 bytesreferences/methodology.mddoc2,021 bytesreferences/modes.mddoc11,508 bytesreferences/output-structure.mddoc2,187 bytesreferences/tool-fallbacks.mddoc1,847 bytesreferences/wsp-methodology.mddoc5,439 bytes
Read SKILL.md
<!-- analog: catalyst-calendar -->
## Preflight
Run canonical pre-flight per `contracts/preflight.md`.
Include the `X-Agentii-Trace` header on every tool call per `contracts/x-agentii-trace-header.md` — carry the `_run_id` from your first tool result and name yourself (and your parent, if you were spawned).
## Triggers
- analyze earnings sentiment
- run earnings sentiment analysis
- produce earnings sentiment report
- earnings sentiment breakdownView the complete source on GitHubgrowth-strategy
When your agent uses it
Growth strategy analysis, organic growth decomposition, inorganic growth, M&A strategy, pipeline analysis, revenue growth drivers, strategic initiatives, expansion strategy, growth trajectory, product pipeline growth
What it loads into context
Frontmatter
231 tokensAlways available to the agent
SKILL.md
1,787 tokensWhen the skill is activated
Reference documents
5,955 tokensLoaded on request
Token counts are estimates. Scripts run separately; they are not counted as reference context.
The playbook
- Preflight
- Triggers
- Defaults
- Methodology
- Tool Fallbacks
- Output File
- Output Structure
- Memory & Snapshot
- Final Summary (TUI)
- Error Handling
Files
SKILL.mdcore7,774 bytesreferences/growth-frameworks-methodology.mddoc3,083 bytesreferences/knowledge-frameworks.mddoc2,227 bytesreferences/modes.mddoc15,236 bytesreferences/output-structure.mddoc2,093 bytesreferences/tool-fallbacks.mddoc1,844 bytes
Read SKILL.md
<!-- analog: initiating-coverage -->
## Preflight
Run canonical pre-flight per `contracts/preflight.md`.
Include the `X-Agentii-Trace` header on every tool call per `contracts/x-agentii-trace-header.md` — carry the `_run_id` from your first tool result and name yourself (and your parent, if you were spawned).
## Triggers
- analyze growth strategy
- run growth strategy analysis
- produce growth strategy report
- growth strategy breakdownView the complete source on GitHubrecent-quarter
When your agent uses it
Recent quarter performance analysis, quarterly earnings review, last quarter results, quarterly financial performance, analyze recent quarter, Q4 earnings, quarterly revenue breakdown, EPS this quarter, margin analysis recent quarter, sequential growth, quarterly performance review
What it loads into context
Frontmatter
251 tokensAlways available to the agent
SKILL.md
2,156 tokensWhen the skill is activated
Reference documents
4,011 tokensLoaded on request
Token counts are estimates. Scripts run separately; they are not counted as reference context.
The playbook
- Preflight
- Triggers
- Defaults
- Methodology
- Modes (5 — temporal / quantitative)
- Tool Fallbacks
- Output File
- Output Structure
- Memory & Snapshot
- Final Summary (TUI)
- Error Handling
Files
SKILL.mdcore9,219 bytesSKILL.mdcore9,219 bytesreferences/knowledge-frameworks.mddoc2,227 bytesreferences/modes.mddoc2,769 bytesreferences/output-structure.mddoc1,583 bytesreferences/tool-fallbacks.mddoc748 bytesreferences/wsp-methodology.mddoc12,423 bytes
Read SKILL.md
# Recent Quarter Performance
## Preflight
Run canonical pre-flight per `contracts/preflight.md`.
Include the `X-Agentii-Trace` header on every tool call per `contracts/x-agentii-trace-header.md` — carry the `_run_id` from your first tool result and name yourself (and your parent, if you were spawned).
## Triggers
- analyze recent quarter performance for {ticker}
- quarterly earnings review for {ticker}
- last quarter results {ticker}
- quarterly financial performance {ticker}View the complete source on GitHubrisk
When your agent uses it
Risk analysis, regulatory risk assessment, competitive risk, macro risk, technology risk, litigation risk, financial risk assessment, enterprise risk, operational risk, geopolitical risk exposure
What it loads into context
Frontmatter
226 tokensAlways available to the agent
SKILL.md
1,791 tokensWhen the skill is activated
Reference documents
3,080 tokensLoaded on request
Token counts are estimates. Scripts run separately; they are not counted as reference context.
The playbook
- Preflight
- Triggers
- Defaults
- Methodology
- Tool Fallbacks
- Output File
- Output Structure
- Memory & Snapshot
- Final Summary (TUI)
- Error Handling
Files
SKILL.mdcore7,764 bytesreferences/knowledge-frameworks.mddoc2,227 bytesreferences/modes.mddoc2,283 bytesreferences/output-structure.mddoc1,960 bytesreferences/tool-fallbacks.mddoc1,833 bytesreferences/wsp-methodology.mddoc6,891 bytes
Read SKILL.md
<!-- analog: thesis-tracker -->
## Preflight
Run canonical pre-flight per `contracts/preflight.md`.
Include the `X-Agentii-Trace` header on every tool call per `contracts/x-agentii-trace-header.md` — carry the `_run_id` from your first tool result and name yourself (and your parent, if you were spawned).
## Triggers
- analyze risk analysis
- run risk analysis analysis
- produce risk analysis report
- risk analysis breakdownView the complete source on GitHubsecular-trends
When your agent uses it
Secular technology trends, technology adoption cycle, disruption risk, AI impact analysis, digital transformation, industry 4.0 trends, technology moat, innovation trajectory, R&D effectiveness, tech competitive positioning
What it loads into context
Frontmatter
272 tokensAlways available to the agent
SKILL.md
1,834 tokensWhen the skill is activated
Reference documents
2,750 tokensLoaded on request
Token counts are estimates. Scripts run separately; they are not counted as reference context.
The playbook
- Preflight
- Triggers
- Defaults
- Methodology
- Tool Fallbacks
- Output File
- Output Structure
- Memory & Snapshot
- Final Summary (TUI)
- Error Handling
Files
SKILL.mdcore7,940 bytesreferences/knowledge-frameworks.mddoc2,227 bytesreferences/modes.mddoc4,879 bytesreferences/output-structure.mddoc3,003 bytesreferences/tool-fallbacks.mddoc1,843 bytes
Read SKILL.md
<!-- analog: idea-generation -->
## Preflight
Run canonical pre-flight per `contracts/preflight.md`.
Include the `X-Agentii-Trace` header on every tool call per `contracts/x-agentii-trace-header.md` — carry the `_run_id` from your first tool result and name yourself (and your parent, if you were spawned).
## Triggers
- analyze secular tech trends
- run secular tech trends analysis
- produce secular tech trends report
- secular tech trends breakdownView the complete source on GitHubturnaround
When your agent uses it
Turnaround analysis, stagnation detection, performance inflection, operational improvement, restructuring analysis, management change impact, cost cutting effectiveness, business transformation, recovery trajectory, operational metrics improvement
What it loads into context
Frontmatter
254 tokensAlways available to the agent
SKILL.md
1,819 tokensWhen the skill is activated
Reference documents
3,539 tokensLoaded on request
Token counts are estimates. Scripts run separately; they are not counted as reference context.
The playbook
- Preflight
- Triggers
- Defaults
- Methodology
- Tool Fallbacks
- Output File
- Output Structure
- Memory & Snapshot
- Final Summary (TUI)
- Error Handling
Files
SKILL.mdcore7,959 bytesreferences/knowledge-frameworks.mddoc2,227 bytesreferences/life-cycle-methodology.mddoc4,623 bytesreferences/modes.mddoc4,393 bytesreferences/output-structure.mddoc2,792 bytesreferences/tool-fallbacks.mddoc1,839 bytes
Read SKILL.md
<!-- analog: thesis-tracker -->
## Preflight
Run canonical pre-flight per `contracts/preflight.md`.
Include the `X-Agentii-Trace` header on every tool call per `contracts/x-agentii-trace-header.md` — carry the `_run_id` from your first tool result and name yourself (and your parent, if you were spawned).
## Triggers
- analyze turnaround stagnation
- run turnaround stagnation analysis
- produce turnaround stagnation report
- turnaround stagnation breakdownView the complete source on GitHubvaluation-methods
When your agent uses it
Valuation methods analysis, DCF inputs, comparable multiples, P/E ratio, EV/EBITDA, price to book, valuation assumptions, relative valuation, intrinsic value, fair value estimate
What it loads into context
Frontmatter
226 tokensAlways available to the agent
SKILL.md
1,668 tokensWhen the skill is activated
Reference documents
5,215 tokensLoaded on request
Token counts are estimates. Scripts run separately; they are not counted as reference context.
The playbook
- Preflight
- Triggers
- Defaults
- Methodology
- Tool Fallbacks
- Output File
- Output Structure
- Memory & Snapshot
- Final Summary (TUI)
- Error Handling
Files
SKILL.mdcore7,428 bytesreferences/knowledge-frameworks.mddoc2,227 bytesreferences/methodology.mddoc1,873 bytesreferences/modes.mddoc1,699 bytesreferences/output-structure.mddoc1,894 bytesreferences/tier-methodology.mddoc7,394 bytesreferences/tool-fallbacks.mddoc1,846 bytesreferences/wsp-methodology.mddoc7,454 bytes
Read SKILL.md
<!-- analog: initiating-coverage -->
## Preflight
Run canonical pre-flight per `contracts/preflight.md`.
Include the `X-Agentii-Trace` header on every tool call per `contracts/x-agentii-trace-header.md` — carry the `_run_id` from your first tool result and name yourself (and your parent, if you were spawned).
## Triggers
- analyze valuation methods
- run valuation methods analysis
- produce valuation methods report
- valuation methods breakdownView the complete source on GitHubbusiness-model
When your agent uses it
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
What it loads into context
Frontmatter
327 tokensAlways available to the agent
SKILL.md
2,637 tokensWhen the skill is activated
Reference documents
7,806 tokensLoaded on request
Token counts are estimates. Scripts run separately; they are not counted as reference context.
The playbook
- Preflight
- Triggers
- Defaults
- Production Grounding
- Data Source Priority (mandatory order)
- Methodology
- Modes (5 — structural equity analysis)
- Tool Fallbacks
- Output File
- Output Structure
- Memory & Snapshot
- Final Summary (TUI)
- Error Handling
Files
SKILL.mdcore11,383 bytesreferences/knowledge-frameworks.mddoc2,227 bytesreferences/methodology.mddoc5,058 bytesreferences/moat-methodology.mddoc15,453 bytesreferences/modes.mddoc4,246 bytesreferences/output-structure.mddoc2,294 bytesreferences/tool-fallbacks.mddoc1,809 bytesreferences/wsp-methodology.mddoc4,472 bytes
Read SKILL.md
<!-- analog: equity-research-core/business-model -->
## Preflight
When a request names a period, call `resolve_period(ticker, expression, as_of?)` first and use its fiscal `period_id`; never derive a quarter from the fiscal-calendar month, pass `as_of` for historical analysis, and return a typed absence instead of widening the date range.
Run canonical pre-flight per `contracts/preflight.md`.
Include the `X-Agentii-Trace` header on every tool call per `contracts/x-agentii-trace-header.md` — carry the `_run_id` from your first tool result and name yourself (and your parent, if you were spawned).
## Triggers
- analyze the business model of {ticker}
- run business model analysis on {ticker}View the complete source on GitHubcompetitive
When your agent uses it
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
What it loads into context
Frontmatter
257 tokensAlways available to the agent
SKILL.md
1,925 tokensWhen the skill is activated
Reference documents
2,393 tokensLoaded on request
Token counts are estimates. Scripts run separately; they are not counted as reference context.
The playbook
- Preflight
- Triggers
- Defaults
- Methodology
- Tool Fallbacks
- Output File
- Output Structure
- Memory & Snapshot
- Final Summary (TUI)
- Error Handling
Files
SKILL.mdcore8,542 bytesreferences/knowledge-frameworks.mddoc2,227 bytesreferences/modes.mddoc3,973 bytesreferences/output-structure.mddoc2,562 bytesreferences/tool-fallbacks.mddoc1,840 bytes
Read SKILL.md
<!-- analog: sector-overview -->
## Preflight
When a request names a period, call `resolve_period(ticker, expression, as_of?)` first and use its fiscal `period_id`; never derive a quarter from the fiscal-calendar month, pass `as_of` for historical analysis, and return a typed absence instead of widening the date range.
Run canonical pre-flight per `contracts/preflight.md`.
Include the `X-Agentii-Trace` header on every tool call per `contracts/x-agentii-trace-header.md` — carry the `_run_id` from your first tool result and name yourself (and your parent, if you were spawned).
## Triggers
- analyze competitive landscape
- run competitive landscape analysisView the complete source on GitHubearnings-sentiment
When your agent uses it
Earnings sentiment analysis, analyst estimates vs guidance, earnings surprise history, consensus sentiment, earnings revision trends, analyst rating changes, earnings beat miss track record, guidance accuracy, whisper numbers, pre-announcement sentiment
What it loads into context
Frontmatter
250 tokensAlways available to the agent
SKILL.md
1,733 tokensWhen the skill is activated
Reference documents
6,186 tokensLoaded on request
Token counts are estimates. Scripts run separately; they are not counted as reference context.
The playbook
- Preflight
- Triggers
- Defaults
- Methodology
- Tool Fallbacks
- Output File
- Output Structure
- Memory & Snapshot
- Final Summary (TUI)
- Error Handling
Files
SKILL.mdcore7,648 bytesreferences/knowledge-frameworks.mddoc2,227 bytesreferences/methodology.mddoc2,021 bytesreferences/modes.mddoc11,508 bytesreferences/output-structure.mddoc2,187 bytesreferences/tool-fallbacks.mddoc1,847 bytesreferences/wsp-methodology.mddoc5,439 bytes
Read SKILL.md
<!-- analog: catalyst-calendar -->
## Preflight
When a request names a period, call `resolve_period(ticker, expression, as_of?)` first and use its fiscal `period_id`; never derive a quarter from the fiscal-calendar month, pass `as_of` for historical analysis, and return a typed absence instead of widening the date range.
Run canonical pre-flight per `contracts/preflight.md`.
Include the `X-Agentii-Trace` header on every tool call per `contracts/x-agentii-trace-header.md` — carry the `_run_id` from your first tool result and name yourself (and your parent, if you were spawned).
## Triggers
- analyze earnings sentiment
- run earnings sentiment analysisView the complete source on GitHubgrowth-strategy
When your agent uses it
Growth strategy analysis, organic growth decomposition, inorganic growth, M&A strategy, pipeline analysis, revenue growth drivers, strategic initiatives, expansion strategy, growth trajectory, product pipeline growth
What it loads into context
Frontmatter
231 tokensAlways available to the agent
SKILL.md
1,847 tokensWhen the skill is activated
Reference documents
5,955 tokensLoaded on request
Token counts are estimates. Scripts run separately; they are not counted as reference context.
The playbook
- Preflight
- Triggers
- Defaults
- Methodology
- Tool Fallbacks
- Output File
- Output Structure
- Memory & Snapshot
- Final Summary (TUI)
- Error Handling
Files
SKILL.mdcore8,050 bytesreferences/growth-frameworks-methodology.mddoc3,083 bytesreferences/knowledge-frameworks.mddoc2,227 bytesreferences/modes.mddoc15,236 bytesreferences/output-structure.mddoc2,093 bytesreferences/tool-fallbacks.mddoc1,844 bytes
Read SKILL.md
<!-- analog: initiating-coverage -->
## Preflight
When a request names a period, call `resolve_period(ticker, expression, as_of?)` first and use its fiscal `period_id`; never derive a quarter from the fiscal-calendar month, pass `as_of` for historical analysis, and return a typed absence instead of widening the date range.
Run canonical pre-flight per `contracts/preflight.md`.
Include the `X-Agentii-Trace` header on every tool call per `contracts/x-agentii-trace-header.md` — carry the `_run_id` from your first tool result and name yourself (and your parent, if you were spawned).
## Triggers
- analyze growth strategy
- run growth strategy analysisView the complete source on GitHubrecent-quarter
When your agent uses it
Recent quarter performance analysis, quarterly earnings review, last quarter results, quarterly financial performance, analyze recent quarter, Q4 earnings, quarterly revenue breakdown, EPS this quarter, margin analysis recent quarter, sequential growth, quarterly performance review
What it loads into context
Frontmatter
279 tokensAlways available to the agent
SKILL.md
2,379 tokensWhen the skill is activated
Reference documents
4,122 tokensLoaded on request
Token counts are estimates. Scripts run separately; they are not counted as reference context.
The playbook
- Preflight
- Triggers
- Defaults
- Methodology
- Modes (5 — temporal / quantitative)
- Tool Fallbacks
- Output File
- Output Structure
- Memory & Snapshot
- Final Summary (TUI)
- Error Handling
Files
SKILL.mdcore10,226 bytesSKILL.mdcore10,226 bytesreferences/knowledge-frameworks.mddoc2,227 bytesreferences/modes.mddoc3,150 bytesreferences/output-structure.mddoc1,583 bytesreferences/tool-fallbacks.mddoc778 bytesreferences/wsp-methodology.mddoc12,423 bytes
Read SKILL.md
# Recent Quarter Performance
## Preflight
Run canonical pre-flight per `contracts/preflight.md`.
Include the `X-Agentii-Trace` header on every tool call per `contracts/x-agentii-trace-header.md` — carry the `_run_id` from your first tool result and name yourself (and your parent, if you were spawned).
## Triggers
- analyze recent quarter performance for {ticker}
- quarterly earnings review for {ticker}
- last quarter results {ticker}
- quarterly financial performance {ticker}View the complete source on GitHubrisk
When your agent uses it
Risk analysis, regulatory risk assessment, competitive risk, macro risk, technology risk, litigation risk, financial risk assessment, enterprise risk, operational risk, geopolitical risk exposure
What it loads into context
Frontmatter
226 tokensAlways available to the agent
SKILL.md
1,851 tokensWhen the skill is activated
Reference documents
3,080 tokensLoaded on request
Token counts are estimates. Scripts run separately; they are not counted as reference context.
The playbook
- Preflight
- Triggers
- Defaults
- Methodology
- Tool Fallbacks
- Output File
- Output Structure
- Memory & Snapshot
- Final Summary (TUI)
- Error Handling
Files
SKILL.mdcore8,040 bytesreferences/knowledge-frameworks.mddoc2,227 bytesreferences/modes.mddoc2,283 bytesreferences/output-structure.mddoc1,960 bytesreferences/tool-fallbacks.mddoc1,833 bytesreferences/wsp-methodology.mddoc6,891 bytes
Read SKILL.md
<!-- analog: thesis-tracker -->
## Preflight
When a request names a period, call `resolve_period(ticker, expression, as_of?)` first and use its fiscal `period_id`; never derive a quarter from the fiscal-calendar month, pass `as_of` for historical analysis, and return a typed absence instead of widening the date range.
Run canonical pre-flight per `contracts/preflight.md`.
Include the `X-Agentii-Trace` header on every tool call per `contracts/x-agentii-trace-header.md` — carry the `_run_id` from your first tool result and name yourself (and your parent, if you were spawned).
## Triggers
- analyze risk analysis
- run risk analysis analysisView the complete source on GitHubsecular-trends
When your agent uses it
Secular technology trends, technology adoption cycle, disruption risk, AI impact analysis, digital transformation, industry 4.0 trends, technology moat, innovation trajectory, R&D effectiveness, tech competitive positioning
What it loads into context
Frontmatter
272 tokensAlways available to the agent
SKILL.md
1,894 tokensWhen the skill is activated
Reference documents
2,750 tokensLoaded on request
Token counts are estimates. Scripts run separately; they are not counted as reference context.
The playbook
- Preflight
- Triggers
- Defaults
- Methodology
- Tool Fallbacks
- Output File
- Output Structure
- Memory & Snapshot
- Final Summary (TUI)
- Error Handling
Files
SKILL.mdcore8,216 bytesreferences/knowledge-frameworks.mddoc2,227 bytesreferences/modes.mddoc4,879 bytesreferences/output-structure.mddoc3,003 bytesreferences/tool-fallbacks.mddoc1,843 bytes
Read SKILL.md
<!-- analog: idea-generation -->
## Preflight
When a request names a period, call `resolve_period(ticker, expression, as_of?)` first and use its fiscal `period_id`; never derive a quarter from the fiscal-calendar month, pass `as_of` for historical analysis, and return a typed absence instead of widening the date range.
Run canonical pre-flight per `contracts/preflight.md`.
Include the `X-Agentii-Trace` header on every tool call per `contracts/x-agentii-trace-header.md` — carry the `_run_id` from your first tool result and name yourself (and your parent, if you were spawned).
## Triggers
- analyze secular tech trends
- run secular tech trends analysisView the complete source on GitHubturnaround
When your agent uses it
Turnaround analysis, stagnation detection, performance inflection, operational improvement, restructuring analysis, management change impact, cost cutting effectiveness, business transformation, recovery trajectory, operational metrics improvement
What it loads into context
Frontmatter
254 tokensAlways available to the agent
SKILL.md
1,879 tokensWhen the skill is activated
Reference documents
3,539 tokensLoaded on request
Token counts are estimates. Scripts run separately; they are not counted as reference context.
The playbook
- Preflight
- Triggers
- Defaults
- Methodology
- Tool Fallbacks
- Output File
- Output Structure
- Memory & Snapshot
- Final Summary (TUI)
- Error Handling
Files
SKILL.mdcore8,235 bytesreferences/knowledge-frameworks.mddoc2,227 bytesreferences/life-cycle-methodology.mddoc4,623 bytesreferences/modes.mddoc4,393 bytesreferences/output-structure.mddoc2,792 bytesreferences/tool-fallbacks.mddoc1,839 bytes
Read SKILL.md
<!-- analog: thesis-tracker -->
## Preflight
When a request names a period, call `resolve_period(ticker, expression, as_of?)` first and use its fiscal `period_id`; never derive a quarter from the fiscal-calendar month, pass `as_of` for historical analysis, and return a typed absence instead of widening the date range.
Run canonical pre-flight per `contracts/preflight.md`.
Include the `X-Agentii-Trace` header on every tool call per `contracts/x-agentii-trace-header.md` — carry the `_run_id` from your first tool result and name yourself (and your parent, if you were spawned).
## Triggers
- analyze turnaround stagnation
- run turnaround stagnation analysisView the complete source on GitHubvaluation-methods
When your agent uses it
Valuation methods analysis, DCF inputs, comparable multiples, P/E ratio, EV/EBITDA, price to book, valuation assumptions, relative valuation, intrinsic value, fair value estimate
What it loads into context
Frontmatter
226 tokensAlways available to the agent
SKILL.md
1,728 tokensWhen the skill is activated
Reference documents
5,215 tokensLoaded on request
Token counts are estimates. Scripts run separately; they are not counted as reference context.
The playbook
- Preflight
- Triggers
- Defaults
- Methodology
- Tool Fallbacks
- Output File
- Output Structure
- Memory & Snapshot
- Final Summary (TUI)
- Error Handling
Files
SKILL.mdcore7,704 bytesreferences/knowledge-frameworks.mddoc2,227 bytesreferences/methodology.mddoc1,873 bytesreferences/modes.mddoc1,699 bytesreferences/output-structure.mddoc1,894 bytesreferences/tier-methodology.mddoc7,394 bytesreferences/tool-fallbacks.mddoc1,846 bytesreferences/wsp-methodology.mddoc7,454 bytes
Read SKILL.md
<!-- analog: initiating-coverage -->
## Preflight
When a request names a period, call `resolve_period(ticker, expression, as_of?)` first and use its fiscal `period_id`; never derive a quarter from the fiscal-calendar month, pass `as_of` for historical analysis, and return a typed absence instead of widening the date range.
Run canonical pre-flight per `contracts/preflight.md`.
Include the `X-Agentii-Trace` header on every tool call per `contracts/x-agentii-trace-header.md` — carry the `_run_id` from your first tool result and name yourself (and your parent, if you were spawned).
## Triggers
- analyze valuation methods
- run valuation methods analysisView the complete source on GitHubct-status-diff
When your agent uses it
Weekly clinical-trial status diff — the 11-category change report over the stored weekly snapshots (spec 055 FR-B03). Surfaces exactly what changed on the trial registry for your coverage: New / Suspended / Withdrawn / Terminated / Recruiting / Recruitment-Complete / Completed / Ahead / Delayed / Upsized / Downsized, every row carrying previous and new values, with risk flags on Terminated and Downsized and re-timing flags on Ahead and Delayed. The stored-previous-value discipline makes each week's diff reproducible.
What it loads into context
Frontmatter
282 tokensAlways available to the agent
SKILL.md
1,689 tokensWhen the skill is activated
Reference documents
574 tokensLoaded on request
Token counts are estimates. Scripts run separately; they are not counted as reference context.
The playbook
- Defaults
- Preflight
- Triggers
- Production Grounding
- Data Source Priority
- Methodology
- Modes
- Tool Fallbacks
- Output File
- Output Structure
- Error Handling
- Memory Load
- Snapshot
- Final Summary (TUI)
- References
Files
SKILL.mdcore7,208 bytesreferences/knowledge-frameworks.mddoc2,222 bytesreferences/modes.mddoc478 bytes
Read SKILL.md
> Methodology inspired by publicly taught clinical-trial monitoring frameworks; all text is an original paraphrase.
## Defaults
| Parameter | Default Value | Rationale |
|-----------|---------------|-----------|
| window | latest two snapshots | The diff is always between consecutive stored states |
| categories | all 11 | Complete change report; filter on request |
| risk_flags | on | Terminated / Downsized are surfaced first |
| gap_statement | on | Missing snapshot weeks are stated, never inferred |
## Preflight
Run canonical pre-flight per `contracts/preflight.md`. Include the `X-Agentii-Trace` header on every tool call per `contracts/x-agentii-trace-header.md` — carry the `_run_id` from your first tool result and name yourself (and your parent, if you were spawned). Confirm the snapshot coverage via `get_ct_status_changes` before framing any readout.View the complete source on GitHubearnings-preview-med
When your agent uses it
Med-adapted earnings preview: consensus estimates, historical surprises, guidance sensitivities, and the FDA-catalyst overlay (PDUFA/AdCom/trial readouts near the print) for biotech/pharma names.
What it loads into context
Frontmatter
240 tokensAlways available to the agent
SKILL.md
1,414 tokensWhen the skill is activated
Reference documents
765 tokensLoaded on request
Token counts are estimates. Scripts run separately; they are not counted as reference context.
The playbook
- Defaults
- Preflight
- Triggers
- Production Grounding
- Data Source Priority
- Methodology
- Modes
- Tool Fallbacks
- Output File
- Output Structure
- Error Handling
- Memory Load
- Snapshot
- Final Summary (TUI)
- References
Files
SKILL.mdcore6,011 bytesreferences/knowledge-frameworks.mddoc2,243 bytesreferences/modes.mddoc1,180 bytes
Read SKILL.md
> Methodology inspired by publicly taught earnings-preview frameworks; all text is an original paraphrase.
## Defaults
| Parameter | Default Value | Rationale |
|-----------|---------------|-----------|
| surprise_window | 8 quarters | Standard surprise history window |
| include_catalysts | true | Med prints move on catalysts as much as EPS |
| guidance_sensitivity | true | Guidance is the swing factor for pharma |
## Preflight
Run canonical pre-flight per `contracts/preflight.md`. Include the `X-Agentii-Trace` header on every tool call per `contracts/x-agentii-trace-header.md` — carry the `_run_id` from your first tool result and name yourself (and your parent, if you were spawned).
View the complete source on GitHubfda-catalyst-devices
When your agent uses it
Device-track catalyst analysis: 510(k), PMA, and De Novo decision events, CMS coverage and NTAP milestones, recalls and watch actions as risk signals, and post-market surveillance obligations — dated, verified, and sized per event for any medtech ticker or watchlist.
What it loads into context
Frontmatter
247 tokensAlways available to the agent
SKILL.md
1,719 tokensWhen the skill is activated
Reference documents
1,063 tokensLoaded on request
Token counts are estimates. Scripts run separately; they are not counted as reference context.
The playbook
- Defaults
- Preflight
- Triggers
- Production Grounding
- Data Source Priority
- Methodology
- Modes
- Tool Fallbacks
- Output File
- Output Structure
- Error Handling
- Memory Load
- Snapshot
- Final Summary (TUI)
- References
Files
SKILL.mdcore7,558 bytesreferences/knowledge-frameworks.mddoc4,280 bytesreferences/modes.mddoc575 bytes
Read SKILL.md
> Methodology inspired by publicly taught medtech catalyst frameworks; all text is an original paraphrase.
## Defaults
| Parameter | Default Value | Rationale |
|-----------|---------------|-----------|
| forward_window_quarters | 4 | Standard catalyst window; extend to 8 on request |
| include_superseded | false | Active-only events by default; supersede chains on request |
| coverage_lens | true | Coverage and NTAP milestones tracked alongside decision events |
| recall_scan | true | Recalls and watch actions surfaced as risk signals by default |
| holiday_labeling | true | Holiday-shifted weeks flagged on every calendar row |
## Preflight
View the complete source on GitHubfda-catalyst-medicines
When your agent uses it
CDER-track catalyst analysis for medicines: PDUFA target dates, AdCom votes, sNDA/sBLA label expansions, biosimilar interchangeability and 180-day exclusivity, Orange Book state, and CRL remediation timelines — enumerated, verified, and sized per event for any biotech/pharma ticker or watchlist.
What it loads into context
Frontmatter
348 tokensAlways available to the agent
SKILL.md
2,030 tokensWhen the skill is activated
Reference documents
1,282 tokensLoaded on request
Token counts are estimates. Scripts run separately; they are not counted as reference context.
The playbook
- Defaults
- Preflight
- Triggers
- Production Grounding
- Data Source Priority
- Methodology
- Modes
- Tool Fallbacks
- Output File
- Output Structure
- Error Handling
- Memory Load
- Snapshot
- Final Summary (TUI)
- References
Files
SKILL.mdcore8,378 bytesreferences/knowledge-frameworks.mddoc5,218 bytesreferences/modes.mddoc604 bytes
Read SKILL.md
> Methodology inspired by publicly taught biotech catalyst frameworks; all text is an original paraphrase.
## Defaults
| Parameter | Default Value | Rationale |
|-----------|---------------|-----------|
| forward_window_quarters | 4 | Standard catalyst window; extend to 8 on request |
| include_superseded | false | Active-only events by default; supersede chains on request |
| exclusivity_tracking | true | Orange Book and 180-day exclusivity state attached to launch-relevant events |
| holiday_labeling | true | Holiday-shifted weeks flagged on every calendar row |
| horizon_days | 180 | Default for get_upcoming_pdufa horizon |
## Preflight
View the complete source on GitHubfda-catalyst-vaccines
When your agent uses it
Vaccine catalyst analysis across the two-gate path: CBER BLA review and the ACIP recommendation gate that turns FDA approval into commercial availability. Lot release, procurement milestones, pediatric bridging, and healthy-population efficacy context — dated, verified, and sized per event.
What it loads into context
Frontmatter
249 tokensAlways available to the agent
SKILL.md
1,762 tokensWhen the skill is activated
Reference documents
1,118 tokensLoaded on request
Token counts are estimates. Scripts run separately; they are not counted as reference context.
The playbook
- Defaults
- Preflight
- Triggers
- Production Grounding
- Data Source Priority
- Methodology
- Modes
- Tool Fallbacks
- Output File
- Output Structure
- Error Handling
- Memory Load
- Snapshot
- Final Summary (TUI)
- References
Files
SKILL.mdcore7,554 bytesreferences/knowledge-frameworks.mddoc4,619 bytesreferences/modes.mddoc461 bytes
Read SKILL.md
> Methodology inspired by publicly taught vaccine commercial frameworks; all text is an original paraphrase.
## Defaults
| Parameter | Default Value | Rationale |
|-----------|---------------|-----------|
| forward_window_quarters | 4 | Standard catalyst window; extend to 8 on request |
| include_superseded | false | Active-only events by default; supersede chains on request |
| acip_gate | true | ACIP status always shown next to FDA decisions — approval is not availability |
| procurement_lens | true | Government purchasing and campaign milestones tracked |
| holiday_labeling | true | Holiday-shifted weeks flagged on every calendar row |
## Preflight
View the complete source on GitHubmarket-share-tracking
When your agent uses it
Weekly product-level commercial tracking — TRx/NRx with current/4-wk/12-wk share and YoY, launch curves overlaid with same-class analogs plus a consensus-implied trajectory, LOE/biosimilar erosion series, GTN/net-price stress brackets, and per-row data-caveat discipline. Use to track any launched drug, biologic, device, or vaccine against its class and consensus.
What it loads into context
Frontmatter
286 tokensAlways available to the agent
SKILL.md
1,870 tokensWhen the skill is activated
Reference documents
1,340 tokensLoaded on request
Token counts are estimates. Scripts run separately; they are not counted as reference context.
The playbook
- Defaults
- Preflight
- Triggers
- Production Grounding
- Data Source Priority
- Methodology
- Modes
- Tool Fallbacks
- Output File
- Output Structure
- Error Handling
- Memory Load
- Snapshot
- Final Summary (TUI)
- References
Files
SKILL.mdcore7,658 bytesreferences/knowledge-frameworks.mddoc4,921 bytesreferences/modes.mddoc1,203 bytes
Read SKILL.md
> Methodology inspired by publicly taught commercial-tracking approaches; all text is an original paraphrase.
## Defaults
| Parameter | Default Value | Rationale |
|-----------|---------------|-----------|
| windows | current / 4-wk / 12-wk | Three-window share + growth lattice |
| growth_metric | TRx YoY | Weekly, 4-wk, and 12-wk YoY alongside share |
| analog_count | 2 | ≥2 named same-class analogs on the launch board |
| consensus_source | company-level | Product consensus via segment-share math [DEDUCTED] |
| caveats | per-row | A number without a caveat annotation is a defect |
## Preflight
View the complete source on GitHubmed-event-takeaways
When your agent uses it
Post-event analyst note (conferences, KOL events, site visits) with the professional note anatomy — headline verdict, per-stock takeaways with model numbers, KOL distillation, cross-trial comparison lattices, modeled deltas vs consensus (peak × POS), three what's-changed vectors, risk bullets, and materiality-rated conflicting views. Use after any med event to convert the event into actionable takeaways.
What it loads into context
Frontmatter
290 tokensAlways available to the agent
SKILL.md
1,719 tokensWhen the skill is activated
Reference documents
1,023 tokensLoaded on request
Token counts are estimates. Scripts run separately; they are not counted as reference context.
The playbook
- Defaults
- Preflight
- Triggers
- Production Grounding
- Data Source Priority
- Methodology
- Modes
- Tool Fallbacks
- Output File
- Output Structure
- Error Handling
- Memory Load
- Snapshot
- Final Summary (TUI)
- References
Files
SKILL.mdcore7,154 bytesSKILL.mdcore7,154 bytesreferences/knowledge-frameworks.mddoc3,610 bytesreferences/modes.mddoc1,168 bytes
Read SKILL.md
> Methodology inspired by publicly taught sell-side note-writing practice; all text is an original paraphrase.
## Defaults
| Parameter | Default Value | Rationale |
|-----------|---------------|-----------|
| note_anatomy | 9 sections | headline → per-stock → KOL → lattices → deltas → vectors → risks → trackers |
| delta_framing | peak × POS | Modeled deltas vs consensus are unadjusted peak × POS |
| conflict_policy | materiality-rated | Surface verbatim, rate materiality, or defer to an outcomes trial |
| vector_set | estimates/thesis/positioning | The three what's-changed vectors per covered name |
## Preflight
Run canonical pre-flight per `contracts/preflight.md`. Include the `X-Agentii-Trace` header on every tool call per `contracts/x-agentii-trace-header.md` — carry the `_run_id` from your first tool result and name yourself (and your parent, if you were spawned). Confirm ticker resolution via `search_companies` before event queries.View the complete source on GitHubmed-market-sizing
When your agent uses it
Patient-flow market sizing for med products — prevalence → diagnosed → interested → affordable → covered → treated → persistent, priced as price × duration per cohort, with capacity constraints, named historical analog anchoring, and always bull/base/bear named-driver grids. Use to size a therapy area or product market before any valuation or share work.
What it loads into context
Frontmatter
258 tokensAlways available to the agent
SKILL.md
1,729 tokensWhen the skill is activated
Reference documents
977 tokensLoaded on request
Token counts are estimates. Scripts run separately; they are not counted as reference context.
The playbook
- Defaults
- Preflight
- Triggers
- Production Grounding
- Data Source Priority
- Methodology
- Modes
- Tool Fallbacks
- Output File
- Output Structure
- Error Handling
- Memory Load
- Snapshot
- Final Summary (TUI)
- References
Files
SKILL.mdcore7,404 bytesSKILL.mdcore7,404 bytesreferences/knowledge-frameworks.mddoc3,493 bytesreferences/modes.mddoc1,167 bytes
Read SKILL.md
> Methodology inspired by publicly taught patient-flow sizing approaches; all text is an original paraphrase.
## Defaults
| Parameter | Default Value | Rationale |
|-----------|---------------|-----------|
| funnel_stages | 7 | prevalence → diagnosed → interested → affordable → covered → treated → persistent |
| affordability_rule | ~10% monthly budget | Income-share rule per cohort and country |
| scenario_grid | bull/base/bear | Never a single point number |
| analog_anchors | named | Statins for penetration, tech S-curves for adoption |
| capacity_state | explicit | Supply-constrained vs demand-limited + flip condition |
## Preflight
View the complete source on GitHubpeer-bench-med
When your agent uses it
Med peer benchmarking: select actual biotech/pharma peers via the med universe (drug/indication overlap where possible) and compare med-relevant metrics — pipeline depth, catalyst density, cash position, margins, valuation multiples.
What it loads into context
Frontmatter
263 tokensAlways available to the agent
SKILL.md
1,637 tokensWhen the skill is activated
Reference documents
800 tokensLoaded on request
Token counts are estimates. Scripts run separately; they are not counted as reference context.
The playbook
- Defaults
- Preflight
- Triggers
- Production Grounding
- Data Source Priority
- Methodology
- Modes
- Tool Fallbacks
- Output File
- Output Structure
- Error Handling
- Memory Load
- Snapshot
- Final Summary (TUI)
- References
Files
SKILL.mdcore7,058 bytesSKILL.mdcore7,058 bytesreferences/knowledge-frameworks.mddoc2,396 bytesreferences/modes.mddoc1,174 bytes
Read SKILL.md
> Methodology inspired by publicly taught peer-comparison frameworks; all text is an original paraphrase.
## Defaults
| Parameter | Default Value | Rationale |
|-----------|---------------|-----------|
| peer_count | 4-6 | Comparable-set size standard for comps |
| peer_logic | indication/drug overlap first | Med peers are defined by science, not SIC codes |
| include_med_metrics | true | Pipeline depth, catalyst density, cash runway |
## Preflight
Run canonical pre-flight per `contracts/preflight.md`. Include the `X-Agentii-Trace` header on every tool call per `contracts/x-agentii-trace-header.md` — carry the `_run_id` from your first tool result and name yourself (and your parent, if you were spawned).
View the complete source on GitHubpipeline-devices
When your agent uses it
Device pipeline analysis: feasibility and pivotal study stages, design-iteration cycles, RWE studies, and post-market obligations, with reimbursement-aware value framing and decision-track awareness across the med universe.
What it loads into context
Frontmatter
199 tokensAlways available to the agent
SKILL.md
1,469 tokensWhen the skill is activated
Reference documents
1,088 tokensLoaded on request
Token counts are estimates. Scripts run separately; they are not counted as reference context.
The playbook
- Defaults
- Preflight
- Triggers
- Production Grounding
- Data Source Priority
- Methodology
- Modes
- Tool Fallbacks
- Output File
- Output Structure
- Error Handling
- Memory Load
- Snapshot
- Final Summary (TUI)
- References
Files
SKILL.mdcore6,527 bytesreferences/knowledge-frameworks.mddoc4,744 bytesreferences/modes.mddoc430 bytes
Read SKILL.md
> Methodology inspired by publicly taught medtech pipeline frameworks; all text is an original paraphrase.
## Defaults
| Parameter | Default Value | Rationale |
|-----------|---------------|-----------|
| asset_scope | all disclosed devices | Full-pipeline enumeration first |
| stage_lens | feasibility + pivotal | Design-iteration stages, not drug-phase labels |
| reimbursement_aware | true | Value framed against coverage paths, not raw approval |
| post_market_scan | true | Obligations and surveillance state surfaced |
| value_frame | risk-adjusted | Modeled value = unadjusted peak x POS, both shown |
## Preflight
View the complete source on GitHubpipeline-medicines
When your agent uses it
Medicines pipeline analysis over structured universes: Phase I-III assets with probability-of-success discipline (unadjusted peak x POS = modeled value; POS changes logged with reasons), trial status-diff tracking, and mechanism/competitor mapping via drug-knowledge lookups.
What it loads into context
Frontmatter
266 tokensAlways available to the agent
SKILL.md
1,654 tokensWhen the skill is activated
Reference documents
1,114 tokensLoaded on request
Token counts are estimates. Scripts run separately; they are not counted as reference context.
The playbook
- Defaults
- Preflight
- Triggers
- Production Grounding
- Data Source Priority
- Methodology
- Modes
- Tool Fallbacks
- Output File
- Output Structure
- Error Handling
- Memory Load
- Snapshot
- Final Summary (TUI)
- References
Files
SKILL.mdcore7,016 bytesSKILL.mdcore7,016 bytesreferences/knowledge-frameworks.mddoc4,623 bytesreferences/modes.mddoc419 bytes
Read SKILL.md
> Methodology inspired by publicly taught pipeline-valuation frameworks; all text is an original paraphrase.
## Defaults
| Parameter | Default Value | Rationale |
|-----------|---------------|-----------|
| asset_scope | all disclosed assets | Full-pipeline enumeration first |
| pos_source | published phase transition ranges | Starting point, then adjusted with logged reasons |
| status_diff | true | Previous vs current trial status shown per asset |
| competitor_map | true | Same-target and same-indication crowding surfaced |
| value_frame | risk-adjusted | Modeled value = unadjusted peak x POS, both shown |
## Preflight
View the complete source on GitHubpipeline-vaccines
When your agent uses it
Vaccine pipeline analysis: immunogenicity and seroconversion studies, lot-consistency trials, healthy-population efficacy designs, and age-cohort bridging, with the ACIP gate built into the value path across the med universe.
What it loads into context
Frontmatter
218 tokensAlways available to the agent
SKILL.md
1,583 tokensWhen the skill is activated
Reference documents
1,114 tokensLoaded on request
Token counts are estimates. Scripts run separately; they are not counted as reference context.
The playbook
- Defaults
- Preflight
- Triggers
- Production Grounding
- Data Source Priority
- Methodology
- Modes
- Tool Fallbacks
- Output File
- Output Structure
- Error Handling
- Memory Load
- Snapshot
- Final Summary (TUI)
- References
Files
SKILL.mdcore6,748 bytesreferences/knowledge-frameworks.mddoc4,750 bytesreferences/modes.mddoc428 bytes
Read SKILL.md
> Methodology inspired by publicly taught vaccine development frameworks; all text is an original paraphrase.
## Defaults
| Parameter | Default Value | Rationale |
|-----------|---------------|-----------|
| asset_scope | all disclosed vaccine assets | Full-pipeline enumeration first |
| evidence_lens | immunogenicity + efficacy | Correlate studies distinguished from efficacy trials |
| acip_gate | true | ACIP path modeled as part of pipeline value |
| cohort_lens | true | Age-cohort bridging tracked per asset |
| value_frame | risk-adjusted | Modeled value = unadjusted peak x POS, both shown |
## Preflight
View the complete source on GitHubrecent-quarter-med
When your agent uses it
Med-adapted recent-quarter review: last print financials, pipeline-milestone awareness, and FDA-event context — reads the quarter through the med lens (milestones moved, runway, regulatory updates) rather than generic financials alone.
What it loads into context
Frontmatter
250 tokensAlways available to the agent
SKILL.md
1,409 tokensWhen the skill is activated
Reference documents
763 tokensLoaded on request
Token counts are estimates. Scripts run separately; they are not counted as reference context.
The playbook
- Defaults
- Preflight
- Triggers
- Production Grounding
- Data Source Priority
- Methodology
- Modes
- Tool Fallbacks
- Output File
- Output Structure
- Error Handling
- Memory Load
- Snapshot
- Final Summary (TUI)
- References
Files
SKILL.mdcore6,043 bytesreferences/knowledge-frameworks.mddoc2,238 bytesreferences/modes.mddoc1,178 bytes
Read SKILL.md
> Methodology inspired by publicly taught quarter-review frameworks; all text is an original paraphrase.
## Defaults
| Parameter | Default Value | Rationale |
|-----------|---------------|-----------|
| review_quarters | 1 | Recent quarter focus |
| include_milestones | true | Pipeline milestones are med quarter content |
| include_regulatory | true | CRL/approval/AdCom updates belong in the review |
## Preflight
Run canonical pre-flight per `contracts/preflight.md`. Include the `X-Agentii-Trace` header on every tool call per `contracts/x-agentii-trace-header.md` — carry the `_run_id` from your first tool result and name yourself (and your parent, if you were spawned).
View the complete source on GitHubsector-overview-med
When your agent uses it
Med-sector overview across med.medicines_biotech and med.medical_devices with med trends, catalysts, FDA-decision context, and a cross-sector ripple map (quantified sign/magnitude per name). Use to frame any biotech/pharma/device analysis before diving into a single name.
What it loads into context
Frontmatter
256 tokensAlways available to the agent
SKILL.md
1,437 tokensWhen the skill is activated
Reference documents
752 tokensLoaded on request
Token counts are estimates. Scripts run separately; they are not counted as reference context.
The playbook
- Defaults
- Preflight
- Triggers
- Production Grounding
- Data Source Priority
- Methodology
- Modes
- Tool Fallbacks
- Output File
- Output Structure
- Error Handling
- Memory Load
- Snapshot
- Final Summary (TUI)
- References
Files
SKILL.mdcore6,166 bytesSKILL.mdcore6,166 bytesreferences/knowledge-frameworks.mddoc2,247 bytesreferences/modes.mddoc1,179 bytes
Read SKILL.md
> Methodology inspired by publicly taught sector-framing approaches; all text is an original paraphrase.
## Defaults
| Parameter | Default Value | Rationale |
|-----------|---------------|-----------|
| taxonomy_level | industry (2 med industries) | Med sector frames at industry granularity |
| include_catalysts | true | FDA decisions are the defining med-sector driver |
| lookback_quarters | 4 | Standard trend window |
## Preflight
Run canonical pre-flight per `contracts/preflight.md`. Include the `X-Agentii-Trace` header on every tool call per `contracts/x-agentii-trace-header.md` — carry the `_run_id` from your first tool result and name yourself (and your parent, if you were spawned).
View the complete source on GitHubtrial-readout-analysis
When your agent uses it
Clinical-trial readout analysis: pull the trial, evaluate the readout with AdCom-style scrutiny (endpoints, statistics, subgroups, missing data, safety, tolerability/persistence), place it in a cross-trial comparison lattice vs SoC and class peers, and size the stock reaction with historical grounding. The judgment core for binary biotech events.
What it loads into context
Frontmatter
286 tokensAlways available to the agent
SKILL.md
1,632 tokensWhen the skill is activated
Reference documents
941 tokensLoaded on request
Token counts are estimates. Scripts run separately; they are not counted as reference context.
The playbook
- Defaults
- Preflight
- Triggers
- Production Grounding
- Data Source Priority
- Methodology
- Modes
- Tool Fallbacks
- Output File
- Output Structure
- Error Handling
- Memory Load
- Snapshot
- Final Summary (TUI)
- References
Files
SKILL.mdcore7,006 bytesreferences/knowledge-frameworks.mddoc3,232 bytesreferences/modes.mddoc1,182 bytes
Read SKILL.md
> Methodology inspired by publicly taught clinical-trial frameworks; all text is an original paraphrase.
## Defaults
| Parameter | Default Value | Rationale |
|-----------|---------------|-----------|
| scrutiny_axes | all six + tolerability | Safety/stats/subgroups/missing data/endpoints/benefit-risk + tolerability/persistence as co-equal axis |
| lattice_comparators | SoC + class peers | Every readout is placed against standard of care and same-class peers |
| safety_imbalance | defer to outcomes | Small-N safety imbalances defer the verdict to a larger outcomes trial |
| conflict_policy | materiality-rated | Conflicting readings surfaced verbatim, rated by materiality or deferred |
| outcome_framing | base/bull/bear | Binary readouts need scenario sizing |
| reaction_context | historical cases | Size moves from past analogues |
## PreflightView the complete source on GitHuboperational-kpi
When your agent uses it
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
What it loads into context
Frontmatter
181 tokensAlways available to the agent
SKILL.md
1,431 tokensWhen the skill is activated
Reference documents
669 tokensLoaded on request
Token counts are estimates. Scripts run separately; they are not counted as reference context.
The playbook
- Triggers
- Defaults
- Methodology
- Output File
- Output Structure
- Preflight
- Memory & Snapshot
- Final Summary (TUI)
- Error Handling
- References
Files
SKILL.mdcore5,965 bytesreferences/knowledge-frameworks.mddoc667 bytesreferences/methodology.mddoc1,036 bytesreferences/modes.mddoc715 bytesreferences/output-structure.mddoc604 bytes
Read SKILL.md
# operational-kpi
## Triggers
- Operational KPI tracking
- headcount trends
- utilization rates
- backlog analysis
- book-to-bill ratio
- operational efficiency metrics
- capacity utilization
- productivity metrics
- operational leverage
- same-store salesView the complete source on GitHubrevenue-decomp
When your agent uses it
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
What it loads into context
Frontmatter
184 tokensAlways available to the agent
SKILL.md
1,434 tokensWhen the skill is activated
Reference documents
673 tokensLoaded on request
Token counts are estimates. Scripts run separately; they are not counted as reference context.
The playbook
- Triggers
- Defaults
- Methodology
- Output File
- Output Structure
- Preflight
- Memory & Snapshot
- Final Summary (TUI)
- Error Handling
- References
Files
SKILL.mdcore6,025 bytesreferences/knowledge-frameworks.mddoc667 bytesreferences/methodology.mddoc1,092 bytesreferences/modes.mddoc714 bytesreferences/output-structure.mddoc607 bytes
Read SKILL.md
# revenue-decomp
## Triggers
- 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 analysisView the complete source on GitHubunit-economics
When your agent uses it
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 it loads into context
Frontmatter
182 tokensAlways available to the agent
SKILL.md
1,433 tokensWhen the skill is activated
Reference documents
668 tokensLoaded on request
Token counts are estimates. Scripts run separately; they are not counted as reference context.
The playbook
- Triggers
- Defaults
- Methodology
- Output File
- Output Structure
- Preflight
- Memory & Snapshot
- Final Summary (TUI)
- Error Handling
- References
Files
SKILL.mdcore5,944 bytesreferences/knowledge-frameworks.mddoc667 bytesreferences/methodology.mddoc1,039 bytesreferences/modes.mddoc714 bytesreferences/output-structure.mddoc599 bytes
Read SKILL.md
# unit-economics
## Triggers
- Unit economics analysis
- CAC LTV estimation
- churn inference
- gross margin per unit
- customer economics
- subscription economics
- per-unit profitability
- contribution margin
- payback period
- cohort economicsView the complete source on GitHubwhat-if
When your agent uses it
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
What it loads into context
Frontmatter
193 tokensAlways available to the agent
SKILL.md
1,466 tokensWhen the skill is activated
Reference documents
658 tokensLoaded on request
Token counts are estimates. Scripts run separately; they are not counted as reference context.
The playbook
- Triggers
- Defaults
- Methodology
- Output File
- Output Structure
- Preflight
- Memory & Snapshot
- Final Summary (TUI)
- Error Handling
- References
Files
SKILL.mdcore6,145 bytesreferences/knowledge-frameworks.mddoc667 bytesreferences/methodology.mddoc1,048 bytesreferences/modes.mddoc707 bytesreferences/output-structure.mddoc671 bytes
Read SKILL.md
# what-if
## Triggers
- 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 scenariosView the complete source on GitHubbusiness-model
When your agent uses it
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
What it loads into context
Frontmatter
327 tokensAlways available to the agent
SKILL.md
2,637 tokensWhen the skill is activated
Reference documents
7,806 tokensLoaded on request
Token counts are estimates. Scripts run separately; they are not counted as reference context.
The playbook
- Preflight
- Triggers
- Defaults
- Production Grounding
- Data Source Priority (mandatory order)
- Methodology
- Modes (5 — structural equity analysis)
- Tool Fallbacks
- Output File
- Output Structure
- Memory & Snapshot
- Final Summary (TUI)
- Error Handling
Files
SKILL.mdcore11,383 bytesreferences/knowledge-frameworks.mddoc2,227 bytesreferences/methodology.mddoc5,058 bytesreferences/moat-methodology.mddoc15,453 bytesreferences/modes.mddoc4,246 bytesreferences/output-structure.mddoc2,294 bytesreferences/tool-fallbacks.mddoc1,809 bytesreferences/wsp-methodology.mddoc4,472 bytes
Read SKILL.md
<!-- analog: equity-research-core/business-model -->
## Preflight
When a request names a period, call `resolve_period(ticker, expression, as_of?)` first and use its fiscal `period_id`; never derive a quarter from the fiscal-calendar month, pass `as_of` for historical analysis, and return a typed absence instead of widening the date range.
Run canonical pre-flight per `contracts/preflight.md`.
Include the `X-Agentii-Trace` header on every tool call per `contracts/x-agentii-trace-header.md` — carry the `_run_id` from your first tool result and name yourself (and your parent, if you were spawned).
## Triggers
- analyze the business model of {ticker}
- run business model analysis on {ticker}View the complete source on GitHubcompetitive
When your agent uses it
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
What it loads into context
Frontmatter
257 tokensAlways available to the agent
SKILL.md
1,925 tokensWhen the skill is activated
Reference documents
2,393 tokensLoaded on request
Token counts are estimates. Scripts run separately; they are not counted as reference context.
The playbook
- Preflight
- Triggers
- Defaults
- Methodology
- Tool Fallbacks
- Output File
- Output Structure
- Memory & Snapshot
- Final Summary (TUI)
- Error Handling
Files
SKILL.mdcore8,542 bytesreferences/knowledge-frameworks.mddoc2,227 bytesreferences/modes.mddoc3,973 bytesreferences/output-structure.mddoc2,562 bytesreferences/tool-fallbacks.mddoc1,840 bytes
Read SKILL.md
<!-- analog: sector-overview -->
## Preflight
When a request names a period, call `resolve_period(ticker, expression, as_of?)` first and use its fiscal `period_id`; never derive a quarter from the fiscal-calendar month, pass `as_of` for historical analysis, and return a typed absence instead of widening the date range.
Run canonical pre-flight per `contracts/preflight.md`.
Include the `X-Agentii-Trace` header on every tool call per `contracts/x-agentii-trace-header.md` — carry the `_run_id` from your first tool result and name yourself (and your parent, if you were spawned).
## Triggers
- analyze competitive landscape
- run competitive landscape analysisView the complete source on GitHubearnings-sentiment
When your agent uses it
Earnings sentiment analysis, analyst estimates vs guidance, earnings surprise history, consensus sentiment, earnings revision trends, analyst rating changes, earnings beat miss track record, guidance accuracy, whisper numbers, pre-announcement sentiment
What it loads into context
Frontmatter
250 tokensAlways available to the agent
SKILL.md
1,733 tokensWhen the skill is activated
Reference documents
6,186 tokensLoaded on request
Token counts are estimates. Scripts run separately; they are not counted as reference context.
The playbook
- Preflight
- Triggers
- Defaults
- Methodology
- Tool Fallbacks
- Output File
- Output Structure
- Memory & Snapshot
- Final Summary (TUI)
- Error Handling
Files
SKILL.mdcore7,648 bytesreferences/knowledge-frameworks.mddoc2,227 bytesreferences/methodology.mddoc2,021 bytesreferences/modes.mddoc11,508 bytesreferences/output-structure.mddoc2,187 bytesreferences/tool-fallbacks.mddoc1,847 bytesreferences/wsp-methodology.mddoc5,439 bytes
Read SKILL.md
<!-- analog: catalyst-calendar -->
## Preflight
When a request names a period, call `resolve_period(ticker, expression, as_of?)` first and use its fiscal `period_id`; never derive a quarter from the fiscal-calendar month, pass `as_of` for historical analysis, and return a typed absence instead of widening the date range.
Run canonical pre-flight per `contracts/preflight.md`.
Include the `X-Agentii-Trace` header on every tool call per `contracts/x-agentii-trace-header.md` — carry the `_run_id` from your first tool result and name yourself (and your parent, if you were spawned).
## Triggers
- analyze earnings sentiment
- run earnings sentiment analysisView the complete source on GitHubgrowth-strategy
When your agent uses it
Growth strategy analysis, organic growth decomposition, inorganic growth, M&A strategy, pipeline analysis, revenue growth drivers, strategic initiatives, expansion strategy, growth trajectory, product pipeline growth
What it loads into context
Frontmatter
231 tokensAlways available to the agent
SKILL.md
1,847 tokensWhen the skill is activated
Reference documents
5,955 tokensLoaded on request
Token counts are estimates. Scripts run separately; they are not counted as reference context.
The playbook
- Preflight
- Triggers
- Defaults
- Methodology
- Tool Fallbacks
- Output File
- Output Structure
- Memory & Snapshot
- Final Summary (TUI)
- Error Handling
Files
SKILL.mdcore8,050 bytesreferences/growth-frameworks-methodology.mddoc3,083 bytesreferences/knowledge-frameworks.mddoc2,227 bytesreferences/modes.mddoc15,236 bytesreferences/output-structure.mddoc2,093 bytesreferences/tool-fallbacks.mddoc1,844 bytes
Read SKILL.md
<!-- analog: initiating-coverage -->
## Preflight
When a request names a period, call `resolve_period(ticker, expression, as_of?)` first and use its fiscal `period_id`; never derive a quarter from the fiscal-calendar month, pass `as_of` for historical analysis, and return a typed absence instead of widening the date range.
Run canonical pre-flight per `contracts/preflight.md`.
Include the `X-Agentii-Trace` header on every tool call per `contracts/x-agentii-trace-header.md` — carry the `_run_id` from your first tool result and name yourself (and your parent, if you were spawned).
## Triggers
- analyze growth strategy
- run growth strategy analysisView the complete source on GitHubrecent-quarter
When your agent uses it
Recent quarter performance analysis, quarterly earnings review, last quarter results, quarterly financial performance, analyze recent quarter, Q4 earnings, quarterly revenue breakdown, EPS this quarter, margin analysis recent quarter, sequential growth, quarterly performance review
What it loads into context
Frontmatter
279 tokensAlways available to the agent
SKILL.md
2,379 tokensWhen the skill is activated
Reference documents
4,122 tokensLoaded on request
Token counts are estimates. Scripts run separately; they are not counted as reference context.
The playbook
- Preflight
- Triggers
- Defaults
- Methodology
- Modes (5 — temporal / quantitative)
- Tool Fallbacks
- Output File
- Output Structure
- Memory & Snapshot
- Final Summary (TUI)
- Error Handling
Files
SKILL.mdcore10,226 bytesSKILL.mdcore10,226 bytesreferences/knowledge-frameworks.mddoc2,227 bytesreferences/modes.mddoc3,150 bytesreferences/output-structure.mddoc1,583 bytesreferences/tool-fallbacks.mddoc778 bytesreferences/wsp-methodology.mddoc12,423 bytes
Read SKILL.md
# Recent Quarter Performance
## Preflight
Run canonical pre-flight per `contracts/preflight.md`.
Include the `X-Agentii-Trace` header on every tool call per `contracts/x-agentii-trace-header.md` — carry the `_run_id` from your first tool result and name yourself (and your parent, if you were spawned).
## Triggers
- analyze recent quarter performance for {ticker}
- quarterly earnings review for {ticker}
- last quarter results {ticker}
- quarterly financial performance {ticker}View the complete source on GitHubrisk
When your agent uses it
Risk analysis, regulatory risk assessment, competitive risk, macro risk, technology risk, litigation risk, financial risk assessment, enterprise risk, operational risk, geopolitical risk exposure
What it loads into context
Frontmatter
226 tokensAlways available to the agent
SKILL.md
1,851 tokensWhen the skill is activated
Reference documents
3,080 tokensLoaded on request
Token counts are estimates. Scripts run separately; they are not counted as reference context.
The playbook
- Preflight
- Triggers
- Defaults
- Methodology
- Tool Fallbacks
- Output File
- Output Structure
- Memory & Snapshot
- Final Summary (TUI)
- Error Handling
Files
SKILL.mdcore8,040 bytesreferences/knowledge-frameworks.mddoc2,227 bytesreferences/modes.mddoc2,283 bytesreferences/output-structure.mddoc1,960 bytesreferences/tool-fallbacks.mddoc1,833 bytesreferences/wsp-methodology.mddoc6,891 bytes
Read SKILL.md
<!-- analog: thesis-tracker -->
## Preflight
When a request names a period, call `resolve_period(ticker, expression, as_of?)` first and use its fiscal `period_id`; never derive a quarter from the fiscal-calendar month, pass `as_of` for historical analysis, and return a typed absence instead of widening the date range.
Run canonical pre-flight per `contracts/preflight.md`.
Include the `X-Agentii-Trace` header on every tool call per `contracts/x-agentii-trace-header.md` — carry the `_run_id` from your first tool result and name yourself (and your parent, if you were spawned).
## Triggers
- analyze risk analysis
- run risk analysis analysisView the complete source on GitHubsecular-trends
When your agent uses it
Secular technology trends, technology adoption cycle, disruption risk, AI impact analysis, digital transformation, industry 4.0 trends, technology moat, innovation trajectory, R&D effectiveness, tech competitive positioning
What it loads into context
Frontmatter
272 tokensAlways available to the agent
SKILL.md
1,894 tokensWhen the skill is activated
Reference documents
2,750 tokensLoaded on request
Token counts are estimates. Scripts run separately; they are not counted as reference context.
The playbook
- Preflight
- Triggers
- Defaults
- Methodology
- Tool Fallbacks
- Output File
- Output Structure
- Memory & Snapshot
- Final Summary (TUI)
- Error Handling
Files
SKILL.mdcore8,216 bytesreferences/knowledge-frameworks.mddoc2,227 bytesreferences/modes.mddoc4,879 bytesreferences/output-structure.mddoc3,003 bytesreferences/tool-fallbacks.mddoc1,843 bytes
Read SKILL.md
<!-- analog: idea-generation -->
## Preflight
When a request names a period, call `resolve_period(ticker, expression, as_of?)` first and use its fiscal `period_id`; never derive a quarter from the fiscal-calendar month, pass `as_of` for historical analysis, and return a typed absence instead of widening the date range.
Run canonical pre-flight per `contracts/preflight.md`.
Include the `X-Agentii-Trace` header on every tool call per `contracts/x-agentii-trace-header.md` — carry the `_run_id` from your first tool result and name yourself (and your parent, if you were spawned).
## Triggers
- analyze secular tech trends
- run secular tech trends analysisView the complete source on GitHubturnaround
When your agent uses it
Turnaround analysis, stagnation detection, performance inflection, operational improvement, restructuring analysis, management change impact, cost cutting effectiveness, business transformation, recovery trajectory, operational metrics improvement
What it loads into context
Frontmatter
254 tokensAlways available to the agent
SKILL.md
1,879 tokensWhen the skill is activated
Reference documents
3,539 tokensLoaded on request
Token counts are estimates. Scripts run separately; they are not counted as reference context.
The playbook
- Preflight
- Triggers
- Defaults
- Methodology
- Tool Fallbacks
- Output File
- Output Structure
- Memory & Snapshot
- Final Summary (TUI)
- Error Handling
Files
SKILL.mdcore8,235 bytesreferences/knowledge-frameworks.mddoc2,227 bytesreferences/life-cycle-methodology.mddoc4,623 bytesreferences/modes.mddoc4,393 bytesreferences/output-structure.mddoc2,792 bytesreferences/tool-fallbacks.mddoc1,839 bytes
Read SKILL.md
<!-- analog: thesis-tracker -->
## Preflight
When a request names a period, call `resolve_period(ticker, expression, as_of?)` first and use its fiscal `period_id`; never derive a quarter from the fiscal-calendar month, pass `as_of` for historical analysis, and return a typed absence instead of widening the date range.
Run canonical pre-flight per `contracts/preflight.md`.
Include the `X-Agentii-Trace` header on every tool call per `contracts/x-agentii-trace-header.md` — carry the `_run_id` from your first tool result and name yourself (and your parent, if you were spawned).
## Triggers
- analyze turnaround stagnation
- run turnaround stagnation analysisView the complete source on GitHubvaluation-methods
When your agent uses it
Valuation methods analysis, DCF inputs, comparable multiples, P/E ratio, EV/EBITDA, price to book, valuation assumptions, relative valuation, intrinsic value, fair value estimate
What it loads into context
Frontmatter
226 tokensAlways available to the agent
SKILL.md
1,728 tokensWhen the skill is activated
Reference documents
5,215 tokensLoaded on request
Token counts are estimates. Scripts run separately; they are not counted as reference context.
The playbook
- Preflight
- Triggers
- Defaults
- Methodology
- Tool Fallbacks
- Output File
- Output Structure
- Memory & Snapshot
- Final Summary (TUI)
- Error Handling
Files
SKILL.mdcore7,704 bytesreferences/knowledge-frameworks.mddoc2,227 bytesreferences/methodology.mddoc1,873 bytesreferences/modes.mddoc1,699 bytesreferences/output-structure.mddoc1,894 bytesreferences/tier-methodology.mddoc7,394 bytesreferences/tool-fallbacks.mddoc1,846 bytesreferences/wsp-methodology.mddoc7,454 bytes
Read SKILL.md
<!-- analog: initiating-coverage -->
## Preflight
When a request names a period, call `resolve_period(ticker, expression, as_of?)` first and use its fiscal `period_id`; never derive a quarter from the fiscal-calendar month, pass `as_of` for historical analysis, and return a typed absence instead of widening the date range.
Run canonical pre-flight per `contracts/preflight.md`.
Include the `X-Agentii-Trace` header on every tool call per `contracts/x-agentii-trace-header.md` — carry the `_run_id` from your first tool result and name yourself (and your parent, if you were spawned).
## Triggers
- analyze valuation methods
- run valuation methods analysisView the complete source on GitHubmacro-idea-generation
When your agent uses it
Macro-driven trade idea generation, translating macroeconomic views into concrete stock ideas, sector selection from macro regime, international trade ideas via ADRs, cross-border idea sourcing, macro catalyst mapping to equity positions
What it loads into context
Frontmatter
163 tokensAlways available to the agent
SKILL.md
1,934 tokensWhen the skill is activated
Reference documents
3,942 tokensLoaded on request
Token counts are estimates. Scripts run separately; they are not counted as reference context.
The playbook
- Defaults
- Preflight
- Data Source Priority
- Methodology
- Output File
- Output Structure
- Error Handling
- Memory Load
- Snapshot
- Final Summary (TUI)
- References
Files
SKILL.mdcore8,603 bytesreferences/macro-ideas-methodology.mddoc19,379 bytesreferences/modes.mddoc727 bytes
Read SKILL.md
> Methodology fused from professional trading and investment frameworks; all text is an original paraphrase.
## Defaults
| Parameter | Default Value | Rationale |
|-----------|---------------|-----------|
| macro_signal_lag_weeks | 4-8 | Macro signals lead equity moves by 4-8 weeks |
| sector_mapping_depth | 3 | Three-tier cascade: regime → sector → stock |
| adr_liquidity_min | $10M ADTV | Minimum ADR liquidity for institutional execution |
## Preflight
Run canonical pre-flight per `contracts/preflight.md`. Include the `X-Agentii-Trace` header on every tool call per `contracts/x-agentii-trace-header.md` — carry the `_run_id` from your first tool result and name yourself (and your parent, if you were spawned).
View the complete source on GitHubqualitative-filtering
When your agent uses it
Qualitative stock analysis, management operating plan MOP assessment, key performance indicator KPI identification, catalyst identification and classification, earnings call transcript analysis, qualitative evidence gathering for investment thesis
What it loads into context
Frontmatter
192 tokensAlways available to the agent
SKILL.md
2,203 tokensWhen the skill is activated
Reference documents
6,280 tokensLoaded on request
Token counts are estimates. Scripts run separately; they are not counted as reference context.
The playbook
- Defaults
- Preflight
- Data Source Priority
- Methodology
- Output File
- Output Structure
- Error Handling
- Memory Load
- Snapshot
- Final Summary (TUI)
- References
Files
SKILL.mdcore9,925 bytesreferences/modes.mddoc727 bytesreferences/qual-methodology.mddoc30,966 bytes
Read SKILL.md
> Methodology fused from professional trading and investment frameworks; all text is an original paraphrase.
## Defaults
| Parameter | Default Value | Rationale |
|-----------|---------------|-----------|
| catalyst_window_days | 20-60 | Trading horizon for active positions |
| kpi_trend_min_quarters | 8 | Minimum quarters of KPI history for trend analysis |
| mgmt_track_record_years | 3 | Management credibility requires 3+ years of guidance vs actuals |
| catalyst_min_impact | 5% | Minimum expected price impact to justify catalyst-driven trade |
## Preflight
Run canonical pre-flight per `contracts/preflight.md`. Include the `X-Agentii-Trace` header on every tool call per `contracts/x-agentii-trace-header.md` — carry the `_run_id` from your first tool result and name yourself (and your parent, if you were spawned).View the complete source on GitHubquantitative-screening
When your agent uses it
Quantitative stock screening, forward-looking valuation outlier detection, backward-looking financial statement validation, PEG ratio analysis, earnings growth profile assessment, turnaround vs value trap discrimination, data mining bias prevention
What it loads into context
Frontmatter
166 tokensAlways available to the agent
SKILL.md
1,763 tokensWhen the skill is activated
Reference documents
8,250 tokensLoaded on request
Token counts are estimates. Scripts run separately; they are not counted as reference context.
The playbook
- Defaults
- Preflight
- Data Source Priority
- Methodology
- Output File
- Output Structure
- Error Handling
- Memory Load
- Snapshot
- Final Summary (TUI)
- References
Files
SKILL.mdcore7,640 bytesreferences/modes.mddoc728 bytesreferences/multi-factor-screening-methodology.mddoc6,896 bytesreferences/quant-methodology.mddoc31,239 bytes
Read SKILL.md
> Methodology fused from professional trading and investment frameworks; all text is an original paraphrase.
## Defaults
| Parameter | Default Value | Rationale |
|-----------|---------------|-----------|
| screening_universe | S&P 500 + Russell 1000 liquid | Broad enough for diversity, liquid enough for execution |
| historical_years | 5 | Minimum years of financial data for trend analysis |
| peg_threshold | 1.0 | PEG < 1.0 suggests undervaluation relative to growth |
| fcf_conversion_min | 70% | FCF/Net Income below 70% flags earnings quality issues |
| earnings_beat_threshold | 70% | Beat frequency above 70% suggests conservative guidance |
## Preflight
View the complete source on GitHubtrade-idea-generation
When your agent uses it
Systematic trade idea generation framework, fundamental quantitative and qualitative screening pipeline, catalyst-driven trade structuring, macro-to-micro idea translation, 20-60 day long-short portfolio management process
What it loads into context
Frontmatter
193 tokensAlways available to the agent
SKILL.md
1,922 tokensWhen the skill is activated
Reference documents
2,795 tokensLoaded on request
Token counts are estimates. Scripts run separately; they are not counted as reference context.
The playbook
- Defaults
- Preflight
- Data Source Priority
- Methodology
- Output File
- Output Structure
- Error Handling
- Memory Load
- Snapshot
- Final Summary (TUI)
- References
Files
SKILL.mdcore8,421 bytesreferences/modes.mddoc727 bytesreferences/pipeline-orchestration.mddoc13,261 bytes
Read SKILL.md
> Methodology fused from professional trading and investment frameworks; all text is an original paraphrase.
## Defaults
| Parameter | Default Value | Rationale |
|-----------|---------------|-----------|
| trade_horizon_days | 20-60 | Professional long/short portfolio management sweet spot |
| volatility_target | 20% annualized | Target portfolio volatility (1.5-2x VIX) |
| screening_universe | S&P 500 + liquid mid-caps | Default screening universe for trade ideas |
| portfolio_bias_source | macro-analysis skill | Derive bias from upstream macro view |
## Preflight
Run canonical pre-flight per `contracts/preflight.md`. Include the `X-Agentii-Trace` header on every tool call per `contracts/x-agentii-trace-header.md` — carry the `_run_id` from your first tool result and name yourself (and your parent, if you were spawned).View the complete source on GitHubtrade-template
When your agent uses it
Standardized trade idea template, multi-method price target derivation PE and sales multiple approaches, GAAP to non-GAAP reconciliation, base bull bear scenario construction, investment thesis structuring, Zendesk-style case methodology
What it loads into context
Frontmatter
165 tokensAlways available to the agent
SKILL.md
1,914 tokensWhen the skill is activated
Reference documents
4,429 tokensLoaded on request
Token counts are estimates. Scripts run separately; they are not counted as reference context.
The playbook
- Defaults
- Preflight
- Data Source Priority
- Methodology
- Output File
- Output Structure
- Error Handling
- Memory Load
- Snapshot
- Final Summary (TUI)
- References
Files
SKILL.mdcore8,177 bytesreferences/modes.mddoc720 bytesreferences/template-methodology.mddoc19,902 bytes
Read SKILL.md
> Methodology fused from professional trading and investment frameworks; all text is an original paraphrase.
## Defaults
| Parameter | Default Value | Rationale |
|-----------|---------------|-----------|
| target_horizon_months | 12 | Standard forward price target horizon |
| scenario_probability_sum | 100% | Bear + Base + Bull must sum to 100% |
| default_position_size | 3-5% | Standard single-position risk allocation |
## Preflight
Run canonical pre-flight per `contracts/preflight.md`. Include the `X-Agentii-Trace` header on every tool call per `contracts/x-agentii-trace-header.md` — carry the `_run_id` from your first tool result and name yourself (and your parent, if you were spawned).
View the complete source on GitHubcompetitive-positioning
When your agent uses it
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
What it loads into context
Frontmatter
220 tokensAlways available to the agent
SKILL.md
1,763 tokensWhen the skill is activated
Reference documents
853 tokensLoaded on request
Token counts are estimates. Scripts run separately; they are not counted as reference context.
The playbook
- Triggers
- Defaults
- Methodology
- Output File
- Output Structure
- Preflight
- Memory & Snapshot
- Final Summary (TUI)
- Error Handling
- References
Files
SKILL.mdcore7,469 bytesreferences/knowledge-frameworks.mddoc775 bytesreferences/methodology.mddoc1,397 bytesreferences/modes.mddoc723 bytesreferences/output-structure.mddoc915 bytes
Read SKILL.md
# competitive-positioning
## Triggers
- 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 positioningView the complete source on GitHubpeer-bench
When your agent uses it
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
What it loads into context
Frontmatter
271 tokensAlways available to the agent
SKILL.md
2,047 tokensWhen the skill is activated
Reference documents
839 tokensLoaded on request
Token counts are estimates. Scripts run separately; they are not counted as reference context.
The playbook
- Triggers
- Defaults
- Methodology
- Output File
- Output Structure
- Preflight
- Memory & Snapshot
- Final Summary (TUI)
- Error Handling
- References
Files
SKILL.mdcore8,578 bytesreferences/knowledge-frameworks.mddoc775 bytesreferences/methodology.mddoc1,180 bytesreferences/modes.mddoc710 bytesreferences/output-structure.mddoc865 bytes
Read SKILL.md
# peer-bench
## Triggers
- 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 benchmarkingView the complete source on GitHubsector-overview
When your agent uses it
Sector overview, TAM estimation, competitive concentration HHI, regulatory landscape, industry analysis, market size analysis, sector trends, industry structure, market growth rate, sector profitability
What it loads into context
Frontmatter
217 tokensAlways available to the agent
SKILL.md
1,759 tokensWhen the skill is activated
Reference documents
2,439 tokensLoaded on request
Token counts are estimates. Scripts run separately; they are not counted as reference context.
The playbook
- Triggers
- Defaults
- Methodology
- Output File
- Output Structure
- Preflight
- Memory & Snapshot
- Final Summary (TUI)
- Error Handling
- References
Files
SKILL.mdcore7,313 bytesreferences/knowledge-frameworks.mddoc775 bytesreferences/methodology.mddoc1,110 bytesreferences/modes.mddoc715 bytesreferences/output-structure.mddoc836 bytesreferences/wsp-methodology.mddoc8,333 bytes
Read SKILL.md
# sector-overview
## Triggers
- Sector overview
- TAM estimation
- competitive concentration HHI
- regulatory landscape
- industry analysis
- market size analysis
- sector trends
- industry structure
- market growth rate
- sector profitabilityView the complete source on GitHubsupply-chain
When your agent uses it
Supply chain mapping, supplier dependency analysis, customer concentration, geographic concentration, bottleneck identification, supply chain risk, logistics network, sourcing strategy, inventory management, vertical integration analysis
What it loads into context
Frontmatter
212 tokensAlways available to the agent
SKILL.md
1,738 tokensWhen the skill is activated
Reference documents
791 tokensLoaded on request
Token counts are estimates. Scripts run separately; they are not counted as reference context.
The playbook
- Triggers
- Defaults
- Methodology
- Output File
- Output Structure
- Preflight
- Memory & Snapshot
- Final Summary (TUI)
- Error Handling
- References
Files
SKILL.mdcore7,284 bytesreferences/knowledge-frameworks.mddoc775 bytesreferences/methodology.mddoc1,106 bytesreferences/modes.mddoc712 bytesreferences/output-structure.mddoc963 bytes
Read SKILL.md
# supply-chain
## Triggers
- Supply chain mapping
- supplier dependency analysis
- customer concentration
- geographic concentration
- bottleneck identification
- supply chain risk
- logistics network
- sourcing strategy
- inventory management
- vertical integration analysisView the complete source on GitHubcurrency-analysis
When your agent uses it
Currency analysis, FX rate forecast, carry trade analysis, purchasing power parity, central bank divergence, currency regime, dollar index DXY, forex strategy, exchange rate modeling, capital flow analysis, currency crisis, peg defense
What it loads into context
Frontmatter
150 tokensAlways available to the agent
SKILL.md
714 tokensWhen the skill is activated
Reference documents
358 tokensLoaded on request
Token counts are estimates. Scripts run separately; they are not counted as reference context.
The playbook
- Defaults
- Preflight
- Data Source Priority
- Methodology
- Output File
- Output Structure
- Error Handling
- Memory Load
- Snapshot
- Final Summary (TUI)
- References
Files
SKILL.mdcore3,130 bytesreferences/knowledge-frameworks.mddoc814 bytesreferences/modes.mddoc723 bytes
Read SKILL.md
## Defaults
| Parameter | Default Value | Rationale |
|-----------|---------------|-----------|
| lookback_quarters | 8 | Covers multi-year currency cycles |
| key_indicators | rate_differential, current_account, PPP, reserves | Standard FX valuation framework |
## Preflight
Run canonical pre-flight per `contracts/preflight.md`. Include the `X-Agentii-Trace` header on every tool call per `contracts/x-agentii-trace-header.md` — carry the `_run_id` from your first tool result and name yourself (and your parent, if you were spawned).
## Data Source Priority
1. Knowledge entries (L1 currency frameworks) -> 2. search_by_analogue(event_type: currency-peg-break) -> 3. Real-time dataView the complete source on GitHubleading-indicators
When your agent uses it
Leading economic indicators analysis, ISM PMI, yield curve, consumer sentiment UMCSI, jobless claims, building permits, economic turning point detection, recession signal analysis
What it loads into context
Frontmatter
136 tokensAlways available to the agent
SKILL.md
1,999 tokensWhen the skill is activated
Reference documents
4,746 tokensLoaded on request
Token counts are estimates. Scripts run separately; they are not counted as reference context.
The playbook
- Defaults
- Preflight
- Data Source Priority
- Methodology
- Output File
- Output Structure
- Error Handling
- Memory Load
- Snapshot
- Final Summary (TUI)
- References
Files
SKILL.mdcore8,454 bytesreferences/credit-analysis-methodology.mddoc3,483 bytesreferences/leading-indicators-framework.mddoc10,049 bytesreferences/modes.mddoc724 bytesreferences/wsp-methodology.mddoc8,427 bytes
Read SKILL.md
> Methodology inspired by publicly taught trading frameworks; all text is an original paraphrase.
## Defaults
| Parameter | Default Value | Rationale |
|-----------|---------------|-----------|
| lookback_quarters | 4 | Standard window for leading-indicators |
| gdp_forecast_lag | 6 months | S&P 500 leads GDP with maximum statistical significance at the 6-month horizon (10-year rolling correlation avg: 0.56, 1960–2020) |
| indicator_frequency | weekly | Money-market and survey indicators are tracked weekly; GDP is quarterly |
| portfolio_bias | long / neutral / short | Macro view resolves to one of three biases governing portfolio construction |
## Preflight
Run canonical pre-flight per `contracts/preflight.md`. Include the `X-Agentii-Trace` header on every tool call per `contracts/x-agentii-trace-header.md` — carry the `_run_id` from your first tool result and name yourself (and your parent, if you were spawned).View the complete source on GitHubmacro-regime
When your agent uses it
Macro regime analysis, bull bear market detection, business cycle analysis, macro environment assessment, interest rate cycle, yield curve analysis, monetary policy, fiscal policy, global macro, central bank posture, credit cycle, recession probability, expansion regime, macro regime shift, stagflation detection
What it loads into context
Frontmatter
179 tokensAlways available to the agent
SKILL.md
831 tokensWhen the skill is activated
Reference documents
365 tokensLoaded on request
Token counts are estimates. Scripts run separately; they are not counted as reference context.
The playbook
- Defaults
- Preflight
- Data Source Priority (mandatory order)
- Methodology
- Output File
- Output Structure
- Error Handling
- Memory Load
- Snapshot
- Final Summary (TUI)
- References
Files
SKILL.mdcore3,718 bytesreferences/knowledge-frameworks.mddoc814 bytesreferences/modes.mddoc742 bytes
Read SKILL.md
## Defaults
| Parameter | Default Value | Rationale |
|-----------|---------------|-----------|
| lookback_quarters | 8 | 2yr captures cycle inflection while remaining responsive |
| regime_indicators | yield_curve, credit_spreads, PMI, VIX, fed_posture | Standard macro regime detection set |
| probability_weighting | bear/base/bull | Three-scenario framework per institutional standard |
## Preflight
Run canonical pre-flight per `contracts/preflight.md`.
Include the `X-Agentii-Trace` header on every tool call per `contracts/x-agentii-trace-header.md` — carry the `_run_id` from your first tool result and name yourself (and your parent, if you were spawned).
View the complete source on GitHubrate-cycle
When your agent uses it
Interest rate cycle analysis, Fed policy analysis, yield curve dynamics, duration management, central bank rate trajectory, monetary tightening easing, bond market analysis, rate forecast, forward curve, dot plot interpretation, rate hike cut cycle
What it loads into context
Frontmatter
152 tokensAlways available to the agent
SKILL.md
740 tokensWhen the skill is activated
Reference documents
2,214 tokensLoaded on request
Token counts are estimates. Scripts run separately; they are not counted as reference context.
The playbook
- Defaults
- Preflight
- Data Source Priority
- Methodology
- Output File
- Output Structure
- Error Handling
- Memory Load
- Snapshot
- Final Summary (TUI)
- References
Files
SKILL.mdcore3,125 bytesreferences/knowledge-frameworks.mddoc814 bytesreferences/modes.mddoc716 bytesreferences/wsp-methodology.mddoc8,797 bytes
Read SKILL.md
## Defaults
| Parameter | Default Value | Rationale |
|-----------|---------------|-----------|
| lookback_quarters | 8 | Captures full rate cycle from hiking to cutting |
| key_indicators | fed_funds, 2s10s_spread, dot_plot, inflation_breakevens | Core rate cycle indicators |
## Preflight
Run canonical pre-flight per `contracts/preflight.md`. Include the `X-Agentii-Trace` header on every tool call per `contracts/x-agentii-trace-header.md` — carry the `_run_id` from your first tool result and name yourself (and your parent, if you were spawned).
## Data Source Priority
1. Knowledge entries (L1 rate cycle frameworks) -> 2. search_by_analogue(market_regime: rate-shock) -> 3. Real-time dataView the complete source on GitHub3-statement
When your agent uses it
3-statement financial model, integrated IS BS CF, income statement projection, balance sheet forecast, cash flow statement, cross-statement balancing, financial model build, operating model, three statement model, integrated financial statements
What it loads into context
Frontmatter
208 tokensAlways available to the agent
SKILL.md
1,939 tokensWhen the skill is activated
Reference documents
7,649 tokensLoaded on request
Token counts are estimates. Scripts run separately; they are not counted as reference context.
The playbook
- Preflight
- Triggers
- Defaults
- Methodology
- Deliverable Chain
- Validation Gates
- Tool Fallbacks
- Output File
- Output Structure
- Memory & Snapshot
- Final Summary (TUI)
- Error Handling
Files
SKILL.mdcore8,234 bytesSKILL.mdcore8,234 bytesreferences/formula-sheet.mddoc280 bytesreferences/institutional-defaults.mddoc302 bytesreferences/methodology.mddoc1,819 bytesreferences/modes.mddoc693 bytesreferences/output-structure.mddoc2,120 bytesreferences/tool-fallbacks.mddoc1,840 bytesreferences/validation-checklist.mddoc313 bytesreferences/wsp-methodology.mddoc27,395 bytes
Read SKILL.md
## Preflight
Run canonical pre-flight per `contracts/preflight.md`.
Include the `X-Agentii-Trace` header on every tool call per `contracts/x-agentii-trace-header.md` — carry the `_run_id` from your first tool result and name yourself (and your parent, if you were spawned).
## Triggers
- analyze 3 statement model
- run 3 statement model analysis
- produce 3 statement model report
- 3 statement model breakdown
- 3 statement model deep dive
- build a 3 statement modelView the complete source on GitHubaudit-xls
When your agent uses it
Audit spreadsheet, formula error detection, hardcoded cell finder, cross-sheet reference audit, workbook auditor, Excel model audit, financial model QA, spreadsheet review, cell dependency trace, formula integrity check
What it loads into context
Frontmatter
172 tokensAlways available to the agent
SKILL.md
1,604 tokensWhen the skill is activated
Reference documents
317 tokensLoaded on request
Token counts are estimates. Scripts run separately; they are not counted as reference context.
The playbook
- Triggers
- Defaults
- Methodology
- Deliverable Chain
- Validation Gates
- Output File
- Output Structure
- Preflight
- Memory & Snapshot
- Final Summary (TUI)
- Error Handling
Files
SKILL.mdcore6,725 bytesreferences/formula-sheet.mddoc128 bytesreferences/institutional-defaults.mddoc106 bytesreferences/modes.mddoc709 bytesreferences/validation-checklist.mddoc475 bytes
Read SKILL.md
# audit-xls
## Triggers
- Audit spreadsheet
- formula error detection
- hardcoded cell finder
- cross-sheet reference audit
- workbook auditor
- Excel model audit
- financial model QA
- spreadsheet review
- cell dependency trace
- formula integrity checkView the complete source on GitHubcomps
When your agent uses it
Comparable company analysis, trading comps, peer multiples, EV/EBITDA comparison, P/E benchmarking, comps table, relative valuation, industry multiples, precedent transactions, trading comparable analysis
What it loads into context
Frontmatter
646 tokensAlways available to the agent
SKILL.md
2,335 tokensWhen the skill is activated
Reference documents
4,981 tokensLoaded on request
Token counts are estimates. Scripts run separately; they are not counted as reference context.
The playbook
- Preflight
- Triggers
- Defaults
- Methodology
- Deliverable Chain
- Validation Gates
- Tool Fallbacks
- Output File
- Output Structure
- Memory & Snapshot
- Final Summary (TUI)
- Error Handling
Scripts executed separately
../../../../../../scripts/mode_backfill.py
Files
SKILL.mdcore9,827 bytesSKILL.mdcore9,827 bytesSKILL.mdcore9,827 bytesreferences/formula-sheet.mddoc280 bytesreferences/institutional-defaults.mddoc302 bytesreferences/methodology.mddoc1,961 bytesreferences/modes.mddoc687 bytesreferences/output-structure.mddoc1,958 bytesreferences/tool-fallbacks.mddoc1,867 bytesreferences/validation-checklist.mddoc363 bytesreferences/wsp-methodology.mddoc16,128 bytes../../../../../../scripts/mode_backfill.pyruns5,589 bytes
Read SKILL.md
## Preflight
Run canonical pre-flight per `contracts/preflight.md`.
Include the `X-Agentii-Trace` header on every tool call per `contracts/x-agentii-trace-header.md` — carry the `_run_id` from your first tool result and name yourself (and your parent, if you were spawned).
Use the returned `temporal_frame` on every result; `period_id` is the cross-tool key.
When a request names a period, call `resolve_period(ticker, expression, as_of?)` first and use its fiscal `period_id` on every later call. For multi-issuer comparison choose `comparison_basis=fiscal` (each issuer's own fiscal periods) or `comparison_basis=calendar` (natural quarters); state it and never mix clocks. `as_of` is the knowledge cutoff; return a typed absence instead of widening the date range.
## Triggers
- analyze comps analysis
- run comps analysis analysis
- produce comps analysis reportView the complete source on GitHubdcf
When your agent uses it
DCF valuation model, discounted cash flow, intrinsic value, WACC calculation, terminal value, free cash flow projection, equity value per share, DCF sensitivity analysis, unlevered free cash flow, present value calculation, build a DCF
What it loads into context
Frontmatter
215 tokensAlways available to the agent
SKILL.md
2,019 tokensWhen the skill is activated
Reference documents
7,211 tokensLoaded on request
Token counts are estimates. Scripts run separately; they are not counted as reference context.
The playbook
- Preflight
- Triggers
- Defaults
- Methodology
- Deliverable Chain
- Validation Gates
- Tool Fallbacks
- Output File
- Output Structure
- Memory & Snapshot
- Final Summary (TUI)
- Error Handling
Files
SKILL.mdcore8,404 bytesSKILL.mdcore8,404 bytesSKILL.mdcore8,404 bytesreferences/cost-of-capital-methodology.mddoc7,548 bytesreferences/formula-sheet.mddoc280 bytesreferences/institutional-defaults.mddoc302 bytesreferences/methodology.mddoc1,846 bytesreferences/modes.mddoc685 bytesreferences/output-structure.mddoc2,081 bytesreferences/tool-fallbacks.mddoc1,832 bytesreferences/validation-checklist.mddoc313 bytesreferences/wsp-methodology.mddoc17,058 bytes
Read SKILL.md
## Preflight
Run canonical pre-flight per `contracts/preflight.md`.
Include the `X-Agentii-Trace` header on every tool call per `contracts/x-agentii-trace-header.md` — carry the `_run_id` from your first tool result and name yourself (and your parent, if you were spawned).
## Triggers
- analyze dcf model
- run dcf model analysis
- produce dcf model report
- dcf model breakdown
- dcf model deep dive
- build a dcf modelView the complete source on GitHubearnings-preview
When your agent uses it
Earnings preview deck, quarterly earnings presentation, earnings summary slides, consensus vs actual presentation, earnings preview report, pre-earnings analysis, earnings expectations deck, quarterly preview, upcoming earnings summary, earnings announcement preview
What it loads into context
Frontmatter
206 tokensAlways available to the agent
SKILL.md
2,378 tokensWhen the skill is activated
Reference documents
2,345 tokensLoaded on request
Token counts are estimates. Scripts run separately; they are not counted as reference context.
The playbook
- Preflight
- Triggers
- Defaults
- Methodology
- Deliverable Chain
- Validation Gates
- Tool Fallbacks
- Disclaimer (Q139/T137) — REQUIRED, template-owned
- Output File
- Output Structure
- Memory & Snapshot
- Final Summary (TUI)
- Error Handling
Files
SKILL.mdcore10,098 bytesSKILL.mdcore10,098 bytesSKILL.mdcore10,098 bytesreferences/disclaimer.mddoc2,525 bytesreferences/formula-sheet.mddoc280 bytesreferences/institutional-defaults.mddoc302 bytesreferences/methodology.mddoc1,892 bytesreferences/modes.mddoc698 bytesreferences/output-structure.mddoc1,779 bytesreferences/tool-fallbacks.mddoc2,254 bytesreferences/validation-checklist.mddoc342 bytes
Read SKILL.md
## Preflight
Run canonical pre-flight per `contracts/preflight.md`.
Run the canonical pre-flight sequence — MCP health probe, ticker resolution, workspace
`style.md` override, memory load, and coverage check. See `contracts/preflight.md`.
**Office dependency probe (FR-043)** — this skill produces `.pptx` via `Bash` + `python-pptx`:
1. **Live Office session?** If `mcp__office__*` tools are present (Cowork), drive the live
document instead of headless Python.
2. **Python library**: `Bash: python3 -c "import pptx"` — if exit ≠ 0, fall back to `.md`
slide spec with `data_availability: degraded` + `python_pptx_missing: true`.
3. **LibreOffice**: `Bash: which soffice` for structural validation and PDF export.View the complete source on GitHublbo
When your agent uses it
LBO model, leveraged buyout, private equity acquisition, sources and uses, debt schedule, returns waterfall, sponsor IRR, MOIC calculation, PE exit analysis, LBO valuation
What it loads into context
Frontmatter
198 tokensAlways available to the agent
SKILL.md
1,804 tokensWhen the skill is activated
Reference documents
8,484 tokensLoaded on request
Token counts are estimates. Scripts run separately; they are not counted as reference context.
The playbook
- Preflight
- Triggers
- Defaults
- Methodology
- Deliverable Chain
- Validation Gates
- Tool Fallbacks
- Output File
- Output Structure
- Memory & Snapshot
- Final Summary (TUI)
- Error Handling
Files
SKILL.mdcore7,595 bytesSKILL.mdcore7,595 bytesreferences/formula-sheet.mddoc280 bytesreferences/institutional-defaults.mddoc302 bytesreferences/methodology.mddoc1,282 bytesreferences/modes.mddoc685 bytesreferences/output-structure.mddoc2,131 bytesreferences/tool-fallbacks.mddoc1,832 bytesreferences/validation-checklist.mddoc313 bytesreferences/wsp-methodology.mddoc32,978 bytes
Read SKILL.md
## Preflight
Run canonical pre-flight per `contracts/preflight.md`.
Include the `X-Agentii-Trace` header on every tool call per `contracts/x-agentii-trace-header.md` — carry the `_run_id` from your first tool result and name yourself (and your parent, if you were spawned).
## Triggers
- analyze lbo model
- run lbo model analysis
- produce lbo model report
- lbo model breakdown
- lbo model deep dive
- build a lbo modelView the complete source on GitHubpitch-deck
When your agent uses it
Investment pitch deck, investment committee presentation, buy-side pitch, sell-side pitch, investment thesis slides, executive summary presentation, financial presentation, board deck, investor presentation, strategy deck
What it loads into context
Frontmatter
171 tokensAlways available to the agent
SKILL.md
1,947 tokensWhen the skill is activated
Reference documents
1,924 tokensLoaded on request
Token counts are estimates. Scripts run separately; they are not counted as reference context.
The playbook
- Triggers
- Defaults
- Methodology
- Deliverable Chain
- Disclaimer (Q139/T137) — REQUIRED, template-owned
- Output File
- Output Structure
- Preflight
- Memory & Snapshot
- Final Summary (TUI)
- Error Handling
Files
SKILL.mdcore7,943 bytesSKILL.mdcore7,943 bytesreferences/capital-allocation-methodology.mddoc7,559 bytesreferences/formula-sheet.mddoc129 bytesreferences/institutional-defaults.mddoc107 bytesreferences/modes.mddoc710 bytesreferences/validation-checklist.mddoc538 bytes
Read SKILL.md
# pitch-deck
## Triggers
- Investment pitch deck
- investment committee presentation
- buy-side pitch
- sell-side pitch
- investment thesis slides
- executive summary presentation
- financial presentation
- board deck
- investor presentation
- strategy deckView the complete source on GitHubsotp-valuation
When your agent uses it
Sum of the Parts valuation, segment-based valuation, conglomerate valuation, business segment analysis, breakup value, segment sum valuation, parts worth more than whole, hidden asset value
What it loads into context
Frontmatter
162 tokensAlways available to the agent
SKILL.md
1,688 tokensWhen the skill is activated
Reference documents
1,170 tokensLoaded on request
Token counts are estimates. Scripts run separately; they are not counted as reference context.
The playbook
- Preflight
- Triggers
- Defaults
- Methodology
- Deliverable Chain
- Output File
- Output Structure
- Validation Gates
- Tool Fallbacks
- Memory & Snapshot
- Final Summary (TUI)
- Error Handling
Files
SKILL.mdcore7,328 bytesreferences/formula-sheet.mddoc280 bytesreferences/institutional-defaults.mddoc302 bytesreferences/methodology.mddoc1,702 bytesreferences/modes.mddoc696 bytesreferences/output-structure.mddoc1,348 bytesreferences/tool-fallbacks.mddoc388 bytesreferences/validation-checklist.mddoc313 bytes
Read SKILL.md
# Sum of the Parts (SOTP) Valuation
Values each business segment independently and sums for total enterprise value. Essential for conglomerates (GE, MMM, HON), multi-segment tech (AMZN: AWS + Retail + Ads, GOOG: Search + Cloud + YouTube), and holding companies. SOTP often reveals "hidden value" when the market undervalues individual segments.
## Preflight
Run canonical pre-flight per `contracts/preflight.md`.
Include the `X-Agentii-Trace` header on every tool call per `contracts/x-agentii-trace-header.md` — carry the `_run_id` from your first tool result and name yourself (and your parent, if you were spawned).
## Triggers
- sum of the parts valuation {ticker}
- SOTP analysis {ticker}View the complete source on GitHubxlsx-financials
When your agent uses it
Produce formatted .xlsx financial statement workbooks from XBRL statement data. Uses Bash + openpyxl (Python) following Anthropic FSI xlsx-author conventions for professional Excel output with calculation arc cross-validation.
What it loads into context
Frontmatter
146 tokensAlways available to the agent
SKILL.md
1,882 tokensWhen the skill is activated
Reference documents
3,561 tokensLoaded on request
Token counts are estimates. Scripts run separately; they are not counted as reference context.
The playbook
- Triggers
- Defaults
- Methodology
- Deliverable Chain
- Output File
- Output Structure
- xlsx-author Conventions
- Validation Gates
- Tool Fallbacks
- Preflight
- Memory & Snapshot
- Final Summary (TUI)
- Error Handling
Files
SKILL.mdcore8,179 bytesSKILL.mdcore8,179 bytesreferences/formula-sheet.mddoc280 bytesreferences/institutional-defaults.mddoc302 bytesreferences/methodology.mddoc3,237 bytesreferences/modes.mddoc715 bytesreferences/output-structure.mddoc1,292 bytesreferences/tool-fallbacks.mddoc960 bytesreferences/validation-checklist.mddoc313 bytesreferences/wsp-methodology.mddoc9,547 bytes
Read SKILL.md
# xlsx-financials
Shared skill for producing formatted Excel workbooks from XBRL financial statement data. Invoked as a sub-skill by financial modeling and analysis skills. Centralizes formatting, formula auditing, and calculation arc cross-validation in one place.
## Triggers
- Produce Excel financial statements for {ticker}
- Generate .xlsx workbook from XBRL data
- Export income statement to Excel
- Export balance sheet to Excel
- Export cash flow statement to Excel
- Render financial statements as spreadsheet
- Create formatted financial workbook
- Build .xlsx from get_statement outputView the complete source on GitHubincome-strategies
When your agent uses it
options income, covered call strategy, cash secured puts, credit spreads, iron condor, wheel strategy, premium selling, yield enhancement, defined risk income, monthly income options
What it loads into context
Frontmatter
136 tokensAlways available to the agent
SKILL.md
984 tokensWhen the skill is activated
Reference documents
412 tokensLoaded on request
Token counts are estimates. Scripts run separately; they are not counted as reference context.
The playbook
- Defaults
- Preflight
- Methodology
- Preflight
- Data Source Priority
- Protocol
- Methodology
- Output File
- Output Structure
- Error Handling
- Final Summary (TUI)
- Memory Load
- Snapshot
- Output Frontmatter
- References
Files
SKILL.mdcore4,415 bytesreferences/knowledge-frameworks.mddoc1,119 bytesreferences/modes.mddoc719 bytes
Read SKILL.md
## Defaults
| Parameter | Default Value | Rationale |
|-----------|---------------|-----------|
| parameter_free | true | This skill has no tunable parameters; analysis scope set by temporal_scope frontmatter |
## Preflight
Run canonical pre-flight per `contracts/preflight.md`. Include the `X-Agentii-Trace` header on every tool call per `contracts/x-agentii-trace-header.md` — carry the `_run_id` from your first tool result and name yourself (and your parent, if you were spawned).
## Methodology
### Retrieval Scope
structured_onlyView the complete source on GitHuboptions-foundations
When your agent uses it
options foundations, Greeks analysis, volatility surface, put call parity, options pricing, delta gamma theta vega rho, Black Scholes, options theory, derivatives basics, options mechanics
What it loads into context
Frontmatter
136 tokensAlways available to the agent
SKILL.md
983 tokensWhen the skill is activated
Reference documents
411 tokensLoaded on request
Token counts are estimates. Scripts run separately; they are not counted as reference context.
The playbook
- Defaults
- Preflight
- Methodology
- Preflight
- Data Source Priority
- Protocol
- Methodology
- Output File
- Output Structure
- Error Handling
- Final Summary (TUI)
- Memory Load
- Snapshot
- Output Frontmatter
- References
Files
SKILL.mdcore4,427 bytesreferences/knowledge-frameworks.mddoc1,119 bytesreferences/modes.mddoc721 bytes
Read SKILL.md
## Defaults
| Parameter | Default Value | Rationale |
|-----------|---------------|-----------|
| parameter_free | true | This skill has no tunable parameters; analysis scope set by temporal_scope frontmatter |
## Preflight
Run canonical pre-flight per `contracts/preflight.md`. Include the `X-Agentii-Trace` header on every tool call per `contracts/x-agentii-trace-header.md` — carry the `_run_id` from your first tool result and name yourself (and your parent, if you were spawned).
## Methodology
### Retrieval Scope
structured_onlyView the complete source on GitHubprice-action-options
When your agent uses it
Options price action strategy, volatility-aware entries, options structure selection by market regime, delta and gamma positioning, options overlay on directional views, expiry selection
What it loads into context
Frontmatter
133 tokensAlways available to the agent
SKILL.md
603 tokensWhen the skill is activated
Reference documents
157 tokensLoaded on request
Token counts are estimates. Scripts run separately; they are not counted as reference context.
The playbook
- Defaults
- Preflight
- Data Source Priority
- Methodology
- Output File
- Output Structure
- Error Handling
- Memory Load
- Snapshot
- Final Summary (TUI)
- References
Files
SKILL.mdcore2,650 bytesreferences/modes.mddoc726 bytes
Read SKILL.md
> Methodology inspired by publicly taught trading frameworks; all text is an original paraphrase.
## Defaults
| Parameter | Default Value | Rationale |
|-----------|---------------|-----------|
| lookback_quarters | 4 | Standard window for price-action-options |
## Preflight
Run canonical pre-flight per `contracts/preflight.md`. Include the `X-Agentii-Trace` header on every tool call per `contracts/x-agentii-trace-header.md` — carry the `_run_id` from your first tool result and name yourself (and your parent, if you were spawned).
## Data Source Priority
View the complete source on GitHubtechnical-execution
When your agent uses it
Technical execution timing, entry exit signals, price action analysis, volume profile, market structure, support resistance levels, trend identification, Wyckoff method, auction market theory, trade management timing, position entry exit optimization
What it loads into context
Frontmatter
145 tokensAlways available to the agent
SKILL.md
856 tokensWhen the skill is activated
Reference documents
411 tokensLoaded on request
Token counts are estimates. Scripts run separately; they are not counted as reference context.
The playbook
- Defaults
- Preflight
- Methodology
- Preflight
- Protocol
- Methodology
- Output File
- Output Structure
- Error Handling
- Final Summary (TUI)
- Memory Load
- Snapshot
- Output Frontmatter
- References
Files
SKILL.mdcore3,865 bytesreferences/knowledge-frameworks.mddoc1,119 bytesreferences/modes.mddoc721 bytes
Read SKILL.md
## Defaults
| Parameter | Default Value | Rationale |
|-----------|---------------|-----------|
| parameter_free | true | This skill has no tunable parameters; analysis scope set by temporal_scope frontmatter |
## Preflight
Run canonical pre-flight per `contracts/preflight.md`. Include the `X-Agentii-Trace` header on every tool call per `contracts/x-agentii-trace-header.md` — carry the `_run_id` from your first tool result and name yourself (and your parent, if you were spawned).
## Methodology
### Retrieval Scope
structured_onlyView the complete source on GitHubvolatility-trading
When your agent uses it
volatility trading, VIX products, straddle strangle, vol arbitrage, volatility surface trading, variance swap, gamma scalping, implied vs realized volatility, vol of vol, earnings volatility play
What it loads into context
Frontmatter
140 tokensAlways available to the agent
SKILL.md
989 tokensWhen the skill is activated
Reference documents
411 tokensLoaded on request
Token counts are estimates. Scripts run separately; they are not counted as reference context.
The playbook
- Defaults
- Preflight
- Methodology
- Preflight
- Data Source Priority
- Protocol
- Methodology
- Output File
- Output Structure
- Error Handling
- Final Summary (TUI)
- Memory Load
- Snapshot
- Output Frontmatter
- References
Files
SKILL.mdcore4,431 bytesreferences/knowledge-frameworks.mddoc1,119 bytesreferences/modes.mddoc720 bytes
Read SKILL.md
## Defaults
| Parameter | Default Value | Rationale |
|-----------|---------------|-----------|
| parameter_free | true | This skill has no tunable parameters; analysis scope set by temporal_scope frontmatter |
## Preflight
Run canonical pre-flight per `contracts/preflight.md`. Include the `X-Agentii-Trace` header on every tool call per `contracts/x-agentii-trace-header.md` — carry the `_run_id` from your first tool result and name yourself (and your parent, if you were spawned).
## Methodology
### Retrieval Scope
structured_onlyView the complete source on GitHublong-short-construction
When your agent uses it
Long short portfolio construction, market neutral positioning, factor-balanced book, gross and net exposure management, pair selection, beta hedging, portfolio construction methodology
What it loads into context
Frontmatter
171 tokensAlways available to the agent
SKILL.md
1,951 tokensWhen the skill is activated
Reference documents
4,460 tokensLoaded on request
Token counts are estimates. Scripts run separately; they are not counted as reference context.
The playbook
- Defaults
- Preflight
- Data Source Priority
- Methodology
- Output File
- Output Structure
- Error Handling
- Memory Load
- Snapshot
- Final Summary (TUI)
- References
Files
SKILL.mdcore8,669 bytesreferences/construction-methodology.mddoc10,207 bytesreferences/modes.mddoc729 bytesreferences/wsp-methodology.mddoc9,025 bytes
Read SKILL.md
> Methodology fused from institutional portfolio-construction and buy-side long/short frameworks; all text is an original paraphrase.
## Defaults
| Parameter | Default Value | Rationale |
|-----------|---------------|-----------|
| lookback_quarters | 4 | Standard window for beta and correlation estimation |
| gross_exposure_target | 150% | Mid-range of the 130-200% institutional band |
| net_exposure_band | -20% to +60% | Defines strategy identity; outside this is style drift |
| beta_net_deviation_max | 15pp | Gap between raw and beta-adjusted net above which the hedge is mis-specified |
| max_long_position | 5% | Standard conviction sizing |
| max_short_position | 3% | Halved for unbounded loss and adverse position drift |
| max_days_to_cover | 5 | Squeeze avoidance on any single short |
View the complete source on GitHublong-short-equity
When your agent uses it
long short equity strategy, pair trade construction, market neutral portfolio, net exposure management, factor neutrality, equity long short, hedge fund strategy, alpha generation, stock picking portfolio construction, long short position management
What it loads into context
Frontmatter
181 tokensAlways available to the agent
SKILL.md
1,703 tokensWhen the skill is activated
Reference documents
2,235 tokensLoaded on request
Token counts are estimates. Scripts run separately; they are not counted as reference context.
The playbook
- Defaults
- Preflight
- Data Source Priority
- Methodology
- Output File
- Output Structure
- Error Handling
- Final Summary (TUI)
- Memory Load
- Snapshot
- Output Frontmatter
- References
Files
SKILL.mdcore7,783 bytesreferences/knowledge-frameworks.mddoc722 bytesreferences/modes.mddoc723 bytesreferences/strategy-methodology.mddoc9,408 bytes
Read SKILL.md
> Methodology fused from institutional long/short and buy-side research frameworks; all text is an original paraphrase.
## Defaults
| Parameter | Default Value | Rationale |
|-----------|---------------|-----------|
| parameter_free | true | This skill has no tunable parameters; analysis scope set by temporal_scope frontmatter |
## Preflight
Run canonical pre-flight per `contracts/preflight.md`. Include the `X-Agentii-Trace` header on every tool call per `contracts/x-agentii-trace-header.md` — carry the `_run_id` from your first tool result and name yourself (and your parent, if you were spawned).
## Data Source Priority
View the complete source on GitHubportfolio-hedging
When your agent uses it
portfolio hedging, tail risk hedging, options overlay, correlation regime, downside protection, portfolio insurance, risk mitigation strategy, hedge construction, black swan hedging, volatility hedging
What it loads into context
Frontmatter
148 tokensAlways available to the agent
SKILL.md
783 tokensWhen the skill is activated
Reference documents
1,751 tokensLoaded on request
Token counts are estimates. Scripts run separately; they are not counted as reference context.
The playbook
- Defaults
- Preflight
- Methodology
- Preflight
- Data Source Priority
- Protocol
- Methodology
- Output File
- Output Structure
- Error Handling
- Final Summary (TUI)
- Memory Load
- Snapshot
- Output Frontmatter
- References
Files
SKILL.mdcore3,528 bytesreferences/knowledge-frameworks.mddoc722 bytesreferences/modes.mddoc719 bytesreferences/wsp-methodology.mddoc6,782 bytes
Read SKILL.md
## Defaults
| Parameter | Default Value | Rationale |
|-----------|---------------|-----------|
| parameter_free | true | This skill has no tunable parameters; analysis scope set by temporal_scope frontmatter |
## Preflight
Run canonical pre-flight per `contracts/preflight.md`. Include the `X-Agentii-Trace` header on every tool call per `contracts/x-agentii-trace-header.md` — carry the `_run_id` from your first tool result and name yourself (and your parent, if you were spawned).
## Methodology
### Retrieval Scope
structured_onlyView the complete source on GitHubposition-sizing
When your agent uses it
position sizing, Kelly criterion, risk budgeting, volatility targeting, portfolio allocation, bet sizing, capital allocation, drawdown management, position management, risk parity sizing
What it loads into context
Frontmatter
140 tokensAlways available to the agent
SKILL.md
773 tokensWhen the skill is activated
Reference documents
324 tokensLoaded on request
Token counts are estimates. Scripts run separately; they are not counted as reference context.
The playbook
- Defaults
- Preflight
- Methodology
- Preflight
- Data Source Priority
- Protocol
- Methodology
- Output File
- Output Structure
- Error Handling
- Final Summary (TUI)
- Memory Load
- Snapshot
- Output Frontmatter
- References
Files
SKILL.mdcore3,507 bytesreferences/knowledge-frameworks.mddoc722 bytesreferences/modes.mddoc717 bytes
Read SKILL.md
## Defaults
| Parameter | Default Value | Rationale |
|-----------|---------------|-----------|
| parameter_free | true | This skill has no tunable parameters; analysis scope set by temporal_scope frontmatter |
## Preflight
Run canonical pre-flight per `contracts/preflight.md`. Include the `X-Agentii-Trace` header on every tool call per `contracts/x-agentii-trace-header.md` — carry the `_run_id` from your first tool result and name yourself (and your parent, if you were spawned).
## Methodology
### Retrieval Scope
structured_onlyView the complete source on GitHubddm-valuation
When your agent uses it
Dividend Discount Model, DDM valuation, multi-stage dividend model, Gordon Growth Model, dividend growth valuation, mature company valuation, income stock valuation, dividend yield analysis
What it loads into context
Frontmatter
129 tokensAlways available to the agent
SKILL.md
1,420 tokensWhen the skill is activated
Reference documents
1,011 tokensLoaded on request
Token counts are estimates. Scripts run separately; they are not counted as reference context.
The playbook
- Preflight
- Triggers
- Defaults
- Methodology
- Output File
- Output Structure
- Validation Gates
- Tool Fallbacks
- Memory & Snapshot
- Final Summary (TUI)
- Error Handling
Files
SKILL.mdcore6,136 bytesreferences/methodology.mddoc1,647 bytesreferences/modes.mddoc695 bytesreferences/output-structure.mddoc1,411 bytesreferences/tool-fallbacks.mddoc381 bytes
Read SKILL.md
# Dividend Discount Model (DDM)
Multi-stage DDM for mature dividend-paying companies. Values a stock as the present value of all expected future dividends. Especially appropriate for financials (JPM, BAC), utilities (DUK, SO), consumer staples (PG, KO), and REITs — where dividends are the primary mechanism of shareholder returns.
## Preflight
Run canonical pre-flight per `contracts/preflight.md`.
Include the `X-Agentii-Trace` header on every tool call per `contracts/x-agentii-trace-header.md` — carry the `_run_id` from your first tool result and name yourself (and your parent, if you were spawned).
## Triggers
- dividend discount model {ticker}
- DDM valuation {ticker}View the complete source on GitHubpeg-valuation
When your agent uses it
PEG valuation, Price Earnings to Growth ratio, Peter Lynch PEG methodology, growth-adjusted valuation, earnings growth rate, PE ratio valuation, PEG sector comparison, undervalued growth stocks, fair value PEG
What it loads into context
Frontmatter
142 tokensAlways available to the agent
SKILL.md
1,543 tokensWhen the skill is activated
Reference documents
1,010 tokensLoaded on request
Token counts are estimates. Scripts run separately; they are not counted as reference context.
The playbook
- Preflight
- Triggers
- Defaults
- Methodology
- Output File
- Output Structure
- Tool Fallbacks
- Memory & Snapshot
- Final Summary (TUI)
- Error Handling
Files
SKILL.mdcore6,539 bytesreferences/methodology.mddoc1,344 bytesreferences/modes.mddoc695 bytesreferences/output-structure.mddoc1,402 bytesreferences/tool-fallbacks.mddoc667 bytes
Read SKILL.md
# PEG Valuation
Peter Lynch PEG (Price/Earnings to Growth) methodology. PEG = P/E Ratio ÷ Earnings Growth Rate (%). Growth-adjusted valuation that answers: "Is this stock's growth justifying its multiple?"
## Preflight
Run canonical pre-flight per `contracts/preflight.md`.
**`get_realtime_quote` availability **: If `get_realtime_quote` is not yet deployed, prompt user for current stock price. PE numerator from `search_earnings_calendar` (NTM consensus EPS × current price = PE) as fallback.
Include the `X-Agentii-Trace` header on every tool call per `contracts/x-agentii-trace-header.md` — carry the `_run_id` from your first tool result and name yourself (and your parent, if you were spawned).
## Triggers
View the complete source on GitHubratio-analysis
When your agent uses it
Financial ratio analysis, profitability ratios ROE ROA ROIC, liquidity ratios current quick cash, leverage ratios debt-to-equity interest coverage, efficiency ratios asset turnover inventory turnover DSO, valuation ratios PE PB EV/EBITDA, cross-company ratio comparison, DuPont analysis
What it loads into context
Frontmatter
205 tokensAlways available to the agent
SKILL.md
1,715 tokensWhen the skill is activated
Reference documents
7,269 tokensLoaded on request
Token counts are estimates. Scripts run separately; they are not counted as reference context.
The playbook
- Preflight
- Triggers
- Defaults
- Methodology
- Output File
- Output Structure
- Tool Fallbacks
- Memory & Snapshot
- Final Summary (TUI)
- Error Handling
Files
SKILL.mdcore7,672 bytesSKILL.mdcore7,672 bytesreferences/methodology.mddoc4,541 bytesreferences/modes.mddoc696 bytesreferences/output-structure.mddoc1,612 bytesreferences/roic-methodology.mddoc14,626 bytesreferences/sources.mddoc1,438 bytesreferences/tool-fallbacks.mddoc704 bytesreferences/wsp-methodology.mddoc10,295 bytes
Read SKILL.md
# Financial Ratio Analysis
Quantitative skill computing 6 categories of financial ratios from XBRL financial data. Cross-company comparison within sector. References professional financial training ratio interpretation standards.
## Preflight
Run canonical pre-flight per `contracts/preflight.md`.
**`get_realtime_quote` availability **: If `get_realtime_quote` is not yet deployed in the MCP surface, use `search_earnings_calendar` for PE/earnings data and flag valuation ratios as "current price unavailable — using latest reported data." Prompts user for current stock price as manual fallback.
Include the `X-Agentii-Trace` header on every tool call per `contracts/x-agentii-trace-header.md` — carry the `_run_id` from your first tool result and name yourself (and your parent, if you were spawned).
Use the returned `temporal_frame`; read `date_basis`/`fiscal_source` from earnings rows and never treat either as a fiscal boundary.
View the complete source on GitHubresidual-income
When your agent uses it
Residual Income valuation, EVA Economic Value Added, excess return valuation, book value plus economic profit, financial institution valuation, bank valuation, insurance company valuation
What it loads into context
Frontmatter
122 tokensAlways available to the agent
SKILL.md
1,526 tokensWhen the skill is activated
Reference documents
995 tokensLoaded on request
Token counts are estimates. Scripts run separately; they are not counted as reference context.
The playbook
- Preflight
- Triggers
- Defaults
- Methodology
- Output File
- Output Structure
- Validation Gates
- Tool Fallbacks
- Memory & Snapshot
- Final Summary (TUI)
- Error Handling
Files
SKILL.mdcore6,502 bytesreferences/methodology.mddoc1,365 bytesreferences/modes.mddoc697 bytesreferences/output-structure.mddoc1,458 bytesreferences/tool-fallbacks.mddoc367 bytes
Read SKILL.md
# Residual Income / Economic Value Added (EVA) Valuation
Values a company as: Book Value + Present Value of Future Economic Profit. Economic profit = earnings ABOVE the required return on equity. Especially valuable for financial institutions (banks, insurers) where DCF is problematic due to the nature of debt (it's inventory, not capital) and for capital-intensive firms. Also known as the Edwards-Bell-Ohlson (EBO) model in academic literature.
## Preflight
Run canonical pre-flight per `contracts/preflight.md`.
Include the `X-Agentii-Trace` header on every tool call per `contracts/x-agentii-trace-header.md` — carry the `_run_id` from your first tool result and name yourself (and your parent, if you were spawned).
## Triggers
- residual income valuation {ticker}
- EVA valuation {ticker}View the complete source on GitHubreverse-dcf
When your agent uses it
Reverse DCF valuation, implied growth rate, market expectations analysis, reverse discounted cash flow, implied valuation assumptions, market-implied projections, DCF sanity check
What it loads into context
Frontmatter
461 tokensAlways available to the agent
SKILL.md
1,784 tokensWhen the skill is activated
Reference documents
2,352 tokensLoaded on request
Token counts are estimates. Scripts run separately; they are not counted as reference context.
The playbook
- Preflight
- Triggers
- Defaults
- Methodology
- Output File
- Output Structure
- Validation Gates
- Memory & Snapshot
- Final Summary (TUI)
- Error Handling
Files
SKILL.mdcore7,671 bytesSKILL.mdcore7,671 bytesreferences/methodology.mddoc1,415 bytesreferences/modes.mddoc693 bytesreferences/output-structure.mddoc1,360 bytesreferences/reverse-dcf-methodology.mddoc7,452 bytes
Read SKILL.md
# Reverse DCF — Market-Implied Expectations
Starts from the current stock price and solves backward: "What growth rate, margin, or WACC does the market currently price in?" Answers: "Is the market too optimistic or too pessimistic about {ticker}?" This is a sanity-check tool used by professional analysts to test whether consensus assumptions are already reflected in the stock price.
## Preflight
Run canonical pre-flight per `contracts/preflight.md`.
Include the `X-Agentii-Trace` header on every tool call per `contracts/x-agentii-trace-header.md` — carry the `_run_id` from your first tool result and name yourself (and your parent, if you were spawned).
## Triggers
- reverse DCF {ticker}
- implied growth rate {ticker}View the complete source on GitHubrisk-and-psychology
When your agent uses it
Trading psychology, risk management discipline, position sizing psychology, drawdown management, behavioral bias mitigation, emotional discipline framework, loss aversion control
What it loads into context
Frontmatter
135 tokensAlways available to the agent
SKILL.md
611 tokensWhen the skill is activated
Reference documents
3,343 tokensLoaded on request
Token counts are estimates. Scripts run separately; they are not counted as reference context.
The playbook
- Defaults
- Preflight
- Data Source Priority
- Methodology
- Output File
- Output Structure
- Error Handling
- Memory Load
- Snapshot
- Final Summary (TUI)
- References
Files
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> Methodology inspired by publicly taught trading frameworks; all text is an original paraphrase.
## Defaults
| Parameter | Default Value | Rationale |
|-----------|---------------|-----------|
| lookback_quarters | 4 | Standard window for risk-and-psychology |
## Preflight
Run canonical pre-flight per `contracts/preflight.md`. Include the `X-Agentii-Trace` header on every tool call per `contracts/x-agentii-trace-header.md` — carry the `_run_id` from your first tool result and name yourself (and your parent, if you were spawned).
## Data Source Priority
View the complete source on GitHubchallenge
When your agent uses it
Adversarial verification of research theses — cross-run/cross-thesis contradiction via the entity index, pre-mortem (Klarman/Kahneman: assume the loss already happened, reverse the path), inversion (Munger: invert, always invert), and wrong_if falsifiability review. ≈50-finding cap sorted by severity; content-derived finding IDs; incremental scoping with three backstops; lifecycle hooks at pillar-complete / thesis-complete / pre-reduction.
What it loads into context
Frontmatter
115 tokensAlways available to the agent
SKILL.md
769 tokensWhen the skill is activated
Reference documents
115 tokensLoaded on request
Token counts are estimates. Scripts run separately; they are not counted as reference context.
The playbook
- Method bodies (the four angles)
- Economics (Q40/Q68)
- Invocation
Scripts executed separately
../../../../../../scripts/agentii_cmd.py../../../../../../scripts/challenge.py
Files
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# agentii.challenge
The buyer-side IC verb: *challenge the thesis*. Not `audit` — that name was taken
three times (audit-xls, quality-audit.yaml, G3) — challenge is the thing that
happens in an investment committee.
## Method bodies (the four angles)
1. **Cross-run contradiction** — the entity index (`reduce_journals.build_entity_index`):
same `(entity, metric, period)` with different values. Same `retrieved_at` →
true contradiction; different → suspected restatement. **The validator never
auto-resolves** — candidates go to the IC agenda.
2. **Pre-mortem** — assume the loss already happened; reconstruct the path
backwards. Which pillar failed first? What data would have to be wrong?View the complete source on GitHubclarify
When your agent uses it
The research-domain clarification skill — find underspecified items in a thesis spec.md (prose wrong_if, universe rows without rationale, missing budget/expiry/pins, ambiguous pillars), ask the human structured questions WITH options (max 5 per round), encode the answers back into spec.md's Clarifications section, and re-evaluate checklists/thesis-quality.md after every write (Q32 bidirectional maintenance).
What it loads into context
Frontmatter
99 tokensAlways available to the agent
SKILL.md
882 tokensWhen the skill is activated
Reference documents
138 tokensLoaded on request
Token counts are estimates. Scripts run separately; they are not counted as reference context.
The playbook
- Invocation
- Two phases
- Rules
Scripts executed separately
../../../../../../scripts/agentii_cmd.py
Files
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# agentii.clarify
The 8th kit command — closes the gap Q32 itself assumed: upstream
`speckit-clarify` re-evaluates the quality checklist after every spec write, but
spec 046 never named the command that performs the clarification.
## Invocation
Both phases run kit Python. Resolve the kit root once per shell first —
`contracts/kit-root.md`. The kit's scripts do NOT ship with the skills, and this
skill's old path (`kit-scripts/`, below) did not exist at all: it named a directory
that has never been in this repository, so every documented invocation of `clarify`
failed with "No such file or directory".
View the complete source on GitHubconstitution
When your agent uses it
Scaffold and amend the L1 Investment Constitution — [ALL_CAPS] placeholder bootstrap, SemVer bump rules, Sync Impact Report, MINOR/MAJOR re-examination dispatch after the gate-5 budget confirm. Thesis creation stays refused until ratification (Q83).
What it loads into context
Frontmatter
69 tokensAlways available to the agent
SKILL.md
637 tokensWhen the skill is activated
Reference documents
155 tokensLoaded on request
Token counts are estimates. Scripts run separately; they are not counted as reference context.
The playbook
- Bootstrap (empty workspace, Q83)
- Bump rules (Q33 — written in, not advisory)
- Re-examination dispatch (Q33 A+)
- Invocation
Scripts executed separately
../../../../../../scripts/agentii_cmd.py
Files
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# agentii.constitution
## Bootstrap (empty workspace, Q83)
Scaffolds `constitution.md` (prose, SemVer footer, Sync Impact Report slot) +
`constitution.yaml` (arity constraints, budgets, drift thresholds) +
`assumptions.yaml` + `value-checks.yaml` + `taxonomy.yaml` — all with `[ALL_CAPS]`
placeholders. `constitution_pin: unratified` is legal until ratification.
## Bump rules (Q33 — written in, not advisory)
| bump | meaning | consequence |
|---|---|---|
| MAJOR | a principle removed or incompatibly redefined | `stale` + gate-5 → dispatch re-examination |View the complete source on GitHubconverge
When your agent uses it
Append-only gap closure and the cadence engine for research theses. Evaluates artifact CURRENT state (never git history, never task checkboxes) against current pins and wrong_if falsifiers, then appends a Convergence section to tasks.md re-proposing the gaps. A clean run leaves tasks.md byte-identical. Deterministic gaps (stale, invalidated) are uncapped; judgment-class gaps are capped per spec 046 Q40.
What it loads into context
Frontmatter
115 tokensAlways available to the agent
SKILL.md
864 tokensWhen the skill is activated
Reference documents
160 tokensLoaded on request
Token counts are estimates. Scripts run separately; they are not counted as reference context.
The playbook
- When to run
- What it does
- Gap types
- Invocation
- Hard rules (Q26)
Scripts executed separately
../../../../../../scripts/agentii_cmd.py../../../../../../scripts/converge.py
Files
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# agentii.converge
Append-only gap closure — the cadence engine of the research orchestration system (spec 046 Q26).
## When to run
- After every `agentii.implement` batch (the system detects its own staleness).
- On any cadence cycle (quarterly re-visits, post-earnings, post-constitution-bump).
- Before any IC review (the conflict list must be current).
- When the cross-stock synthesis tasks complete, close the loop with the report
workflow — see `skills/agentii/synthesize/SKILL.md` (pack → author
content.html → assemble). An `html_stale` finding below means that workflow
must re-run.
View the complete source on GitHubfull-equity-research
When your agent uses it
The Auto 档 scenario — a soft-plan orchestrator for a complete fundamental equity research thesis: understand → financials → valuation → synthesize. The body is a soft plan (stages), not a rigid DAG; correctness is enforced by each referenced skill's own requires: preconditions, never by this plan's rigidity (Q2).
What it loads into context
Frontmatter
90 tokensAlways available to the agent
SKILL.md
232 tokensWhen the skill is activated
Reference documents
56 tokensLoaded on request
Token counts are estimates. Scripts run separately; they are not counted as reference context.
The playbook
Files
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# full-equity-research
```yaml
scenario: full-equity-research
stages:
- skill: business-model
- skill: competitive
- skill: recent-quarter
- skill: valuation-methods
- skill: dcf
notes: >-
Foreign issuers use 20-F/6-K instead of 10-K/8-K; small caps may skip dcf.
Dispatch each stage as its own subagent (context isolation, Q2); handoff
passes artifact PATHS, never content (Q13 rule 3).View the complete source on GitHubimplement
When your agent uses it
Execute research tasks — checklist soft gate, phase dispatch with explicit thesis_dir, budget enforcement (halt + approval card on overrun), skill_pin recording (version_hash content-hashed per skill directory), [x] written on completion.
What it loads into context
Frontmatter
61 tokensAlways available to the agent
SKILL.md
644 tokensWhen the skill is activated
Reference documents
104 tokensLoaded on request
Token counts are estimates. Scripts run separately; they are not counted as reference context.
The playbook
- Before dispatch
- During dispatch
- Invocation
Scripts executed separately
../../../../../../scripts/agentii_cmd.py../../../../../../scripts/dispatch.py
Files
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# agentii.implement
## Before dispatch
1. **Checklist soft gate (Q29)**: scan `checklists/*.md`; on unchecked items, stop
and ask — the human may proceed (it is a soft gate, not a hard block).
2. **Budget check (Q58)**: `budget{max_tasks, max_retries_per_task}` — exceeding
halts with a Q39 approval card; never a silent overrun. The dispatcher checks
budget first, `max_in_flight` second (Q82).
3. **Resume matrix (Q56)**: absent → run; valid FR-090 → skip; corrupted →
`--resume`; `stale` → leave for converge. The filesystem IS the checkpoint.
4. **`thesis_dir` passed explicitly** (Q37) — no singleton pointer; cwd fallback is
human-only and journaled.
View the complete source on GitHubplan
When your agent uses it
Author the research plan — fundamentals first, trade ideas last; Constitution Check evaluated twice; Deviation Register with mandatory Expiry; emits the four side artifacts (brief/entities/reproduce/contracts). Technical (market_data_stage: early) theses MUST emit the entities.md bars schema before implement (Q42).
What it loads into context
Frontmatter
76 tokensAlways available to the agent
SKILL.md
631 tokensWhen the skill is activated
Reference documents
142 tokensLoaded on request
Token counts are estimates. Scripts run separately; they are not counted as reference context.
The playbook
- Ordering rule (Q35/Q36)
- Side artifacts
- Deviation Register (Q35)
- Invocation
Scripts executed separately
../../../../../../scripts/agentii_cmd.py
Files
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# agentii.plan
## Ordering rule (Q35/Q36)
The plan starts with business understanding and ends with dateable catalysts +
sizing. Constitution Check runs **twice**: plan start (scalar + scope) and after
sizing (aggregate — `position_pct` exists only then).
## Side artifacts
| artifact | content | hard requirement |
|---|---|---|
| `brief.md` | stage-0 context brief — Q18 retrieval keys (mechanical prefilter → pillar FTS → cold-start fallback); strategies top-N 3–5 with a `method_selection:` verdict each (Q7); `<ref:*>` framed blocks; `corpus_version` pin | — |
| `entities.md` | entity_claims schema + entity/metric map | **`market_data_stage: early` theses MUST define the bars schema (Q42) — without it, implement refuses** |View the complete source on GitHubspecify
When your agent uses it
Create a research thesis — theses/{nnn}-{slug}/ via mkdir-as-CAS, pillar-prioritized spec.md, initialized thesis.md, and the thesis-quality checklist. Refuses creation while the workspace constitution is unratified (spec 046 Q83 A+).
What it loads into context
Frontmatter
70 tokensAlways available to the agent
SKILL.md
583 tokensWhen the skill is activated
Reference documents
107 tokensLoaded on request
Token counts are estimates. Scripts run separately; they are not counted as reference context.
The playbook
- Hard rules
- What it produces
- Invocation
Scripts executed separately
../../../../../../scripts/agentii_cmd.py
Files
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# agentii.specify
Creates a research thesis directory and its specification.
## Hard rules
- **Refuse creation while `constitution_pin: unratified`** (Q83 A+): no research may
be produced under placeholder governance. Aggregate checks and staged orders
hard-fail on `unratified` — a thesis created early could never be re-reviewed
properly (no old constitution to diff against).
- ID allocation is **mkdir-as-CAS** (Q27): `os.mkdir()`; `FileExistsError` →
increment and retry. Never `exist_ok=True`.
- Pillars are priority-ordered and **independently falsifiable** (Q30): P1 = the
Minimum Defensible View; every `wrong_if` is `{metric, threshold, source}` —View the complete source on GitHubsynthesize
When your agent uses it
Thesis report synthesis — turn a thesis's markdown artifacts into its letter-size thesis-report.html, then OPTIMIZE it against real page renders. Four-step loop — pack (deterministic Python bundle of all sources + report/metrics.json), author (the LLM writes report/content.html — narrative, KPI tiles, badges, timeline, tables and citations are LLM judgment), assemble (deterministic validation, template injection, Q50 pins, Q47 overflow gate), render + optimize (Chrome headless per-page PNGs — the LLM reads them and iterates until every page is visually clean). Spec 046 Q46–Q50.
What it loads into context
Frontmatter
157 tokensAlways available to the agent
SKILL.md
3,357 tokensWhen the skill is activated
Reference documents
122 tokensLoaded on request
Token counts are estimates. Scripts run separately; they are not counted as reference context.
The playbook
- When to run
- The loop (four steps + optimize)
- Deliverables
- content.html contract (the assembler hard-gates every rule)
- Component rules (v0.3.0 design system)
- Letter-fit rules (author to these numbers)
- What a good report contains
- Quality checklist (MUST, before delivery)
- Regeneration discipline (Q50)
Scripts executed separately
../../../../../../scripts/agentii_cmd.py../../../../../../scripts/render_report.py../../../../../../scripts/score_report_readability.py../../../../../../scripts/synthesize_report.py
Files
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# agentii.synthesize
The single-point HTML generation step (spec 046 Q46–Q50): ONE `thesis-report.html`
per thesis, authored from the markdown artifacts and then optimized against
real renders. Analysis skills emit markdown only (Q49); the report is assembled
here, at the synthesis step, after the cross-stock synthesis
(`_cross/*_synthesis.md`) exists.
## When to run
- After the synthesis tasks complete (the `_cross/` deliverable is written).
- When `converge` emits an `html_stale` finding (sources or template moved).
- On explicit request, or once at thesis completion (Q50 regeneration triggers).
View the complete source on GitHubtasks
When your agent uses it
Decompose the plan into research tasks — one task per ticker × skill × mode, grouped by pillar, [P]-marked by the different-files-and-no-incomplete-deps rule, with source-refs. mode: all expands to N tasks at generation, never exists as one task (Q79).
What it loads into context
Frontmatter
78 tokensAlways available to the agent
SKILL.md
556 tokensWhen the skill is activated
Reference documents
109 tokensLoaded on request
Token counts are estimates. Scripts run separately; they are not counted as reference context.
The playbook
- Task identity (Q79)
- Format (plan contract)
- Invocation
Scripts executed separately
../../../../../../scripts/agentii_cmd.py
Files
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# agentii.tasks
## Task identity (Q79)
**One task = `ticker × skill × 单个 mode`.** `--mode=all` is a generation-time
expansion — it never exists as a single task (matching `validate-mode-syntax.py`'s
`all` reserved rule). Pre-M1: mode is `default` for the 53/62 skills without
`references/modes.md`; Depth-Tier Light falls back to the tier's explicit skill
list until `essentials_modes` exists.
## Format (plan contract)
`- [ ] T### [P] [pillar] TICKER × SKILL × MODE — purpose (src: pillar-id)`
View the complete source on GitHubchart-patterns
When your agent uses it
Chart pattern recognition, price action patterns, candlestick signal bars, pullback bar counting H1/H2/H3/H4, trend channels, micro channels, trading ranges, breakouts, major trend reversals 5-step sequence, wedges, double tops and bottoms, triangles, head and shoulders, climaxes, measured moves, support and resistance
What it loads into context
Frontmatter
177 tokensAlways available to the agent
SKILL.md
1,857 tokensWhen the skill is activated
Reference documents
3,459 tokensLoaded on request
Token counts are estimates. Scripts run separately; they are not counted as reference context.
The playbook
- Defaults
- Preflight
- Data Source Priority
- Methodology
- Output File
- Output Structure
- Error Handling
- Memory Load
- Snapshot
- Final Summary (TUI)
- References
Files
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> Methodology inspired by publicly taught price action trading frameworks; all text is an original paraphrase.
## Defaults
| Parameter | Default Value | Rationale |
|-----------|---------------|-----------|
| bar_count_threshold | 20 bars | Pullback > 20 bars = full Trading Range |
| reversal_steps | 5 | All trend reversals follow the same 5-step mechanical sequence |
| wedge_legs | 3 | Wedge requires three pushes at a trend extreme |
| climax_aftermath | Trading Range | After a climax, market enters TR before any reversal |
## Preflight
Run canonical pre-flight per `contracts/preflight.md`. Include the `X-Agentii-Trace` header on every tool call per `contracts/x-agentii-trace-header.md` — carry the `_run_id` from your first tool result and name yourself (and your parent, if you were spawned).View the complete source on GitHuboptions-execution
When your agent uses it
Options trade execution, directional strategies long call covered call collar, spread strategies bull call bear put ratio ladder, volatility strategies straddle strangle strap strip, liquidity cost and implied volatility filters, integration with gold.technical_setups for options setup matching
What it loads into context
Frontmatter
158 tokensAlways available to the agent
SKILL.md
1,660 tokensWhen the skill is activated
Reference documents
2,330 tokensLoaded on request
Token counts are estimates. Scripts run separately; they are not counted as reference context.
The playbook
- Defaults
- Preflight
- Data Source Priority
- Methodology
- Output File
- Output Structure
- Error Handling
- Memory Load
- Snapshot
- Final Summary (TUI)
- References
Files
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> Methodology fused from professional options trading frameworks; all text is an original paraphrase.
## Defaults
| Parameter | Default Value | Rationale |
|-----------|---------------|-----------|
| min_days_to_expiry | 45 | Buying strategies need time for thesis to develop |
| max_days_to_expiry_sell | 45 | Selling strategies capture theta decay in 30-45 day window |
| exit_dte_threshold | 21 | Exit or roll buying strategies before 21 DTE to avoid gamma risk |
| bid_ask_max_spread | 5% | Illiquid options destroy edge through wide spreads |
| max_position_risk | 2% | Maximum capital risk per single options trade |
## Preflight
View the complete source on GitHubprice-action
When your agent uses it
Price action market structure analysis, trend vs trading range classification, Always In directional framework, buying/selling pressure analysis, market cycle phase identification, the price action methodology
What it loads into context
Frontmatter
143 tokensAlways available to the agent
SKILL.md
2,182 tokensWhen the skill is activated
Reference documents
2,908 tokensLoaded on request
Token counts are estimates. Scripts run separately; they are not counted as reference context.
The playbook
- Defaults
- Preflight
- Data Source Priority
- Methodology
- Output File
- Output Structure
- Error Handling
- Memory Load
- Snapshot
- Final Summary (TUI)
- References
Files
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> Methodology inspired by publicly taught price action trading frameworks; all text is an original paraphrase.
## Defaults
| Parameter | Default Value | Rationale |
|-----------|---------------|-----------|
| trend_confirmation_bars | 3 | Minimum consecutive bars for trend confirmation |
| trading_range_threshold | 20 bars | Pullback > 20 bars becomes a full Trading Range |
| reversal_failure_rate | 80% | In a trending market, ~80% of reversal attempts fail and become flags |
| inertia_rule | 60-40 | 60% probability trend continues, 40% probability reversal |
## Preflight
Run canonical pre-flight per `contracts/preflight.md`. Include the `X-Agentii-Trace` header on every tool call per `contracts/x-agentii-trace-header.md` — carry the `_run_id` from your first tool result and name yourself (and your parent, if you were spawned).View the complete source on GitHubtrade-execution
When your agent uses it
Trade execution using price action setups, major trend reversal trading top and bottom, MTR failure continuation, strong bull and bear breakout trading, strong and weak channel trading strategies, trading range strategies, opening range swings, integration with gold.technical_setups for setup matching and execution planning
What it loads into context
Frontmatter
162 tokensAlways available to the agent
SKILL.md
2,035 tokensWhen the skill is activated
Reference documents
2,845 tokensLoaded on request
Token counts are estimates. Scripts run separately; they are not counted as reference context.
The playbook
- Defaults
- Preflight
- Data Source Priority
- Methodology
- Output File
- Output Structure
- Error Handling
- Memory Load
- Snapshot
- Final Summary (TUI)
- References
Files
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> Methodology inspired by publicly taught price action trading frameworks; all text is an original paraphrase.
## Defaults
| Parameter | Default Value | Rationale |
|-----------|---------------|-----------|
| swing_reward_min | 2x risk | Swing trades require minimum 2:1 reward-to-risk |
| scalp_reward | 1x risk | Scalp trades take profits at 1:1 reward-to-risk |
| default_position_risk | 1-2% of capital | Standard risk per trade |
| mtr_failure_priority | highest | MTR failure is the strongest continuation signal |
## Preflight
Run canonical pre-flight per `contracts/preflight.md`. Include the `X-Agentii-Trace` header on every tool call per `contracts/x-agentii-trace-header.md` — carry the `_run_id` from your first tool result and name yourself (and your parent, if you were spawned).View the complete source on GitHubtrading-as-business
When your agent uses it
Trading as a business, performance review process, trade journaling, capital allocation discipline, business infrastructure for traders, KPI tracking for trading operations
What it loads into context
Frontmatter
131 tokensAlways available to the agent
SKILL.md
602 tokensWhen the skill is activated
Reference documents
157 tokensLoaded on request
Token counts are estimates. Scripts run separately; they are not counted as reference context.
The playbook
- Defaults
- Preflight
- Data Source Priority
- Methodology
- Output File
- Output Structure
- Error Handling
- Memory Load
- Snapshot
- Final Summary (TUI)
- References
Files
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> Methodology inspired by publicly taught trading frameworks; all text is an original paraphrase.
## Defaults
| Parameter | Default Value | Rationale |
|-----------|---------------|-----------|
| lookback_quarters | 4 | Standard window for trading-as-business |
## Preflight
Run canonical pre-flight per `contracts/preflight.md`. Include the `X-Agentii-Trace` header on every tool call per `contracts/x-agentii-trace-header.md` — carry the `_run_id` from your first tool result and name yourself (and your parent, if you were spawned).
## Data Source Priority
View the complete source on GitHubSkills included
- agentii-investment-intelligence
- ct-status-diff
- earnings-preview-med
- fda-catalyst-devices
- fda-catalyst-medicines
- fda-catalyst-vaccines
- market-share-tracking
- med-event-takeaways
- med-market-sizing
- peer-bench-med
- pipeline-devices
- pipeline-medicines
- pipeline-vaccines
- recent-quarter-med
- sector-overview-med
- trial-readout-analysis
- business-model
- competitive
- earnings-sentiment
- growth-strategy
- recent-quarter
- risk
- secular-trends
- turnaround
- valuation-methods
- business-model
- competitive
- earnings-sentiment
- growth-strategy
- recent-quarter
- risk
- secular-trends
- turnaround
- valuation-methods
- ct-status-diff
- earnings-preview-med
- fda-catalyst-devices
- fda-catalyst-medicines
- fda-catalyst-vaccines
- market-share-tracking
- med-event-takeaways
- med-market-sizing
- peer-bench-med
- pipeline-devices
- pipeline-medicines
- pipeline-vaccines
- recent-quarter-med
- sector-overview-med
- trial-readout-analysis
- operational-kpi
- revenue-decomp
- unit-economics
- what-if
- business-model
- competitive
- earnings-sentiment
- growth-strategy
- recent-quarter
- risk
- secular-trends
- turnaround
- valuation-methods
- macro-idea-generation
- qualitative-filtering
- quantitative-screening
- trade-idea-generation
- trade-template
- competitive-positioning
- peer-bench
- sector-overview
- supply-chain
- currency-analysis
- leading-indicators
- macro-regime
- rate-cycle
- 3-statement
- audit-xls
- comps
- dcf
- earnings-preview
- lbo
- pitch-deck
- sotp-valuation
- xlsx-financials
- income-strategies
- options-foundations
- price-action-options
- technical-execution
- volatility-trading
- long-short-construction
- long-short-equity
- portfolio-hedging
- position-sizing
- ddm-valuation
- peg-valuation
- ratio-analysis
- residual-income
- reverse-dcf
- risk-and-psychology
- challenge
- clarify
- constitution
- converge
- full-equity-research
- implement
- plan
- specify
- synthesize
- tasks
- chart-patterns
- options-execution
- price-action
- trade-execution
- trading-as-business
Repository facts
- License
- Apache-2.0
- Created
- May 12, 2026
- Last pushed
- Oct 26, 2026
- Forks
- 16
- Open issues
- 1
- Project activity
- Active
Before you install
Network or broad shellAutomated signals, not a guarantee
Checked Nov 6, 2026
Not fully analyzed: some files were too long, unreadable or missing. This never lowers the level.
Show 51 notes
marketplace-beachhead/plugins/bio-pharm/skills/agentii/med-event-takeaways/SKILL.md:1Analysis incomplete: Referenced executable target unavailable; not analyzedmarketplace-beachhead/plugins/bio-pharm/skills/agentii/med-market-sizing/SKILL.md:1Analysis incomplete: Referenced executable target unavailable; not analyzedmarketplace-beachhead/plugins/bio-pharm/skills/agentii/peer-bench-med/SKILL.md:1Analysis incomplete: Referenced executable target unavailable; not analyzedmarketplace-beachhead/plugins/bio-pharm/skills/agentii/pipeline-medicines/SKILL.md:1Analysis incomplete: Referenced executable target unavailable; not analyzedmarketplace-beachhead/plugins/bio-pharm/skills/agentii/sector-overview-med/SKILL.md:1Analysis incomplete: Referenced executable target unavailable; not analyzedmarketplace-beachhead/plugins/equity-research-core/skills/agentii/recent-quarter/SKILL.md:1Analysis incomplete: Referenced executable target unavailable; not analyzedplugins/agent-plugins/agentii-equity-agent/skills/agentii/recent-quarter/SKILL.md:1Analysis incomplete: Referenced executable target unavailable; not analyzedplugins/vertical-plugins/bio-pharm/skills/agentii/med-event-takeaways/SKILL.md:1Analysis incomplete: Referenced executable target unavailable; not analyzedplugins/vertical-plugins/bio-pharm/skills/agentii/med-market-sizing/SKILL.md:1Analysis incomplete: Referenced executable target unavailable; not analyzedplugins/vertical-plugins/bio-pharm/skills/agentii/peer-bench-med/SKILL.md:1Analysis incomplete: Referenced executable target unavailable; not analyzedplugins/vertical-plugins/bio-pharm/skills/agentii/pipeline-medicines/SKILL.md:1Analysis incomplete: Referenced executable target unavailable; not analyzedplugins/vertical-plugins/bio-pharm/skills/agentii/sector-overview-med/SKILL.md:1Analysis incomplete: Referenced executable target unavailable; not analyzedplugins/vertical-plugins/equity-research-core/skills/agentii/recent-quarter/SKILL.md:1Analysis incomplete: Referenced executable target unavailable; not analyzedplugins/vertical-plugins/models-and-pitches/skills/agentii/3-statement/SKILL.md:1Analysis incomplete: Referenced executable target unavailable; not analyzedplugins/vertical-plugins/models-and-pitches/skills/agentii/comps/SKILL.md:1Analysis incomplete: Referenced executable target unavailable; not analyzedplugins/vertical-plugins/models-and-pitches/skills/agentii/comps/SKILL.md:1Analysis incomplete: Referenced executable target unavailable; not analyzedplugins/vertical-plugins/models-and-pitches/skills/agentii/dcf/SKILL.md:1Analysis incomplete: Referenced executable target unavailable; not analyzedplugins/vertical-plugins/models-and-pitches/skills/agentii/dcf/SKILL.md:1Analysis incomplete: Referenced executable target unavailable; not analyzedplugins/vertical-plugins/models-and-pitches/skills/agentii/earnings-preview/SKILL.md:1Analysis incomplete: Referenced executable target unavailable; not analyzedplugins/vertical-plugins/models-and-pitches/skills/agentii/earnings-preview/SKILL.md:1Analysis incomplete: Referenced executable target unavailable; not analyzed
- No broad tool permissions
- 15 dangerous shell commandsin 7 files: scripts/copy-skills-local.sh:79 scripts/assemble-agentii-namespace.sh:34 scripts/deploy-managed-agent.sh:55 and 4 more
- 1,130 network referencesin 252 files: growth-strategy/references/modes.md:33 growth-strategy/references/modes.md:33 plugins/agentii-plugin/skills/agentii/growth-strategy/references/modes.md:33 and 249 more
- No hidden or obfuscated text
- No instruction overrides
- 206 executable scriptsin 190 files: scripts/agentii_cmd.py:1 scripts/challenge.py:1 scripts/converge.py:1 and 187 more
- 199 references to secretsin 63 files: data-tools/source_probe.py:302 tests/tools/test_setup_credentials.py:3 contracts/SOURCES.md:15 and 60 more
- No requests to vote in Hot
Show all 1,550 signals by file
.env.example
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# # Copy this file to .env.local and fill in your real values. .env.local is # gitignored. Get an API key at https://agentii.ai (7-day free trial, 2,000 - Network accessline 3
# Copy this file to .env.local and fill in your real values. .env.local is # gitignored. Get an API key at https://agentii.ai (7-day free trial, 2,000 # credits, no credit card). - Network accessline 4
# gitignored. Get an API key at https://agentii.ai (7-day free trial, 2,000 - Access to secretsline 13
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# Optional: override the MCP / API base URL (defaults to https://mcp.agentii.ai) - Network accessline 16
# AGENTII_MCP_URL="https://mcp.agentii.ai/mcp" - Network accessline 17
# AGENTII_API_URL="https://mcp.agentii.ai"
.gitignore
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.skill/config.json
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"author": "agentii-ai", "license": "MIT", "homepage": "https://agentii.ai", - Network accessline 6
"license": "MIT", "homepage": "https://agentii.ai", "tools": [ - Network accessline 7
"homepage": "https://agentii.ai", - Network accessline 15
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"required": true, "description": "Generate at https://agentii.ai/api-keys" }, - Network accessline 17
"description": "Generate at https://agentii.ai/api-keys" - Network accessline 19
"AGENTII_BASE_URL": { "required": false, "default": "https://api.agentii.ai", - Network accessline 20
"required": false, "default": "https://api.agentii.ai", "description": "Override API base URL for testing" - Network accessline 21
"default": "https://api.agentii.ai",
CHANGELOG.md
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- Agent plugin (`agentii-equity-agent`) with system prompt ported from `system_v2_7.py`. - Three-layer agent-use-ready retrieval protocol (Document Discovery → Page Map → Deep Read). - Path-based citation links (`https://agentii.ai/v/{ticke - Network accessline 178
- Path-based citation links (`https://agentii.ai/v/{ticker}/{citation_id}/{N}`).
LICENSE
NOTICE
QUICKSTART.md
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Visit **[agentii.ai/api-keys](https://agentii.ai/api-keys)** — 7-day free trial, 2,000 credits, no credit card required. - Network accessline 25
You'll receive a key that starts with `sk_live_`. Credits cover all MCP tool calls (SEC filings, XBRL facts, earnings calendar, real-time quotes). [Pricing →](https://agentii.ai/pricing) - Access to secretsline 33
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> **Why local copy instead of plugin install?** Claude Code v2.1.143 has a [known bug](https://github.com/anthropics/claude-code/issues/15178) where `claude plugin install` does not inject skills into the runtime. The local copy bypasses th - Dangerous shell operationline 115
sudo apt install libreoffice-calc libreoffice-impress - Network accessline 117
# Windows — download from https://www.libreoffice.org/download/ - Network accessline 177
Revenue grew 22% YoY to $215.9B [📄 LLY 10-K p.42](https://agentii.ai/v/LLY/sec129/42) - Network accessline 257
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| `✘ not authenticated` / `AGENTII_AUTH_REQUIRED` | Key expired or invalid | Check at [agentii.ai/api-keys](https://agentii.ai/api-keys) | - Network accessline 260
| `AGENTII_CREDITS_EXHAUSTED` | Trial credits used | Regenerate key or upgrade at [agentii.ai](https://agentii.ai) | - Network accessline 277
- **Chain skills**: `dcf → pitch-deck` for end-to-end model-to-deck workflows; `xlsx-financials → audit-xls` for quality assurance - **Read the [CHANGELOG](./CHANGELOG.md)** for what changed in v3.3.0 - **Report issues** at [github.com/agen - Network accessline 279
- **Report issues** at [github.com/agentii-ai/agentii-investment-intelligence](https://github.com/agentii-ai/agentii-investment-intelligence) - Network accessline 283
<p align="center"> <strong>One API key. One MCP server. 80 skills. Zero infrastructure.</strong><br> <a href="https://agentii.ai">agentii.ai</a> - Network accessline 284
<strong>One API key. One MCP server. 80 skills. Zero infrastructure.</strong><br> <a href="https://agentii.ai">agentii.ai</a> </p> - Network accessline 285
<a href="https://agentii.ai">agentii.ai</a>
README.md
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<p align="center"> <a href="./LICENSE"><img src="https://img.shields.io/badge/license-Apache--2.0-blue" alt="License"></a> - Network accessline 11
<a href="./LICENSE"><img src="https://img.shields.io/badge/license-Apache--2.0-blue" alt="License"></a> - Network accessline 12
<a href="https://github.com/agentii-ai/agentii-investment-intelligence"><img src="https://img.shields.io/github/stars/agentii-ai/agentii-investment-intelligence" alt="Stars"></a> - Network accessline 13
<a href="https://github.com/agentii-ai/agentii-investment-intelligence/discussions"><img src="https://img.shields.io/github/discussions/agentii-ai/agentii-investment-intelligence" alt="Discussions"></a> - Network accessline 14
<a href="./CHANGELOG.md"><img src="https://img.shields.io/badge/version-3.3.0-green" alt="Version"></a> - Network accessline 30
This repository mirrors [`anthropics/financial-services`](https://github.com/anthropics/financial-services) — marketplace plugin system, vertical skill decomposition, agent-plugin bundling. The difference: all skills point at a **single `ag - Network accessline 38
[agentii.ai/api-keys](https://agentii.ai/api-keys) — 7-day free trial, 2,000 credits, no credit card. - Network accessline 43
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> **Future path**: `claude plugin install agentii@agentii-investment-intelligence` for the unified meta-plugin (single `/agentii:*` namespace). Currently blocked by [Claude Code issue #15178](https://github.com/anthropics/claude-code/issues - Network accessline 90
Expected: structured, citation-backed report with real SEC filing data and clickable citations like `[📄 LLY 10-K p.42](https://agentii.ai/v/LLY/sec129/42)` — every material fact is immediately followed by its source link. The closing TUI re - Network accessline 250
Revenue grew 22% YoY to $215.9B [📄 NVDA 10-K p.42](https://agentii.ai/v/NVDA/sec173/42) - Network accessline 255
**Citation format**: `https://agentii.ai/v/{ticker}/{citation_id}/{N}` — path-based, ~7 tokens, browser-redirects to the exact filing page. Earnings-call transcripts use the `ect<N>` id form. - Network accessline 296
**Data volume**: 15.99M XBRL facts, 51K+ source documents (SEC filings + earnings call transcripts), 1.34M+ parsed silver pages. XBRL facts updated daily via Dagster pipeline. SEC filings indexed within hours of EDGAR publication. [Full cov - Network accessline 335
7-day free trial, 2,000 credits, no credit card required. Early adopter pricing — your rate stays as coverage grows. [Full pricing →](https://agentii.ai/pricing) - Network accessline 364
> **Two MCP transports.** The quick-start above uses the **hosted HTTP server** at `https://mcp.agentii.ai/mcp`. The files under `adapters/` configure the **stdio** package (`npx -y @agentii/investment-intelligence`) instead. Pick one delib - Network accessline 385
| Symptom | Cause | Fix | |---------|-------|-----| | `/agentii:recent-quarter` shows "no command" | Claude Code v2.1.143 [plugin bug](https://github.com/anthropics/claude-code/issues/15178) | `bash scripts/copy-skills-local.sh` then restar - Network accessline 386
|---------|-------|-----| | `/agentii:recent-quarter` shows "no command" | Claude Code v2.1.143 [plugin bug](https://github.com/anthropics/claude-code/issues/15178) | `bash scripts/copy-skills-local.sh` then restart | | `tools/list` shows 0 - Network accessline 387
| `/agentii:recent-quarter` shows "no command" | Claude Code v2.1.143 [plugin bug](https://github.com/anthropics/claude-code/issues/15178) | `bash scripts/copy-skills-local.sh` then restart | - Network accessline 388
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| `✘ not authenticated` | Key expired or invalid | Check at [agentii.ai/api-keys](https://agentii.ai/api-keys) | - Network accessline 391
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| `AGENTII_CREDITS_EXHAUSTED` | Trial credits used | Regenerate key or upgrade at [agentii.ai](https://agentii.ai) | - Network accessline 473
This package includes skills ported and optimized from [`anthropics/financial-services`](https://github.com/anthropics/financial-services) (Apache 2.0). Methodology bodies stay byte-stable from upstream; data-source blocks and tool calls ar
SKILL.md
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author: agentii-ai license: Apache-2.0 homepage: https://agentii.ai - Network accessline 20
license: Apache-2.0 homepage: https://agentii.ai documentation: https://agentii.ai/docs - Network accessline 21
homepage: https://agentii.ai - Network accessline 22
documentation: https://agentii.ai/docs - Network accessline 52
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required: true description: Generate at https://agentii.ai/api-keys — 7-day free trial, 2,000 credits, no credit card - name: AGENTII_BASE_URL - Network accessline 54
description: Generate at https://agentii.ai/api-keys — 7-day free trial, 2,000 credits, no credit card - Network accessline 55
- name: AGENTII_BASE_URL required: false default: https://api.agentii.ai - Network accessline 56
required: false default: https://api.agentii.ai --- - Network accessline 57
default: https://api.agentii.ai
adapters/claude-code/.mcp.json
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adapters/claude-cowork/connector.json
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adapters/codex/codex.json
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adapters/goose/profiles.yaml
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adapters/openclaw/openclaw.json
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ai-agents.txt
contracts/SOURCES.md
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contracts/agentii-config.schema.json
contracts/analogue-retrieval-pattern.md
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Always the clickable form: `https://agentii.ai/v/{ticker}/{citation_id}/{page}`.
contracts/citation-and-memory.md
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[📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Network accessline 21
Example: `[📄 NVDA 10-K p.2](https://agentii.ai/v/NVDA/sec173/2)`. - Network accessline 25
- **Tier 2 — browser redirect (THE format skills emit in markdown)**: `https://agentii.ai/v/{ticker}/{citation_id}/{N}` — path-based, ~7 tokens, - Network accessline 26
`https://agentii.ai/v/{ticker}/{citation_id}/{N}` — path-based, ~7 tokens, - Network accessline 28
`api.agentii.ai/v1/view_document/...`. - **Backup (accepted, compat)**: short query `https://agentii.ai/view?t=NVDA&c=sec173&p=2`. Legacy verbose - Network accessline 29
- **Backup (accepted, compat)**: short query `https://agentii.ai/view?t=NVDA&c=sec173&p=2`. Legacy verbose `https://agentii.ai/view?ticker=...&citation_id=...&page_no=page2` is - Network accessline 30
`https://agentii.ai/view?t=NVDA&c=sec173&p=2`. Legacy verbose - Network accessline 31
`https://agentii.ai/view?ticker=...&citation_id=...&page_no=page2` is - Network accessline 42
1. **Inline-after-fact (primary surface)** — every material fact, table row, and metric is immediately followed by its clickable `https://agentii.ai/v/{ticker}/{citation_id}/{N}` link. Do NOT defer all - Network accessline 43
metric is immediately followed by its clickable `https://agentii.ai/v/{ticker}/{citation_id}/{N}` link. Do NOT defer all citations to a bottom section. - Network accessline 44
`https://agentii.ai/v/{ticker}/{citation_id}/{N}` link. Do NOT defer all - Network accessline 57
metrics** (3–6 numbers a reader would repeat to someone else); the deliverable's own **Executive Summary**; and a compact **Key Citations** list — the headline **5–10** facts, each a clickable `https://agentii.ai/v/{ticker}/{citation_ - Network accessline 58
own **Executive Summary**; and a compact **Key Citations** list — the 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. Keep it - Network accessline 59
**5–10** facts, each a clickable `https://agentii.ai/v/{ticker}/{citation_id}/{N}`
contracts/data-tool-preflight.md
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contracts/envelope.schema.json
contracts/get-realtime-quote-tool.md
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- Endpoint: `https://query1.finance.yahoo.com/v8/finance/chart/{ticker}?range=1d&interval=1d` (`meta.regularMarketTime` is the `intraday`-capable `observed_at` source when the chart path is wired — RISK-2)
contracts/knowledge-frameworks-template.md
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<!-- spec 039 Part I (FR-019). Populated by enhance-skill.py from spec 037 gold.* records. Every row MUST carry a clickable /v/ citation: https://agentii.ai/v/{ticker}/{citation_id}/{page}. - Network accessline 4
Every row MUST carry a clickable /v/ citation: https://agentii.ai/v/{ticker}/{citation_id}/{page}.
contracts/mcp-canonical.json
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{ "_comment": "Single source of truth for the canonical 'agentii' data-plane MCP server declaration. This entry MUST be replicated byte-identically into every vertical's .mcp.json. scripts/check.py Check 13 enforces byte-equality and fail - Network accessline 2
"_comment": "Single source of truth for the canonical 'agentii' data-plane MCP server declaration. This entry MUST be replicated byte-identically into every vertical's .mcp.json. scripts/check.py Check 13 enforces byte-equality and fails CI - Network accessline 3
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"agentii": { "type": "http", "url": "https://mcp.agentii.ai/mcp", - Network accessline 7
"type": "http", "url": "https://mcp.agentii.ai/mcp", "headers": { - Network accessline 8
"url": "https://mcp.agentii.ai/mcp", - Access to secretsline 10
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contracts/preflight.md
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!curl -s -o /dev/null -w "%{http_code}" --max-time 2 https://mcp.agentii.ai/mcp/health 2>/dev/null || echo "UNREACHABLE"
contracts/prose-safety.md
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contracts/single-skill-output-standard.md
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"Beside" is the same line or **one line either side** — an artifact that cites on the line beneath is citing beside the fact, and an artifact that defers it to the end is not. The link is `https://agentii.ai/v/{ticker}/{citation_id}/{ - Network accessline 23
citing beside the fact, and an artifact that defers it to the end is not. The link is `https://agentii.ai/v/{ticker}/{citation_id}/{N}` (path-based; see `contracts/skill-methodology-template.md` § *Citation Link Format*). - Network accessline 24
The link is `https://agentii.ai/v/{ticker}/{citation_id}/{N}` (path-based; see
contracts/skill-methodology-template.md
contracts/skill-registry.schema.json
contracts/telemetry.schema.json
contracts/tool-name-map.json
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{ "$schema": "https://json-schema.org/draft-07/schema#", - Network accessline 2
"$schema": "https://json-schema.org/draft-07/schema#", - Network accessline 75
"preflight_templates": { "_comment": "Reusable MCP health-check snippets for ## Preflight sections in SKILL.md. Both must complete in <2s.", "data_plane": "curl -s -o /dev/null -w \"%{http_code}\" --max-time 2 https://mcp.agentii.ai - Network accessline 76
"_comment": "Reusable MCP health-check snippets for ## Preflight sections in SKILL.md. Both must complete in <2s.", "data_plane": "curl -s -o /dev/null -w \"%{http_code}\" --max-time 2 https://mcp.agentii.ai/mcp/health 2>/dev/null || ec - Network accessline 77
"data_plane": "curl -s -o /dev/null -w \"%{http_code}\" --max-time 2 https://mcp.agentii.ai/mcp/health 2>/dev/null || echo \"UNREACHABLE\"", - Network accessline 78
"office_plane": "curl -s -o /dev/null -w \"%{http_code}\" --max-time 2 https://mcp.agentii.ai/office/mcp/health 2>/dev/null || echo \"UNREACHABLE\""
contracts/workflow.schema.json
data-tools/_cache.py
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#!/usr/bin/env python3
data-tools/_envelope.py
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#!/usr/bin/env python3
data-tools/_sources.py
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#!/usr/bin/env python3 - Access to secretsline 18
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data-tools/earnings_data.py
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#!/usr/bin/env python3
data-tools/live_snapshot.py
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#!/usr/bin/env python3
data-tools/macro_data.py
data-tools/market_data.py
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#!/usr/bin/env python3
data-tools/mcp_adapters.py
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#!/usr/bin/env python3
data-tools/refusal.py
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#!/usr/bin/env python3
data-tools/setup_credentials.py
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#!/usr/bin/env python3 - Access to secretsline 6
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KNOWN_VARS = [ {"var": "FRED_API_KEY", "name": "FRED (macro)", "url": "https://fredaccount.stlouisfed.org/apikeys", "required": False}, - Network accessline 23
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{"var": "YFINANCE_EMAIL", "name": "Yahoo Finance email (optional)", "url": "https://finance.yahoo.com", "required": False}, - Access to secretsline 33
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data-tools/source_probe.py
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#!/usr/bin/env python3 - Network accessline 104
started = time.monotonic() try: req = urllib.request.Request(url, headers=hdrs) - Network accessline 105
try: req = urllib.request.Request(url, headers=hdrs) with urllib.request.urlopen(req, timeout=timeout) as resp: - Network accessline 106
req = urllib.request.Request(url, headers=hdrs) - Network accessline 107
with urllib.request.urlopen(req, timeout=timeout) as resp: - Network accessline 164
today = datetime.now(timezone.utc).date() start = today.replace(year=today.year - 1) url = ("https://api.nasdaq.com/api/quote/" - Network accessline 165
start = today.replace(year=today.year - 1) url = ("https://api.nasdaq.com/api/quote/" f"{urllib.parse.quote(ticker)}/historical?assetclass=stocks" - Network accessline 166
url = ("https://api.nasdaq.com/api/quote/" f"{urllib.parse.quote(ticker)}/historical?assetclass=stocks" f"&fromdate={start}&todate={today}&limit=5") - Network accessline 200
url = f"https://hq.sinajs.cn/list=gb_{ticker.lower()}" - Network accessline 201
r = _http_get(url, headers={"Referer": "https://finance.sina.com.cn"}, - Network accessline 232
url = f"https://qt.gtimg.cn/q=us{ticker.upper()}" - Network accessline 233
r = _http_get(url, headers={"Referer": "https://gu.qq.com/"}, encoding="gbk") - Network accessline 270
url = (f"https://query1.finance.yahoo.com/v8/finance/chart/" f"{urllib.parse.quote(ticker)}?range=5d&interval=1d") - Access to secretsline 302
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[Credential-related source omitted] - Access to secretsline 305
[Credential-related source omitted] - Network accessline 306
source="alpaca") url = ("https://data.alpaca.markets/v2/stocks/bars" f"?symbols={urllib.parse.quote(ticker)}&timeframe=1Day&limit=5") - Network accessline 307
url = ("https://data.alpaca.markets/v2/stocks/bars" f"?symbols={urllib.parse.quote(ticker)}&timeframe=1Day&limit=5") r = _http_get(url, headers={"APCA-API-KEY-ID": key, "APCA-API-SECRET-KEY": secret, - Access to secretsline 333
[Credential-related source omitted] - Network accessline 334
[Credential-related source omitted] - Network accessline 335
[Credential-related source omitted] - Access to secretsline 335
[Credential-related source omitted] - Network accessline 336
[Credential-related source omitted] - Access to secretsline 361
[Credential-related source omitted] - Network accessline 363
[Credential-related source omitted] - Access to secretsline 363
[Credential-related source omitted] - Network accessline 364
[Credential-related source omitted] - Network accessline 365
url = (f"https://api.massive.com/v2/aggs/ticker/{urllib.parse.quote(ticker)}" - Access to secretsline 394
[Credential-related source omitted] - Network accessline 395
if not key: return _envelope.error("DEP_MISSING: FMP_API_KEY unset", source="fmp") url = (f"https://financialmodelingprep.com/api/v3/quote/" - Network accessline 396
[Credential-related source omitted] - Access to secretsline 396
[Credential-related source omitted] - Network accessline 397
[Credential-related source omitted] - Access to secretsline 424
[Credential-related source omitted] - Network accessline 425
if not key: return _envelope.error("DEP_MISSING: FINNHUB_API_KEY unset", source="finnhub") url = (f"https://finnhub.io/api/v1/quote?symbol={urllib.parse.quote(ticker)}" - Network accessline 426
[Credential-related source omitted] - Access to secretsline 426
[Credential-related source omitted] - Network accessline 427
url = (f"https://finnhub.io/api/v1/quote?symbol={urllib.parse.quote(ticker)}" - Access to secretsline 459
[Credential-related source omitted] - Access to secretsline 460
[Credential-related source omitted] - Access to secretsline 461
[Credential-related source omitted] - Access to secretsline 462
[Credential-related source omitted] - Access to secretsline 463
[Credential-related source omitted] - Access to secretsline 474
[Credential-related source omitted]
data-tools/workspace_cache.py
- Executable scriptline 1
#!/usr/bin/env python3
docs/cli-surfaces/telemetry-and-inspect.md
- Access to secretsline 79
[Credential-related source omitted]
docs/install/global-mcp-setup.md
- Access to secretsline 21
[Credential-related source omitted] - Network accessline 23
[Credential-related source omitted] - Network accessline 24
[Credential-related source omitted] - Access to secretsline 24
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[Credential-related source omitted] - Access to secretsline 25
[Credential-related source omitted] - Access to secretsline 45
[Credential-related source omitted] - Network accessline 52
[Credential-related source omitted] - Network accessline 53
[Credential-related source omitted] - Access to secretsline 53
[Credential-related source omitted] - Network accessline 54
| `tools/list` shows 0 tools | MCP server unreachable | `curl https://mcp.agentii.ai/health` — should return `{"status":"ok","tools":20}` | - Access to secretsline 55
[Credential-related source omitted] - Network accessline 60
Claude Code v2.1.143 has a known bug ([GitHub issue #15178](https://github.com/anthropics/claude-code/issues/15178) where `claude plugin install` does not inject skills/commands into the runtime. If `/agentii:recent-quarter` shows "no comma - Network accessline 84
"agentii": { "type": "http", "url": "https://mcp.agentii.ai/mcp", - Network accessline 85
[Credential-related source omitted] - Network accessline 86
"url": "https://mcp.agentii.ai/mcp", - Access to secretsline 87
[Credential-related source omitted]
docs/install/office-backends.md
managed-agent-cookbooks/agentii-equity-agent/contracts/evidence-pack.schema.json
managed-agent-cookbooks/agentii-equity-agent/contracts/failure-policy.schema.json
marketplace-beachhead/.agents/plugins/marketplace.json
marketplace-beachhead/.claude-plugin/marketplace.json
marketplace-beachhead/LICENSE
marketplace-beachhead/README.md
- Access to secretsline 41
[Credential-related source omitted]
marketplace-beachhead/SECURITY.md
- Access to secretsline 24
[Credential-related source omitted]
marketplace-beachhead/build.sh
- Executable scriptline 1
#!/usr/bin/env bash - Dangerous shell operationline 8
rm -rf "$HERE/plugins/$p" - Network accessline 22
json.dump(d, open(erc, "w"), indent=2); open(erc, "a").write("\n") d = json.load(open(bio)) d.setdefault("author", {"name": "agentii-ai", "url": "https://agentii.ai"}) - Network accessline 23
d = json.load(open(bio)) d.setdefault("author", {"name": "agentii-ai", "url": "https://agentii.ai"}) json.dump(d, open(bio, "w"), indent=2); open(bio, "a").write("\n") - Network accessline 24
d.setdefault("author", {"name": "agentii-ai", "url": "https://agentii.ai"})
marketplace-beachhead/plugins/bio-pharm/.claude-plugin/plugin.json
marketplace-beachhead/plugins/bio-pharm/.mcp.json
marketplace-beachhead/plugins/equity-research-core/.claude-plugin/plugin.json
marketplace-beachhead/plugins/equity-research-core/.mcp.json
marketplace-beachhead/plugins/equity-research-core/skills/agentii/business-model/SKILL.md
- Network accessline 141
**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 - Network accessline 152
End the closing chat reply with the summary shape in `contracts/citation-and-memory.md` — Citation Placement Policy item 3: title · key conclusions · key metrics · Executive Summary · **Key Citations** (the headline 5–10 facts, each a click
marketplace-beachhead/plugins/equity-research-core/skills/agentii/business-model/references/output-structure.md
- Network accessline 29
**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
marketplace-beachhead/plugins/equity-research-core/skills/agentii/competitive/SKILL.md
- Network accessline 121
**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 - Network accessline 132
End the closing chat reply with the summary shape in `contracts/citation-and-memory.md` — Citation Placement Policy item 3: title · key conclusions · key metrics · Executive Summary · **Key Citations** (the headline 5–10 facts, each a click
marketplace-beachhead/plugins/equity-research-core/skills/agentii/competitive/references/output-structure.md
- Network accessline 33
**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
marketplace-beachhead/plugins/equity-research-core/skills/agentii/earnings-sentiment/SKILL.md
- Network accessline 113
**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 - Network accessline 124
End the closing chat reply with the summary shape in `contracts/citation-and-memory.md` — Citation Placement Policy item 3: title · key conclusions · key metrics · Executive Summary · **Key Citations** (the headline 5–10 facts, each a click
marketplace-beachhead/plugins/equity-research-core/skills/agentii/earnings-sentiment/references/modes.md
- Network accessline 35
| **Key Financials** | **Expected Tone** | **Commentary / Notes** | |:-------------------|:-----------------:|:-----------------------| | Revenues | Highly Convicted / Positive / Negative / N/A | {Brief explanation with analyst quotes} [📄 { - Network accessline 36
|:-------------------|:-----------------:|:-----------------------| | Revenues | Highly Convicted / Positive / Negative / N/A | {Brief explanation with analyst quotes} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_i - Network accessline 37
| Revenues | Highly Convicted / Positive / Negative / N/A | {Brief explanation with analyst quotes} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) | - Network accessline 38
| EPS | Highly Convicted / Positive / Negative / N/A | {Brief explanation with analyst quotes} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) | - Network accessline 39
| EBITDA | Highly Convicted / Positive / Negative / N/A | {Brief explanation with analyst quotes} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) | - Network accessline 40
| **Adj. EBITDA** | Highly Convicted / Positive / Negative / N/A | {Brief explanation with analyst quotes} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) | - Network accessline 41
| Net Income | Highly Convicted / Positive / Negative / N/A | {Brief explanation with analyst quotes} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) | - Network accessline 68
| **Key Financials** | **Mean Estimate** | **Notes / Source Commentary** | |:-------------------|:-----------------:|:-----------------------------| | Revenues | <XXXM-amount> | Avg of MS: <XXXM-amount>, Jefferies: <XXXM-amount> [📄 {ticker} - Network accessline 69
|:-------------------|:-----------------:|:-----------------------------| | Revenues | <XXXM-amount> | Avg of MS: <XXXM-amount>, Jefferies: <XXXM-amount> [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) | | EP - Network accessline 70
| Revenues | <XXXM-amount> | Avg of MS: <XXXM-amount>, Jefferies: <XXXM-amount> [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) | - Network accessline 71
| EPS (Non-GAAP) | <X.XX-amount> | Avg of MS: <X.XX-amount>, Jefferies: <X.XX-amount> [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) | - Network accessline 112
**Sources and Calculations**: - Revenues (Quarter): Mean of MS: <XXXM-amount>, Jefferies: <XXXM-amount> [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}), [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ti - Network accessline 113
- Revenues (Quarter): Mean of MS: <XXXM-amount>, Jefferies: <XXXM-amount> [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}), [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Network accessline 114
- Revenues (FY0): Mean of MS: <XXXM-amount>, Jefferies: <XXXM-amount> [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}), [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Network accessline 150
**Guidance Details**: - Revenues (Quarter): {<XXX-amount>-XXXM range → midpoint <XXXM-amount>} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Network accessline 151
- Revenues (Quarter): {<XXX-amount>-XXXM range → midpoint <XXXM-amount>} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Network accessline 152
- Revenues (FY0): {<XXX-amount>-XXXM range → midpoint <XXXM-amount>} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Network accessline 188
**Variance Analysis**: - {Metric with largest positive variance}: Analysts {X}% above guidance - Potential drivers: {Brief explanation} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Network accessline 189
- {Metric with largest positive variance}: Analysts {X}% above guidance - Potential drivers: {Brief explanation} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - {Metric with negative variance if any}: Anal - Network accessline 190
- Potential drivers: {Brief explanation} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Network accessline 192
- Potential concerns: {Brief explanation} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Network accessline 240
{For each metric with +variance > 5%}: - **{Metric}**: Analysts {X}% above guidance - Analyst rationale: {Key drivers from preview reports} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Network accessline 241
- **{Metric}**: Analysts {X}% above guidance - Analyst rationale: {Key drivers from preview reports} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Implied upside: <XXM> or <X.XX> per share - Network accessline 242
- Analyst rationale: {Key drivers from preview reports} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Network accessline 246
{For each metric with -variance > 5%}: - **{Metric}**: Analysts {X}% below guidance - Analyst concerns: {Key reasons from preview reports} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Network accessline 247
- **{Metric}**: Analysts {X}% below guidance - Analyst concerns: {Key reasons from preview reports} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Potential downside: <XXM> or <X.XX> per share - Network accessline 248
- Analyst concerns: {Key reasons from preview reports} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N})
marketplace-beachhead/plugins/equity-research-core/skills/agentii/earnings-sentiment/references/output-structure.md
- Network accessline 31
**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
marketplace-beachhead/plugins/equity-research-core/skills/agentii/growth-strategy/SKILL.md
- Network accessline 116
**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 - Network accessline 127
End the closing chat reply with the summary shape in `contracts/citation-and-memory.md` — Citation Placement Policy item 3: title · key conclusions · key metrics · Executive Summary · **Key Citations** (the headline 5–10 facts, each a click
marketplace-beachhead/plugins/equity-research-core/skills/agentii/growth-strategy/references/modes.md
- Network accessline 33
### Organic Growth Indicators - {List identified organic initiatives with citations} - {Example: Product development programs mentioned in Q2 earnings call [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N})} - Network accessline 35
- {Example: Product development programs mentioned in Q2 earnings call [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N})} - Network accessline 37
### Inorganic Growth Indicators - {List identified inorganic initiatives with citations} - {Example: M&A transaction announced in 8-K filing [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N})} - Network accessline 39
- {Example: M&A transaction announced in 8-K filing [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N})} - Network accessline 76
| Dimension | Presence | Summary of Evidence | Source(s) | |:----------|:---------|:-------------------|:----------| | Product | Yes/No/Nil | {Brief description of initiatives} | [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/ - Network accessline 77
|:----------|:---------|:-------------------|:----------| | Product | Yes/No/Nil | {Brief description of initiatives} | [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) | | Market | Yes/No/Nil | {Brief descrip - Network accessline 78
| Product | Yes/No/Nil | {Brief description of initiatives} | [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) | - Network accessline 79
| Market | Yes/No/Nil | {Brief description of initiatives} | [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) | - Network accessline 80
| Customer Retention | Yes/No/Nil | {Brief description of initiatives} | [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) | - Network accessline 81
| Pricing | Yes/No/Nil | {Brief description of initiatives} | [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) | - Network accessline 82
| Sales & Channel | Yes/No/Nil | {Brief description of initiatives} | [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) | - Network accessline 83
| Marketing | Yes/No/Nil | {Brief description of initiatives} | [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) | - Network accessline 87
### Product {If Presence=Yes, provide detailed description} - Initiative 1: {Description} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Network accessline 88
{If Presence=Yes, provide detailed description} - Initiative 1: {Description} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Initiative 2: {Description} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/ - Network accessline 89
- Initiative 1: {Description} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Network accessline 90
- Initiative 2: {Description} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Network accessline 127
| Growth Driver | Execution Status | Summary of Progress / Commentary | Source(s) | |:--------------|:-----------------|:--------------------------------|:----------| | Product | On Track / Behind / Ahead | {Key progress points and evidence - Network accessline 128
|:--------------|:-----------------|:--------------------------------|:----------| | Product | On Track / Behind / Ahead | {Key progress points and evidence} | [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Network accessline 129
| Product | On Track / Behind / Ahead | {Key progress points and evidence} | [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) | - Network accessline 130
| Market | On Track / Behind / Ahead | {Key progress points and evidence} | [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) | - Network accessline 131
| Customer Retention | On Track / Behind / Ahead | {Key progress points and evidence} | [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) | - Network accessline 132
| Pricing | On Track / Behind / Ahead | {Key progress points and evidence} | [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) | - Network accessline 133
| Sales & Channel | On Track / Behind / Ahead | {Key progress points and evidence} | [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) | - Network accessline 134
| Marketing | On Track / Behind / Ahead | {Key progress points and evidence} | [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) | - Network accessline 144
**Current Progress**: - Evidence Point 1: {Description with metrics} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Network accessline 145
- Evidence Point 1: {Description with metrics} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Network accessline 146
- Evidence Point 2: {Description with metrics} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Network accessline 147
- Management Commentary: {Relevant quote or summary} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Network accessline 189
| Dimension | Presence | Summary of Evidence | Impact | Source(s) | |:----------|:---------|:-------------------|:-------|:----------| | M&A Transactions | Yes/No/Nil | {Count and brief overview} | {Predominant impact category} | [📄 {ticker - Network accessline 190
|:----------|:---------|:-------------------|:-------|:----------| | M&A Transactions | Yes/No/Nil | {Count and brief overview} | {Predominant impact category} | [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N} - Network accessline 191
| M&A Transactions | Yes/No/Nil | {Count and brief overview} | {Predominant impact category} | [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) | - Network accessline 192
| Equity Investments | Yes/No/Nil | {Count and brief overview} | {Predominant impact category} | [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) | - Network accessline 193
| Asset Purchases | Yes/No/Nil | {Count and brief overview} | {Predominant impact category} | [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) | - Network accessline 194
| Divestitures | Yes/No/Nil | {Count and brief overview} | {Predominant impact category} | [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) | - Network accessline 195
| Strategic Alliances / JVs | Yes/No/Nil | {Count and brief overview} | {Predominant impact category} | [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) | - Network accessline 196
| Licensing / Franchise Deals | Yes/No/Nil | {Count and brief overview} | {Predominant impact category} | [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) | - Network accessline 212
- {Explanation of impact assessment} - {Revenue contribution, synergies, integration status} - **Sources**: [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}), [📄 {ticker} {form_type} p.{N}](https://agentii.ai/ - Network accessline 214
- **Sources**: [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}), [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Network accessline 256
| Growth Driver | Execution Status | Summary of Progress / Commentary | Source(s) | |:--------------|:-----------------|:--------------------------------|:----------| | M&A Transactions | On Track / Behind / Ahead | {Key integration progres - Network accessline 257
|:--------------|:-----------------|:--------------------------------|:----------| | M&A Transactions | On Track / Behind / Ahead | {Key integration progress and synergy realization} | [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ti - Network accessline 258
| M&A Transactions | On Track / Behind / Ahead | {Key integration progress and synergy realization} | [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) | - Network accessline 259
| Equity Investments | On Track / Behind / Ahead | {Commercial benefits and strategic value realization} | [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) | - Network accessline 260
| Strategic Alliances / JVs | On Track / Behind / Ahead | {Operational progress and revenue contribution} | [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) | - Network accessline 261
| Licensing Agreements | On Track / Behind / Ahead | {Royalty realization and technology access} | [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) | - Network accessline 262
| Asset Purchases | On Track / Behind / Ahead | {Capacity ramp and revenue contribution} | [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) | - Network accessline 263
| Divestitures | On Track / Behind / Ahead | {TSA completion and capital redeployment} | [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) | - Network accessline 278
#### Organizational Integration - Evidence Point 1: {Leadership retention, employee metrics} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Network accessline 279
- Evidence Point 1: {Leadership retention, employee metrics} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Network accessline 280
- Evidence Point 2: {Organizational structure changes} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Network accessline 282
#### Systems and Operations - Evidence Point 1: {IT integration status, system cutover milestones} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Network accessline 283
- Evidence Point 1: {IT integration status, system cutover milestones} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Network accessline 284
- Evidence Point 2: {Process harmonization progress} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Network accessline 286
#### Commercial Integration - Evidence Point 1: {Customer retention metrics} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Network accessline 287
- Evidence Point 1: {Customer retention metrics} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Network accessline 288
- Evidence Point 2: {Cross-sell or revenue synergy progress} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Network accessline 290
#### Synergy Realization - Revenue Synergies: {Quantified amount vs. target} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Network accessline 291
- Revenue Synergies: {Quantified amount vs. target} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Network accessline 292
- Cost Synergies: {Quantified amount vs. target} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Network accessline 295
#### Financial Performance - Revenue Contribution: {Acquired business revenue in quarter} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Network accessline 296
- Revenue Contribution: {Acquired business revenue in quarter} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Network accessline 297
- Margin Impact: {Accretion/dilution to margins} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Network accessline 298
- EPS Impact: {Accretive/dilutive vs. guidance} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Network accessline 300
**Management Commentary**: {Relevant quotes or summaries from earnings call} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Network accessline 301
{Relevant quotes or summaries from earnings call} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Network accessline 303
**Analyst Perspective** (if available): {Sell-side view on integration execution} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Network accessline 304
{Sell-side view on integration execution} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N})
marketplace-beachhead/plugins/equity-research-core/skills/agentii/growth-strategy/references/output-structure.md
- Network accessline 30
**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
marketplace-beachhead/plugins/equity-research-core/skills/agentii/recent-quarter/SKILL.md
- Network accessline 121
**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 - Network accessline 132
End the closing chat reply with the summary shape in `contracts/citation-and-memory.md` — Citation Placement Policy item 3: title · key conclusions · key metrics · Executive Summary · **Key Citations** (the headline 5–10 facts, each a click
marketplace-beachhead/plugins/equity-research-core/skills/agentii/recent-quarter/references/output-structure.md
- Network accessline 13
**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
marketplace-beachhead/plugins/equity-research-core/skills/agentii/risk/SKILL.md
- Network accessline 116
**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 - Network accessline 127
End the closing chat reply with the summary shape in `contracts/citation-and-memory.md` — Citation Placement Policy item 3: title · key conclusions · key metrics · Executive Summary · **Key Citations** (the headline 5–10 facts, each a click
marketplace-beachhead/plugins/equity-research-core/skills/agentii/risk/references/output-structure.md
- Network accessline 29
**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
marketplace-beachhead/plugins/equity-research-core/skills/agentii/secular-trends/SKILL.md
- Network accessline 117
**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 - Network accessline 128
End the closing chat reply with the summary shape in `contracts/citation-and-memory.md` — Citation Placement Policy item 3: title · key conclusions · key metrics · Executive Summary · **Key Citations** (the headline 5–10 facts, each a click
marketplace-beachhead/plugins/equity-research-core/skills/agentii/secular-trends/references/output-structure.md
- Network accessline 33
**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
marketplace-beachhead/plugins/equity-research-core/skills/agentii/turnaround/SKILL.md
- Network accessline 118
**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 - Network accessline 129
End the closing chat reply with the summary shape in `contracts/citation-and-memory.md` — Citation Placement Policy item 3: title · key conclusions · key metrics · Executive Summary · **Key Citations** (the headline 5–10 facts, each a click
marketplace-beachhead/plugins/equity-research-core/skills/agentii/turnaround/references/output-structure.md
- Network accessline 34
**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
marketplace-beachhead/plugins/equity-research-core/skills/agentii/valuation-methods/SKILL.md
- Network accessline 111
**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 - Network accessline 122
End the closing chat reply with the summary shape in `contracts/citation-and-memory.md` — Citation Placement Policy item 3: title · key conclusions · key metrics · Executive Summary · **Key Citations** (the headline 5–10 facts, each a click
marketplace-beachhead/plugins/equity-research-core/skills/agentii/valuation-methods/references/output-structure.md
- Network accessline 28
**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
marketplace-beachhead/validate.sh
packaging/export.py
- Executable scriptline 1
#!/usr/bin/env python3
packaging/export.sh
- Executable scriptline 1
#!/usr/bin/env bash
plugins/agent-plugins/agentii-equity-agent/.claude-plugin/plugin.json
plugins/agent-plugins/agentii-equity-agent/agents/agentii-equity-agent.md
- Network accessline 185
**Canonical URL format**: `https://agentii.ai/v/{ticker}/{citation_id}/{N}` - Network accessline 187
**Markdown syntax**: `[📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N})` - Network accessline 189
**Examples**: - `[📄 LLY 8-K p.19](https://agentii.ai/v/LLY/sec129/19)` - Network accessline 190
- `[📄 LLY 8-K p.19](https://agentii.ai/v/LLY/sec129/19)` - Network accessline 191
- `[📄 NVDA 10-K p.42](https://agentii.ai/v/NVDA/sec173/42)` - Network accessline 192
- `[📄 ABBV 10-Q p.12](https://agentii.ai/v/ABBV/sec232/12)` - Network accessline 198
**When page number is omitted**: The view defaults to the document top (`https://agentii.ai/v/LLY/sec175`).
plugins/agent-plugins/agentii-equity-agent/skills/agentii/business-model/SKILL.md
- Network accessline 143
**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 - Network accessline 154
End the closing chat reply with the summary shape in `contracts/citation-and-memory.md` — Citation Placement Policy item 3: title · key conclusions · key metrics · Executive Summary · **Key Citations** (the headline 5–10 facts, each a click
plugins/agent-plugins/agentii-equity-agent/skills/agentii/business-model/references/output-structure.md
- Network accessline 29
**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
plugins/agent-plugins/agentii-equity-agent/skills/agentii/competitive/SKILL.md
- Network accessline 123
**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 - Network accessline 134
End the closing chat reply with the summary shape in `contracts/citation-and-memory.md` — Citation Placement Policy item 3: title · key conclusions · key metrics · Executive Summary · **Key Citations** (the headline 5–10 facts, each a click
plugins/agent-plugins/agentii-equity-agent/skills/agentii/competitive/references/output-structure.md
- Network accessline 33
**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
plugins/agent-plugins/agentii-equity-agent/skills/agentii/earnings-sentiment/SKILL.md
- Network accessline 115
**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 - Network accessline 126
End the closing chat reply with the summary shape in `contracts/citation-and-memory.md` — Citation Placement Policy item 3: title · key conclusions · key metrics · Executive Summary · **Key Citations** (the headline 5–10 facts, each a click
plugins/agent-plugins/agentii-equity-agent/skills/agentii/earnings-sentiment/references/modes.md
- Network accessline 35
| **Key Financials** | **Expected Tone** | **Commentary / Notes** | |:-------------------|:-----------------:|:-----------------------| | Revenues | Highly Convicted / Positive / Negative / N/A | {Brief explanation with analyst quotes} [📄 { - Network accessline 36
|:-------------------|:-----------------:|:-----------------------| | Revenues | Highly Convicted / Positive / Negative / N/A | {Brief explanation with analyst quotes} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_i - Network accessline 37
| Revenues | Highly Convicted / Positive / Negative / N/A | {Brief explanation with analyst quotes} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) | - Network accessline 38
| EPS | Highly Convicted / Positive / Negative / N/A | {Brief explanation with analyst quotes} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) | - Network accessline 39
| EBITDA | Highly Convicted / Positive / Negative / N/A | {Brief explanation with analyst quotes} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) | - Network accessline 40
| **Adj. EBITDA** | Highly Convicted / Positive / Negative / N/A | {Brief explanation with analyst quotes} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) | - Network accessline 41
| Net Income | Highly Convicted / Positive / Negative / N/A | {Brief explanation with analyst quotes} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) | - Network accessline 68
| **Key Financials** | **Mean Estimate** | **Notes / Source Commentary** | |:-------------------|:-----------------:|:-----------------------------| | Revenues | <XXXM-amount> | Avg of MS: <XXXM-amount>, Jefferies: <XXXM-amount> [📄 {ticker} - Network accessline 69
|:-------------------|:-----------------:|:-----------------------------| | Revenues | <XXXM-amount> | Avg of MS: <XXXM-amount>, Jefferies: <XXXM-amount> [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) | | EP - Network accessline 70
| Revenues | <XXXM-amount> | Avg of MS: <XXXM-amount>, Jefferies: <XXXM-amount> [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) | - Network accessline 71
| EPS (Non-GAAP) | <X.XX-amount> | Avg of MS: <X.XX-amount>, Jefferies: <X.XX-amount> [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) | - Network accessline 112
**Sources and Calculations**: - Revenues (Quarter): Mean of MS: <XXXM-amount>, Jefferies: <XXXM-amount> [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}), [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ti - Network accessline 113
- Revenues (Quarter): Mean of MS: <XXXM-amount>, Jefferies: <XXXM-amount> [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}), [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Network accessline 114
- Revenues (FY0): Mean of MS: <XXXM-amount>, Jefferies: <XXXM-amount> [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}), [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Network accessline 150
**Guidance Details**: - Revenues (Quarter): {<XXX-amount>-XXXM range → midpoint <XXXM-amount>} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Network accessline 151
- Revenues (Quarter): {<XXX-amount>-XXXM range → midpoint <XXXM-amount>} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Network accessline 152
- Revenues (FY0): {<XXX-amount>-XXXM range → midpoint <XXXM-amount>} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Network accessline 188
**Variance Analysis**: - {Metric with largest positive variance}: Analysts {X}% above guidance - Potential drivers: {Brief explanation} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Network accessline 189
- {Metric with largest positive variance}: Analysts {X}% above guidance - Potential drivers: {Brief explanation} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - {Metric with negative variance if any}: Anal - Network accessline 190
- Potential drivers: {Brief explanation} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Network accessline 192
- Potential concerns: {Brief explanation} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Network accessline 240
{For each metric with +variance > 5%}: - **{Metric}**: Analysts {X}% above guidance - Analyst rationale: {Key drivers from preview reports} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Network accessline 241
- **{Metric}**: Analysts {X}% above guidance - Analyst rationale: {Key drivers from preview reports} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Implied upside: <XXM> or <X.XX> per share - Network accessline 242
- Analyst rationale: {Key drivers from preview reports} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Network accessline 246
{For each metric with -variance > 5%}: - **{Metric}**: Analysts {X}% below guidance - Analyst concerns: {Key reasons from preview reports} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Network accessline 247
- **{Metric}**: Analysts {X}% below guidance - Analyst concerns: {Key reasons from preview reports} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Potential downside: <XXM> or <X.XX> per share - Network accessline 248
- Analyst concerns: {Key reasons from preview reports} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N})
plugins/agent-plugins/agentii-equity-agent/skills/agentii/earnings-sentiment/references/output-structure.md
- Network accessline 31
**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
plugins/agent-plugins/agentii-equity-agent/skills/agentii/growth-strategy/SKILL.md
- Network accessline 118
**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 - Network accessline 129
End the closing chat reply with the summary shape in `contracts/citation-and-memory.md` — Citation Placement Policy item 3: title · key conclusions · key metrics · Executive Summary · **Key Citations** (the headline 5–10 facts, each a click
plugins/agent-plugins/agentii-equity-agent/skills/agentii/growth-strategy/references/modes.md
- Network accessline 33
### Organic Growth Indicators - {List identified organic initiatives with citations} - {Example: Product development programs mentioned in Q2 earnings call [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N})} - Network accessline 35
- {Example: Product development programs mentioned in Q2 earnings call [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N})} - Network accessline 37
### Inorganic Growth Indicators - {List identified inorganic initiatives with citations} - {Example: M&A transaction announced in 8-K filing [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N})} - Network accessline 39
- {Example: M&A transaction announced in 8-K filing [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N})} - Network accessline 76
| Dimension | Presence | Summary of Evidence | Source(s) | |:----------|:---------|:-------------------|:----------| | Product | Yes/No/Nil | {Brief description of initiatives} | [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/ - Network accessline 77
|:----------|:---------|:-------------------|:----------| | Product | Yes/No/Nil | {Brief description of initiatives} | [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) | | Market | Yes/No/Nil | {Brief descrip - Network accessline 78
| Product | Yes/No/Nil | {Brief description of initiatives} | [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) | - Network accessline 79
| Market | Yes/No/Nil | {Brief description of initiatives} | [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) | - Network accessline 80
| Customer Retention | Yes/No/Nil | {Brief description of initiatives} | [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) | - Network accessline 81
| Pricing | Yes/No/Nil | {Brief description of initiatives} | [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) | - Network accessline 82
| Sales & Channel | Yes/No/Nil | {Brief description of initiatives} | [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) | - Network accessline 83
| Marketing | Yes/No/Nil | {Brief description of initiatives} | [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) | - Network accessline 87
### Product {If Presence=Yes, provide detailed description} - Initiative 1: {Description} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Network accessline 88
{If Presence=Yes, provide detailed description} - Initiative 1: {Description} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Initiative 2: {Description} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/ - Network accessline 89
- Initiative 1: {Description} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Network accessline 90
- Initiative 2: {Description} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Network accessline 127
| Growth Driver | Execution Status | Summary of Progress / Commentary | Source(s) | |:--------------|:-----------------|:--------------------------------|:----------| | Product | On Track / Behind / Ahead | {Key progress points and evidence - Network accessline 128
|:--------------|:-----------------|:--------------------------------|:----------| | Product | On Track / Behind / Ahead | {Key progress points and evidence} | [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Network accessline 129
| Product | On Track / Behind / Ahead | {Key progress points and evidence} | [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) | - Network accessline 130
| Market | On Track / Behind / Ahead | {Key progress points and evidence} | [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) | - Network accessline 131
| Customer Retention | On Track / Behind / Ahead | {Key progress points and evidence} | [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) | - Network accessline 132
| Pricing | On Track / Behind / Ahead | {Key progress points and evidence} | [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) | - Network accessline 133
| Sales & Channel | On Track / Behind / Ahead | {Key progress points and evidence} | [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) | - Network accessline 134
| Marketing | On Track / Behind / Ahead | {Key progress points and evidence} | [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) | - Network accessline 144
**Current Progress**: - Evidence Point 1: {Description with metrics} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Network accessline 145
- Evidence Point 1: {Description with metrics} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Network accessline 146
- Evidence Point 2: {Description with metrics} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Network accessline 147
- Management Commentary: {Relevant quote or summary} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Network accessline 189
| Dimension | Presence | Summary of Evidence | Impact | Source(s) | |:----------|:---------|:-------------------|:-------|:----------| | M&A Transactions | Yes/No/Nil | {Count and brief overview} | {Predominant impact category} | [📄 {ticker - Network accessline 190
|:----------|:---------|:-------------------|:-------|:----------| | M&A Transactions | Yes/No/Nil | {Count and brief overview} | {Predominant impact category} | [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N} - Network accessline 191
| M&A Transactions | Yes/No/Nil | {Count and brief overview} | {Predominant impact category} | [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) | - Network accessline 192
| Equity Investments | Yes/No/Nil | {Count and brief overview} | {Predominant impact category} | [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) | - Network accessline 193
| Asset Purchases | Yes/No/Nil | {Count and brief overview} | {Predominant impact category} | [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) | - Network accessline 194
| Divestitures | Yes/No/Nil | {Count and brief overview} | {Predominant impact category} | [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) | - Network accessline 195
| Strategic Alliances / JVs | Yes/No/Nil | {Count and brief overview} | {Predominant impact category} | [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) | - Network accessline 196
| Licensing / Franchise Deals | Yes/No/Nil | {Count and brief overview} | {Predominant impact category} | [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) | - Network accessline 212
- {Explanation of impact assessment} - {Revenue contribution, synergies, integration status} - **Sources**: [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}), [📄 {ticker} {form_type} p.{N}](https://agentii.ai/ - Network accessline 214
- **Sources**: [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}), [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Network accessline 256
| Growth Driver | Execution Status | Summary of Progress / Commentary | Source(s) | |:--------------|:-----------------|:--------------------------------|:----------| | M&A Transactions | On Track / Behind / Ahead | {Key integration progres - Network accessline 257
|:--------------|:-----------------|:--------------------------------|:----------| | M&A Transactions | On Track / Behind / Ahead | {Key integration progress and synergy realization} | [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ti - Network accessline 258
| M&A Transactions | On Track / Behind / Ahead | {Key integration progress and synergy realization} | [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) | - Network accessline 259
| Equity Investments | On Track / Behind / Ahead | {Commercial benefits and strategic value realization} | [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) | - Network accessline 260
| Strategic Alliances / JVs | On Track / Behind / Ahead | {Operational progress and revenue contribution} | [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) | - Network accessline 261
| Licensing Agreements | On Track / Behind / Ahead | {Royalty realization and technology access} | [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) | - Network accessline 262
| Asset Purchases | On Track / Behind / Ahead | {Capacity ramp and revenue contribution} | [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) | - Network accessline 263
| Divestitures | On Track / Behind / Ahead | {TSA completion and capital redeployment} | [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) | - Network accessline 278
#### Organizational Integration - Evidence Point 1: {Leadership retention, employee metrics} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Network accessline 279
- Evidence Point 1: {Leadership retention, employee metrics} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Network accessline 280
- Evidence Point 2: {Organizational structure changes} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Network accessline 282
#### Systems and Operations - Evidence Point 1: {IT integration status, system cutover milestones} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Network accessline 283
- Evidence Point 1: {IT integration status, system cutover milestones} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Network accessline 284
- Evidence Point 2: {Process harmonization progress} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Network accessline 286
#### Commercial Integration - Evidence Point 1: {Customer retention metrics} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Network accessline 287
- Evidence Point 1: {Customer retention metrics} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Network accessline 288
- Evidence Point 2: {Cross-sell or revenue synergy progress} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Network accessline 290
#### Synergy Realization - Revenue Synergies: {Quantified amount vs. target} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Network accessline 291
- Revenue Synergies: {Quantified amount vs. target} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Network accessline 292
- Cost Synergies: {Quantified amount vs. target} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Network accessline 295
#### Financial Performance - Revenue Contribution: {Acquired business revenue in quarter} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Network accessline 296
- Revenue Contribution: {Acquired business revenue in quarter} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Network accessline 297
- Margin Impact: {Accretion/dilution to margins} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Network accessline 298
- EPS Impact: {Accretive/dilutive vs. guidance} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Network accessline 300
**Management Commentary**: {Relevant quotes or summaries from earnings call} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Network accessline 301
{Relevant quotes or summaries from earnings call} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Network accessline 303
**Analyst Perspective** (if available): {Sell-side view on integration execution} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Network accessline 304
{Sell-side view on integration execution} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N})
plugins/agent-plugins/agentii-equity-agent/skills/agentii/growth-strategy/references/output-structure.md
- Network accessline 30
**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
plugins/agent-plugins/agentii-equity-agent/skills/agentii/recent-quarter/SKILL.md
- Network accessline 123
**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 - Network accessline 134
End the closing chat reply with the summary shape in `contracts/citation-and-memory.md` — Citation Placement Policy item 3: title · key conclusions · key metrics · Executive Summary · **Key Citations** (the headline 5–10 facts, each a click
plugins/agent-plugins/agentii-equity-agent/skills/agentii/recent-quarter/references/output-structure.md
- Network accessline 13
**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
plugins/agent-plugins/agentii-equity-agent/skills/agentii/risk/SKILL.md
- Network accessline 118
**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 - Network accessline 129
End the closing chat reply with the summary shape in `contracts/citation-and-memory.md` — Citation Placement Policy item 3: title · key conclusions · key metrics · Executive Summary · **Key Citations** (the headline 5–10 facts, each a click
plugins/agent-plugins/agentii-equity-agent/skills/agentii/risk/references/output-structure.md
- Network accessline 29
**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
plugins/agent-plugins/agentii-equity-agent/skills/agentii/secular-trends/SKILL.md
- Network accessline 119
**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 - Network accessline 130
End the closing chat reply with the summary shape in `contracts/citation-and-memory.md` — Citation Placement Policy item 3: title · key conclusions · key metrics · Executive Summary · **Key Citations** (the headline 5–10 facts, each a click
plugins/agent-plugins/agentii-equity-agent/skills/agentii/secular-trends/references/output-structure.md
- Network accessline 33
**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
plugins/agent-plugins/agentii-equity-agent/skills/agentii/turnaround/SKILL.md
- Network accessline 120
**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 - Network accessline 131
End the closing chat reply with the summary shape in `contracts/citation-and-memory.md` — Citation Placement Policy item 3: title · key conclusions · key metrics · Executive Summary · **Key Citations** (the headline 5–10 facts, each a click
plugins/agent-plugins/agentii-equity-agent/skills/agentii/turnaround/references/output-structure.md
- Network accessline 34
**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
plugins/agent-plugins/agentii-equity-agent/skills/agentii/valuation-methods/SKILL.md
- Network accessline 113
**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 - Network accessline 124
End the closing chat reply with the summary shape in `contracts/citation-and-memory.md` — Citation Placement Policy item 3: title · key conclusions · key metrics · Executive Summary · **Key Citations** (the headline 5–10 facts, each a click
plugins/agent-plugins/agentii-equity-agent/skills/agentii/valuation-methods/references/output-structure.md
- Network accessline 28
**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
plugins/agentii-plugin/.claude-plugin/plugin.json
plugins/agentii-plugin/skills/agentii/3-statement/SKILL.md
- Network accessline 117
**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 - Network accessline 128
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/citati
plugins/agentii-plugin/skills/agentii/3-statement/references/output-structure.md
- Network accessline 16
**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
plugins/agentii-plugin/skills/agentii/audit-xls/SKILL.md
- Network accessline 106
**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 - Network accessline 124
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/citati
plugins/agentii-plugin/skills/agentii/business-model/SKILL.md
- Network accessline 143
**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 - Network accessline 154
End the closing chat reply with the summary shape in `contracts/citation-and-memory.md` — Citation Placement Policy item 3: title · key conclusions · key metrics · Executive Summary · **Key Citations** (the headline 5–10 facts, each a click
plugins/agentii-plugin/skills/agentii/business-model/references/output-structure.md
- Network accessline 29
**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
plugins/agentii-plugin/skills/agentii/competitive-positioning/SKILL.md
- Network accessline 107
**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 - Network accessline 125
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/citati
plugins/agentii-plugin/skills/agentii/competitive/SKILL.md
- Network accessline 123
**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 - Network accessline 134
End the closing chat reply with the summary shape in `contracts/citation-and-memory.md` — Citation Placement Policy item 3: title · key conclusions · key metrics · Executive Summary · **Key Citations** (the headline 5–10 facts, each a click
plugins/agentii-plugin/skills/agentii/competitive/references/output-structure.md
- Network accessline 33
**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
plugins/agentii-plugin/skills/agentii/comps/SKILL.md
- Network accessline 144
**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 - Network accessline 155
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/citati
plugins/agentii-plugin/skills/agentii/comps/references/output-structure.md
- Network accessline 14
**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
plugins/agentii-plugin/skills/agentii/dcf/SKILL.md
- Network accessline 116
**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 - Network accessline 127
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/citati
plugins/agentii-plugin/skills/agentii/dcf/references/output-structure.md
- Network accessline 16
**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
plugins/agentii-plugin/skills/agentii/ddm-valuation/SKILL.md
- Network accessline 89
**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 - Network accessline 110
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/citati
plugins/agentii-plugin/skills/agentii/ddm-valuation/references/output-structure.md
- Network accessline 15
**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
plugins/agentii-plugin/skills/agentii/earnings-preview/SKILL.md
- Network accessline 134
**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 - Network accessline 145
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/citati - Access to secretsline 155
[Credential-related source omitted] - Access to secretsline 156
[Credential-related source omitted]
plugins/agentii-plugin/skills/agentii/earnings-preview/references/output-structure.md
- Network accessline 14
**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
plugins/agentii-plugin/skills/agentii/earnings-sentiment/SKILL.md
- Network accessline 115
**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 - Network accessline 126
End the closing chat reply with the summary shape in `contracts/citation-and-memory.md` — Citation Placement Policy item 3: title · key conclusions · key metrics · Executive Summary · **Key Citations** (the headline 5–10 facts, each a click
plugins/agentii-plugin/skills/agentii/earnings-sentiment/references/modes.md
- Network accessline 35
| **Key Financials** | **Expected Tone** | **Commentary / Notes** | |:-------------------|:-----------------:|:-----------------------| | Revenues | Highly Convicted / Positive / Negative / N/A | {Brief explanation with analyst quotes} [📄 { - Network accessline 36
|:-------------------|:-----------------:|:-----------------------| | Revenues | Highly Convicted / Positive / Negative / N/A | {Brief explanation with analyst quotes} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_i - Network accessline 37
| Revenues | Highly Convicted / Positive / Negative / N/A | {Brief explanation with analyst quotes} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) | - Network accessline 38
| EPS | Highly Convicted / Positive / Negative / N/A | {Brief explanation with analyst quotes} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) | - Network accessline 39
| EBITDA | Highly Convicted / Positive / Negative / N/A | {Brief explanation with analyst quotes} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) | - Network accessline 40
| **Adj. EBITDA** | Highly Convicted / Positive / Negative / N/A | {Brief explanation with analyst quotes} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) | - Network accessline 41
| Net Income | Highly Convicted / Positive / Negative / N/A | {Brief explanation with analyst quotes} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) | - Network accessline 68
| **Key Financials** | **Mean Estimate** | **Notes / Source Commentary** | |:-------------------|:-----------------:|:-----------------------------| | Revenues | <XXXM-amount> | Avg of MS: <XXXM-amount>, Jefferies: <XXXM-amount> [📄 {ticker} - Network accessline 69
|:-------------------|:-----------------:|:-----------------------------| | Revenues | <XXXM-amount> | Avg of MS: <XXXM-amount>, Jefferies: <XXXM-amount> [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) | | EP - Network accessline 70
| Revenues | <XXXM-amount> | Avg of MS: <XXXM-amount>, Jefferies: <XXXM-amount> [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) | - Network accessline 71
| EPS (Non-GAAP) | <X.XX-amount> | Avg of MS: <X.XX-amount>, Jefferies: <X.XX-amount> [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) | - Network accessline 112
**Sources and Calculations**: - Revenues (Quarter): Mean of MS: <XXXM-amount>, Jefferies: <XXXM-amount> [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}), [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ti - Network accessline 113
- Revenues (Quarter): Mean of MS: <XXXM-amount>, Jefferies: <XXXM-amount> [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}), [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Network accessline 114
- Revenues (FY0): Mean of MS: <XXXM-amount>, Jefferies: <XXXM-amount> [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}), [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Network accessline 150
**Guidance Details**: - Revenues (Quarter): {<XXX-amount>-XXXM range → midpoint <XXXM-amount>} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Network accessline 151
- Revenues (Quarter): {<XXX-amount>-XXXM range → midpoint <XXXM-amount>} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Network accessline 152
- Revenues (FY0): {<XXX-amount>-XXXM range → midpoint <XXXM-amount>} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Network accessline 188
**Variance Analysis**: - {Metric with largest positive variance}: Analysts {X}% above guidance - Potential drivers: {Brief explanation} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Network accessline 189
- {Metric with largest positive variance}: Analysts {X}% above guidance - Potential drivers: {Brief explanation} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - {Metric with negative variance if any}: Anal - Network accessline 190
- Potential drivers: {Brief explanation} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Network accessline 192
- Potential concerns: {Brief explanation} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Network accessline 240
{For each metric with +variance > 5%}: - **{Metric}**: Analysts {X}% above guidance - Analyst rationale: {Key drivers from preview reports} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Network accessline 241
- **{Metric}**: Analysts {X}% above guidance - Analyst rationale: {Key drivers from preview reports} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Implied upside: <XXM> or <X.XX> per share - Network accessline 242
- Analyst rationale: {Key drivers from preview reports} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Network accessline 246
{For each metric with -variance > 5%}: - **{Metric}**: Analysts {X}% below guidance - Analyst concerns: {Key reasons from preview reports} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Network accessline 247
- **{Metric}**: Analysts {X}% below guidance - Analyst concerns: {Key reasons from preview reports} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Potential downside: <XXM> or <X.XX> per share - Network accessline 248
- Analyst concerns: {Key reasons from preview reports} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N})
plugins/agentii-plugin/skills/agentii/earnings-sentiment/references/output-structure.md
- Network accessline 31
**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
plugins/agentii-plugin/skills/agentii/growth-strategy/SKILL.md
- Network accessline 118
**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 - Network accessline 129
End the closing chat reply with the summary shape in `contracts/citation-and-memory.md` — Citation Placement Policy item 3: title · key conclusions · key metrics · Executive Summary · **Key Citations** (the headline 5–10 facts, each a click
plugins/agentii-plugin/skills/agentii/growth-strategy/references/modes.md
- Network accessline 33
### Organic Growth Indicators - {List identified organic initiatives with citations} - {Example: Product development programs mentioned in Q2 earnings call [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N})} - Network accessline 35
- {Example: Product development programs mentioned in Q2 earnings call [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N})} - Network accessline 37
### Inorganic Growth Indicators - {List identified inorganic initiatives with citations} - {Example: M&A transaction announced in 8-K filing [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N})} - Network accessline 39
- {Example: M&A transaction announced in 8-K filing [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N})} - Network accessline 76
| Dimension | Presence | Summary of Evidence | Source(s) | |:----------|:---------|:-------------------|:----------| | Product | Yes/No/Nil | {Brief description of initiatives} | [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/ - Network accessline 77
|:----------|:---------|:-------------------|:----------| | Product | Yes/No/Nil | {Brief description of initiatives} | [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) | | Market | Yes/No/Nil | {Brief descrip - Network accessline 78
| Product | Yes/No/Nil | {Brief description of initiatives} | [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) | - Network accessline 79
| Market | Yes/No/Nil | {Brief description of initiatives} | [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) | - Network accessline 80
| Customer Retention | Yes/No/Nil | {Brief description of initiatives} | [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) | - Network accessline 81
| Pricing | Yes/No/Nil | {Brief description of initiatives} | [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) | - Network accessline 82
| Sales & Channel | Yes/No/Nil | {Brief description of initiatives} | [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) | - Network accessline 83
| Marketing | Yes/No/Nil | {Brief description of initiatives} | [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) | - Network accessline 87
### Product {If Presence=Yes, provide detailed description} - Initiative 1: {Description} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Network accessline 88
{If Presence=Yes, provide detailed description} - Initiative 1: {Description} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Initiative 2: {Description} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/ - Network accessline 89
- Initiative 1: {Description} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Network accessline 90
- Initiative 2: {Description} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Network accessline 127
| Growth Driver | Execution Status | Summary of Progress / Commentary | Source(s) | |:--------------|:-----------------|:--------------------------------|:----------| | Product | On Track / Behind / Ahead | {Key progress points and evidence - Network accessline 128
|:--------------|:-----------------|:--------------------------------|:----------| | Product | On Track / Behind / Ahead | {Key progress points and evidence} | [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Network accessline 129
| Product | On Track / Behind / Ahead | {Key progress points and evidence} | [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) | - Network accessline 130
| Market | On Track / Behind / Ahead | {Key progress points and evidence} | [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) | - Network accessline 131
| Customer Retention | On Track / Behind / Ahead | {Key progress points and evidence} | [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) | - Network accessline 132
| Pricing | On Track / Behind / Ahead | {Key progress points and evidence} | [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) | - Network accessline 133
| Sales & Channel | On Track / Behind / Ahead | {Key progress points and evidence} | [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) | - Network accessline 134
| Marketing | On Track / Behind / Ahead | {Key progress points and evidence} | [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) | - Network accessline 144
**Current Progress**: - Evidence Point 1: {Description with metrics} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Network accessline 145
- Evidence Point 1: {Description with metrics} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Network accessline 146
- Evidence Point 2: {Description with metrics} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Network accessline 147
- Management Commentary: {Relevant quote or summary} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Network accessline 189
| Dimension | Presence | Summary of Evidence | Impact | Source(s) | |:----------|:---------|:-------------------|:-------|:----------| | M&A Transactions | Yes/No/Nil | {Count and brief overview} | {Predominant impact category} | [📄 {ticker - Network accessline 190
|:----------|:---------|:-------------------|:-------|:----------| | M&A Transactions | Yes/No/Nil | {Count and brief overview} | {Predominant impact category} | [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N} - Network accessline 191
| M&A Transactions | Yes/No/Nil | {Count and brief overview} | {Predominant impact category} | [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) | - Network accessline 192
| Equity Investments | Yes/No/Nil | {Count and brief overview} | {Predominant impact category} | [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) | - Network accessline 193
| Asset Purchases | Yes/No/Nil | {Count and brief overview} | {Predominant impact category} | [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) | - Network accessline 194
| Divestitures | Yes/No/Nil | {Count and brief overview} | {Predominant impact category} | [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) | - Network accessline 195
| Strategic Alliances / JVs | Yes/No/Nil | {Count and brief overview} | {Predominant impact category} | [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) | - Network accessline 196
| Licensing / Franchise Deals | Yes/No/Nil | {Count and brief overview} | {Predominant impact category} | [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) | - Network accessline 212
- {Explanation of impact assessment} - {Revenue contribution, synergies, integration status} - **Sources**: [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}), [📄 {ticker} {form_type} p.{N}](https://agentii.ai/ - Network accessline 214
- **Sources**: [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}), [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Network accessline 256
| Growth Driver | Execution Status | Summary of Progress / Commentary | Source(s) | |:--------------|:-----------------|:--------------------------------|:----------| | M&A Transactions | On Track / Behind / Ahead | {Key integration progres - Network accessline 257
|:--------------|:-----------------|:--------------------------------|:----------| | M&A Transactions | On Track / Behind / Ahead | {Key integration progress and synergy realization} | [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ti - Network accessline 258
| M&A Transactions | On Track / Behind / Ahead | {Key integration progress and synergy realization} | [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) | - Network accessline 259
| Equity Investments | On Track / Behind / Ahead | {Commercial benefits and strategic value realization} | [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) | - Network accessline 260
| Strategic Alliances / JVs | On Track / Behind / Ahead | {Operational progress and revenue contribution} | [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) | - Network accessline 261
| Licensing Agreements | On Track / Behind / Ahead | {Royalty realization and technology access} | [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) | - Network accessline 262
| Asset Purchases | On Track / Behind / Ahead | {Capacity ramp and revenue contribution} | [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) | - Network accessline 263
| Divestitures | On Track / Behind / Ahead | {TSA completion and capital redeployment} | [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) | - Network accessline 278
#### Organizational Integration - Evidence Point 1: {Leadership retention, employee metrics} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Network accessline 279
- Evidence Point 1: {Leadership retention, employee metrics} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Network accessline 280
- Evidence Point 2: {Organizational structure changes} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Network accessline 282
#### Systems and Operations - Evidence Point 1: {IT integration status, system cutover milestones} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Network accessline 283
- Evidence Point 1: {IT integration status, system cutover milestones} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Network accessline 284
- Evidence Point 2: {Process harmonization progress} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Network accessline 286
#### Commercial Integration - Evidence Point 1: {Customer retention metrics} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Network accessline 287
- Evidence Point 1: {Customer retention metrics} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Network accessline 288
- Evidence Point 2: {Cross-sell or revenue synergy progress} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Network accessline 290
#### Synergy Realization - Revenue Synergies: {Quantified amount vs. target} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Network accessline 291
- Revenue Synergies: {Quantified amount vs. target} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Network accessline 292
- Cost Synergies: {Quantified amount vs. target} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Network accessline 295
#### Financial Performance - Revenue Contribution: {Acquired business revenue in quarter} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Network accessline 296
- Revenue Contribution: {Acquired business revenue in quarter} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Network accessline 297
- Margin Impact: {Accretion/dilution to margins} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Network accessline 298
- EPS Impact: {Accretive/dilutive vs. guidance} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Network accessline 300
**Management Commentary**: {Relevant quotes or summaries from earnings call} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Network accessline 301
{Relevant quotes or summaries from earnings call} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Network accessline 303
**Analyst Perspective** (if available): {Sell-side view on integration execution} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Network accessline 304
{Sell-side view on integration execution} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N})
plugins/agentii-plugin/skills/agentii/growth-strategy/references/output-structure.md
- Network accessline 30
**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
plugins/agentii-plugin/skills/agentii/lbo/SKILL.md
- Network accessline 116
**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 - Network accessline 127
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/citati
plugins/agentii-plugin/skills/agentii/lbo/references/output-structure.md
- Network accessline 16
**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
plugins/agentii-plugin/skills/agentii/operational-kpi/SKILL.md
- Network accessline 92
**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 - Network accessline 110
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/citati
plugins/agentii-plugin/skills/agentii/peer-bench/SKILL.md
- Network accessline 112
**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 - Network accessline 131
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/citati
plugins/agentii-plugin/skills/agentii/peg-valuation/SKILL.md
- Network accessline 98
**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 - Network accessline 113
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/citati
plugins/agentii-plugin/skills/agentii/peg-valuation/references/output-structure.md
- Network accessline 13
**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
plugins/agentii-plugin/skills/agentii/pitch-deck/SKILL.md
- Network accessline 123
**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 - Network accessline 141
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/citati
plugins/agentii-plugin/skills/agentii/ratio-analysis/SKILL.md
- Network accessline 101
**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 - Network accessline 116
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/citati
plugins/agentii-plugin/skills/agentii/ratio-analysis/references/output-structure.md
- Network accessline 15
**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
plugins/agentii-plugin/skills/agentii/recent-quarter/SKILL.md
- Network accessline 123
**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 - Network accessline 134
End the closing chat reply with the summary shape in `contracts/citation-and-memory.md` — Citation Placement Policy item 3: title · key conclusions · key metrics · Executive Summary · **Key Citations** (the headline 5–10 facts, each a click
plugins/agentii-plugin/skills/agentii/recent-quarter/references/output-structure.md
- Network accessline 13
**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
plugins/agentii-plugin/skills/agentii/residual-income/SKILL.md
- Network accessline 99
**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 - Network accessline 120
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/citati
plugins/agentii-plugin/skills/agentii/residual-income/references/output-structure.md
- Network accessline 15
**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
plugins/agentii-plugin/skills/agentii/revenue-decomp/SKILL.md
- Network accessline 92
**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 - Network accessline 110
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/citati
plugins/agentii-plugin/skills/agentii/reverse-dcf/SKILL.md
- Network accessline 111
**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 - Network accessline 127
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/citati
plugins/agentii-plugin/skills/agentii/reverse-dcf/references/output-structure.md
- Network accessline 13
**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
plugins/agentii-plugin/skills/agentii/risk/SKILL.md
- Network accessline 118
**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 - Network accessline 129
End the closing chat reply with the summary shape in `contracts/citation-and-memory.md` — Citation Placement Policy item 3: title · key conclusions · key metrics · Executive Summary · **Key Citations** (the headline 5–10 facts, each a click
plugins/agentii-plugin/skills/agentii/risk/references/output-structure.md
- Network accessline 29
**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
plugins/agentii-plugin/skills/agentii/sector-overview/SKILL.md
- Network accessline 107
**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 - Network accessline 125
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/citati
plugins/agentii-plugin/skills/agentii/secular-trends/SKILL.md
- Network accessline 119
**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 - Network accessline 130
End the closing chat reply with the summary shape in `contracts/citation-and-memory.md` — Citation Placement Policy item 3: title · key conclusions · key metrics · Executive Summary · **Key Citations** (the headline 5–10 facts, each a click
plugins/agentii-plugin/skills/agentii/secular-trends/references/output-structure.md
- Network accessline 33
**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
plugins/agentii-plugin/skills/agentii/sotp-valuation/SKILL.md
- Network accessline 109
**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 - Network accessline 130
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/citati
plugins/agentii-plugin/skills/agentii/sotp-valuation/references/output-structure.md
- Network accessline 13
**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
plugins/agentii-plugin/skills/agentii/supply-chain/SKILL.md
- Network accessline 105
**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 - Network accessline 123
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/citati
plugins/agentii-plugin/skills/agentii/turnaround/SKILL.md
- Network accessline 120
**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 - Network accessline 131
End the closing chat reply with the summary shape in `contracts/citation-and-memory.md` — Citation Placement Policy item 3: title · key conclusions · key metrics · Executive Summary · **Key Citations** (the headline 5–10 facts, each a click
plugins/agentii-plugin/skills/agentii/turnaround/references/output-structure.md
- Network accessline 34
**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
plugins/agentii-plugin/skills/agentii/unit-economics/SKILL.md
- Network accessline 92
**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 - Network accessline 110
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/citati
plugins/agentii-plugin/skills/agentii/valuation-methods/SKILL.md
- Network accessline 113
**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 - Network accessline 124
End the closing chat reply with the summary shape in `contracts/citation-and-memory.md` — Citation Placement Policy item 3: title · key conclusions · key metrics · Executive Summary · **Key Citations** (the headline 5–10 facts, each a click
plugins/agentii-plugin/skills/agentii/valuation-methods/references/output-structure.md
- Network accessline 28
**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
plugins/agentii-plugin/skills/agentii/what-if/SKILL.md
- Network accessline 94
**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 - Network accessline 112
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/citati
plugins/agentii-plugin/skills/agentii/xlsx-financials/SKILL.md
- Network accessline 97
**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 - Network accessline 129
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/citati
plugins/agentii-plugin/skills/agentii/xlsx-financials/references/output-structure.md
- Network accessline 19
**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
plugins/partner-built/README.md
- Access to secretsline 21
[Credential-related source omitted]
plugins/partner-built/partner-plugin-spec.md
- Access to secretsline 12
[Credential-related source omitted]
plugins/vertical-plugins/bio-pharm/.mcp.json
plugins/vertical-plugins/business-intelligence/.claude-plugin/plugin.json
plugins/vertical-plugins/business-intelligence/.mcp.json
plugins/vertical-plugins/business-intelligence/skills/agentii/operational-kpi/SKILL.md
- Network accessline 92
**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 - Network accessline 110
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/citati
plugins/vertical-plugins/business-intelligence/skills/agentii/revenue-decomp/SKILL.md
- Network accessline 92
**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 - Network accessline 110
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/citati
plugins/vertical-plugins/business-intelligence/skills/agentii/unit-economics/SKILL.md
- Network accessline 92
**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 - Network accessline 110
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/citati
plugins/vertical-plugins/business-intelligence/skills/agentii/what-if/SKILL.md
- Network accessline 94
**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 - Network accessline 112
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/citati
plugins/vertical-plugins/equity-research-core/.claude-plugin/plugin.json
plugins/vertical-plugins/equity-research-core/.mcp.json
plugins/vertical-plugins/equity-research-core/skills/agentii/business-model/SKILL.md
- Network accessline 143
**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 - Network accessline 154
End the closing chat reply with the summary shape in `contracts/citation-and-memory.md` — Citation Placement Policy item 3: title · key conclusions · key metrics · Executive Summary · **Key Citations** (the headline 5–10 facts, each a click
plugins/vertical-plugins/equity-research-core/skills/agentii/business-model/references/output-structure.md
- Network accessline 29
**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
plugins/vertical-plugins/equity-research-core/skills/agentii/competitive/SKILL.md
- Network accessline 123
**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 - Network accessline 134
End the closing chat reply with the summary shape in `contracts/citation-and-memory.md` — Citation Placement Policy item 3: title · key conclusions · key metrics · Executive Summary · **Key Citations** (the headline 5–10 facts, each a click
plugins/vertical-plugins/equity-research-core/skills/agentii/competitive/references/output-structure.md
- Network accessline 33
**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
plugins/vertical-plugins/equity-research-core/skills/agentii/earnings-sentiment/SKILL.md
- Network accessline 115
**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 - Network accessline 126
End the closing chat reply with the summary shape in `contracts/citation-and-memory.md` — Citation Placement Policy item 3: title · key conclusions · key metrics · Executive Summary · **Key Citations** (the headline 5–10 facts, each a click
plugins/vertical-plugins/equity-research-core/skills/agentii/earnings-sentiment/references/modes.md
- Network accessline 35
| **Key Financials** | **Expected Tone** | **Commentary / Notes** | |:-------------------|:-----------------:|:-----------------------| | Revenues | Highly Convicted / Positive / Negative / N/A | {Brief explanation with analyst quotes} [📄 { - Network accessline 36
|:-------------------|:-----------------:|:-----------------------| | Revenues | Highly Convicted / Positive / Negative / N/A | {Brief explanation with analyst quotes} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_i - Network accessline 37
| Revenues | Highly Convicted / Positive / Negative / N/A | {Brief explanation with analyst quotes} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) | - Network accessline 38
| EPS | Highly Convicted / Positive / Negative / N/A | {Brief explanation with analyst quotes} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) | - Network accessline 39
| EBITDA | Highly Convicted / Positive / Negative / N/A | {Brief explanation with analyst quotes} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) | - Network accessline 40
| **Adj. EBITDA** | Highly Convicted / Positive / Negative / N/A | {Brief explanation with analyst quotes} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) | - Network accessline 41
| Net Income | Highly Convicted / Positive / Negative / N/A | {Brief explanation with analyst quotes} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) | - Network accessline 68
| **Key Financials** | **Mean Estimate** | **Notes / Source Commentary** | |:-------------------|:-----------------:|:-----------------------------| | Revenues | <XXXM-amount> | Avg of MS: <XXXM-amount>, Jefferies: <XXXM-amount> [📄 {ticker} - Network accessline 69
|:-------------------|:-----------------:|:-----------------------------| | Revenues | <XXXM-amount> | Avg of MS: <XXXM-amount>, Jefferies: <XXXM-amount> [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) | | EP - Network accessline 70
| Revenues | <XXXM-amount> | Avg of MS: <XXXM-amount>, Jefferies: <XXXM-amount> [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) | - Network accessline 71
| EPS (Non-GAAP) | <X.XX-amount> | Avg of MS: <X.XX-amount>, Jefferies: <X.XX-amount> [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) | - Network accessline 112
**Sources and Calculations**: - Revenues (Quarter): Mean of MS: <XXXM-amount>, Jefferies: <XXXM-amount> [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}), [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ti - Network accessline 113
- Revenues (Quarter): Mean of MS: <XXXM-amount>, Jefferies: <XXXM-amount> [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}), [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Network accessline 114
- Revenues (FY0): Mean of MS: <XXXM-amount>, Jefferies: <XXXM-amount> [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}), [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Network accessline 150
**Guidance Details**: - Revenues (Quarter): {<XXX-amount>-XXXM range → midpoint <XXXM-amount>} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Network accessline 151
- Revenues (Quarter): {<XXX-amount>-XXXM range → midpoint <XXXM-amount>} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Network accessline 152
- Revenues (FY0): {<XXX-amount>-XXXM range → midpoint <XXXM-amount>} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Network accessline 188
**Variance Analysis**: - {Metric with largest positive variance}: Analysts {X}% above guidance - Potential drivers: {Brief explanation} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Network accessline 189
- {Metric with largest positive variance}: Analysts {X}% above guidance - Potential drivers: {Brief explanation} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - {Metric with negative variance if any}: Anal - Network accessline 190
- Potential drivers: {Brief explanation} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Network accessline 192
- Potential concerns: {Brief explanation} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Network accessline 240
{For each metric with +variance > 5%}: - **{Metric}**: Analysts {X}% above guidance - Analyst rationale: {Key drivers from preview reports} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Network accessline 241
- **{Metric}**: Analysts {X}% above guidance - Analyst rationale: {Key drivers from preview reports} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Implied upside: <XXM> or <X.XX> per share - Network accessline 242
- Analyst rationale: {Key drivers from preview reports} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Network accessline 246
{For each metric with -variance > 5%}: - **{Metric}**: Analysts {X}% below guidance - Analyst concerns: {Key reasons from preview reports} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Network accessline 247
- **{Metric}**: Analysts {X}% below guidance - Analyst concerns: {Key reasons from preview reports} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Potential downside: <XXM> or <X.XX> per share - Network accessline 248
- Analyst concerns: {Key reasons from preview reports} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N})
plugins/vertical-plugins/equity-research-core/skills/agentii/earnings-sentiment/references/output-structure.md
- Network accessline 31
**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
plugins/vertical-plugins/equity-research-core/skills/agentii/growth-strategy/SKILL.md
- Network accessline 118
**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 - Network accessline 129
End the closing chat reply with the summary shape in `contracts/citation-and-memory.md` — Citation Placement Policy item 3: title · key conclusions · key metrics · Executive Summary · **Key Citations** (the headline 5–10 facts, each a click
plugins/vertical-plugins/equity-research-core/skills/agentii/growth-strategy/references/modes.md
- Network accessline 33
### Organic Growth Indicators - {List identified organic initiatives with citations} - {Example: Product development programs mentioned in Q2 earnings call [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N})} - Network accessline 35
- {Example: Product development programs mentioned in Q2 earnings call [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N})} - Network accessline 37
### Inorganic Growth Indicators - {List identified inorganic initiatives with citations} - {Example: M&A transaction announced in 8-K filing [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N})} - Network accessline 39
- {Example: M&A transaction announced in 8-K filing [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N})} - Network accessline 76
| Dimension | Presence | Summary of Evidence | Source(s) | |:----------|:---------|:-------------------|:----------| | Product | Yes/No/Nil | {Brief description of initiatives} | [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/ - Network accessline 77
|:----------|:---------|:-------------------|:----------| | Product | Yes/No/Nil | {Brief description of initiatives} | [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) | | Market | Yes/No/Nil | {Brief descrip - Network accessline 78
| Product | Yes/No/Nil | {Brief description of initiatives} | [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) | - Network accessline 79
| Market | Yes/No/Nil | {Brief description of initiatives} | [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) | - Network accessline 80
| Customer Retention | Yes/No/Nil | {Brief description of initiatives} | [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) | - Network accessline 81
| Pricing | Yes/No/Nil | {Brief description of initiatives} | [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) | - Network accessline 82
| Sales & Channel | Yes/No/Nil | {Brief description of initiatives} | [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) | - Network accessline 83
| Marketing | Yes/No/Nil | {Brief description of initiatives} | [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) | - Network accessline 87
### Product {If Presence=Yes, provide detailed description} - Initiative 1: {Description} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Network accessline 88
{If Presence=Yes, provide detailed description} - Initiative 1: {Description} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Initiative 2: {Description} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/ - Network accessline 89
- Initiative 1: {Description} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Network accessline 90
- Initiative 2: {Description} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Network accessline 127
| Growth Driver | Execution Status | Summary of Progress / Commentary | Source(s) | |:--------------|:-----------------|:--------------------------------|:----------| | Product | On Track / Behind / Ahead | {Key progress points and evidence - Network accessline 128
|:--------------|:-----------------|:--------------------------------|:----------| | Product | On Track / Behind / Ahead | {Key progress points and evidence} | [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Network accessline 129
| Product | On Track / Behind / Ahead | {Key progress points and evidence} | [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) | - Network accessline 130
| Market | On Track / Behind / Ahead | {Key progress points and evidence} | [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) | - Network accessline 131
| Customer Retention | On Track / Behind / Ahead | {Key progress points and evidence} | [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) | - Network accessline 132
| Pricing | On Track / Behind / Ahead | {Key progress points and evidence} | [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) | - Network accessline 133
| Sales & Channel | On Track / Behind / Ahead | {Key progress points and evidence} | [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) | - Network accessline 134
| Marketing | On Track / Behind / Ahead | {Key progress points and evidence} | [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) | - Network accessline 144
**Current Progress**: - Evidence Point 1: {Description with metrics} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Network accessline 145
- Evidence Point 1: {Description with metrics} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Network accessline 146
- Evidence Point 2: {Description with metrics} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Network accessline 147
- Management Commentary: {Relevant quote or summary} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Network accessline 189
| Dimension | Presence | Summary of Evidence | Impact | Source(s) | |:----------|:---------|:-------------------|:-------|:----------| | M&A Transactions | Yes/No/Nil | {Count and brief overview} | {Predominant impact category} | [📄 {ticker - Network accessline 190
|:----------|:---------|:-------------------|:-------|:----------| | M&A Transactions | Yes/No/Nil | {Count and brief overview} | {Predominant impact category} | [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N} - Network accessline 191
| M&A Transactions | Yes/No/Nil | {Count and brief overview} | {Predominant impact category} | [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) | - Network accessline 192
| Equity Investments | Yes/No/Nil | {Count and brief overview} | {Predominant impact category} | [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) | - Network accessline 193
| Asset Purchases | Yes/No/Nil | {Count and brief overview} | {Predominant impact category} | [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) | - Network accessline 194
| Divestitures | Yes/No/Nil | {Count and brief overview} | {Predominant impact category} | [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) | - Network accessline 195
| Strategic Alliances / JVs | Yes/No/Nil | {Count and brief overview} | {Predominant impact category} | [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) | - Network accessline 196
| Licensing / Franchise Deals | Yes/No/Nil | {Count and brief overview} | {Predominant impact category} | [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) | - Network accessline 212
- {Explanation of impact assessment} - {Revenue contribution, synergies, integration status} - **Sources**: [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}), [📄 {ticker} {form_type} p.{N}](https://agentii.ai/ - Network accessline 214
- **Sources**: [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}), [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Network accessline 256
| Growth Driver | Execution Status | Summary of Progress / Commentary | Source(s) | |:--------------|:-----------------|:--------------------------------|:----------| | M&A Transactions | On Track / Behind / Ahead | {Key integration progres - Network accessline 257
|:--------------|:-----------------|:--------------------------------|:----------| | M&A Transactions | On Track / Behind / Ahead | {Key integration progress and synergy realization} | [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ti - Network accessline 258
| M&A Transactions | On Track / Behind / Ahead | {Key integration progress and synergy realization} | [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) | - Network accessline 259
| Equity Investments | On Track / Behind / Ahead | {Commercial benefits and strategic value realization} | [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) | - Network accessline 260
| Strategic Alliances / JVs | On Track / Behind / Ahead | {Operational progress and revenue contribution} | [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) | - Network accessline 261
| Licensing Agreements | On Track / Behind / Ahead | {Royalty realization and technology access} | [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) | - Network accessline 262
| Asset Purchases | On Track / Behind / Ahead | {Capacity ramp and revenue contribution} | [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) | - Network accessline 263
| Divestitures | On Track / Behind / Ahead | {TSA completion and capital redeployment} | [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) | - Network accessline 278
#### Organizational Integration - Evidence Point 1: {Leadership retention, employee metrics} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Network accessline 279
- Evidence Point 1: {Leadership retention, employee metrics} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Network accessline 280
- Evidence Point 2: {Organizational structure changes} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Network accessline 282
#### Systems and Operations - Evidence Point 1: {IT integration status, system cutover milestones} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Network accessline 283
- Evidence Point 1: {IT integration status, system cutover milestones} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Network accessline 284
- Evidence Point 2: {Process harmonization progress} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Network accessline 286
#### Commercial Integration - Evidence Point 1: {Customer retention metrics} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Network accessline 287
- Evidence Point 1: {Customer retention metrics} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Network accessline 288
- Evidence Point 2: {Cross-sell or revenue synergy progress} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Network accessline 290
#### Synergy Realization - Revenue Synergies: {Quantified amount vs. target} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Network accessline 291
- Revenue Synergies: {Quantified amount vs. target} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Network accessline 292
- Cost Synergies: {Quantified amount vs. target} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Network accessline 295
#### Financial Performance - Revenue Contribution: {Acquired business revenue in quarter} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Network accessline 296
- Revenue Contribution: {Acquired business revenue in quarter} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Network accessline 297
- Margin Impact: {Accretion/dilution to margins} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Network accessline 298
- EPS Impact: {Accretive/dilutive vs. guidance} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Network accessline 300
**Management Commentary**: {Relevant quotes or summaries from earnings call} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Network accessline 301
{Relevant quotes or summaries from earnings call} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Network accessline 303
**Analyst Perspective** (if available): {Sell-side view on integration execution} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N}) - Network accessline 304
{Sell-side view on integration execution} [📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N})
plugins/vertical-plugins/equity-research-core/skills/agentii/growth-strategy/references/output-structure.md
- Network accessline 30
**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
plugins/vertical-plugins/equity-research-core/skills/agentii/recent-quarter/SKILL.md
- Network accessline 123
**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 - Network accessline 134
End the closing chat reply with the summary shape in `contracts/citation-and-memory.md` — Citation Placement Policy item 3: title · key conclusions · key metrics · Executive Summary · **Key Citations** (the headline 5–10 facts, each a click
plugins/vertical-plugins/equity-research-core/skills/agentii/recent-quarter/references/output-structure.md
- Network accessline 13
**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
plugins/vertical-plugins/equity-research-core/skills/agentii/risk/SKILL.md
- Network accessline 118
**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 - Network accessline 129
End the closing chat reply with the summary shape in `contracts/citation-and-memory.md` — Citation Placement Policy item 3: title · key conclusions · key metrics · Executive Summary · **Key Citations** (the headline 5–10 facts, each a click
plugins/vertical-plugins/equity-research-core/skills/agentii/risk/references/output-structure.md
- Network accessline 29
**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
plugins/vertical-plugins/equity-research-core/skills/agentii/secular-trends/SKILL.md
- Network accessline 119
**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 - Network accessline 130
End the closing chat reply with the summary shape in `contracts/citation-and-memory.md` — Citation Placement Policy item 3: title · key conclusions · key metrics · Executive Summary · **Key Citations** (the headline 5–10 facts, each a click
plugins/vertical-plugins/equity-research-core/skills/agentii/secular-trends/references/output-structure.md
- Network accessline 33
**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
plugins/vertical-plugins/equity-research-core/skills/agentii/turnaround/SKILL.md
- Network accessline 120
**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 - Network accessline 131
End the closing chat reply with the summary shape in `contracts/citation-and-memory.md` — Citation Placement Policy item 3: title · key conclusions · key metrics · Executive Summary · **Key Citations** (the headline 5–10 facts, each a click
plugins/vertical-plugins/equity-research-core/skills/agentii/turnaround/references/output-structure.md
- Network accessline 34
**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
plugins/vertical-plugins/equity-research-core/skills/agentii/valuation-methods/SKILL.md
- Network accessline 113
**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 - Network accessline 124
End the closing chat reply with the summary shape in `contracts/citation-and-memory.md` — Citation Placement Policy item 3: title · key conclusions · key metrics · Executive Summary · **Key Citations** (the headline 5–10 facts, each a click
plugins/vertical-plugins/equity-research-core/skills/agentii/valuation-methods/references/output-structure.md
- Network accessline 28
**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
plugins/vertical-plugins/idea-generation/.mcp.json
plugins/vertical-plugins/industry-analysis/.claude-plugin/plugin.json
plugins/vertical-plugins/industry-analysis/.mcp.json
plugins/vertical-plugins/industry-analysis/skills/agentii/competitive-positioning/SKILL.md
- Network accessline 107
**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 - Network accessline 125
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/citati
plugins/vertical-plugins/industry-analysis/skills/agentii/peer-bench/SKILL.md
- Network accessline 112
**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 - Network accessline 131
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/citati
plugins/vertical-plugins/industry-analysis/skills/agentii/sector-overview/SKILL.md
- Network accessline 107
**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 - Network accessline 125
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/citati
plugins/vertical-plugins/industry-analysis/skills/agentii/supply-chain/SKILL.md
- Network accessline 105
**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 - Network accessline 123
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/citati
plugins/vertical-plugins/macro-strategy/.mcp.json
plugins/vertical-plugins/models-and-pitches/.claude-plugin/plugin.json
plugins/vertical-plugins/models-and-pitches/.mcp.json
- Access to secretsline 2
[Credential-related source omitted] - Network accessline 5
"agentii": { "type": "http", "url": "https://mcp.agentii.ai/mcp", - Network accessline 6
[Credential-related source omitted] - Network accessline 7
"url": "https://mcp.agentii.ai/mcp", - Access to secretsline 8
[Credential-related source omitted] - Network accessline 10
"agentii-office": { "type": "http", "url": "https://mcp.agentii.ai/office/mcp" - Network accessline 11
"type": "http", "url": "https://mcp.agentii.ai/office/mcp" } - Network accessline 12
"url": "https://mcp.agentii.ai/office/mcp"
plugins/vertical-plugins/models-and-pitches/contracts/pptx_spec.schema.json
plugins/vertical-plugins/models-and-pitches/contracts/xlsx_spec.schema.json
plugins/vertical-plugins/models-and-pitches/skills/agentii/3-statement/SKILL.md
- Network accessline 117
**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 - Network accessline 128
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/citati
plugins/vertical-plugins/models-and-pitches/skills/agentii/3-statement/references/output-structure.md
- Network accessline 16
**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
plugins/vertical-plugins/models-and-pitches/skills/agentii/audit-xls/SKILL.md
- Network accessline 106
**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 - Network accessline 124
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/citati
plugins/vertical-plugins/models-and-pitches/skills/agentii/comps/SKILL.md
- Network accessline 144
**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 - Network accessline 155
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/citati
plugins/vertical-plugins/models-and-pitches/skills/agentii/comps/references/output-structure.md
- Network accessline 14
**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
plugins/vertical-plugins/models-and-pitches/skills/agentii/dcf/SKILL.md
- Network accessline 116
**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 - Network accessline 127
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/citati
plugins/vertical-plugins/models-and-pitches/skills/agentii/dcf/references/output-structure.md
- Network accessline 16
**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
plugins/vertical-plugins/models-and-pitches/skills/agentii/earnings-preview/SKILL.md
- Network accessline 134
**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 - Network accessline 145
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/citati - Access to secretsline 155
[Credential-related source omitted] - Access to secretsline 156
[Credential-related source omitted]
plugins/vertical-plugins/models-and-pitches/skills/agentii/earnings-preview/references/output-structure.md
- Network accessline 14
**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
plugins/vertical-plugins/models-and-pitches/skills/agentii/lbo/SKILL.md
- Network accessline 116
**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 - Network accessline 127
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/citati
plugins/vertical-plugins/models-and-pitches/skills/agentii/lbo/references/output-structure.md
- Network accessline 16
**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
plugins/vertical-plugins/models-and-pitches/skills/agentii/pitch-deck/SKILL.md
- Network accessline 123
**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 - Network accessline 141
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/citati
plugins/vertical-plugins/models-and-pitches/skills/agentii/sotp-valuation/SKILL.md
- Network accessline 109
**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 - Network accessline 130
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/citati
plugins/vertical-plugins/models-and-pitches/skills/agentii/sotp-valuation/references/output-structure.md
- Network accessline 13
**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
plugins/vertical-plugins/models-and-pitches/skills/agentii/xlsx-financials/SKILL.md
- Network accessline 97
**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 - Network accessline 129
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/citati
plugins/vertical-plugins/models-and-pitches/skills/agentii/xlsx-financials/references/output-structure.md
- Network accessline 19
**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
plugins/vertical-plugins/options-derivatives/.mcp.json
plugins/vertical-plugins/portfolio-strategy/.mcp.json
plugins/vertical-plugins/quantitative-analysis/.mcp.json
- Network accessline 1
{ "_comment": "Single source of truth for the canonical 'agentii' data-plane MCP server declaration. Per spec 023 FR-010 and Round 4 Q15, this entry MUST be replicated byte-identically into every vertical's .mcp.json (equity-research-core - Network accessline 2
"_comment": "Single source of truth for the canonical 'agentii' data-plane MCP server declaration. Per spec 023 FR-010 and Round 4 Q15, this entry MUST be replicated byte-identically into every vertical's .mcp.json (equity-research-core, bu - Network accessline 3
[Credential-related source omitted] - Access to secretsline 3
[Credential-related source omitted] - Network accessline 5
"agentii": { "type": "http", "url": "https://mcp.agentii.ai/mcp", - Network accessline 6
"type": "http", "url": "https://mcp.agentii.ai/mcp", "headers": { - Network accessline 7
"url": "https://mcp.agentii.ai/mcp", - Access to secretsline 9
[Credential-related source omitted]
plugins/vertical-plugins/quantitative-analysis/skills/agentii/ddm-valuation/SKILL.md
- Network accessline 89
**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 - Network accessline 110
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/citati
plugins/vertical-plugins/quantitative-analysis/skills/agentii/ddm-valuation/references/output-structure.md
- Network accessline 15
**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
plugins/vertical-plugins/quantitative-analysis/skills/agentii/peg-valuation/SKILL.md
- Network accessline 98
**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 - Network accessline 113
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/citati
plugins/vertical-plugins/quantitative-analysis/skills/agentii/peg-valuation/references/output-structure.md
- Network accessline 13
**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
plugins/vertical-plugins/quantitative-analysis/skills/agentii/ratio-analysis/SKILL.md
- Network accessline 101
**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 - Network accessline 116
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/citati
plugins/vertical-plugins/quantitative-analysis/skills/agentii/ratio-analysis/references/output-structure.md
- Network accessline 15
**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
plugins/vertical-plugins/quantitative-analysis/skills/agentii/residual-income/SKILL.md
- Network accessline 99
**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 - Network accessline 120
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/citati
plugins/vertical-plugins/quantitative-analysis/skills/agentii/residual-income/references/output-structure.md
- Network accessline 15
**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
plugins/vertical-plugins/quantitative-analysis/skills/agentii/reverse-dcf/SKILL.md
- Network accessline 111
**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 - Network accessline 127
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/citati
plugins/vertical-plugins/quantitative-analysis/skills/agentii/reverse-dcf/references/output-structure.md
- Network accessline 13
**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
plugins/vertical-plugins/risk-and-psychology/.mcp.json
plugins/vertical-plugins/scenarios/.mcp.json
plugins/vertical-plugins/scenarios/templates/dashboard.html
- Network accessline 41
<body> <header> <a href="https://www.agentii.ai">www.agentii.ai</a> — - Network accessline 42
<header> <a href="https://www.agentii.ai">www.agentii.ai</a> — Agent-Use-Ready Financial Data and Skills Platform · hello@agentii.xyz - Network accessline 43
<a href="https://www.agentii.ai">www.agentii.ai</a> —
plugins/vertical-plugins/scenarios/templates/thesis-report.html
- Network accessline 213
<div class="sheet-head"><span>AGENTII THESIS REPORT</span><span>COVER</span></div> <div class="report-header"> <span class="brand"><a href="https://www.agentii.ai">www.agentii.ai</a><br> - Network accessline 214
<div class="report-header"> <span class="brand"><a href="https://www.agentii.ai">www.agentii.ai</a><br> Agent-Use-Ready Financial Data and Skills Platform</span> - Network accessline 215
<span class="brand"><a href="https://www.agentii.ai">www.agentii.ai</a><br> - Network accessline 232
</table> <div id="cover-toc" class="toc"></div> <svg class="cover-motif" viewBox="0 0 200 200" xmlns="http://www.w3.org/2000/svg"> - Network accessline 233
<div id="cover-toc" class="toc"></div> <svg class="cover-motif" viewBox="0 0 200 200" xmlns="http://www.w3.org/2000/svg"> <!-- golden-ratio spiral: quarter arcs scaling by 1/φ per level --> - Network accessline 234
<svg class="cover-motif" viewBox="0 0 200 200" xmlns="http://www.w3.org/2000/svg">
plugins/vertical-plugins/technical-analysis/.mcp.json
plugins/vertical-plugins/trading-as-business/.mcp.json
scripts/.ctx-baseline.txt
- Network accessline 86
=== preflight curl probe counts ===
scripts/_registry.py
- Executable scriptline 1
#!/usr/bin/env python3
scripts/add-phase10-fields.py
- Executable scriptline 1
#!/usr/bin/env python3
scripts/agentii_cmd.py
- Executable scriptline 1
#!/usr/bin/env python3 - Executable scriptline 1
#!/usr/bin/env python3 - Executable scriptline 1
#!/usr/bin/env python3 - Executable scriptline 1
#!/usr/bin/env python3 - Executable scriptline 1
#!/usr/bin/env python3 - Executable scriptline 1
#!/usr/bin/env python3 - Executable scriptline 1
#!/usr/bin/env python3 - Executable scriptline 1
#!/usr/bin/env python3 - Executable scriptline 1
#!/usr/bin/env python3 - Executable scriptline 1
#!/usr/bin/env python3
scripts/alloc_thesis_id.py
- Executable scriptline 1
#!/usr/bin/env python3
scripts/artifact_baseline.py
- Executable scriptline 1
#!/usr/bin/env python3 - Network accessline 49
_FILENAME = re.compile(r"^(?P<date>\d{4}-\d{2}-\d{2})(?:_(?P<hhmm>\d{4}))?_(?P<rest>.+)$") _VIEW = re.compile(r"https://agentii\.ai/v/[^\s)\"'\\>]+") - Network accessline 50
_VIEW = re.compile(r"https://agentii\.ai/v/[^\s)\"'\\>]+") - Network accessline 51
_LINK_DEST = re.compile(r"\]\(\s*(https://agentii\.ai/v/[^\s)]+)\s*\)")
scripts/assemble-agentii-namespace.sh
scripts/audit_named_artifacts.py
- Executable scriptline 1
#!/usr/bin/env python3
scripts/challenge.py
scripts/chart_render.py
- Executable scriptline 1
#!/usr/bin/env python3 - Network accessline 95
bars = (f'<polyline points="{poly}" fill="none" stroke="#1e2a4a" ' f'stroke-width="2.5"/>{dots}{labels}') return (f'<svg xmlns="http://www.w3.org/2000/svg" width="{w}" height="{h}" ' - Network accessline 96
f'stroke-width="2.5"/>{dots}{labels}') return (f'<svg xmlns="http://www.w3.org/2000/svg" width="{w}" height="{h}" ' f'viewBox="0 0 {w} {h}"><rect width="{w}" height="{h}" fill="#f0ede3"/>' - Network accessline 97
return (f'<svg xmlns="http://www.w3.org/2000/svg" width="{w}" height="{h}" '
scripts/check.py
- Executable scriptline 1
#!/usr/bin/env python3 - Network accessline 91
# in the literal `"/agentii." in text` form, which the corrected rule 3 calls # unimplementable. It reported 0 findings over 48 files and **did not fire by # luck**: the first `https://agentii.ai/v/...` citation added under `scenarios/` - Network accessline 92
# unimplementable. It reported 0 findings over 48 files and **did not fire by # luck**: the first `https://agentii.ai/v/...` citation added under `scenarios/` # would have fired it falsely, and the same rule was implemented a second time in - Network accessline 93
# luck**: the first `https://agentii.ai/v/...` citation added under `scenarios/` - Network accessline 1390
if "first tool you call will return" in t: err(f"ctx-gate-tracing: {rel(sk)}: inline Agent Call Tracing block — use the contracts/x-agentii-trace-header.md pointer") if "https://mcp.agentii.ai/mcp/health" in t: - Network accessline 1391
err(f"ctx-gate-tracing: {rel(sk)}: inline Agent Call Tracing block — use the contracts/x-agentii-trace-header.md pointer") if "https://mcp.agentii.ai/mcp/health" in t: err(f"ctx-gate-preflight: {rel(sk)}: inline MCP health probe - Network accessline 1392
if "https://mcp.agentii.ai/mcp/health" in t: - Network accessline 1429
t = sk.read_text() if "/view?ticker=" in t: err(f"ctx-gate-citation: {rel(sk)}: legacy verbose /view?ticker= citation — use https://agentii.ai/v/{{ticker}}/{{citation_id}}/{{N}}") - Network accessline 1430
if "/view?ticker=" in t: err(f"ctx-gate-citation: {rel(sk)}: legacy verbose /view?ticker= citation — use https://agentii.ai/v/{{ticker}}/{{citation_id}}/{{N}}") if "agentii://" in t: - Network accessline 1431
err(f"ctx-gate-citation: {rel(sk)}: legacy verbose /view?ticker= citation — use https://agentii.ai/v/{{ticker}}/{{citation_id}}/{{N}}") - Network accessline 1720
# Q34's rule, written in the LITERAL form: `"/agentii-" in text or "/agentii." in # text`. Spec 046's rule 3 has since been corrected precisely because that form # is unimplementable — it matches every `https://agentii.ai/...` citation URL, - Network accessline 1721
# text`. Spec 046's rule 3 has since been corrected precisely because that form # is unimplementable — it matches every `https://agentii.ai/...` citation URL, of # which the kit has 547. Measured: this block scanned 48 files under - Network accessline 1722
# is unimplementable — it matches every `https://agentii.ai/...` citation URL, of - Network accessline 1726
# `www.agentii.ai`, which have no preceding `/`. # # **It did not fire by luck.** The first `https://agentii.ai/v/...` citation - Network accessline 1727
# # **It did not fire by luck.** The first `https://agentii.ai/v/...` citation # added under `scenarios/` would have fired it falsely — and the same rule is - Network accessline 1728
# **It did not fire by luck.** The first `https://agentii.ai/v/...` citation
scripts/check_artifact_citations.py
- Executable scriptline 1
#!/usr/bin/env python3 - Network accessline 15
(`theses/002-evidence-validation/contracts/artifact-frontmatter.yaml`): `citation_url_wellformed` (level: fail) requires `^https://agentii\\.ai/v/{TICKER}/{citation_id}/{page}$` with an **uppercase ticker**, and - Network accessline 16
`citation_url_wellformed` (level: fail) requires `^https://agentii\\.ai/v/{TICKER}/{citation_id}/{page}$` with an **uppercase ticker**, and says in its own words that the ticker-less short form does NOT resolve — the portal route - Network accessline 17
`^https://agentii\\.ai/v/{TICKER}/{citation_id}/{page}$` with an **uppercase ticker**, and - Network accessline 23
WHERE A CITATION LIVES — and what that excludes ----------------------------------------------- Two positions count: a **markdown link destination** (`](https://agentii.ai/v/...)`) and a - Network accessline 24
----------------------------------------------- Two positions count: a **markdown link destination** (`](https://agentii.ai/v/...)`) and a **frontmatter scalar**. Prose that QUOTES the form does not, and that distinction is - Network accessline 25
Two positions count: a **markdown link destination** (`](https://agentii.ai/v/...)`) and a - Network accessline 61
VIEW_PREFIX = "https://agentii.ai/v/" - Network accessline 65
VIEW_ANYWHERE = re.compile(r"https://agentii\.ai/v/(?:[^\s)\"'\\>]|<[^>\n]*>|\{[^}\n]*\})+") - Network accessline 68
_ANCHORED_URL = re.compile(r"\s*https://agentii\.ai/v/\S+\s*") - Network accessline 70
LINK_DEST = re.compile(r"\]\(\s*(https://agentii\.ai/v/[^\s)]+)\s*\)") - Network accessline 176
# match ^…$" is a statement about a value, not a substring search inside one. # Measured 2026-09-21: an artifact's `basis:` field reads "analogue rows carry # citation_url of the form https://agentii.ai/v/cases/<case_id>, which cann - Network accessline 177
# Measured 2026-09-21: an artifact's `basis:` field reads "analogue rows carry # citation_url of the form https://agentii.ai/v/cases/<case_id>, which cannot match # the workspace URL_RE …" — a SENTENCE documenting the served form. A - Network accessline 178
# citation_url of the form https://agentii.ai/v/cases/<case_id>, which cannot match
scripts/check_citation_resolution.py
- Executable scriptline 1
#!/usr/bin/env python3 - Network accessline 11
· `https://agentii.ai/v/{ticker}/{citation_id}/{N}` — the form the standard writes into every - Network accessline 14
three landing on the sign-in page with a 200 and the same 45,336 bytes. **For a signed-out reader the clickable citation in a deliverable does not open the filing.** · `https://api.agentii.ai/v1/view_document/{ticker}/{citation_id}` — - Network accessline 15
the clickable citation in a deliverable does not open the filing.** · `https://api.agentii.ai/v1/view_document/{ticker}/{citation_id}` — what the contract says the `/v/` route redirects TO — answers **200 with the full combined HTML, - Network accessline 16
· `https://api.agentii.ai/v1/view_document/{ticker}/{citation_id}` — what the contract says the - Access to secretsline 41
[Credential-related source omitted] - Network accessline 60
API = "https://api.agentii.ai/v1/view_document/{ticker}/{citation_id}" - Access to secretsline 61
[Credential-related source omitted] - Access to secretsline 95
[Credential-related source omitted] - Network accessline 126
def fetch(ticker: str, cid: str) -> tuple[int, str, dict]: - Access to secretsline 135
[Credential-related source omitted] - Network accessline 136
last = "" for attempt in range(MAX_ATTEMPTS): req = urllib.request.Request(url) - Network accessline 137
for attempt in range(MAX_ATTEMPTS): req = urllib.request.Request(url) if key: - Network accessline 138
req = urllib.request.Request(url) - Network accessline 140
req.add_header("Authorization", f"Bearer {key}") try: with urllib.request.urlopen(req, timeout=60) as r: - Network accessline 141
try: with urllib.request.urlopen(req, timeout=60) as r: raw, completed = _read_within_deadline(r, MAX_FETCH_SECONDS) - Network accessline 142
with urllib.request.urlopen(req, timeout=60) as r: - Network accessline 187
rows, pages = [], {} for (ticker, cid), wanted in docs: status, body, _h = fetch(ticker, cid) - Network accessline 188
for (ticker, cid), wanted in docs: status, body, _h = fetch(ticker, cid) present = set(re.findall(rf"PAGE_MARKER:{re.escape(cid)}_page(\d+)_START", body)) - Network accessline 189
status, body, _h = fetch(ticker, cid) - Access to secretsline 221
[Credential-related source omitted] - Access to secretsline 222
[Credential-related source omitted]
scripts/check_disclaimer.py
- Executable scriptline 1
#!/usr/bin/env python3
scripts/check_gate_fields.py
- Executable scriptline 1
#!/usr/bin/env python3
scripts/check_no_baked_harness_strings.py
- Executable scriptline 1
#!/usr/bin/env python3 - Network accessline 11
**That rule as literally written is unusable here, and measuring said so.** This repo contains 307 occurrences of `//agentii.` — every one of them a citation URL of the form `https://agentii.ai/v/...`. A literal grep would emit 307 findings - Network accessline 12
repo contains 307 occurrences of `//agentii.` — every one of them a citation URL of the form `https://agentii.ai/v/...`. A literal grep would emit 307 findings and catch nothing. The rule's INTENT is to catch harness-specific *command invoc - Network accessline 13
of the form `https://agentii.ai/v/...`. A literal grep would emit 307 findings and
scripts/check_output.py
- Executable scriptline 1
#!/usr/bin/env python3
scripts/check_output_quality.py
- Executable scriptline 1
#!/usr/bin/env python3 - Network accessline 84
_WORD_BUDGET = re.compile(r"[≤<=]\s*(\d+)\s*words?", re.I) _PER_WORDS = re.compile(r"per\s+(\d+)\s+words?", re.I) _LINK = re.compile(r"https://agentii\.ai/v/[^\s)\"'\\>]+") - Network accessline 85
_PER_WORDS = re.compile(r"per\s+(\d+)\s+words?", re.I) _LINK = re.compile(r"https://agentii\.ai/v/[^\s)\"'\\>]+") _BADGE = re.compile(r"\[(?:FACT|DEDUCTED|VIEW)\]") - Network accessline 86
_LINK = re.compile(r"https://agentii\.ai/v/[^\s)\"'\\>]+")
scripts/check_output_rubric.py
- Executable scriptline 1
#!/usr/bin/env python3
scripts/check_page_overflow.py
scripts/check_report_readability.py
- Executable scriptline 1
#!/usr/bin/env python3
scripts/check_script_coverage.py
- Executable scriptline 1
#!/usr/bin/env python3
scripts/converge.py
scripts/copy-skills-local.sh
- Executable scriptline 1
#!/usr/bin/env bash - Dangerous shell operationline 79
trap 'rm -f "$SRC_NAMES_FILE" "$SRC_COMMANDS_FILE"' EXIT - Dangerous shell operationline 116
rm -rf "$DST_DIR" - Dangerous shell operationline 136
# Until 2026-09-19 the copy loop only ever `rm -rf`'d the destination directory of - Dangerous shell operationline 153
rm -rf "$dst" - Dangerous shell operationline 167
rm -f "$c" - Network accessline 184
echo " Restart Claude Code for changes to take effect." echo "" echo " 🔗 GitHub issue: https://github.com/anthropics/claude-code/issues/15178" - Network accessline 185
echo "" echo " 🔗 GitHub issue: https://github.com/anthropics/claude-code/issues/15178" echo " (Remove .claude/skills/agentii/ after upgrading Claude Code to a fixed version)" - Network accessline 186
echo " 🔗 GitHub issue: https://github.com/anthropics/claude-code/issues/15178"
scripts/deploy-managed-agent.sh
- Executable scriptline 1
#!/usr/bin/env bash - Network accessline 19
ROOT="$(cd "$(dirname "$0")/.." && pwd)" DIR="$ROOT/managed-agent-cookbooks/$ROLE" API="${ANTHROPIC_API_BASE:-https://api.anthropic.com}" - Network accessline 20
[Credential-related source omitted] - Network accessline 21
API="${ANTHROPIC_API_BASE:-https://api.anthropic.com}" - Access to secretsline 22
[Credential-related source omitted] - Network accessline 26
[Credential-related source omitted] - Network accessline 27
[Credential-related source omitted] - Access to secretsline 27
[Credential-related source omitted] - Access to secretsline 42
[Credential-related source omitted] - Dangerous shell operationline 55
trap 'rm -f "$SKILL_CACHE_FILE"' EXIT - Network accessline 70
[Credential-related source omitted] - Access to secretsline 70
[Credential-related source omitted] - Access to secretsline 71
[Credential-related source omitted] - Dangerous shell operationline 76
rm -f "$zip" - Network accessline 160
fi local resp id ver resp=$(req -X POST "$API/v1/agents" -d "$json") - Network accessline 161
local resp id ver resp=$(req -X POST "$API/v1/agents" -d "$json") id=$(jq -r '.id // empty' <<<"$resp") - Network accessline 162
resp=$(req -X POST "$API/v1/agents" -d "$json") - Dangerous shell operationline 178
rm -f "$DRY_OUT" - Network accessline 184
echo "deployed: $ROLE" echo "agent id: $AGENT_ID" echo "console: https://console.anthropic.com/agents/$AGENT_ID" - Network accessline 186
echo "console: https://console.anthropic.com/agents/$AGENT_ID"
scripts/dev/bootstrap-scaffolds.py
scripts/dev/complete-scaffolds.py
- Executable scriptline 1
#!/usr/bin/env python3
scripts/dev/ctx_opt_citation_pointer.py
- Executable scriptline 1
#!/usr/bin/env python3 - Network accessline 36
"**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}/{citatio - Network accessline 37
"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; " "citations belong inline, a bottom roll-up index is optional and - Network accessline 38
"by its inline clickable `https://agentii.ai/v/{ticker}/{citation_id}/{N}` link; "
scripts/dev/ctx_opt_refs_citations.py
- Executable scriptline 1
#!/usr/bin/env python3 - Network accessline 11
hint become the canonical clickable link `[📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N})`. - Network accessline 13
`[📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N})`. - Network accessline 25
CLICKABLE = "[📄 {ticker} {form_type} p.{N}](https://agentii.ai/v/{ticker}/{citation_id}/{N})"
scripts/dev/ctx_opt_us2_preflight.py
- Executable scriptline 1
#!/usr/bin/env python3 - Network accessline 13
Within each SKILL.md `## Preflight` section, replace the four canonical boilerplate pieces (MCP curl probe, generic ticker-resolution paragraph, - Network accessline 14
boilerplate pieces (MCP curl probe, generic ticker-resolution paragraph, - Network accessline 31
CURL = ('!curl -s -o /dev/null -w "%{http_code}" --max-time 2 ' - Network accessline 32
'https://mcp.agentii.ai/mcp/health 2>/dev/null || echo "UNREACHABLE"')
scripts/dev/ctx_opt_us3_scope.py
- Executable scriptline 1
#!/usr/bin/env python3
scripts/dev/ctx_opt_us5_extras.py
- Executable scriptline 1
#!/usr/bin/env python3
scripts/dev/ctx_opt_us5_methodology.py
- Executable scriptline 1
#!/usr/bin/env python3
scripts/dev/ctx_opt_us5_modes.py
- Executable scriptline 1
#!/usr/bin/env python3
scripts/dev/ctx_opt_us5_outputstruct.py
- Executable scriptline 1
#!/usr/bin/env python3
scripts/dev/ctx_opt_us5_toolfallbacks.py
- Executable scriptline 1
#!/usr/bin/env python3
scripts/dev/ctx_opt_us6_memory.py
- Executable scriptline 1
#!/usr/bin/env python3 - Network accessline 34
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/citati
scripts/dev/ctx_opt_us6_xlsxread.py
- Executable scriptline 1
#!/usr/bin/env python3
scripts/dev/mark_tasks_done.py
- Executable scriptline 1
#!/usr/bin/env python3
scripts/dev/trace_instruction_v1_1.py
- Executable scriptline 1
#!/usr/bin/env python3
scripts/dispatch.py
scripts/enhance-skill.py
- Executable scriptline 1
#!/usr/bin/env python3
scripts/evidence.py
- Executable scriptline 1
#!/usr/bin/env python3
scripts/finding_id.py
- Executable scriptline 1
#!/usr/bin/env python3
scripts/g1_gate.py
- Executable scriptline 1
#!/usr/bin/env python3
scripts/g2_validator.py
- Executable scriptline 1
#!/usr/bin/env python3
scripts/golden_prompt_eval.py
- Executable scriptline 1
#!/usr/bin/env python3
scripts/journal.py
- Executable scriptline 1
#!/usr/bin/env python3
scripts/knowledge_bridge.py
scripts/landing_status.py
- Executable scriptline 1
#!/usr/bin/env python3
scripts/measure_interpretive_floor.py
- Executable scriptline 1
#!/usr/bin/env python3
scripts/migrate-commands-to-skills.py
- Executable scriptline 1
#!/usr/bin/env python3
scripts/migrate-commands-to-skills.sh
- Executable scriptline 1
#!/usr/bin/env bash
scripts/migrate_artifacts.py
scripts/mode_backfill.py
scripts/port-dimension-prompts.py
- Executable scriptline 1
#!/usr/bin/env python3
scripts/port-system-prompt.py
- Executable scriptline 1
#!/usr/bin/env python3
scripts/portfolio_aggregate.py
- Executable scriptline 1
#!/usr/bin/env python3
scripts/quality-scan.py
- Executable scriptline 1
#!/usr/bin/env python3 - Network accessline 33
REPO_ROOT = Path(__file__).resolve().parents[1] CONTRACTS = REPO_ROOT / "contracts" CITATION_RE = re.compile(r"https://agentii\.ai/v/[^/\s|]+/[A-Za-z0-9_-]+/\d+") - Network accessline 34
CONTRACTS = REPO_ROOT / "contracts" CITATION_RE = re.compile(r"https://agentii\.ai/v/[^/\s|]+/[A-Za-z0-9_-]+/\d+") _ERR_TEMPLATE = CONTRACTS / "error-handling-template.md" - Network accessline 35
CITATION_RE = re.compile(r"https://agentii\.ai/v/[^/\s|]+/[A-Za-z0-9_-]+/\d+")
scripts/recalc.py
- Executable scriptline 1
#!/usr/bin/env python3
scripts/reconcile_instruments.py
- Executable scriptline 1
#!/usr/bin/env python3
scripts/reduce_journals.py
- Executable scriptline 1
#!/usr/bin/env python3
scripts/render-cookbook.py
- Executable scriptline 1
#!/usr/bin/env python3
scripts/render_report.py
scripts/resolve_template.py
- Executable scriptline 1
#!/usr/bin/env python3
scripts/run_surface_ablation.py
- Executable scriptline 1
#!/usr/bin/env python3 - Access to secretsline 67
[Credential-related source omitted] - Network accessline 83
[Credential-related source omitted] - Access to secretsline 83
[Credential-related source omitted] - Access to secretsline 90
[Credential-related source omitted] - Access to secretsline 93
[Credential-related source omitted] - Network accessline 97
**The first version of this function looked like it worked and did not**: a curl probe printed the - Access to secretsline 110
[Credential-related source omitted] - Network accessline 111
if key: headers["Authorization"] = f"Bearer {key}" req = urllib.request.Request(MCP_ENDPOINT, data=body, headers=headers) - Network accessline 112
headers["Authorization"] = f"Bearer {key}" req = urllib.request.Request(MCP_ENDPOINT, data=body, headers=headers) with urllib.request.urlopen(req, timeout=60) as r: - Network accessline 113
req = urllib.request.Request(MCP_ENDPOINT, data=body, headers=headers) - Network accessline 114
with urllib.request.urlopen(req, timeout=60) as r: - Access to secretsline 150
[Credential-related source omitted]
scripts/run_surface_ablation_sweep.py
- Executable scriptline 1
#!/usr/bin/env python3
scripts/scaffold_vertical.py
- Executable scriptline 1
#!/usr/bin/env python3
scripts/score_report_readability.py
scripts/smoke-test.sh
- Executable scriptline 1
#!/usr/bin/env bash - Network accessline 6
# spec 023 FR-011 (`search_companies`, `get_company_profile`, # `search_documents`). Mirrors the FR-027 cross-CLI smoke-test pattern but # runs at repo level using curl so it's portable across all 5 host CLIs. - Network accessline 7
# `search_documents`). Mirrors the FR-027 cross-CLI smoke-test pattern but # runs at repo level using curl so it's portable across all 5 host CLIs. # - Network accessline 8
# runs at repo level using curl so it's portable across all 5 host CLIs. - Access to secretsline 14
[Credential-related source omitted] - Access to secretsline 24
[Credential-related source omitted] - Access to secretsline 34
[Credential-related source omitted] - Access to secretsline 35
[Credential-related source omitted] - Network accessline 41
BASE="${AGENTII_API_URL:-https://api.agentii.ai}" - Access to secretsline 47
[Credential-related source omitted] - Network accessline 53
local url="$1" local body status body="$(curl -sS -w $'\n__HTTP__%{http_code}' "${HDR[@]}" "$url")" - Network accessline 54
local body status body="$(curl -sS -w $'\n__HTTP__%{http_code}' "${HDR[@]}" "$url")" status="${body##*__HTTP__}" - Network accessline 55
body="$(curl -sS -w $'\n__HTTP__%{http_code}' "${HDR[@]}" "$url")" - Network accessline 64
echo "Smoke testing $BASE with ticker=$TICKER" - Network accessline 67
echo "[1/5] /v1/health" out="$(curl -sS "${HDR[@]}" "$BASE/v1/health")" || fail "health unreachable" - Network accessline 68
out="$(curl -sS "${HDR[@]}" "$BASE/v1/health")" || fail "health unreachable" - Network accessline 71
echo "[2/5] /v1/search_companies?ticker=$TICKER (FR-011 search_companies tool)" out="$(http "$BASE/v1/search_companies?ticker=$TICKER")" || fail "search_companies HTTP non-200" - Network accessline 72
out="$(http "$BASE/v1/search_companies?ticker=$TICKER")" || fail "search_companies HTTP non-200" - Network accessline 75
echo "[3/5] /v1/get_company_profile/$TICKER (FR-011 get_company_profile tool)" out="$(http "$BASE/v1/get_company_profile/$TICKER")" || fail "get_company_profile HTTP non-200" - Network accessline 76
out="$(http "$BASE/v1/get_company_profile/$TICKER")" || fail "get_company_profile HTTP non-200" - Network accessline 79
echo "[4/5] /v1/search_documents?ticker=$TICKER&form_type=10-K&limit=3 (FR-011 search_documents tool)" out="$(http "$BASE/v1/search_documents?ticker=$TICKER&form_type=10-K&limit=3")" || fail "search_documents HTTP non-200" - Network accessline 80
out="$(http "$BASE/v1/search_documents?ticker=$TICKER&form_type=10-K&limit=3")" || fail "search_documents HTTP non-200" - Network accessline 83
[Credential-related source omitted] - Access to secretsline 83
[Credential-related source omitted] - Network accessline 84
[Credential-related source omitted] - Network accessline 87
echo echo "OK — all 5 smoke checks passed against $BASE" - Network accessline 88
echo "OK — all 5 smoke checks passed against $BASE"
scripts/srt-to-skill.py
- Executable scriptline 1
#!/usr/bin/env python3
scripts/staged_orders.py
- Executable scriptline 1
#!/usr/bin/env python3
scripts/sync-agent-skills.py
- Executable scriptline 1
#!/usr/bin/env python3
scripts/sync-from-upstream.py
- Executable scriptline 1
#!/usr/bin/env python3
scripts/sync-registry.sh
- Executable scriptline 1
#!/usr/bin/env bash
scripts/sync_registry.py
- Executable scriptline 1
#!/usr/bin/env python3
scripts/synthesize_report.py
- Executable scriptline 1
#!/usr/bin/env python3 - Executable scriptline 1
#!/usr/bin/env python3 - Network accessline 429
_RESERVED_CLASSES = frozenset({"disclaimer", "sheet-head", "sheet-foot", "reg", "page-mark", "cover", "stale-bar", "draft-banner"}) _CITE_HREF_RE = re.compile(r"https://agentii\.ai/v/([A-Z0-9]+)/([a-z0-9_-]+)/ - Network accessline 429
_RESERVED_CLASSES = frozenset({"disclaimer", "sheet-head", "sheet-foot", "reg", "page-mark", "cover", "stale-bar", "draft-banner"}) _CITE_HREF_RE = re.compile(r"https://agentii\.ai/v/([A-Z0-9]+)/([a-z0-9_-]+)/ - Network accessline 431
_CITE_HREF_RE = re.compile(r"https://agentii\.ai/v/([A-Z0-9]+)/([a-z0-9_-]+)/\S*") - Network accessline 431
_CITE_HREF_RE = re.compile(r"https://agentii\.ai/v/([A-Z0-9]+)/([a-z0-9_-]+)/\S*") - Network accessline 763
problems.append( f"a filing_figure caption names no UNIT: {text[:70]!r}") if not re.search(r'href\s*=\s*["\']https://agentii\.ai/v/\S+', cap, re.I): - Network accessline 763
problems.append( f"a filing_figure caption names no UNIT: {text[:70]!r}") if not re.search(r'href\s*=\s*["\']https://agentii\.ai/v/\S+', cap, re.I): - Network accessline 764
f"a filing_figure caption names no UNIT: {text[:70]!r}") if not re.search(r'href\s*=\s*["\']https://agentii\.ai/v/\S+', cap, re.I): problems.append( - Network accessline 764
f"a filing_figure caption names no UNIT: {text[:70]!r}") if not re.search(r'href\s*=\s*["\']https://agentii\.ai/v/\S+', cap, re.I): problems.append( - Network accessline 765
if not re.search(r'href\s*=\s*["\']https://agentii\.ai/v/\S+', cap, re.I): - Network accessline 765
if not re.search(r'href\s*=\s*["\']https://agentii\.ai/v/\S+', cap, re.I):
scripts/test-cookbooks.sh
- Executable scriptline 1
#!/usr/bin/env bash
scripts/thesis_doc.py
- Executable scriptline 1
#!/usr/bin/env python3
scripts/thesis_status.py
- Executable scriptline 1
#!/usr/bin/env python3
scripts/validate-citations.py
- Executable scriptline 1
#!/usr/bin/env python3 - Network accessline 23
# 1. v1.0 link: [📄 <ticker> <form> p.<N>](agentii://source/<uuid>?accession=<acc>&page=<N>) # 2. path-based (current canonical, skill-methodology-template.md §"Citation Link Format"): # [📄 <ticker> <form> p.<N>](http - Network accessline 24
# 2. path-based (current canonical, skill-methodology-template.md §"Citation Link Format"): # [📄 <ticker> <form> p.<N>](https://agentii.ai/v/<ticker>/<citation_id>[/<N>]) # Both allow {placeholder} segments used in instr - Network accessline 25
# [📄 <ticker> <form> p.<N>](https://agentii.ai/v/<ticker>/<citation_id>[/<N>]) - Network accessline 28
r"\[📄 [^\]]+ p\.[\w{}]+\]\(" r"(?:agentii://source/[a-f0-9{}-]+\?accession=[\d{}-]+&page=[\w{}]+" r"|https://agentii\.ai/v/[\w{}-]+/[\w{}-]+(?:/[\w{}-]+)?)" - Network accessline 29
r"(?:agentii://source/[a-f0-9{}-]+\?accession=[\d{}-]+&page=[\w{}]+" r"|https://agentii\.ai/v/[\w{}-]+/[\w{}-]+(?:/[\w{}-]+)?)" r"\)" - Network accessline 30
r"|https://agentii\.ai/v/[\w{}-]+/[\w{}-]+(?:/[\w{}-]+)?)"
scripts/validate-mode-syntax.py
- Executable scriptline 1
#!/usr/bin/env python3
scripts/validate-multi-ticker-syntax.py
- Executable scriptline 1
#!/usr/bin/env python3
scripts/validate-partner-plugin.py
- Executable scriptline 1
#!/usr/bin/env python3
scripts/validate-prose-safety.py
- Executable scriptline 1
#!/usr/bin/env python3
scripts/validate-telemetry-redaction.py
scripts/validate.py
- Executable scriptline 1
#!/usr/bin/env python3
scripts/validate_scenes.py
- Executable scriptline 1
#!/usr/bin/env python3
scripts/write_boundary.py
- Executable scriptline 1
#!/usr/bin/env python3 - Access to secretsline 65
[Credential-related source omitted] - Access to secretsline 68
[Credential-related source omitted] - Access to secretsline 69
[Credential-related source omitted] - Access to secretsline 71
[Credential-related source omitted] - Access to secretsline 72
[Credential-related source omitted] - Access to secretsline 85
[Credential-related source omitted] - Network accessline 316
# A followable viewer link: https://agentii.ai/v/{ticker}/{citation_id}/{page} - Network accessline 341
f"The artifact is honest and UNFOLLOWABLE — a reader cannot open the " f"source. Q102 requires the resolvable form " f"`https://agentii.ai/v/{{ticker}}/{{citation_id}}/{{N}}`. Fix here, at " - Network accessline 342
f"source. Q102 requires the resolvable form " f"`https://agentii.ai/v/{{ticker}}/{{citation_id}}/{{N}}`. Fix here, at " f"the boundary where the citation_id is known; fixing at the report " - Network accessline 343
f"`https://agentii.ai/v/{{ticker}}/{{citation_id}}/{{N}}`. Fix here, at "
style.md
- Network accessline 80
- **Inline after every numeric claim**: "Revenue was $18.5B [📄 LLY 10-Q p.12](https://www.agentii.ai/view?ticker=LLY&citation_id=sec178&page_no=page12), up 12% QoQ." - Network accessline 81
- **No footnote-only citations**: citations live next to the data they support, not in a separate section. - **Citation density**: ≥1 citation per 200 words of body text (FR-079). - **Link format**: `[📄 {ticker} {form_type} p.{N}](https://w - Network accessline 83
- **Link format**: `[📄 {ticker} {form_type} p.{N}](https://www.agentii.ai/view?ticker={ticker}&citation_id={id}&page_no=page{N})`
tests/conftest.py
- Executable scriptline 1
Executable file
tests/fixtures/agentic-commerce/auth_modes_discovery_test.py
- Executable scriptline 1
Executable file - Access to secretsline 5
[Credential-related source omitted] - Access to secretsline 28
[Credential-related source omitted] - Access to secretsline 33
[Credential-related source omitted] - Access to secretsline 34
[Credential-related source omitted] - Network accessline 41
raise NotImplementedError( "agentii_api_version capability endpoint not yet implemented at v1.0. " "Expected at https://mcp.agentii.ai/mcp/capabilities once spec-022 ships." - Network accessline 42
"agentii_api_version capability endpoint not yet implemented at v1.0. " "Expected at https://mcp.agentii.ai/mcp/capabilities once spec-022 ships." ) - Network accessline 43
"Expected at https://mcp.agentii.ai/mcp/capabilities once spec-022 ships."
tests/fixtures/agentic-commerce/config_schema_reservation_test.py
- Executable scriptline 1
Executable file
tests/fixtures/agentic-commerce/http402_forward_handler_test.py
- Executable scriptline 1
Executable file - Network accessline 24
}, "body": { "type": "https://x402.io/errors/payment-required", - Network accessline 25
"body": { "type": "https://x402.io/errors/payment-required", "title": "Payment Required", - Network accessline 26
"type": "https://x402.io/errors/payment-required", - Network accessline 46
"Tool requires premium auth (x402 micropayment). " "Premium auth is reserved at v1.0 and will be enabled in a " "future release. See https://agentii.ai/docs/x402 for details." - Network accessline 47
"Premium auth is reserved at v1.0 and will be enabled in a " "future release. See https://agentii.ai/docs/x402 for details." ), - Network accessline 48
"future release. See https://agentii.ai/docs/x402 for details."
tests/fixtures/agentic-commerce/version_bump_readiness_test.py
- Executable scriptline 1
Executable file - Access to secretsline 4
[Credential-related source omitted] - Access to secretsline 20
[Credential-related source omitted] - Access to secretsline 38
[Credential-related source omitted] - Access to secretsline 40
[Credential-related source omitted] - Access to secretsline 46
[Credential-related source omitted] - Access to secretsline 50
[Credential-related source omitted] - Access to secretsline 52
[Credential-related source omitted] - Access to secretsline 60
[Credential-related source omitted]
tests/smoke.sh
- Executable scriptline 1
#!/bin/bash - Network accessline 5
BASE_URL="${AGENTII_BASE_URL:-https://api.agentii.ai}" - Access to secretsline 6
[Credential-related source omitted] - Access to secretsline 8
[Credential-related source omitted] - Access to secretsline 9
[Credential-related source omitted] - Network accessline 13
[Credential-related source omitted] - Network accessline 14
[Credential-related source omitted] - Access to secretsline 14
[Credential-related source omitted]
tests/test_055_audits.py
- Executable scriptline 1
Executable file
tests/test_055_eval_harness.py
- Executable scriptline 1
Executable file
tests/test_artifact_baseline.py
- Executable scriptline 1
Executable file
tests/test_artifact_citations.py
- Executable scriptline 1
Executable file - Network accessline 13
(b) `/v/YSS/agentii://source/<uuid>/2` — the platform's internal identifier pasted into the public path. 1 live instance, a frontmatter `url:` in 005's YSS artifact. (c) `https://agentii.ai/v/{ticker}/{citation_id}/{page}` — **quote - Network accessline 14
the public path. 1 live instance, a frontmatter `url:` in 005's YSS artifact. (c) `https://agentii.ai/v/{ticker}/{citation_id}/{page}` — **quoted documentation in all three places it occurs**, so it is NOT a malformed-citation categ - Network accessline 15
(c) `https://agentii.ai/v/{ticker}/{citation_id}/{page}` — **quoted documentation in all - Network accessline 51
"""The live form verbatim: `[spec.md:958](https://agentii.ai/v/SPEC/005/958)`.""" - Network accessline 52
problems = _problems(tmp_path, "> P3** ([spec.md:958](https://agentii.ai/v/SPEC/005/958)).\n") - Network accessline 66
fm = ("ticker: FLY\ncitations:\n" " - figure: \"8-K page\"\n" " url: \"https://agentii.ai/v/LUNR/sec525/58\"\n") - Network accessline 67
" - figure: \"8-K page\"\n" " url: \"https://agentii.ai/v/LUNR/sec525/58\"\n") problems = _problems(tmp_path, - Network accessline 68
" url: \"https://agentii.ai/v/LUNR/sec525/58\"\n") - Network accessline 69
problems = _problems(tmp_path, "See ([📄 LUNR 8-K p.58](https://agentii.ai/v/LUNR/sec525/58)).\n", fm) assert problems == [], f"a well-formed citation failed:\n{problems}" - Network accessline 70
"See ([📄 LUNR 8-K p.58](https://agentii.ai/v/LUNR/sec525/58)).\n", fm) - Network accessline 78
fm = ('citations:\n - figure: "181 facts"\n' ' citation_id: "agentii://source/c1b8bdad-e745-4764-ae16-cd732e37c20d?page=page2"\n' ' url: "https://agentii.ai/v/YSS/agentii://source/c1b8bdad-e745-4764-ae16-cd732e37c - Network accessline 79
' citation_id: "agentii://source/c1b8bdad-e745-4764-ae16-cd732e37c20d?page=page2"\n' ' url: "https://agentii.ai/v/YSS/agentii://source/c1b8bdad-e745-4764-ae16-cd732e37c20d/2"\n') problems = _problems(tmp_path, "Body.\n", - Network accessline 80
' url: "https://agentii.ai/v/YSS/agentii://source/c1b8bdad-e745-4764-ae16-cd732e37c20d/2"\n') - Network accessline 91
problems = _problems(tmp_path, "See ([📄](https://agentii.ai/v/{ticker}/{citation_id}/{page})).\n") - Network accessline 106
"> `source=peer_reviewed_literature_or_flown_hardware_disclosure`, but\n" "> `contracts/artifact-frontmatter.yaml` admits citation URLs only in the form\n" "> `https://agentii.ai/v/{ticker}/{citation_id}/{page}` (`citation_u - Network accessline 107
"> `contracts/artifact-frontmatter.yaml` admits citation URLs only in the form\n" "> `https://agentii.ai/v/{ticker}/{citation_id}/{page}` (`citation_url_wellformed`,\n" "> level `fail`; `located_via` has no external enum).\n - Network accessline 108
"> `https://agentii.ai/v/{ticker}/{citation_id}/{page}` (`citation_url_wellformed`,\n" - Network accessline 123
problems = _problems(tmp_path, "See ([📄 LUNR 8-K](https://agentii.ai/v/sec525/58)).\n") - Network accessline 133
problems = _problems(tmp_path, "Per ([📄 LUNR 8-K p.58](https://agentii.ai/v/LUNR/sec525/58)).\n") - Network accessline 140
fm = ("ticker: FLY\ncitations:\n" " - figure: \"revenue\"\n" " url: \"https://agentii.ai/v/LUNR/sec525/58\"\n") - Network accessline 141
" - figure: \"revenue\"\n" " url: \"https://agentii.ai/v/LUNR/sec525/58\"\n") problems = _problems(tmp_path, - Network accessline 142
" url: \"https://agentii.ai/v/LUNR/sec525/58\"\n") - Network accessline 143
problems = _problems(tmp_path, "Per ([📄 LUNR 8-K p.58](https://agentii.ai/v/LUNR/sec525/58)).\n", fm) assert problems == [], problems - Network accessline 144
"Per ([📄 LUNR 8-K p.58](https://agentii.ai/v/LUNR/sec525/58)).\n", fm) - Network accessline 165
p = _art(tmp_path, "See ([📄 LUNR 8-K p.58](https://agentii.ai/v/LUNR/sec525/58)).\n", - Network accessline 166
"ticker: FLY\ncitations:\n - url: \"https://agentii.ai/v/LUNR/sec525/58\"\n")
tests/test_artifact_contract.py
- Executable scriptline 1
Executable file
tests/test_cache_stored_at.py
- Executable scriptline 1
Executable file
tests/test_check_18_trace_instructions.py
- Executable scriptline 1
Executable file
tests/test_check_19_trace_contracts.py
- Executable scriptline 1
Executable file
tests/test_check_citation_resolution.py
- Executable scriptline 1
Executable file - Network accessline 42
a = _artifact(tmp_path, "a.md", "Revenue $1B https://agentii.ai/v/AMZN/sec131/23 and $2B https://agentii.ai/v/AMZN/sec131/23.\n" - Network accessline 43
"Revenue $1B https://agentii.ai/v/AMZN/sec131/23 and $2B https://agentii.ai/v/AMZN/sec131/23.\n" - Network accessline 44
"Capex $3B https://agentii.ai/v/AMZN/sec131/page24 and $4B https://agentii.ai/v/AMZN/sec131/25.\n" - Network accessline 45
"Again https://agentii.ai/v/AMZN/sec131/25 and https://agentii.ai/v/AMZN/sec131/23.\n") - Network accessline 52
a = _artifact(tmp_path, "a.md", "A https://agentii.ai/v/ISRG/sec166/77 and B https://agentii.ai/v/ISRG/sec166/page77.\n") - Network accessline 53
"A https://agentii.ai/v/ISRG/sec166/77 and B https://agentii.ai/v/ISRG/sec166/page77.\n") - Network accessline 65
p.write_text("---\nas_of: 2026-09-01\n" 'citations:\n - {url: "https://agentii.ai/v/AMZN/sec131/23"}\n---\n\n' - Network accessline 66
'citations:\n - {url: "https://agentii.ai/v/AMZN/sec131/23"}\n---\n\n'
tests/test_check_extensions.py
- Executable scriptline 1
Executable file
tests/test_check_output.py
- Executable scriptline 1
Executable file - Network accessline 51
body = ( "## Analysis\n" "Revenue reached $1.2B in FY2025 https://agentii.ai/v/AMZN/sec131/23 and margin held at 42.0%.\n" - Network accessline 52
"## Analysis\n" "Revenue reached $1.2B in FY2025 https://agentii.ai/v/AMZN/sec131/23 and margin held at 42.0%.\n" "Gross margin was 42.0% on the same page https://agentii.ai/v/ISRG/sec166/page77 per the filing.\n" - Network accessline 53
"Revenue reached $1.2B in FY2025 https://agentii.ai/v/AMZN/sec131/23 and margin held at 42.0%.\n" - Network accessline 54
"Gross margin was 42.0% on the same page https://agentii.ai/v/ISRG/sec166/page77 per the filing.\n" - Network accessline 55
"Cash capex was $77.7B https://agentii.ai/v/AMZN/sec177/page41 against $55.6B prior.\n" - Network accessline 77
body = ( "## Analysis\n" "Revenue reached $1.2B https://agentii.ai/v/AMZN/sec131/23 in FY2025.\n" - Network accessline 78
"## Analysis\n" "Revenue reached $1.2B https://agentii.ai/v/AMZN/sec131/23 in FY2025.\n" "Margin held at 42.0% https://agentii.ai/v/AMZN/sec131/25 against a 31.0% peer average.\n" - Network accessline 79
"Revenue reached $1.2B https://agentii.ai/v/AMZN/sec131/23 in FY2025.\n" - Network accessline 80
"Margin held at 42.0% https://agentii.ai/v/AMZN/sec131/25 against a 31.0% peer average.\n" - Network accessline 81
"Capex was $77.7B https://agentii.ai/v/AMZN/sec177/41, funded from operations.\n" - Network accessline 82
"\n## Coverage Gaps & Citations\n" "1. https://agentii.ai/v/AMZN/sec131/23 — revenue and the FY2025 comparison\n" "2. https://agentii.ai/v/AMZN/sec131/25 — margin and the peer set\n" - Network accessline 83
"1. https://agentii.ai/v/AMZN/sec131/23 — revenue and the FY2025 comparison\n" - Network accessline 84
"2. https://agentii.ai/v/AMZN/sec131/25 — margin and the peer set\n" - Network accessline 85
"3. https://agentii.ai/v/AMZN/sec177/41 — capex and its funding\n"
tests/test_check_output_rubric.py
- Executable scriptline 1
Executable file - Network accessline 24
L13 = "https://agentii.ai/v/FLY/sec101/13" - Network accessline 25
L14 = "https://agentii.ai/v/FLY/sec101/14" - Network accessline 26
L15 = "https://agentii.ai/v/FLY/sec101/15" - Network accessline 91
body = CONTROL.replace(L14, "https://agentii.ai/v/PH/sec88/4")
tests/test_ci_script_coverage.py
- Executable scriptline 1
Executable file
tests/test_commands_s4.py
- Executable scriptline 1
Executable file
tests/test_control_plane_s1.py
- Executable scriptline 1
Executable file
tests/test_converge_s2.py
- Executable scriptline 1
Executable file
tests/test_dispatch_resume_s2.py
- Executable scriptline 1
Executable file
tests/test_enhance_skill.py
- Executable scriptline 1
Executable file - Network accessline 235
registry_path=reg, skills_root=tmp_path / "plugins", injected_records={"case-enrichment": {"cases": [ {"citation_id": "c1", "columns": ["c1", "PFE", "3y", "pharma", "x", "https://agentii.ai/v/PFE/c1/1"]}]}} - Network accessline 236
injected_records={"case-enrichment": {"cases": [ {"citation_id": "c1", "columns": ["c1", "PFE", "3y", "pharma", "x", "https://agentii.ai/v/PFE/c1/1"]}]}}) md = (sk_dir / "SKILL.md").read_text() - Network accessline 237
{"citation_id": "c1", "columns": ["c1", "PFE", "3y", "pharma", "x", "https://agentii.ai/v/PFE/c1/1"]}]}}) - Network accessline 252
kf = d / "references" / "knowledge-frameworks.md" good_rows = "\n".join( f"| s{i} | T | quality | one | https://agentii.ai/v/AAPL/s{i}/1 |" for i in range(5)) - Network accessline 253
good_rows = "\n".join( f"| s{i} | T | quality | one | https://agentii.ai/v/AAPL/s{i}/1 |" for i in range(5)) kf.write_text("## Referenced Strategies\n\n| strategy_id | t | k | o | c |\n|---|---|---|---|---|\n" + good_rows + "\n" - Network accessline 254
f"| s{i} | T | quality | one | https://agentii.ai/v/AAPL/s{i}/1 |" for i in range(5))
tests/test_envelope_roundtrip.py
- Executable scriptline 1
Executable file
tests/test_g1_full_s3.py
- Executable scriptline 1
Executable file
tests/test_hypothesis_lifecycle.py
- Executable scriptline 1
Executable file
tests/test_instruments.py
- Executable scriptline 1
Executable file
tests/test_knowledge_bridge.py
- Executable scriptline 1
Executable file
tests/test_knowledge_frameworks.py
- Executable scriptline 1
Executable file
tests/test_live_snapshot.py
- Executable scriptline 1
Executable file
tests/test_market_data_adapter.py
- Executable scriptline 1
Executable file
tests/test_market_data_environment.py
- Executable scriptline 1
Executable file
tests/test_market_data_gates.py
- Executable scriptline 1
Executable file
tests/test_market_data_live_scope.py
- Executable scriptline 1
Executable file
tests/test_market_data_smoke.py
tests/test_market_data_spec046.py
- Executable scriptline 1
Executable file
tests/test_mcp_live_smoke.py
- Executable scriptline 1
Executable file - Network accessline 23
ENV_FILE = Path(__file__).resolve().parents[2] / "agentii-ai" / ".env.test.local" MCP_URL = "https://mcp.agentii.ai/mcp" - Network accessline 24
MCP_URL = "https://mcp.agentii.ai/mcp" - Access to secretsline 31
[Credential-related source omitted] - Network accessline 41
if params is not None: payload["params"] = params req = urllib.request.Request( - Network accessline 42
payload["params"] = params req = urllib.request.Request( MCP_URL, data=json.dumps(payload).encode("utf-8"), - Network accessline 43
req = urllib.request.Request( - Network accessline 47
"Accept": "application/json, text/event-stream"}) try: with urllib.request.urlopen(req, timeout=30) as resp: - Network accessline 48
try: with urllib.request.urlopen(req, timeout=30) as resp: body = resp.read().decode("utf-8") - Network accessline 49
with urllib.request.urlopen(req, timeout=30) as resp: - Access to secretsline 63
[Credential-related source omitted] - Access to secretsline 75
[Credential-related source omitted]
tests/test_meta_rules.py
- Executable scriptline 1
Executable file
tests/test_migrate_artifacts.py
tests/test_output_quality.py
- Executable scriptline 1
Executable file - Network accessline 38
**Citations & memory**: ≥1 citation per 50 words; every material fact, table row, and metric is immediately followed by its inline clickable `https://agentii.ai/v/{ticker}/{citation_id}/{N}` - Network accessline 39
metric is immediately followed by its inline clickable `https://agentii.ai/v/{ticker}/{citation_id}/{N}` - Network accessline 52
Headline [FACT] with its link https://agentii.ai/v/FLY/sec101/12 and a few words. - Network accessline 56
Revenue was $5.2bn [FACT] (https://agentii.ai/v/FLY/sec101/13). - Network accessline 64
- https://agentii.ai/v/FLY/sec101/12 - Network accessline 65
- https://agentii.ai/v/FLY/sec101/13 - Network accessline 77
def _check(tmp_path: Path, skill: Path, body: str, pins: str = PINS) -> list[str]: art = tmp_path / "artifact.md" art.write_text(f"---\n{pins}citations:\n - {{url: \"https://agentii.ai/v/FLY/sec101/12\"}}\n" - Network accessline 78
art = tmp_path / "artifact.md" art.write_text(f"---\n{pins}citations:\n - {{url: \"https://agentii.ai/v/FLY/sec101/12\"}}\n" f"---\n\n{body}") - Network accessline 79
art.write_text(f"---\n{pins}citations:\n - {{url: \"https://agentii.ai/v/FLY/sec101/12\"}}\n" - Network accessline 111
def test_criterion_1_the_executive_summary_over_budget_fails(tmp_path, skill): long = " ".join(["word"] * 60) + " https://agentii.ai/v/FLY/sec101/12" - Network accessline 112
long = " ".join(["word"] * 60) + " https://agentii.ai/v/FLY/sec101/12" - Network accessline 113
body = GOOD_BODY.replace("Headline [FACT] with its link https://agentii.ai/v/FLY/sec101/12 and a few words.", - Network accessline 138
def test_criterion_4_a_figure_without_its_inline_link_fails(tmp_path, skill): body = GOOD_BODY.replace("Revenue was $5.2bn [FACT] (https://agentii.ai/v/FLY/sec101/13).", - Network accessline 139
body = GOOD_BODY.replace("Revenue was $5.2bn [FACT] (https://agentii.ai/v/FLY/sec101/13).", - Network accessline 152
body = GOOD_BODY + "- https://agentii.ai/v/FLY/sec101/12\n"
tests/test_packaging.py
- Executable scriptline 1
Executable file
tests/test_pending_declarations.py
- Executable scriptline 1
Executable file
tests/test_phase1_invariants.py
- Executable scriptline 1
Executable file
tests/test_polish_g.py
- Executable scriptline 1
Executable file
tests/test_preflight_vacuous.py
- Executable scriptline 1
Executable file
tests/test_price_tool_surface.py
- Executable scriptline 1
Executable file
tests/test_provider_tier.py
- Executable scriptline 1
Executable file - Access to secretsline 121
[Credential-related source omitted] - Access to secretsline 130
[Credential-related source omitted] - Access to secretsline 131
[Credential-related source omitted] - Access to secretsline 140
[Credential-related source omitted] - Access to secretsline 147
[Credential-related source omitted] - Access to secretsline 148
[Credential-related source omitted] - Network accessline 240
def _network_ok() -> bool: try: sp._http_get("https://api.nasdaq.com/api/quote/AAPL/info?assetclass=stocks") - Network accessline 241
try: sp._http_get("https://api.nasdaq.com/api/quote/AAPL/info?assetclass=stocks") return True - Network accessline 242
sp._http_get("https://api.nasdaq.com/api/quote/AAPL/info?assetclass=stocks")
tests/test_quality_scan.py
- Executable scriptline 1
Executable file - Network accessline 41
if with_kf: rows = "\n".join( f"| str_{i:03d} | T{i} | quality | one-line | https://agentii.ai/v/AAPL/str_{i:03d}/1 |" - Network accessline 42
rows = "\n".join( f"| str_{i:03d} | T{i} | quality | one-line | https://agentii.ai/v/AAPL/str_{i:03d}/1 |" for i in range(refs) - Network accessline 43
f"| str_{i:03d} | T{i} | quality | one-line | https://agentii.ai/v/AAPL/str_{i:03d}/1 |"
tests/test_reduce_into_scaffolded_thesis.py
- Executable scriptline 1
Executable file
tests/test_refusal_stage_s3.py
- Executable scriptline 1
Executable file
tests/test_registry.py
- Executable scriptline 1
Executable file
tests/test_report_readability.py
- Executable scriptline 1
Executable file
tests/test_run_surface_ablation.py
- Executable scriptline 1
Executable file
tests/test_s1_walkthrough.py
- Executable scriptline 1
Executable file
tests/test_s4_extensions.py
- Executable scriptline 1
Executable file
tests/test_s4_verification.py
- Executable scriptline 1
Executable file
tests/test_s5_challenge_portfolio.py
- Executable scriptline 1
Executable file
tests/test_s5_contradiction.py
- Executable scriptline 1
Executable file
tests/test_s6_data_layer.py
- Executable scriptline 1
Executable file
tests/test_s6_verification.py
- Executable scriptline 1
Executable file
tests/test_s7_verification.py
- Executable scriptline 1
Executable file - Network accessline 38
| Ticker | Headline | Value | Citation | |---|---|---|---| | NVDA | FY2026 revenue | $215.9B | https://agentii.ai/v/NVDA/sec169/37 | - Network accessline 39
|---|---|---|---| | NVDA | FY2026 revenue | $215.9B | https://agentii.ai/v/NVDA/sec169/37 | """) - Network accessline 40
| NVDA | FY2026 revenue | $215.9B | https://agentii.ai/v/NVDA/sec169/37 | - Network accessline 66
# NVDA body — cited at https://agentii.ai/v/NVDA/sec169/37 - Network accessline 118
<thead><tr><th>Ticker</th><th>Value</th></tr></thead> <tbody> <tr><td>NVDA</td><td>$215.9B <a href="https://agentii.ai/v/NVDA/sec169/37">sec169/37</a></td></tr> - Network accessline 119
<tbody> <tr><td>NVDA</td><td>$215.9B <a href="https://agentii.ai/v/NVDA/sec169/37">sec169/37</a></td></tr> </tbody> - Network accessline 120
<tr><td>NVDA</td><td>$215.9B <a href="https://agentii.ai/v/NVDA/sec169/37">sec169/37</a></td></tr> - Network accessline 183
assert 'href="#page-2"' in html # TOC anchor assert synthesize_report.PAGES_COMMENT not in html # injection point consumed assert "https://agentii.ai/v/NVDA/sec169/37" in html # citation rendered - Network accessline 184
assert synthesize_report.PAGES_COMMENT not in html # injection point consumed assert "https://agentii.ai/v/NVDA/sec169/37" in html # citation rendered assert check_page_overflow.check(html) == [] - Network accessline 185
assert "https://agentii.ai/v/NVDA/sec169/37" in html # citation rendered - Network accessline 193
<section class="page"> <h2>Revenue mix moved 6 points toward the higher-margin line</h2> <p><a href="https://agentii.ai/v/NVDA/sec999/1">invented</a></p> - Network accessline 194
<h2>Revenue mix moved 6 points toward the higher-margin line</h2> <p><a href="https://agentii.ai/v/NVDA/sec999/1">invented</a></p> </section> - Network accessline 195
<p><a href="https://agentii.ai/v/NVDA/sec999/1">invented</a></p>
tests/test_scripts_s4.py
- Executable scriptline 1
Executable file
tests/test_skill_propagation.py
- Executable scriptline 1
Executable file
tests/test_source_probe.py
- Executable scriptline 1
Executable file - Access to secretsline 73
[Credential-related source omitted] - Access to secretsline 74
[Credential-related source omitted] - Access to secretsline 83
[Credential-related source omitted] - Access to secretsline 84
[Credential-related source omitted] - Access to secretsline 91
[Credential-related source omitted]
tests/test_srt_to_skill.py
- Executable scriptline 1
Executable file
tests/test_synthesize_v030.py
- Executable scriptline 1
Executable file - Network accessline 45
# {ticker} body — cited at https://agentii.ai/v/{ticker}/sec169/37 - Network accessline 233
<table> <thead><tr><th>Ticker</th><th>Value</th></tr></thead> <tbody><tr><td>NVDA</td><td>$215.9B <a href="https://agentii.ai/v/NVDA/sec169/37">sec169/37</a></td></tr></tbody> - Network accessline 234
<thead><tr><th>Ticker</th><th>Value</th></tr></thead> <tbody><tr><td>NVDA</td><td>$215.9B <a href="https://agentii.ai/v/NVDA/sec169/37">sec169/37</a></td></tr></tbody> </table> - Network accessline 235
<tbody><tr><td>NVDA</td><td>$215.9B <a href="https://agentii.ai/v/NVDA/sec169/37">sec169/37</a></td></tr></tbody>
tests/test_taxonomy_uniqueness.py
- Executable scriptline 1
Executable file
tests/test_write_boundary.py
- Executable scriptline 1
Executable file - Access to secretsline 143
[Credential-related source omitted] - Access to secretsline 175
[Credential-related source omitted] - Access to secretsline 179
[Credential-related source omitted] - Network accessline 279
[Credential-related source omitted] - Network accessline 280
[Credential-related source omitted] - Access to secretsline 280
[Credential-related source omitted] - Network accessline 281
[Credential-related source omitted] - Access to secretsline 282
[Credential-related source omitted] - Access to secretsline 283
[Credential-related source omitted] - Access to secretsline 299
[Credential-related source omitted] - Network accessline 307
[Credential-related source omitted] - Network accessline 309
[Credential-related source omitted] - Network accessline 378
[Credential-related source omitted] - Network accessline 379
[Credential-related source omitted]
tests/tools/__init__.py
- Executable scriptline 1
Executable file
tests/tools/test_cache.py
- Executable scriptline 1
Executable file
tests/tools/test_earnings_data.py
- Executable scriptline 1
Executable file
tests/tools/test_envelope.py
- Executable scriptline 1
Executable file
tests/tools/test_macro_data.py
- Executable scriptline 1
Executable file
tests/tools/test_market_data.py
- Executable scriptline 1
Executable file
tests/tools/test_mcp_adapters.py
- Executable scriptline 1
Executable file
tests/tools/test_setup_credentials.py
- Executable scriptline 1
Executable file - Access to secretsline 3
[Credential-related source omitted] - Access to secretsline 31
[Credential-related source omitted] - Access to secretsline 32
[Credential-related source omitted] - Access to secretsline 34
[Credential-related source omitted] - Access to secretsline 40
[Credential-related source omitted] - Access to secretsline 42
[Credential-related source omitted] - Access to secretsline 43
[Credential-related source omitted] - Access to secretsline 48
[Credential-related source omitted] - Access to secretsline 49
[Credential-related source omitted] - Access to secretsline 51
[Credential-related source omitted] - Access to secretsline 52
[Credential-related source omitted] - Access to secretsline 57
[Credential-related source omitted] - Access to secretsline 58
[Credential-related source omitted] - Access to secretsline 59
[Credential-related source omitted] - Access to secretsline 62
[Credential-related source omitted] - Access to secretsline 63
[Credential-related source omitted] - Access to secretsline 67
[Credential-related source omitted]
tools/bin/agentii-mcp.js
- Executable scriptline 1
#!/usr/bin/env node
tools/package.json
- Executable scriptline 1
Executable file
tools/src/client.ts
tools/src/env.ts
- Executable scriptline 1
[Credential-related source omitted] - Access to secretsline 1
[Credential-related source omitted] - Network accessline 4
[Credential-related source omitted] - Access to secretsline 4
[Credential-related source omitted] - Network accessline 5
if (!apiKey) { console.error('AGENTII_API_KEY is required. Generate one at https://agentii.ai/api-keys'); process.exit(1); - Network accessline 6
[Credential-related source omitted] - Access to secretsline 6
[Credential-related source omitted] - Network accessline 9
return { apiKey, baseUrl: process.env.AGENTII_BASE_URL || 'https://api.agentii.ai', - Network accessline 10
apiKey, baseUrl: process.env.AGENTII_BASE_URL || 'https://api.agentii.ai', }; - Network accessline 11
baseUrl: process.env.AGENTII_BASE_URL || 'https://api.agentii.ai',
tools/src/server.ts
- Executable scriptline 1
Executable file
tools/src/tools/agentii_health.ts
- Executable scriptline 1
Executable file
tools/src/tools/get_company_profile.ts
- Executable scriptline 1
Executable file
tools/src/tools/list_coverage.ts
- Executable scriptline 1
Executable file
tools/src/tools/search_documents.ts
- Executable scriptline 1
Executable file
How the signals fit together
Facts from a static read of the files at the pinned commit. They describe what the code does, not why.
Some files could not be read; the facts below still hold.
Declared and executed: 15 facts
- Contacts fredaccount.stlouisfed.org, which SKILL.md, the README and the plugin manifest do not mentiondata-tools/setup_credentials.py:23High confidence
- Contacts site.financialmodelingprep.com, which SKILL.md, the README and the plugin manifest do not mentiondata-tools/setup_credentials.py:24High confidence
- Contacts finnhub.io, which SKILL.md, the README and the plugin manifest do not mentiondata-tools/setup_credentials.py:25High confidence
- Contacts finance.yahoo.com, which SKILL.md, the README and the plugin manifest do not mentiondata-tools/setup_credentials.py:26High confidence
- Contacts api.nasdaq.com, which SKILL.md, the README and the plugin manifest do not mentiondata-tools/source_probe.py:166High confidence
- Contacts hq.sinajs.cn, which SKILL.md, the README and the plugin manifest do not mentiondata-tools/source_probe.py:200High confidence
- Contacts finance.sina.com.cn, which SKILL.md, the README and the plugin manifest do not mentiondata-tools/source_probe.py:201High confidence
- Contacts qt.gtimg.cn, which SKILL.md, the README and the plugin manifest do not mentiondata-tools/source_probe.py:232High confidence
- Contacts gu.qq.com, which SKILL.md, the README and the plugin manifest do not mentiondata-tools/source_probe.py:233High confidence
- Contacts query1.finance.yahoo.com, which SKILL.md, the README and the plugin manifest do not mentiondata-tools/source_probe.py:270High confidence
- Contacts data.alpaca.markets, which SKILL.md, the README and the plugin manifest do not mentiondata-tools/source_probe.py:307High confidence
- Contacts api.tiingo.com, which SKILL.md, the README and the plugin manifest do not mentiondata-tools/source_probe.py:336High confidence
- Contacts api.massive.com, which SKILL.md, the README and the plugin manifest do not mentiondata-tools/source_probe.py:365High confidence
- Contacts financialmodelingprep.com, which SKILL.md, the README and the plugin manifest do not mentiondata-tools/source_probe.py:397High confidence
- Contacts finnhub.io, which SKILL.md, the README and the plugin manifest do not mentiondata-tools/source_probe.py:427High confidence
Signal confidence: 485 facts
- Network access in prose of documentationCHANGELOG.md:176Low confidence
- Network access in prose of documentationCHANGELOG.md:178Low confidence
- Network access in prose of documentationQUICKSTART.md:23Low confidence
- Network access in prose of documentationQUICKSTART.md:25Low confidence
- Access to secrets in code of documentationQUICKSTART.md:33Low confidence
- Access to secrets in prose of documentation: a variable, placeholder or call, not a stored valueQUICKSTART.md:39Low confidence
- Network access in code of documentationQUICKSTART.md:48Low confidence
- Access to secrets in code of documentationQUICKSTART.md:48Low confidence
- Network access in code of documentationQUICKSTART.md:49Low confidence
- Access to secrets in code of documentation: a variable, placeholder or call, not a stored valueQUICKSTART.md:49Low confidence
- Network access in prose of documentationQUICKSTART.md:80Low confidence
- Dangerous shell operation in code of documentationQUICKSTART.md:115Low confidence
- Network access in code of documentationQUICKSTART.md:117Low confidence
- Network access in code of documentationQUICKSTART.md:177Low confidence
- Network access in prose of documentationQUICKSTART.md:257Low confidence
- Access to secrets in prose of documentation: a variable, placeholder or call, not a stored valueQUICKSTART.md:257Low confidence
- Network access in prose of documentationQUICKSTART.md:258Low confidence
- Access to secrets in prose of documentation: a variable, placeholder or call, not a stored valueQUICKSTART.md:258Low confidence
- Network access in prose of documentationQUICKSTART.md:259Low confidence
- Network access in prose of documentationQUICKSTART.md:260Low confidence
- Network access in prose of documentationQUICKSTART.md:277Low confidence
- Network access in prose of documentationQUICKSTART.md:279Low confidence
- Network access in prose of documentationQUICKSTART.md:283Low confidence
- Network access in prose of documentationQUICKSTART.md:284Low confidence
- Network access in prose of documentationQUICKSTART.md:285Low confidence
- Network access in prose of documentationREADME.md:10Low confidence
- Network access in prose of documentationREADME.md:11Low confidence
- Network access in prose of documentationREADME.md:12Low confidence
- Network access in prose of documentationREADME.md:13Low confidence
- Network access in prose of documentationREADME.md:14Low confidence
- Network access in prose of documentationREADME.md:30Low confidence
- Network access in prose of documentationREADME.md:38Low confidence
- Network access in code of documentationREADME.md:43Low confidence
- Access to secrets in code of documentationREADME.md:43Low confidence
- Network access in code of documentationREADME.md:44Low confidence
- Network access in code of documentationREADME.md:45Low confidence
- Network access in prose of documentationREADME.md:80Low confidence
- Network access in prose of documentationREADME.md:90Low confidence
- Network access in code of documentationREADME.md:250Low confidence
- Network access in prose of documentationREADME.md:255Low confidence
- Network access in prose of documentationREADME.md:296Low confidence
- Network access in prose of documentationREADME.md:335Low confidence
- Network access in prose of documentationREADME.md:364Low confidence
- Network access in prose of documentationREADME.md:385Low confidence
- Network access in prose of documentationREADME.md:386Low confidence
- Network access in prose of documentationREADME.md:387Low confidence
- Network access in prose of documentationREADME.md:388Low confidence
- Network access in prose of documentationREADME.md:389Low confidence
- Access to secrets in prose of documentation: a variable, placeholder or call, not a stored valueREADME.md:389Low confidence
- Network access in prose of documentationREADME.md:390Low confidence
and 435 more
Only the first 500 facts are listed.
Works with
| Agent | Status | Evidence | Install to |
|---|---|---|---|
| Claude Code | Native | Manifest .claude-plugin/marketplace.json | .claude/skills/<skill-name>/ |
| Codex | Compatible | Standard SKILL.md SKILL.md | .agents/skills/<skill-name>/ |
| Cursor | Compatible | Standard SKILL.md SKILL.md | .cursor/skills/<skill-name>/ |
| Gemini CLI | Compatible | Standard SKILL.md SKILL.md | .gemini/skills/<skill-name>/ |
| GitHub Copilot | Compatible | Standard SKILL.md SKILL.md | .github/skills/<skill-name>/ |
| OpenCode | Compatible | Standard SKILL.md SKILL.md | .opencode/skills/<skill-name>/ |
- Native The repository ships a manifest, folder or frontmatter field for this agent.
- Compatible A standard SKILL.md that this agent can read.
- Unknown No evidence either way.
Derived automatically from paths, manifests and frontmatter. Not tested on each agent.