recent-quarter

name: recent-quarter multi_ticker_semantics: single_target description: 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 temporal_scope: default_quarters: 1 max_quarters: 4 description: "Recent quarter analysis focuses on the most recent quarter's P&L. Max 4 quarters for sequential trend." allowed_tools: - search_companies - search_xbrl_facts - get_company_financials - get_company_profile - search_earnings_calendar - get_company_fiscal_calendar - get_ticker_coverage - list_xbrl_concepts - batch_search retrieval_scope: structured_only min_tool_diversity: 6

Recent Quarter Performance

Preflight

Run the canonical pre-flight sequence — MCP health probe, ticker resolution, workspace style.md override, memory load, and coverage check. See contracts/preflight.md.

Include the X-Agentii-Trace header on every tool call per contracts/x-agentii-trace-header.md.

Triggers

• analyze recent quarter performance for {ticker}
• quarterly earnings review for {ticker}
• last quarter results {ticker}
• quarterly financial performance {ticker}
• analyze {ticker} recent quarter
• {ticker} Q4 earnings
• {ticker} quarterly revenue breakdown
• EPS this quarter {ticker}
• margin analysis recent quarter {ticker}
• sequential growth {ticker}

Defaults

Methodology

1. Retrieval Scope

This skill performs structured data retrieval only (XBRL facts + earnings calendar). No unstructured document search — business-model structural analysis is handled by /agentii:business-model . This skill is TEMPORAL/QUANTITATIVE .

2. Retrieval Strategy

1. ** Pre-flight (mandatory)**: get_company_fiscal_calendar/{ticker} then get_ticker_coverage/{ticker}. Route based on coverage.
2. XBRL retrieval: search_xbrl_facts(ticker, concept=["Revenues","GrossProfit","OperatingIncomeLoss","NetIncomeLoss","EarningsPerShareDiluted"], fiscal_year=[latest]) — returns is_primary: true rows by default.
3. Earnings calendar: search_earnings_calendar(ticker, fiscal_year=[latest, latest-1]) — returns EPS actual/estimate/surprise. Use get_company_fiscal_calendar for fiscal period orientation, NOT search_earnings_calendar .
4. Consolidated P&L: get_company_financials/{ticker} returns IS/BS/CF highlights with XBRL data.

3. Temporal Scope

Default: 1 fiscal quarter (max 4). This skill is a temporal snapshot of the most recent quarter's financial performance.

4. Tool Allowlist

See frontmatter allowed_tools. This skill is structured_only (temporal/quantitative only). search_xbrl_facts is the primary data source for consolidated P&L metrics. search_earnings_calendar provides EPS actuals, estimates, and surprise data. get_company_fiscal_calendar resolves fiscal period orientation. Document search and structural analysis belong to /agentii:business-model .

5. Protocol

1. Pre-retrieval: call get_company_fiscal_calendar/{ticker} to resolve fiscal period format, then get_ticker_coverage/{ticker} .
2. XBRL retrieval: search_xbrl_facts(ticker, concept=["Revenues","GrossProfit","OperatingIncomeLoss","NetIncomeLoss","EarningsPerShareDiluted"], fiscal_year=[latest]) — returns is_primary: true rows by default.
3. Earnings calendar: search_earnings_calendar(ticker, fiscal_year=[latest, latest-1]) for EPS actuals, estimates, and surprise percentages.
4. Financial highlights: get_company_financials/{ticker} for IS/BS/CF summary data.
5. Output: produce P&L progression table with QoQ and YoY growth rates, margin trend chart data, and earnings-vs-consensus comparison.

Modes (5 — temporal / quantitative)

This skill is temporal/quantitative ONLY. Structural analysis (business model classification, product-line decomposition, channel analysis) belongs to /agentii:business-model . Modes below focus on quarterly P&L data, growth rates, margins, and earnings vs. consensus.

Analyst Modes

This skill exposes addressable analysis modes (--mode=<slug> / --modes=<s1>,<s2> / --mode=all; see Mode syntax). The full mode definitions and their output templates live in references/modes.md. The default invocation runs the essentials subset.

Tool Fallbacks

Per-tool failure modes and fallback actions are tabulated in references/tool-fallbacks.md.

Output File

Write the final deliverable to {ticker}/{YYYY-MM-DD_HHMM}_recent-quarter_{affix}.md . Example affixes: consolidated-p-and-l, margin-trends, earnings-vs-consensus.

Output Structure

The deliverable is a structured markdown report written to the path in ## Output File. Full section-by-section template (headings, tables, and field definitions) lives in references/output-structure.md. Required elements:

1. Executive Summary — headline conclusions (≤200 words).
2. Core analysis sections — per this skill's methodology and analyst modes.
3. Data classification — tag findings [FACT] / [DEDUCTED] / [VIEW] per contracts/snapshot-synthesis.md.
4. Coverage Gaps & Citations — inline /v/ citations are PRIMARY (immediately after each fact); the bottom Citations section is a non-duplicative roll-up index.
5. Output frontmatter — emit the FR-090 structured block per contracts/output-frontmatter-schema.md.

Citations & memory: follow contracts/citation-and-memory.md — ≥1 citation per 200 words; every material fact, table row, and metric is immediately followed by its inline clickable https://agentii.ai/v/{ticker}/{citation_id}/{N} link; a bottom Citations section provides a non-duplicative roll-up index; the closing TUI reply includes a compact Key Citations list (headline 5–10 facts) of clickable /v/ URLs; and append the run to agentii.md per contracts/agentii-md-schema.md.

Memory & Snapshot

• Memory load (pre-flight): load prior workspace context for the ticker before retrieval — see contracts/memory-load.md.
• Structured output frontmatter: emit the FR-090 block (key_metrics, conclusions, facts_count, deducted_count, views_count, citation_count) per contracts/output-frontmatter-schema.md.
• Snapshot synthesis: after writing the deliverable, update the two-tier snapshot and classify findings as [FACT]/[DEDUCTED]/[VIEW] — see contracts/snapshot-synthesis.md.
• Session archival: record the run under sessions/{YYYY-MM-DD}/ and update sessions/INDEX.md per contracts/session-format.md.

Final Summary (TUI)

End the closing chat reply with a compact Key Citations list (headline 5–10 facts), each a clickable https://agentii.ai/v/{ticker}/{citation_id}/{N} link, so the user can cmd+click straight to the exact SEC page. See contracts/citation-and-memory.md.

Error Handling