Recent Quarter

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}
• 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 (XBRL facts + earnings calendar) plus earnings call transcript document search (search_documents(form_type="earnings_call_transcript") → read_source_pages) to cross-reference management's call commentary against the reported quarter. 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.

Read before you quote. A page's description is platform-generated — it is never the issuer's words and must never be quoted as the filing's. When a description identifies a relevant page, read_source_pages that page and quote its page_content. The description is a pointer, not a source: a citation written from one is the fabricated quote this skill's output standard exists to prevent (contracts/retrieval.md § Three-Layer Document Protocol).

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. 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; search_documents(form_type="earnings_call_transcript") + read_source_pages cross-reference management commentary. Deep structural analysis belongs 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 — coverage gaps are required; inline /v/ citations are the citation surface (immediately after each fact). A bottom roll-up index is optional, and where kept it must not repeat a link the prose already carries.
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; citations belong inline, a bottom roll-up index is optional and never a repeat of a link already given; 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 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 clickable https://agentii.ai/v/{ticker}/{citation_id}/{N} link), so the user can cmd+click straight to the exact SEC page without opening the file.

Error Handling

Ownership & insider signals: search_institutional_holdings (top-10 holders + whale portfolios, direction=accumulating|reducing|new|exited) and search_insider_trades (Form-4 transactions with SEC URLs) are available as signal inputs.