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 breakdown
- risk analysis deep dive
- build a risk analysis
- assess risk analysis
- quantify risk analysis
- compare risk analysis across peers
- review risk analysis for
- generate risk analysis on
- risk analysis for investment decision
Defaults
| Parameter | Default | Notes |
|---|---|---|
| lookback_quarters | 4 | Historical data window — matches temporal_scope.default_quarters |
| include_peers | false | Whether to surface a peer comparison block |
Methodology
Retrieval Scope
This skill performs unstructured document search at scale (10-K, 10-Q, 8-K filings and earnings call transcripts spanning multiple fiscal periods). The three-layer agent-use-ready retrieval protocol (Document Discovery → Page Map → Deep Read) applies to all unstructured document search at scale.
Retrieval Strategy
Follow the retrieval strategy decision tree in contracts/retrieval.md. This skill uses:
- Branch (a) for structured financial metrics via
search_xbrl_factswithlist_xbrl_conceptspre-condition for unfamiliar concepts. - Branch (c) for single-period document queries via direct
read_source_outline→read_source_pages. - Branch (d) for simple lookups via
get_company_profile/search_earnings_calendar.
**Layer 1 secondary_label allowlist **: prefer ?secondary_labels=other_events_8_01 to surface risk-event 8-Ks (litigation, regulatory action, cyber incidents) before Layer 2. Also score Layer 2 pages whose labels.general.keywords contain "risk factors" entity terms.
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).
Temporal Scope
Default: 4 fiscal quarters (max 8). Risk analysis: trailing 4 quarters for near-term risk exposure + forward indicators
Tool Allowlist
See frontmatter allowed_tools.
Protocol
This skill delivers analyst-grade output via 4 addressable mode(s); invoke with --mode=<slug> / --modes=<slug1>,<slug2> / --mode=all (see Mode syntax. The default invocation (no flag) runs the essentials_modes subset declared in this skill's frontmatter.
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}_risk_risk-assessment.md .
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:
- Executive Summary — headline conclusions (≤200 words).
- Core analysis sections — per this skill's methodology and analyst modes.
- Data classification — tag findings
[FACT]/[DEDUCTED]/[VIEW]percontracts/snapshot-synthesis.md. - 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. - 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) percontracts/output-frontmatter-schema.md. - Snapshot synthesis: after writing the deliverable, update the two-tier snapshot and classify findings as
[FACT]/[DEDUCTED]/[VIEW]— seecontracts/snapshot-synthesis.md. - Session archival: record the run under
sessions/{YYYY-MM-DD}/and updatesessions/INDEX.mdpercontracts/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
| Failure Mode | Detection | Action | User-Facing Message |
|---|---|---|---|
| Missing data | Data API returns empty result set | Widen date range and retry once | "No data available for {ticker} in requested window." |
| Partial data | Data API returns <80% expected records | Proceed with coverage gaps section | "Analysis based on partial data; see Coverage Gaps section." |
| Sector mismatch | Peer sector != target sector | Filter out mismatched peers | "Removed {n} peer(s) due to sector mismatch." |
| Insufficient history | Ticker <3 years on public markets | Downgrade to limited-history profile | "Limited historical data; analysis adjusted accordingly." |
| MCP unreachable | Preflight probe fails | Halt with actionable error | "agentii data plane unreachable; check connection." |
