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 breakdown
- valuation methods deep dive
- build a valuation methods
- assess valuation methods
- quantify valuation methods
- compare valuation methods across peers
- review valuation methods for
- generate valuation methods on
- valuation methods 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
See contracts/retrieval.md for the canonical decision tree; skill-specific retrieval detail is in references/methodology.md.
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). Valuation methods: trailing 4 quarters for current multiples and DCF inputs
Tool Allowlist
See frontmatter allowed_tools.
Protocol
Step-by-step execution detail is in references/methodology.md.
TIER SHARE Workflow: For structured valuation method selection and equity research workflow, apply the institutional consensus framework in references/tier-methodology.md. SHARE (Select→Historical→Adjust→Range→Evaluate) provides the method-selection logic matching business model to valuation approach. TIER (Target→Identify→Ensure→Review) is the standard equity research workflow, now CFA Institute Level II curriculum (2024).
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}_valuation-methods_valuation-comparison.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." |
