Business Model

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 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 money
• classify the business model type of {ticker}
• analyze {ticker} product offerings and distribution channels
• assess {ticker} revenue composition and concentration risk
• evaluate {ticker} TAM SAM SOM and market positioning
• analyze {ticker} management team and leadership changes
• review {ticker} go-to-market strategy
• breakdown {ticker} customer segments and distribution model
• structural analysis of {ticker}
• business unit performance analysis for {ticker}
• competitive positioning of {ticker}

Defaults

| Parameter | Default | Notes | |---|---|---| | lookbackquarters | 4 | Trailing 4 fiscal quarters (latest 10-K + trailing 10-Qs); a single-quarter snapshot is INSUFFICIENT for business-model classification | | includemanagementchanges | true | Whether to surface leadership-change analysis (mode 15) | | includemarketsizing | true | Whether to surface TAM/SAM/SOM (mode 14) | | peerset | none | Business-model analysis is single-issuer by default; peers are added by /agentii:competitive |

Production Grounding

Production data-plane grounding (scale, locators) is in references/methodology.md.

Data Source Priority (mandatory order)

1. XBRL FIRST (grounding truth) — search_xbrl_facts with the detailed/segment view for revenue & margins broken down by product line, segment, geography, and distribution channel (concepts Revenues, GrossProfit, OperatingIncomeLoss, SegmentReportingInformation). Retrieve XBRL BEFORE any document discovery.
2. SEC filings — search_documents / search_sec_filings for the 10-K (annual, richest business overview), trailing 10-Q, and 20-F for foreign issuers → read_source_pages enrichment.
3. Web search = LAST RESORT — only when SEC/XBRL coverage is genuinely insufficient (e.g., third-party TAM estimates, very recent unfiled events), and it MUST be flagged in Coverage Gaps. Web search is NOT an MCP tool and is never a substitute for filings.

Methodology

1. Retrieval Scope

This skill performs unstructured document search at scale (10-K, 10-Q, 8-K filings). The three-layer agent-use-ready retrieval protocol applies (Layer 1 → Layer 2 → Layer 3). For foreign issuers, use 20-F (annual) and 6-K (material events) instead of 10-K and 8-K respectively.

2. Retrieval Strategy

See contracts/retrieval.md for the canonical decision tree; skill-specific retrieval detail is in references/methodology.md.

3. Temporal Scope

Default: 4 fiscal quarters (max 8). A single-quarter snapshot is INSUFFICIENT for business-model classification — use the latest 10-K (annual) plus trailing 10-Qs. Extend the window when explicitly tracking channel-mix evolution (mode 12 default 12 quarters) or management changes (mode 15 default 4 quarters).

4. Tool Allowlist

See frontmatter allowed_tools.

• search_companies, get_company_profile — issuer resolution and sector classification.
• search_xbrl_facts, list_xbrl_concepts, get_company_financials — segment-level P&L and revenue concentration metrics.
• search_documents, search_sec_filings — Layer 1 document discovery (with secondary_labels filter).
• read_source_outline, read_source_pages, search_keyword_in_source — Layer 2/3 deep read for business-overview pages.
• get_company_fiscal_calendar, get_ticker_coverage — pre-flight (mandatory first step).

5. Protocol

Step-by-step execution detail is in references/methodology.md.

Modes (5 — structural equity analysis)

This skill delivers analyst-grade output via 5 addressable mode(s); invoke with --mode= / --modes=, / --mode=all (see [Mode syntax](../../../../docs/commands/MODE_SYNTAX.md). 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= / --modes=, / --mode=all; see [Mode syntax](../../../../docs/commands/MODE_SYNTAX.md)). 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}_business-model_{affix}.md.

Output Directory Rule: write to {ticker}/ (e.g. NVDA/) — NEVER {ticker}-recent-quarter/ or any dimension-suffixed variant. The directory is the bare uppercase ticker; the skill name appears only in the filename, never the directory.

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

| 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." | | Foreign issuer | form_type=["10-K"] empty | Retry with form_type=["20-F"] for annual + form_type=["6-K"] for material events | "Foreign issuer; using 20-F + 6-K instead of 10-K + 8-K." | | Insufficient history | Ticker <3 years on public markets | Downgrade to limited-history profile (skip channel-mix evolution) | "Limited historical data; mode 1_2 channel-mix trend skipped." | | MCP unreachable | Preflight probe fails | Halt with actionable error | "agentii data plane unreachable; check connection." |

Source & license

This open-source skill is cataloged on AgentStack and links to its original source — we do not rehost the code.

• Author: agentii-ai
• Source: agentii-ai/agentii-investment-intelligence
• License: Apache-2.0
• Homepage: https://agentii.ai

Install and usage instructions live in the source repository linked above.