# Recent Quarter

> 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

- **Type:** Skill
- **Install:** `agentstack add skill-agentii-ai-agentii-investment-intelligence-recent-quarter`
- **Verified:** Yes — security-reviewed for prompt injection and unsafe behavior
- **Seller:** [agentii-ai](https://agentstack.voostack.com/s/agentii-ai)
- **Installs:** 0
- **Category:** [Agent Skills](https://agentstack.voostack.com/c/agent-skills)
- **Latest version:** 0.1.0
- **License:** Apache-2.0
- **Upstream author:** [agentii-ai](https://github.com/agentii-ai)
- **Source:** https://github.com/agentii-ai/agentii-investment-intelligence/tree/main/plugins/vertical-plugins/equity-research-core/skills/agentii/recent-quarter
- **Website:** https://agentii.ai

## Install

```sh
agentstack add skill-agentii-ai-agentii-investment-intelligence-recent-quarter
```

Requires the [AgentStack CLI](https://agentstack.voostack.com/docs/cli). Works with Claude Code, Cursor, and any MCP-compatible agent.

## About

# 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

| Parameter | Default | Notes |
|-----------|---------|-------|
| lookback_quarters | 1 | Single most-recent quarter |
| include_sequential | true | Show QoQ growth rates |

## 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=` / `--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}_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

| 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." |
| 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](https://github.com/agentii-ai)
- **Source:** [agentii-ai/agentii-investment-intelligence](https://github.com/agentii-ai/agentii-investment-intelligence)
- **License:** Apache-2.0
- **Homepage:** https://agentii.ai

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

## Pricing

- **Free** — Free

## Security capabilities

Automated source analysis of v0.1.0 — what this tool can access:

- **Network access:** no
- **Filesystem access:** no
- **Shell / process execution:** no
- **Environment & secrets:** no
- **Dynamic code execution:** no

*"Yes" means the capability is present in the source — more access means more to trust, not that it is unsafe.*


## Versions

- **0.1.0** — security scan: passed — Imported from the upstream source.

## Links

- Listing page: https://agentstack.voostack.com/l/skill-agentii-ai-agentii-investment-intelligence-recent-quarter
- Seller: https://agentstack.voostack.com/s/agentii-ai
- Browse the marketplace: https://agentstack.voostack.com/browse

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