# Turnaround

> Turnaround analysis, stagnation detection, performance inflection, operational improvement, restructuring analysis, management change impact, cost cutting effectiveness, business transformation, recovery trajectory, operational metrics improvement

- **Type:** Skill
- **Install:** `agentstack add skill-agentii-ai-agentii-investment-intelligence-turnaround`
- **Verified:** Yes — security-reviewed for prompt injection and unsafe behavior
- **Seller:** [agentii-ai](https://agentstack.voostack.com/s/agentii-ai)
- **Installs:** 0
- **Category:** [Data & Analytics](https://agentstack.voostack.com/c/data-and-analytics)
- **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/turnaround
- **Website:** https://agentii.ai

## Install

```sh
agentstack add skill-agentii-ai-agentii-investment-intelligence-turnaround
```

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

## About

## 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 dim turnaround stagnation
- run dim turnaround stagnation analysis
- produce dim turnaround stagnation report
- dim turnaround stagnation breakdown
- dim turnaround stagnation deep dive
- build a dim turnaround stagnation
- assess dim turnaround stagnation
- quantify dim turnaround stagnation
- compare dim turnaround stagnation across peers
- review dim turnaround stagnation for
- generate dim turnaround stagnation on
- dim turnaround stagnation for investment decision

## Defaults

| Parameter | Default | Notes |
|---|---|---|
| lookback_years | 3 | Historical data window |
| 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 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_facts` with `list_xbrl_concepts` pre-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=results_of_operations_8_01,other_events_8_01` to surface restructuring, cost-action, and operational-inflection 8-Ks before Layer 2.

### Temporal Scope

Default: 8 fiscal quarters (max 16). Turnaround/stagnation: 8 quarters for operational trend detection and inflection-point analysis

### Tool Allowlist

See frontmatter `allowed_tools`.

### Protocol

This skill delivers analyst-grade output via 9 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}_turnaround_turnaround-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:

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." |
| 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." |

## 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-turnaround
- Seller: https://agentstack.voostack.com/s/agentii-ai
- Browse the marketplace: https://agentstack.voostack.com/browse

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