revenue-decomp

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Revenue decomposition, segment breakdown, geographic revenue split, product-line waterfall, revenue mix analysis, business segment performance, divisional revenue, revenue concentration, customer revenue dependency, channel revenue analysis

AI & Automation 204 stars 16 forks Updated today Apache-2.0

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Documentation 15%
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Issue Health 10%
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License 10%
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Description 5%
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Skill Content

# revenue-decomp ## Triggers - Revenue decomposition - segment breakdown - geographic revenue split - product-line waterfall - revenue mix analysis - business segment performance - divisional revenue - revenue concentration - customer revenue dependency - channel revenue analysis ## Defaults | Parameter | Default Value | Rationale | |-----------|---------------|-----------| | ticker | (required) | Stock symbol to analyze | | lookback_quarters | 4 | Standard lookback for this skill type | ## Methodology ### 1. Retrieval Scope This skill operates with `retrieval_scope: structured_only`. It performs structured data retrieval only (XBRL facts, financials, earnings calendar) — no unstructured document search. Document-retrieval tools are excluded from `allowed_tools`. ### 2. Retrieval Strategy Follows the retrieval strategy decision tree in `contracts/retrieval.md`. Primary branch: **(a) Structured Data Query**. Resolve the canonical ticker first (exact → fuzzy alias → share-class) before any data call. ### 3. Temporal Scope Default lookback: 4 fiscal quarter(s); maximum: 8. The default balances recency against the trend window this analysis requires. ### 4. Tool Allowlist Per frontmatter `allowed_tools`: - `search_companies` — ticker resolution + company context (entity-alias fuzzy match) - `search_xbrl_facts` — primary structured financial facts (is_primary default) - `get_company_financials` — consolidated IS/BS/CF highlights - `get_company_profile` — sector/indus...

Details

Author
agentii-ai
Repository
agentii-ai/agentii-investment-intelligence
Created
4 months ago
Last Updated
today
Language
Python
License
Apache-2.0

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