git:20260615.1734111 to git:20260904.7a98ce8

5 added, 2 removed. Audit A to A.

---

name: secular-trends

multi_ticker_semantics: target_with_optional_peers

description: Secular technology trends, technology adoption cycle, disruption risk, AI impact analysis, digital transformation, industry 4.0 trends, technology moat, innovation trajectory, R&D effectiveness, tech competitive positioning

temporal_scope:

default_quarters: 4

max_quarters: 12

description: "Typical lookback: 4 quarters, max: 12"

allowed_tools:

- search_companies

- search_xbrl_facts

- search_documents

- search_sec_filings

- get_company_financials

- list_coverage

- search_unified

- read_source_outline

- read_source_deep_outline

- list_xbrl_concepts

- read_source_pages

- search_keyword_in_source

+ - search_knowledge_entries

+ - get_knowledge_entry

+ - search_by_analogue

retrieval_scope: unstructured_document_search

- min_tool_diversity: 10

+ min_tool_diversity: 12

---

## 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 secular tech trends

- run dim secular tech trends analysis

- produce dim secular tech trends report

- dim secular tech trends breakdown

- dim secular tech trends deep dive

- build a dim secular tech trends

- assess dim secular tech trends

- quantify dim secular tech trends

- compare dim secular tech trends across peers

- review dim secular tech trends for

- generate dim secular tech trends on

- dim secular tech trends 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.

+ 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

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_label=other_events_8_01` to surface trend-related 8-Ks (technology disruption, regulatory shifts, demographic events) before Layer 2.

### Temporal Scope

Default: 12 fiscal quarters (max 20). Secular tech trends: 12 quarters (3 fiscal years) for long-range technology adoption cycles

### Tool Allowlist

See frontmatter `allowed_tools`.

### Protocol

This skill delivers analyst-grade output via 8 addressable mode(s); invoke with `--mode=<slug>` / `--modes=<slug1>,<slug2>` / `--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=<slug>` / `--modes=<s1>,<s2>` / `--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}_secular-trends_tech-trends.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

|---|---|---|---|

| Missing data | Data API returns empty result set | Widen date range and retry once | "No data available for {ticker} in requested window." |

| Sector mismatch | Peer sector != target sector | Filter out mismatched peers | "Removed {n} peer(s) due to sector mismatch." |