what-if · diff
git:20260613.4b1ceb3 to git:20260614.5208b4c
46 added, 6 removed. Audit A to A.
---
name: what-if
+ multi_ticker_semantics: single_target
description: What-if scenario analysis, scenario tree construction, base bull bear case, sensitivity to macro variables, revenue scenario modeling, cost scenario analysis, margin impact scenarios, interest rate sensitivity, currency impact scenarios, commodity price scenarios
temporal_scope:
default_quarters: 4
max_quarters: 12
description: "Typical lookback: 4 quarters, max: 12"
allowed_tools:
- search_companies
- search_xbrl_facts
- get_company_financials
- search_earnings_calendar
- get_company_profile
- list_xbrl_concepts
retrieval_scope: structured_only
min_tool_diversity: 6
---
# what-if
- **Agent Call Tracing**: The first tool you call will return a `_run_id` in its result. On every subsequent tool call, include HTTP header `X-Agentii-Trace: agent={skill_name}; parent={caller_name}; instance={instance_label}`. The MCP server will inject run_id, depth, and user_id automatically. When spawning parallel sub-agents of the same type, assign each a unique instance label (e.g., equity-research-1, equity-research-2). See `contracts/x-agentii-trace-header.md` for the full contract.
## Triggers
- What-if scenario analysis
- scenario tree construction
- base bull bear case
- sensitivity to macro variables
- revenue scenario modeling
- cost scenario analysis
- margin impact scenarios
- interest rate sensitivity
- currency impact scenarios
- commodity price scenarios
## Defaults
| Parameter | Default Value | Rationale |
|-----------|---------------|-----------|
| ticker | (required) | Stock symbol to analyze |
| lookback_quarters | 4 | Standard lookback for this skill type |
## Methodology
- This skill follows the agentii retrieval protocol. Retrieval scope: **structured_only**. Minimum tool diversity: 6 distinct tools.
+ ### 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 `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: 12. 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
+ - `search_earnings_calendar` — EPS actual/estimate/surprise + report dates
+ - `get_company_profile` — sector/industry classification + metadata
+ - `list_xbrl_concepts` — US-GAAP concept discovery for non-standard line items
+
+ ### 5. Protocol
+
+ 1. **Pre-flight (mandatory)**: call `get_company_fiscal_calendar/{ticker}` then `get_ticker_coverage/{ticker}`; route on coverage.
+ 2. **Concept discovery** (non-standard concepts only): `list_xbrl_concepts(query=<term>, ticker=<T>)`.
+ 3. **Structured retrieval**: `search_xbrl_facts(ticker, concept=[...], fiscal_year=[...])` (is_primary default) and/or `get_company_financials/{ticker}`.
+ 4. **Batch rule**: 3+ same-tool queries → consolidate via `batch_search` (≤8 sub-queries).
+ 5. **Output**: write the deliverable per `## Output File`, then append to `agentii.md`.
+
## Output File
Write the final deliverable to `{ticker}/{{YYYY-MM-DD_HHMM}}_what-if_{{affix}}.md` .
## Output Structure
- 1. Executive Summary
- 2. Data Sources (with agentii://source/ citation watermarks)
- 3. Analysis Results
- 4. Coverage Gaps (if any)
+ Write to `{ticker}/{YYYY-MM-DD_HHMM}_what-if_{affix}.md` (see `## Output File`).
+
+ 1. **Executive Summary** (≤200 words) — headline conclusions for the analysis.
+ 2. **Data Sources** — filings + structured endpoints used, with `{ticker} {citation_id} page<N>` citations.
+ 3. **Analysis** — the core findings, tables, and commentary for this dimension.
+ 4. **Key Metrics** — the quantitative results with QoQ/YoY context where relevant.
+ 5. **Coverage Gaps & Citations** — data not retrievable + citation index.
+
+ **Citation density**: ≥1 citation per 200 words; bare `page_no` integers are forbidden — always cite as `{ticker} {citation_id} page<N>`. After writing, append a YAML block to `agentii.md` per `contracts/agentii-md-schema.md`.
+
+ ## Preflight
+
+ !curl -s -o /dev/null -w "%{http_code}" --max-time 2 https://mcp.agentii.ai/mcp/health 2>/dev/null || echo "UNREACHABLE"
+
+ **Agent Call Tracing**: The first tool you call will return a `_run_id` in its result. On every subsequent tool call, include HTTP header `X-Agentii-Trace: agent={skill_name}; parent={caller_name}; instance={instance_label}`. The MCP server will inject run_id, depth, and user_id automatically. When spawning parallel sub-agents of the same type, assign each a unique instance label (e.g., equity-research-1, equity-research-2). See `contracts/x-agentii-trace-header.md` for the full contract.
## Error Handling
| Error | Action |
|-------|--------|
| Ticker not found | Suggest checking spelling or trying list_coverage |
| No data available | Flag in Coverage Gaps, proceed with available data |
| API key invalid | Direct user to agentii.ai/api-keys |
| MCP server unreachable | Retry once; if persistent, halt with AGENTII_MCP_UNREACHABLE |