git:20260613.4b1ceb3 to git:20260614.5208b4c

55 added, 6 removed. Audit A to A.

---

name: sector-overview

+ multi_ticker_semantics: target_with_optional_peers

description: Sector overview, TAM estimation, competitive concentration HHI, regulatory landscape, industry analysis, market size analysis, sector trends, industry structure, market growth rate, sector profitability

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

retrieval_scope: unstructured_document_search

min_tool_diversity: 6

---

# sector-overview

- **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

- Sector overview

- TAM estimation

- competitive concentration HHI

- regulatory landscape

- industry analysis

- market size analysis

- sector trends

- industry structure

- market growth rate

- sector profitability

## 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: **unstructured_document_search**. Minimum tool diversity: 6 distinct tools.

+ ### 1. Retrieval Scope

+ This skill operates with `retrieval_scope: unstructured_document_search`. It performs unstructured document search at scale via the three-layer retrieval protocol (Layer 1→2→2.5→3), escalating to `read_source_deep_outline` only when lightweight labels cannot disambiguate pages, plus structured XBRL where needed.

+ ### 2. Retrieval Strategy

+ Follows the retrieval strategy decision tree in `retrieval.md`. Primary branch: **(b)/(c) Unstructured Query via the three-layer protocol**. 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)

+ - `search_documents` — Layer 1 document discovery (page-level silver records)

+ - `search_sec_filings` — Layer 1 SEC filing metadata index

+ - `get_company_financials` — consolidated IS/BS/CF highlights

+ - `list_coverage` — universe-level coverage discovery

+ - `search_unified` — used by this skill per the retrieval strategy

+ - `read_source_outline` — Layer 2 lightweight page map (description + keywords)

+ - `read_source_deep_outline` — Layer 2.5a deep page map (table_titles/drivers/metrics)

+ - `list_xbrl_concepts` — US-GAAP concept discovery for non-standard line items

+ - `read_source_pages` — Layer 3 deep read of selected pages with table markers

+ - `search_keyword_in_source` — Layer 2.5b keyword page filter for large documents

+ ### 5. Protocol

+ 1. **Pre-flight (mandatory)**: `get_company_fiscal_calendar/{ticker}` then `get_ticker_coverage/{ticker}`; route on coverage.

+ 2. **Layer 1 — discovery**: `search_documents` / `search_sec_filings` to find candidate filings by ticker/form_type/date.

+ 3. **Layer 2 — page map**: `read_source_outline/{ticker}/{citation_id}`; skip NULL-description pages; escalate to `read_source_deep_outline` only when labels can't disambiguate.

+ 4. **Layer 2.5 (optional)**: `search_keyword_in_source` to narrow documents >50 pages.

+ 5. **Layer 3 — deep read**: `read_source_pages/{ticker}/{citation_id}?row_numbers=page<N>,...` for the 3–5 selected pages only.

+ 6. **Multi-period** (if applicable): `search_cross_period` after fiscal-calendar resolution.

+ 7. **Output**: write the deliverable per `## Output File`, then append to `agentii.md`.

## Output File

Write the final deliverable to `_cross/{descriptive-slug}_{{YYYY-MM-DD_HHMM}}_sector-overview_{{affix}}.md` or `_sector/{sector_name}/{{YYYY-MM-DD_HHMM}}_sector-overview_{{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}_sector-overview_{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 |