Registry indexed
Investment pitch deck, investment committee presentation, buy-side pitch, sell-side pitch, investment thesis slides, executive summary presentation, financial presentation, board deck, investor presentation, strategy deck
Investment pitch deck, investment committee presentation, buy-side pitch, sell-side pitch, investment thesis slides, executive summary presentation, financial presentation, board deck, investor presentation, strategy deck
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| Parameter | Default Value | Rationale |
|---|---|---|
| ticker | (required) | Stock symbol to analyze |
| lookback_quarters | 4 | Standard lookback for this skill type |
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.
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.
Default lookback: 4 fiscal quarter(s); maximum: 8. The default balances recency against the trend window this analysis requires.
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 highlightsget_company_profile — sector/industry classification + metadatasearch_earnings_calendar — EPS actual/estimate/surprise + report dateslist_xbrl_concepts — XBRL concept discovery for non-standard line items (namespace param; default us-gaap — use ifrs-full for foreign filers)get_company_fiscal_calendar/{ticker} then get_ticker_coverage/{ticker}; route on coverage.list_xbrl_concepts(query=<term>, ticker=<T>).search_xbrl_facts(ticker, concept=[...], fiscal_year=[...]) (is_primary default) and/or get_company_financials/{ticker}.batch_search (≤8 sub-queries).## Output File, then append to agentii.md.Inputs → Build → Validate → Output → Next
search_xbrl_facts, get_company_financials) and any filing pages from the three-layer protocol.python-pptx that creates the .pptx deck per ## Output Structure. Execute via Bash: python3 script.py. Verify the .pptx file exists at the output path. If python-pptx is absent, fall back to .md slide spec per contracts/office-tooling.md.## Validation Gates below.## Output File.agentii.md; hand off to a downstream pitch/review skill if requested.Primary deliverable: {ticker}/{YYYY-MM-DD_HHMM}_pitch-deck_{affix}.pptx — real PowerPoint binary via Bash + python-pptx per contracts/office-tooling.md. Degraded fallback: {ticker}/{YYYY-MM-DD_HHMM}_pitch-deck_{affix}.md when python-pptx is absent (FR-044).
{ticker} {citation_id} page<N> citations.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.
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.
contracts/memory-load.md.key_metrics, conclusions, facts_count, deducted_count, views_count, citation_count) per contracts/output-frontmatter-schema.md.[FACT]/[DEDUCTED]/[VIEW] — see contracts/snapshot-synthesis.md.sessions/{YYYY-MM-DD}/ and update sessions/INDEX.md per contracts/session-format.md.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 | 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 |
name: pitch-deck multi_ticker_semantics: single_target description: Investment pitch deck, investment committee presentation, buy-side pitch, sell-side pitch, investment thesis slides, executive summary presentation, financial presentation, board deck, investor presentation, strategy deck temporal_scope: default_quarters: 4 max_quarters: 8 description: "Typical lookback: 4 quarters, max: 8" allowed_tools: - search_companies - search_xbrl_facts - get_company_financials - get_company_profile - search_earnings_calendar - list_xbrl_concepts - Bash retrieval_scope: structured_only min_tool_diversity: 5
---
name: pitch-deck
multi_ticker_semantics: single_target
description: Investment pitch deck, investment committee presentation, buy-side pitch, sell-side pitch, investment thesis slides, executive summary presentation, financial presentation, board deck, investor presentation, strategy deck
temporal_scope:
default_quarters: 4
max_quarters: 8
description: "Typical lookback: 4 quarters, max: 8"
allowed_tools:
- search_companies
- search_xbrl_facts
- get_company_financials
- get_company_profile
- search_earnings_calendar
- list_xbrl_concepts
- Bash
retrieval_scope: structured_only
min_tool_diversity: 5
---
# pitch-deck
## Triggers
- Investment pitch deck
- investment committee presentation
- buy-side pitch
- sell-side pitch
- investment thesis slides
- executive summary presentation
- financial presentation
- board deck
- investor presentation
- strategy deck
## 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/industry classification + metadata
- `search_earnings_calendar` — EPS actual/estimate/surprise + report dates
- `list_xbrl_concepts` — XBRL concept discovery for non-standard line items (`namespace` param; default `us-gaap` — use `ifrs-full` for foreign filers)
### 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`.
## Deliverable Chain
**Inputs** → **Build** → **Validate** → **Output** → **Next**
1. **Inputs**: resolved ticker + structured facts (`search_xbrl_facts`, `get_company_financials`) and any filing pages from the three-layer protocol.
2. **Build**: write a self-contained Python script using `python-pptx` that creates the `.pptx` deck per `## Output Structure`. Execute via `Bash: python3 script.py`. Verify the `.pptx` file exists at the output path. If `python-pptx` is absent, fall back to `.md` slide spec per `contracts/office-tooling.md`.
3. **Validate**: run the `## Validation Gates` below.
4. **Output**: write the artifact path per `## Output File`.
5. **Next**: append to `agentii.md`; hand off to a downstream pitch/review skill if requested.
## Output File
Primary deliverable: `{ticker}/{YYYY-MM-DD_HHMM}_pitch-deck_{affix}.pptx` — real PowerPoint binary via `Bash` + `python-pptx` per `contracts/office-tooling.md`. Degraded fallback: `{ticker}/{YYYY-MM-DD_HHMM}_pitch-deck_{affix}.md` when `python-pptx` is absent (FR-044).
## Output Structure
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.
**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`.
## 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`.
## 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
| 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 |
Skill source recorded
Skill instructions are recorded. This is not a runtime test, safety guarantee or compatibility certification.
Review before install: Avoid automatic install
License: Apache-2.0
Listed tools are metadata hints, not tested compatibility. Agent prompts are suggested handoffs.
Repository metadata and review signals are advisory. Popularity, source discovery and successful execution are different facts.
Version reported in registry metadata; check source releases before relying on it.
Quality
65/100
Promising
This page exposes the same decision, trust, audit, use-case, and install signals through the Registry API, so agents can rank this skill without scraping the UI.
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Trust
62/100
Sandbox only
Audit
75/100
Needs review
Copies are not installs. Installation counts require a reported successful installation; they are not a blanket quality guarantee.