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Qualitative stock analysis, management operating plan MOP assessment, key performance indicator KPI identification, catalyst identification and classification, earnings call transcript analysis, qualitative evidence gathering for investment thesis
Passed 16 of 21 test cases with the skill, and 10 of 21 without it.
and 5 more in the full report
7 fixed9 passed either way4 still failing1 broke4 errored
Tokens, turns and time describe resource use, not a dollar price.
One of 7 test cases the skill fixed. Same model, same prompt, with and without the skill.
What path and file naming format must be used for saving the output document of a qualitative filtering analysis performed on Snowflake (ticker SNOW)?
| Checked | Without skill | With skill |
|---|---|---|
| Formats the output filepath as {ticker}/{YYYY-MM-DD_HHMM}_qualitative-filtering_{affix}.md. | Missed | Passed |
The instructions your model reads when the skill loads.
Methodology fused from professional trading and investment frameworks; all text is an original paraphrase.
| Parameter | Default Value | Rationale |
|---|---|---|
| catalyst_window_days | 20-60 | Trading horizon for active positions |
| kpi_trend_min_quarters | 8 | Minimum quarters of KPI history for trend analysis |
| mgmt_track_record_years | 3 | Management credibility requires 3+ years of guidance vs actuals |
| catalyst_min_impact | 5% | Minimum expected price impact to justify catalyst-driven trade |
Run canonical pre-flight per contracts/preflight.md. Propagate X-Agentii-Trace per contracts/x-agentii-trace-header.md.
references/qual-methodology.md (bundled MOP-KPI-Catalyst framework)search_documents(ticker={T}, form_type="earnings_call_transcript") → read_source_outline → read_source_pages (citation prefix ect<N>; pages carry section_type in session_title and guidance/forward_looking/analyst_questions in labels)search_investment_strategies + search_investment_cases + search_by_analogueunstructured_document_search (earnings call transcripts + SEC disclosures)
Ownership & insider signals: search_institutional_holdings (top-10 holders + whale portfolios, direction=accumulating|reducing|new|exited) and search_insider_trades (Form-4 transactions with SEC URLs) are available as signal inputs.
Three-layer protocol from contracts/retrieval.md: the qualitative framework is bundled in references/qual-methodology.md. Earnings transcripts via search_documents(form_type="earnings_call_transcript") → read_source_pages (Layer 1→3). Strategy frameworks and historical analogues via MCP knowledge tools. Detailed methodology and catalyst classification in references/qual-methodology.md.
See frontmatter temporal_scope block.
See frontmatter allowed_tools.
test cases passed, vs 10 / 21 without
More skills from the same source and nearby in the registry, with their headline benchmark lift.