turnaround

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Preflight

Run canonical pre-flight per contracts/preflight.md.

Include the X-Agentii-Trace header on every tool call per contracts/x-agentii-trace-header.md — carry the _run_id from your first tool result and name yourself (and your parent, if you were spawned).

Triggers

• analyze turnaround stagnation
• run turnaround stagnation analysis
• produce turnaround stagnation report
• turnaround stagnation breakdown
• turnaround stagnation deep dive
• build a turnaround stagnation
• assess turnaround stagnation
• quantify turnaround stagnation
• compare turnaround stagnation across peers
• review turnaround stagnation for
• generate turnaround stagnation on
• turnaround stagnation for investment decision

Defaults

Parameter	Default	Notes
lookback_quarters	4	Historical data window — matches temporal_scope.default_quarters
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 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_labels=results_of_operations_8_01,other_events_8_01 to surface restructuring, cost-action, and operational-inflection 8-Ks before Layer 2.

Read before you quote. A page's description is platform-generated — it is never the issuer's words and must never be quoted as the filing's. When a description identifies a relevant page, read_source_pages that page and quote its page_content. The description is a pointer, not a source: a citation written from one is the fabricated quote this skill's output standard exists to prevent (contracts/retrieval.md § Three-Layer Document Protocol).

Temporal Scope

Default: 8 fiscal quarters (max 16). Turnaround/stagnation: 8 quarters for operational trend detection and inflection-point analysis

Tool Allowlist

See frontmatter allowed_tools.

Protocol

This skill delivers analyst-grade output via 9 addressable mode(s); invoke with --mode=<slug> / --modes=<slug1>,<slug2> / --mode=all (see Mode syntax. 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). 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}_turnaround_turnaround-assessment.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 — coverage gaps are required; inline /v/ citations are the citation surface (immediately after each fact). A bottom roll-up index is optional, and where kept it must not repeat a link the prose already carries.
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; citations belong inline, a bottom roll-up index is optional and never a repeat of a link already given; 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 the summary shape in contracts/citation-and-memory.md — Citation Placement Policy item 3: title · key conclusions · key metrics · Executive Summary · Key Citations (the 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 without opening the file.

Error Handling

Failure Mode	Detection	Action	User-Facing Message
Missing data	Data API returns empty result set	Widen date range and retry once	"No data available for {ticker} in requested window."
Partial data	Data API returns <80% expected records	Proceed with coverage gaps section	"Analysis based on partial data; see Coverage Gaps section."
Sector mismatch	Peer sector != target sector	Filter out mismatched peers	"Removed {n} peer(s) due to sector mismatch."
Insufficient history	Ticker <3 years on public markets	Downgrade to limited-history profile	"Limited historical data; analysis adjusted accordingly."
MCP unreachable	Preflight probe fails	Halt with actionable error	"agentii data plane unreachable; check connection."