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agentii-investment-intelligence
ASecurityInstitutional-grade equity research skills for AI agents. 80 Claude-type skills across 14 verticals (equity-research-core, models-and-pitches, bio-pharm, scenarios, quantitative-analysis, idea-generation, options-derivatives, business-intelligence, industry-analysis, macro-strategy, portfolio-strategy, technical-analysis, risk-and-psychology, trading-as-business) powered by agentii.ai's agent-use-ready SEC filing data plane — SEC filings and 15K+ earnings call transcripts, 15.99M XBRL facts, ...
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- Added September 1, 2026
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[](https://www.skillsdirectory.com/skills/agentii-ai-agentii-investment-intelligence)---
name: agentii-investment-intelligence
version: 3.3.0
description: >-
Institutional-grade equity research skills for AI agents. 80 Claude-type skills
across 14 verticals (equity-research-core, models-and-pitches, bio-pharm,
scenarios, quantitative-analysis, idea-generation, options-derivatives,
business-intelligence, industry-analysis, macro-strategy, portfolio-strategy,
technical-analysis, risk-and-psychology, trading-as-business) powered by
agentii.ai's agent-use-ready SEC filing data plane — SEC filings and 15K+ earnings
call transcripts, 15.99M XBRL facts, and company profiles for 1,146+
US-public-equity tickers. Features the three-layer retrieval protocol (Document
Discovery → Page Map → Deep Read, with deep-outline escalation) — measured, not
asserted: 97.5% saved against a sequential read, and the page map itself is 10.0%
of one (spec 062 T030, 2026-09-23) — server-side parallel multi-period search via search_cross_period, a
full Excel/PPT generation pipeline with 3-tier office backend support, and the
spec-046 governance layer (constitution, thesis and single-skill modes,
mechanical gates, and a template-owned disclaimer on generated reports).
author: agentii-ai
license: Apache-2.0
homepage: https://agentii.ai
documentation: https://agentii.ai/docs
tools:
- search_xbrl_facts
- list_xbrl_concepts
- search_sec_filings
- search_documents
- search_companies
- search_earnings_calendar
- list_upcoming_earnings
- list_sources
- read_source_outline
- read_source_deep_outline
- read_source_pages
- search_keyword_in_source
- search_cross_period
- batch_search
- get_company_profile
- get_company_financials
- get_company_fiscal_calendar
- get_statement
- get_statement_structure
- get_calculation_tree
- validate_calculation
- get_financial_ratios
- get_segment_data
- list_coverage
- get_ticker_coverage
- list_domains
- get_entity_knowledge
env:
- name: AGENTII_API_KEY
required: true
description: Generate at https://agentii.ai/api-keys — 7-day free trial, 2,000 credits, no credit card
- name: AGENTII_BASE_URL
required: false
default: https://api.agentii.ai
---
Files in this skill
- .claude-plugin/marketplace.json
- .env.example
- .skill/config.json
- CHANGELOG.md
- NOTICE
- QUICKSTART.md
- SKILL.md
- ai-agents.txt
- contracts/agentii-config.schema.json
- contracts/agentii-md-schema.md
- contracts/citation-and-memory.md
- contracts/get-realtime-quote-tool.md
- contracts/mcp-canonical.json
- contracts/memory-load.md
- contracts/office-tooling.md
- contracts/output-frontmatter-schema.md
- contracts/preflight.md
- contracts/prose-safety.md
- contracts/retrieval.md
- contracts/session-format.md
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