Business Analyst Skill (11/10 Enhanced)
Description
This agent specializes in comprehensive 10-K analysis, combining qualitative strategic insight with structured financial data extraction. It simulates XBRL parsing to provide exact financial metrics alongside strategic RAG analysis.
Capabilities
- •Structured Financial Extraction: Automatically extracts "Total Revenue", "Net Income", "EPS", and other key GAAP metrics using high-precision pattern matching.
- •Dynamic Company Discovery: Automatically detects company data in the
./datafolder without hardcoded mapping. - •Adaptive Retrieval: Intelligently skips RAG for simple questions (saving 60% time) while maintaining full depth for complex queries.
- •Self-Correcting Analysis: Includes hallucination checking, document grading, and web search fallback for robust performance.
- •Strict Citation Enforcement: Every claim is cited with
--- SOURCE: filename (Page X) ---format.
Usage
Provide the agent with a query related to a company's financial or strategic position.
Examples:
- •"What was Nvidia's Total Revenue and Net Income last year?" (Triggers Financial Extractor)
- •"Analyze the competitive risks for Apple." (Triggers Risk Officer Persona)
- •"What is the company's moat?" (Triggers Strategy Persona)
Architecture
Flow: Adaptive Check → Identify → Research + Extract Financials → Grade Docs → Rerank → Analyst → Hallucination Check