Comparable company analysis, trading comps, peer multiples, EV/EBITDA comparison, P/E benchmarking, comps table, relative valuation, industry multiples, precedent transactions, trading comparable…

Apache-2.0Auto-check passedBusiness, Finance & HR

Install Comps

skills CLI
$ npx skills add agentii-ai/agentii-investment-intelligence --skill comps -a claude-code

Project install by default; add -g for ~/.claude/skills/.

GitHub CLI
$ gh skill install agentii-ai/agentii-investment-intelligence comps --agent claude-code

Project scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).

Manual copy
$ git clone --depth 1 https://github.com/agentii-ai/agentii-investment-intelligence.git skills-src && mkdir -p .claude/skills && cp -r skills-src/plugins/vertical-plugins/models-and-pitches/skills/agentii/comps .claude/skills/comps && rm -rf skills-src

Use ~/.claude/skills/ instead of .claude/skills for a personal install. The folder must contain SKILL.md.

Claude Code skills documentation · loads skills from .claude/skills/

Facts

Skill name
comps
GitHub stars
207
Token cost
~2.3k tokens
SKILL.md length
775 words
Files
9 (incl. references)
Skills in repo
79
Repo updated
First seen
Licence
Apache-2.0

At a glance

Comparable company analysis, trading comps, peer multiples, EV/EBITDA comparison, P/E benchmarking, comps table, relative valuation, industry multiples, precedent transactions, trading comparable…

  • Works in 5 steps: Inputs: resolved ticker + peers via… → Build: write a self-contained Python… → Validate: run LibreOffice recalc; audit… → …
  • Tasks that involve Trading and backtesting
  • SKILL.md covers Preflight, Triggers, Defaults and Methodology, plus 8 more sections
  • Reaches agentii.ai

What it does

Comps is an agent skill from agentii-ai/agentii-investment-intelligence. Comparable company analysis, trading comps, peer multiples, EV/EBITDA comparison, P/E benchmarking, comps table, relative valuation, industry multiples, precedent transactions, trading comparable analysis

Its SKILL.md is about 2.3k tokens, which your agent loads only when the skill is triggered. The skill folder holds 9 other files, including reference files (for example `references/formula-sheet.md`, `references/institutional-defaults.md` and `references/methodology.md`).

It sits in Business, Finance & HR, covering Trading and backtesting and Legal research. The repository describes itself as: Claude-type skills for institutional equity research — 25 AI agent skills with SEC filings, XBRL financials, earnings calendars, DCF/comps/LBO models, and PPT generation. Powered… The licence is Apache-2.0.

When your agent uses it

  • Tasks that involve Trading and backtesting
  • Tasks that involve Legal research

Example prompts

  • “/comps”

Requirements

  • Python 3

Workflow steps

5 steps, taken from the first numbered list in SKILL.md.

  1. Inputs: resolved ticker + peers via search_companies + search_xbrl_facts for all tickers (revenue, EBITDA, EPS, multiples) +…
  2. Build: write a self-contained Python script using openpyxl that creates the comps workbook (peer profiles, trading multiples, valuation…
  3. Validate: run LibreOffice recalc; audit per ## Validation Gates.
  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.

What it can do on your machine

Read from SKILL.md and the folder at commit 86980e1. It shows what the files ask for, not the result of running them.

  • Tool permissions

    Pre-approves nothing: there is no allowed-tools line, so your agent's usual permission prompts apply.

    From allowed-tools in the SKILL.md frontmatter.

  • Runs code

    No scripts in the folder and no shell commands in SKILL.md.

    From the folder's file list and the shell code blocks in SKILL.md.

  • Network

    Hosts in commands or code, which the agent is likely to contact:

    • agentii.ai

    From URLs in SKILL.md, links to its own repository left out.

  • Credentials

    Names no API keys, tokens, secrets or passwords.

    From names ending in _API_KEY, _TOKEN, _SECRET, _KEY or _PASSWORD in SKILL.md.

Context cost

Comps loads about 2.3k tokens when it runs, and up to ~8.1k if it reads all its reference files. Until then it costs about 53 tokens; SKILL.md has 775 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~53
When it runs · the whole SKILL.md, loaded when a task matches
~2.3k
With references · SKILL.md plus every file in references/, read only if the agent opens them
~8.1k

Estimates: characters ÷ 4, the usual rule of thumb; real counts depend on the model's tokenizer. Scripts and assets cost tokens only if the agent reads them.

Safety

Auto-check passed

The automated check found no risky patterns in SKILL.md.

Automated static check — not a guarantee. Review scripts before installing. It scans the text of SKILL.md for risky patterns (piping downloads into a shell, reading credential files, hidden Unicode, destructive commands); files beside SKILL.md are not scanned.

SKILL.md

The full file from agentii-ai/agentii-investment-intelligence at commit 86980e1, republished under its Apache-2.0 licence (© agentii-ai). 775 words, ~2,257 tokens.

Download SKILL.mdSave it as .claude/skills/comps/SKILL.md (or your agent's skills folder). This skill also uses 8 other files; get the full folder from GitHub.
name
comps
description
Comparable company analysis, trading comps, peer multiples, EV/EBITDA comparison, P/E benchmarking, comps table, relative valuation, industry multiples, precedent transactions, trading comparable analysis
multi_ticker_semantics
target_with_required_peers
essentials_modes
retrieval-scope
temporal_scope.default_quarters
4
temporal_scope.max_quarters
12
temporal_scope.description
Typical lookback: 4 quarters, max: 12
retrieval_scope
unstructured_document_search
min_tool_diversity
5

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

Defaults

ParameterDefaultNotes
lookback_years3Historical data window
include_peersfalseWhether to surface a peer comparison block

Methodology

Retrieval Scope

This skill performs unstructured document search at scale across SEC filings and earnings call transcripts (10-K, 10-Q, 8-K). The three-layer agent-use-ready retrieval protocol (Document Discovery → Page Map → Deep Read) applies to all unstructured document search at scale.

Retrieval Strategy

See contracts/retrieval.md for the canonical decision tree; skill-specific retrieval detail is in references/methodology.md.

Temporal Scope

Default: 12 fiscal quarters (max 20). Financial modeling: trailing 12 quarters (3 fiscal years) for long-range projection inputs.

Tool Allowlist

See frontmatter allowed_tools.

Protocol

Step-by-step execution detail is in references/methodology.md.

Deliverable Chain

Inputs → Build → Validate → Output → Next

  1. Inputs: resolved ticker + peers via search_companies + search_xbrl_facts for all tickers (revenue, EBITDA, EPS, multiples) + get_company_financials.
  2. Build: write a self-contained Python script using openpyxl that creates the comps workbook (peer profiles, trading multiples, valuation summary) per ## Output Structure. Execute via Bash: python3 script.py. Verify the .xlsx exists. If import openpyxl fails, fall back to .md summary with data_availability: degraded (see contracts/office-tooling.md).
  3. Validate: run LibreOffice recalc; audit per ## Validation Gates.
  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.

Validation Gates

  1. peer count: between 4 and 8. If failed: If < 4: flag in Coverage Gaps, proceed with available peers. If > 8: trim to top 8 by sector proximity.

  2. trading multiples: include EV/EBITDA + P/E at minimum. If failed: If either missing: flag which multiple is unavailable and why.

  3. comps statistics table: present with mean, median, high, low for each multiple. If failed: If statistics table missing: refuse delivery.

  4. tool diversity: distinct MCP tools used in this invocation >= min_tool_diversity (5). If failed: flag as depth-insufficient in Coverage Gaps, listing which tool categories were unused (structured data / document retrieval / company metadata / earnings calendar / coverage). This gate does NOT block analysis completion — it is a quality signal for your review.

Tool Fallbacks

Per-tool failure modes and fallback actions are tabulated in references/tool-fallbacks.md.

Output File

Write the final deliverable to _cross/{descriptive-slug}_{YYYY-MM-DD_HHMM}_comps_{affix}.md or _sector/{sector_name}/{YYYY-MM-DD_HHMM}_comps_{affix}.md .

Show full SKILL.md (345 more words)Show less

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 — inline /v/ citations are PRIMARY (immediately after each fact); the bottom Citations section is a non-duplicative roll-up index.
  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; 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.

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

Failure ModeDetectionActionUser-Facing Message
Missing dataData API returns empty result setWiden date range and retry once"No data available for {ticker} in requested window."
Partial dataData API returns <80% expected recordsProceed with coverage gaps section"Analysis based on partial data; see Coverage Gaps section."
Sector mismatchPeer sector != target sectorFilter out mismatched peers"Removed {n} peer(s) due to sector mismatch."
Insufficient historyTicker <3 years on public marketsDowngrade to limited-history profile"Limited historical data; analysis adjusted accordingly."
MCP unreachablePreflight probe failsHalt with actionable error"agentii data plane unreachable; check connection."

© agentii-ai, Apache-2.0. Rendered from Markdown: HTML in the file is shown as text, images as links, and headings moved down two levels. Raw file

Files

SKILL.md and 8 other files (references) in plugins/vertical-plugins/models-and-pitches/skills/agentii/comps of agentii-ai/agentii-investment-intelligence.

  • SKILL.md
  • references/formula-sheet.md
  • references/institutional-defaults.md
  • references/methodology.md
  • references/modes.md
  • references/output-structure.md
  • references/tool-fallbacks.md
  • references/validation-checklist.md
  • references/wsp-methodology.md

Open the folder on GitHubat commit 86980e1

Compare with similar skills

Comps next to the 5 skills that share the most tags, products or categories with it. Stars are the repository's; “used in” counts other GitHub owners with a copy.

Comps compared with similar skills
SkillStarsUsed inTokensAuto-checkLicenceRepo updated
Comps this skillagentii-ai/agentii-investment-intelligence207—~2.3kAutomated safety check: PassApache-2.0
Tushare Datazillionare/zillionare3192 repos~2.3kAutomated safety check: PassNone
Tradingview MCPatilaahmettaner/tradingview-mcp5k—~1.3kAutomated safety check: PassMIT
Digital Oraclekomako-workshop/digital-oracle870—~5.9kAutomated safety check: PassMIT
Fintoolsecond-state/fintool3161 repos~5.9kAutomated safety check: PassNone
Polyclawchainstacklabs/polyclaw3601 repos~2kAutomated safety check: PassApache-2.0

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Questions about Comps

What does Comps do?

Comparable company analysis, trading comps, peer multiples, EV/EBITDA comparison, P/E benchmarking, comps table, relative valuation, industry multiples, precedent transactions, trading comparable…. Comps is an agent skill from agentii-ai/agentii-investment-intelligence.

When should I use Comps?

Comps fits situations like: tasks that involve Trading and backtesting; tasks that involve Legal research.

How do I install Comps in Claude Code?

Run `npx skills add agentii-ai/agentii-investment-intelligence --skill comps -a claude-code`. Or copy the skill folder (plugins/vertical-plugins/models-and-pitches/skills/agentii/comps in agentii-ai/agentii-investment-intelligence) into .claude/skills/comps in your project. Claude Code loads it when a task matches its description.

How do I install Comps in Codex?

Run `npx skills add agentii-ai/agentii-investment-intelligence --skill comps -a codex`. Or copy the skill folder (plugins/vertical-plugins/models-and-pitches/skills/agentii/comps in agentii-ai/agentii-investment-intelligence) into .agents/skills/comps in your project. Codex loads it when a task matches its description.

Can I use Comps in Cursor, Gemini CLI or GitHub Copilot?

Cursor, Gemini CLI, GitHub Copilot and OpenCode also load SKILL.md folders. With the skills CLI, run `npx skills add agentii-ai/agentii-investment-intelligence --skill comps -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/comps, .gemini/skills/comps, .github/skills/comps and .opencode/skills/comps in your project.

What does Comps need to run?

SKILL.md names no scripts, command-line tools or credentials: Comps is instructions for the agent only. Our summary lists: Python 3.

Does Comps access the network?

SKILL.md names 1 domain. In commands or code: agentii.ai; the agent is likely to contact it when it follows the instructions. This is read from the text; nothing was executed.

Is Comps safe to install?

Our automated static check of SKILL.md found no risky patterns, such as piping downloads into a shell, reading credential files or hidden Unicode. It is not a guarantee. Review the folder before installing.

What licence does Comps use?

Comps is published under the Apache-2.0 licence (the repository's licence). It allows redistribution, so the full SKILL.md is shown on this page.

How many tokens does Comps use?

About 2.3k tokens (SKILL.md is roughly 9k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full. Its references folder adds about 5.8k tokens, read only when the agent opens those files.

What are the alternatives to Comps?

Skills that share tags, products or a category with Comps: Tushare Data (zillionare/zillionare, 319 stars), Tradingview MCP (atilaahmettaner/tradingview-mcp, 5k stars), Digital Oracle (komako-workshop/digital-oracle, 870 stars) and Fintool (second-state/fintool, 316 stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains Comps?

agentii-ai (a GitHub user) maintains it in agentii-ai/agentii-investment-intelligence, which has 207 GitHub stars. The repository holds 79 skills in this directory. The repository was last updated on September 29, 2026.

Source: agentii-ai/agentii-investment-intelligence on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.