Agent skill

Recent Quarter Med

by agentii-ai in agentii-ai/agentii-investment-intelligence

Med-adapted recent-quarter review: last print financials, pipeline-milestone awareness, and FDA-event context — reads the quarter through the med lens (milestones moved, runway, regulatory updates)…

Apache-2.0Auto-check passedProduct & Project Management

Install Recent Quarter Med

skills CLI
$ npx skills add agentii-ai/agentii-investment-intelligence --skill recent-quarter-med -a claude-code

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

GitHub CLI
$ gh skill install agentii-ai/agentii-investment-intelligence recent-quarter-med --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/bio-pharm/skills/agentii/recent-quarter-med .claude/skills/recent-quarter-med && 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
recent-quarter-med
GitHub stars
207
Token cost
~1.5k tokens
SKILL.md length
533 words
Files
3 (incl. references)
Skills in repo
79
Repo updated
First seen
Licence
Apache-2.0

At a glance

Med-adapted recent-quarter review: last print financials, pipeline-milestone awareness, and FDA-event context — reads the quarter through the med lens (milestones moved, runway, regulatory updates)…

  • Works in 5 steps: search_xbrl_facts / get_statement —… → search_earnings_calendar — consensus… → search_documents / read_source_* —… → …
  • Tasks that involve Project management
  • SKILL.md covers Defaults, Preflight, Triggers and Production Grounding, plus 11 more sections
  • Instructions only: no scripts, shell commands, URLs or credentials in SKILL.md

What it does

Recent Quarter Med is an agent skill from agentii-ai/agentii-investment-intelligence. Med-adapted recent-quarter review: last print financials, pipeline-milestone awareness, and FDA-event context — reads the quarter through the med lens (milestones moved, runway, regulatory updates) rather than generic financials alone.

Its SKILL.md is about 1.5k tokens, which your agent loads only when the skill is triggered. The skill folder holds 3 other files, including reference files (for example `references/knowledge-frameworks.md` and `references/modes.md`).

It sits in Product & Project Management, covering Project management. 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 Project management

Example prompts

  • “/recent-quarter-med”

Workflow steps

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

  1. search_xbrl_facts / get_statement — reported financials.
  2. search_earnings_calendar — consensus values for model-vs-consensus deltas.
  3. search_documents / read_source_* — management commentary, pipeline updates.
  4. get_company_profile — company context.
  5. Knowledge layer: search_investment_cases for similar quarter dynamics.

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

    No URLs in SKILL.md.

    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

Recent Quarter Med loads about 1.5k tokens when it runs, and up to ~2.4k if it reads all its reference files. Until then it costs about 64 tokens; SKILL.md has 533 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~64
When it runs · the whole SKILL.md, loaded when a task matches
~1.5k
With references · SKILL.md plus every file in references/, read only if the agent opens them
~2.4k

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). 533 words, ~1,503 tokens.

Download SKILL.mdSave it as .claude/skills/recent-quarter-med/SKILL.md (or your agent's skills folder). This skill also uses 2 other files; get the full folder from GitHub.
name
recent-quarter-med
description
Med-adapted recent-quarter review: last print financials, pipeline-milestone awareness, and FDA-event context — reads the quarter through the med lens (milestones moved, runway, regulatory updates) rather than generic financials alone.
sectors
med.medicines_biotech, med.medical_devices
multi_ticker_semantics
single_target
temporal_scope.default_quarters
1
temporal_scope.max_quarters
8
temporal_scope.description
Review window defaults to the most recent quarter; extend to 8 for milestone trajectories.
retrieval_scope
unstructured_document_search
min_tool_diversity
3
parameter_free
false

Methodology inspired by publicly taught quarter-review frameworks; all text is an original paraphrase.

Defaults

ParameterDefault ValueRationale
review_quarters1Recent quarter focus
include_milestonestruePipeline milestones are med quarter content
include_regulatorytrueCRL/approval/AdCom updates belong in the review

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

  • "Review [biotech ticker]'s most recent quarter."
  • "What happened at [ticker]'s last earnings?"
  • "Summarize [ticker]'s latest 10-Q."
  • "How did [ticker]'s pipeline progress last quarter?"
  • "Any regulatory updates for [ticker] recently?"
  • "Quarterly review with milestone tracking for [ticker]."
  • "What did management say about the pipeline?"
  • "Runway update for [ticker] after the last print."
  • "What moved for [ticker] last quarter?"
  • "Quarter in review: financials + catalysts for [ticker]."
  • "What changed in my estimates, thesis, and positioning after [ticker]'s print?"

Production Grounding

  • A med quarter is judged on BOTH reported financials and pipeline/regulatory progress; milestone slips and CRLs are first-class quarter content.
  • Quarter close-out: model-vs-consensus deltas on key line items (our modeled numbers vs consensus from search_earnings_calendar) + the three what's-changed vectors (estimates / thesis / positioning) — estimates move first, thesis and positioning follow only when the facts justify them.
  • Cash runway (quarters of cash) is a primary metric for clinical-stage names.
  • Grounding frameworks: references/knowledge-frameworks.md (道/法 review knowledge).

Data Source Priority

  1. search_xbrl_facts / get_statement — reported financials.
  2. search_earnings_calendar — consensus values for model-vs-consensus deltas.
  3. search_documents / read_source_* — management commentary, pipeline updates.
  4. get_company_profile — company context.
  5. Knowledge layer: search_investment_cases for similar quarter dynamics.

Methodology

Retrieval Scope

unstructured_document_search

Retrieval Strategy
  1. Pull the latest statements via get_statement + key facts via search_xbrl_facts.
  2. Pull consensus via search_earnings_calendar; compute model-vs-consensus deltas on each key line item; annotate coverage_gap where no consensus value exists.
  3. Read management commentary (read_source_outline/read_source_pages) for milestones/regulatory.
  4. Slot-refresh the three what's-changed vectors: estimates / thesis / positioning.
  5. Assess runway + milestone trajectory.
  6. Ground with historical cases via knowledge tools.
Show full SKILL.md (209 more words)Show less
Temporal Scope

See frontmatter temporal_scope block.

Tool Allowlist

See frontmatter allowed_tools.

Protocol
  1. Financial review
  2. Model-vs-consensus deltas
  3. What's-changed vectors (estimates / thesis / positioning)
  4. Milestone & regulatory review
  5. Runway assessment
  6. Quarter synthesis

Modes

  • Standard (default): financials + milestones + regulatory.
  • Pre-revenue: runway-focused review.
  • Regulatory-heavy: quarter framed around FDA events.

Tool Fallbacks

FailureFallback
get_statement unavailableReconstruct from search_xbrl_facts; annotate
search_earnings_calendar emptyState deltas vs last-modeled values only; annotate consensus coverage_gap
No commentary foundNote coverage gap; use filings only
Knowledge tools emptyProceed with structured data only

Output File

{ticker}/{YYYY-MM-DD_HHMM}_recent-quarter-med_{affix}.md

Output Structure

  1. Executive Summary — quarter verdict in 2-3 sentences
  2. Financial Review — key line items + trends
  3. Model vs Consensus — our modeled numbers vs consensus (search_earnings_calendar) with signed deltas and named drivers
  4. What's Changed — the three vectors: estimates / thesis / positioning (estimates move first, ratings last)
  5. Milestone & Regulatory Review — pipeline progress, FDA updates
  6. Runway & Cash — runway assessment
  7. Historical Context — cases with /v/ citations
  8. Coverage Gaps — degraded flags

Error Handling

ErrorFallback
No recent filingsFlag stale coverage; use latest available
Milestone data missingNote explicitly; do not infer

Memory Load

See contracts/memory-load.md.

Snapshot

See contracts/snapshot-synthesis.md.

Final Summary (TUI)

Include ### Key Citations block with 0-10 clickable /v/ URLs.

References

  • contracts/citation-and-memory.md
  • contracts/output-frontmatter-schema.md
  • contracts/memory-load.md
  • contracts/snapshot-synthesis.md
  • contracts/preflight.md
  • references/knowledge-frameworks.md

© 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 2 other files (references) in plugins/vertical-plugins/bio-pharm/skills/agentii/recent-quarter-med of agentii-ai/agentii-investment-intelligence.

  • SKILL.md
  • references/knowledge-frameworks.md
  • references/modes.md

Open the folder on GitHubat commit 86980e1

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Questions about Recent Quarter Med

What does Recent Quarter Med do?

Med-adapted recent-quarter review: last print financials, pipeline-milestone awareness, and FDA-event context — reads the quarter through the med lens (milestones moved, runway, regulatory updates)…. Recent Quarter Med is an agent skill from agentii-ai/agentii-investment-intelligence. Med-adapted recent-quarter review: last print financials, pipeline-milestone awareness, and FDA-event context — reads the quarter through the med lens (milestones moved, runway, regulatory updates) rather than generic financials alone.

When should I use Recent Quarter Med?

Recent Quarter Med fits situations like: tasks that involve Project management.

How do I install Recent Quarter Med in Claude Code?

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

How do I install Recent Quarter Med in Codex?

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

Can I use Recent Quarter Med 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 recent-quarter-med -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/recent-quarter-med, .gemini/skills/recent-quarter-med, .github/skills/recent-quarter-med and .opencode/skills/recent-quarter-med in your project.

What does Recent Quarter Med need to run?

SKILL.md names no scripts, command-line tools or credentials: Recent Quarter Med is instructions for the agent only.

Does Recent Quarter Med access the network?

SKILL.md contains no URLs. Any network use would come from the scripts or tools the agent runs. This is read from the text; nothing was executed.

Is Recent Quarter Med 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 Recent Quarter Med use?

Recent Quarter Med 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 Recent Quarter Med use?

About 1.5k tokens (SKILL.md is roughly 6k 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 854 tokens, read only when the agent opens those files.

What are the alternatives to Recent Quarter Med?

Skills that share tags, products or a category with Recent Quarter Med: CCPM Project Management (automazeio/ccpm, 8.4k stars), Uv (astral-sh/claude-code-plugins, 313 stars), Project Management (kunchenguid/firstmate, 7.8k stars) and Hivemind Goals (activeloopai/hivemind, 1.6k stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains Recent Quarter Med?

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.