Business Model Analysis (agentii)
A structured equity-research skill that decomposes how a public company makes money using XBRL segment data and SEC filings, then writes an analyst-grade report.
Data & AnalyticsAdvanced★ 206⑂ 16AI score 7/10Last updated: Sep 29, 2026
What it does
- Given a ticker, it produces business model classification (platform/service/product), distribution channel analysis (direct vs indirect), and revenue composition & concentration risk.
- Enforces a strict data hierarchy: ① XBRL segment facts (revenue, margins) → ② deep reads of 10-K/10-Q/20-F filings → ③ web search only as a last resort, and it must be disclosed in Coverage Gaps.
- Default window is 4 fiscal quarters (latest 10-K plus trailing 10-Qs), max 8; a single-quarter snapshot is explicitly declared insufficient for classification.
- Addressable modes (
--mode=) cover TAM/SAM/SOM market sizing, competitive positioning, management/leadership changes, and business unit performance, plus a moat framework based on ROIC−WACC spreads. - Tags every finding
[FACT]/[DEDUCTED]/[VIEW], requires inline source links (≥1 citation per 200 words), and saves the report to{ticker}/{date}_business-model.md. - Anti-fabrication rule: platform-generated page descriptions may never be quoted; the actual page must be read first.
Who it's for
- Equity analysts, buy-side/sell-side researchers, corporate strategy and IR teams
- Anyone repeatedly digging through US filings (and 20-F/6-K for foreign issuers)
- Users who already run, or can set up, the agentii plugin and MCP data plane
Example uses
- "Analyze the business model of NVDA" → product line and segment revenue decomposition with a model-type verdict
- "Assess AAPL revenue composition and concentration risk" → customer/product dependency plus channel mix
- "Review TSLA management team changes and go-to-market strategy"
· · · Install guide · · ·
Try it now, no install
Paste this into Claude to use the skill without installing anything.
Read the instructions in this file and follow them to help me: https://raw.githubusercontent.com/agentii-ai/agentii-investment-intelligence/HEAD/plugins/agent-plugins/agentii-equity-agent/skills/agentii/business-model/SKILL.md What I want: (describe your task here)
If Claude can't open the link, open it yourself and paste the contents instead.
↓ If it works for you, download the ZIP below and install it. Then it runs on its own — no pasting each time.
Install in the Claude app (no terminal)
- Download the ZIP with the button below.
- In Claude, open Settings → Capabilities and turn on 'Code execution and file creation'. (one time)
- Go to Customize → Skills → + → 'Upload a skill' and upload the ZIP.
Install in Claude Code
Let Claude do it — paste this into Claude Code
Install the skill I found on Claude Skill Mart. Copy the plugins/agent-plugins/agentii-equity-agent/skills/agentii/business-model folder from the GitHub repo agentii-ai/agentii-investment-intelligence into my ~/.claude/skills/business-model/. When it's done, tell me in one line what this skill can do.
Install with a command instead
git clone https://github.com/agentii-ai/agentii-investment-intelligence.git && mkdir -p ~/.claude/skills && cp -r agentii-investment-intelligence/plugins/agent-plugins/agentii-equity-agent/skills/agentii/business-model ~/.claude/skills/⚠ This is a third-party skill. Check the source repository before installing.
- Open a terminal and move to the folder where you keep code.
- Clone the repository:
git clone https://github.com/agentii-ai/agentii-investment-intelligence.git - Copy the whole skill folder (the reference files must come along):
mkdir -p ~/.claude/skills && cp -r agentii-investment-intelligence/plugins/agent-plugins/agentii-equity-agent/skills/agentii/business-model ~/.claude/skills/ - This skill relies on shared
contracts/andreferences/docs plus agentii MCP tools — installing the fullagentii-equity-agentplugin is recommended. - Configure the agentii MCP server (data plane) connection and have your API key / access ready.
- Restart Claude Code and try: "Analyze the business model of NVDA". If the data plane isn't connected you'll get a "data plane unreachable" error.
View source on GitHub ↗License: Apache-2.0