Growth Strategy Analysis
An analyst-grade skill that decomposes a company's organic and inorganic growth drivers from SEC filings and earnings calls into a fully cited report.
Data & AnalyticsAdvanced★ 204⑂ 16AI score 7/10Last updated: Sep 10, 2026
What it does
- Runs a three-layer retrieval protocol (document discovery → page map → deep read) across 10-K, 10-Q, 8-K filings and earnings call transcripts.
- Separates organic growth (product pipeline, price/volume, geographic expansion) from inorganic growth (M&A, partnerships, capex commitments).
- Defaults to an 8-quarter lookback (max 16) and exposes addressable analyst modes via
--mode=/--modes=/--mode=all. - Tags every finding
[FACT] / [DEDUCTED] / [VIEW], enforces ≥1 inline clickable citation per 200 words, and writes{ticker}/{YYYY-MM-DD_HHMM}_growth-strategy_growth-drivers.md.
Who it's for
- Equity research analysts, buy-side investors, corporate strategy and IR teams.
- Anyone producing investment memos that must be traceable back to the exact filing page.
- Users already running the agentii MCP data plane or an equivalent SEC data toolchain.
Examples
- "Analyze NVDA growth strategy" → runs the essentials modes and produces a growth-driver decomposition report.
- "Compare growth strategy across peers" → enables the peer block and drops sector-mismatched comparables automatically.
- "--mode=all deep dive on the M&A-led growth path" → runs every mode, covering acquisition history, pipeline, and execution track record.
· · · 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/growth-strategy/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/growth-strategy folder from the GitHub repo agentii-ai/agentii-investment-intelligence into my ~/.claude/skills/growth-strategy/. 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/growth-strategy ~/.claude/skills/⚠ This is a third-party skill. Check the source repository before installing.
- Open a terminal in your working directory.
- Clone the repo:
git clone https://github.com/agentii-ai/agentii-investment-intelligence.git - The skill references
contracts/andreferences/files inside the same plugin, so installing the whole plugin is safest:cp -r agentii-investment-intelligence/plugins/agent-plugins/agentii-equity-agent ~/.claude/plugins/ - For a skill-only install:
mkdir -p ~/.claude/skills && cp -r agentii-investment-intelligence/plugins/agent-plugins/agentii-equity-agent/skills/agentii/growth-strategy ~/.claude/skills/ - Connect the agentii MCP server to Claude Code (see the repo README); without it the preflight health probe halts the run.
- Restart Claude Code and test with a trigger phrase such as "analyze AAPL growth strategy".
View source on GitHub ↗License: Apache-2.0