Growth Strategy Analysis

Decomposes a public company's organic and inorganic growth drivers from SEC filings and earnings calls into an analyst-grade, fully cited report.

Data & AnalyticsAdvanced★ 207⑂ 16AI score 7/10Last updated: Sep 29, 2026

What it does

Analyzes a company's growth strategy, splitting it into organic drivers (product, price, volume, new markets) and inorganic ones (M&A, partnerships, capex commitments).
Searches 10-K / 10-Q / 8-K filings and earnings call transcripts using a three-layer retrieval protocol (document discovery → page map → deep read), and enforces read-before-you-quote so citations point at real filing text.
Classifies every finding as [FACT] / [DEDUCTED] / [VIEW], requires coverage-gap disclosure, and writes a structured report to {ticker}/{timestamp}_growth-strategy_growth-drivers.md with FR-090 output frontmatter.
Exposes addressable analyst modes (--mode=, --modes=, --mode=all) plus an explicit error-handling table for missing data, peer sector mismatch, and MCP outages.

Who it's for

Equity research analysts and buy-side/sell-side research assistants
Investors who want filing-level evidence behind a growth thesis
Users who already run (or can connect) the agentii MCP data plane — this is a hard prerequisite

Example uses

"Analyze NVDA's growth strategy" → report decomposing recent-quarter revenue drivers with inline SEC citations
"Compare growth strategy across peers" → enable include_peers to add a sector-matched peer comparison block
"Growth strategy deep dive on M&A and product pipeline" → prioritizes material-agreement and results 8-Ks to build the inorganic growth case

· · · 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.

↓ Download 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.

Clone the repository: git clone https://github.com/agentii-ai/agentii-investment-intelligence.git
Copy the skill folder: mkdir -p ~/.claude/skills && cp -r agentii-investment-intelligence/plugins/agent-plugins/agentii-equity-agent/skills/agentii/growth-strategy ~/.claude/skills/
Because the skill references contracts/ and references/ files, copy the whole skills/agentii directory if you can.
Register the agentii MCP server (data plane) in your Claude Code MCP config with credentials — without it the skill halts at preflight.
Restart Claude Code and try a prompt such as "Run a growth strategy analysis on AAPL".
The markdown deliverable will appear under the {ticker}/ folder in your workspace.

View source on GitHub ↗License: Apache-2.0