company-profile

company-profile

Purpose

Single-responsibility skill: produce the qualitative scaffolding of a company. Every later skill relies on the segment list, the geographic mix, the competitor set, and the reporting currency captured here.

Inputs

• ticker (required) — e.g. AAPL.
• Optional: a path to a cached 10-K / 20-F if already fetched.

Methodology

1. Pull the latest annual filing (10-K for US issuers, 20-F for foreign private issuers) from SEC EDGAR via WebFetch. Cache it under ${CLAUDE_PLUGIN_DATA}/companies/<TICKER>/raw/.
2. Pull the company's investor-relations homepage for the latest investor presentation. Cache it.
3. Extract:
   • Business model — how revenue is actually earned (subscription, transaction, license, etc.).
   • Product / service taxonomy — top-level lines and their share of revenue.
   • Reporting segments — exactly as disclosed, no aggregation.
   • Geographic mix — by % of revenue for the latest FY.
   • Management — CEO, CFO, board chair, tenure, prior roles.
   • Stated competitors — only those named in the filing.
   • Supply-chain dependencies — concentrated suppliers, single-source inputs, manufacturing partners.
   • Reporting currency — the currency the financial statements are denominated in.

Dependencies

• MCP: none (this skill is filing-driven).
• Other skills consumed: none. This is the entry point.

Output schema

JSON written to ${CLAUDE_PLUGIN_DATA}/companies/<TICKER>/company-profile.json:

{
  "ticker": "AAPL",
  "name": "Apple Inc.",
  "sector": "Information Technology",
  "reporting_currency": "USD",
  "business_model": "...",
  "segments": [{"name": "iPhone", "revenue_share_pct": 52.0, "source": "..."}],
  "geography": [{"region": "Americas", "revenue_share_pct": 43.0, "source": "..."}],
  "management": [{"role": "CEO", "name": "...", "since": "...", "source": "..."}],
  "competitors": [{"name": "...", "source": "..."}],
  "supply_chain_risks": [{"risk": "...", "source": "..."}]
}

Source citation policy

Every entry has a source: field pointing to the exact filing URL and page or section. Statements without sources are invalid and must be re-derived.