inflection
GitHub自动检测公司财务与运营指标的最大加速或减速拐点。通过广泛搜索、拉取8个季度数据，计算环比/同比增速及二阶导数，识别并排名关键趋势变化，辅助用户洞察业务动能转折。
Trigger Scenarios
Install
npx skills add openai/plugins --skill inflection -g -y
SKILL.md
Frontmatter
{
"name": "inflection",
"description": "Auto-detect biggest acceleration\/deceleration inflections across all metrics"
}
Detect the biggest financial and operating inflections for the company named in the user's request. If no ticker or company is provided, ask for one before proceeding.
Before starting, read ../data-access.md for data access methods and ../design-system.md for formatting conventions. Follow the data access detection logic and design system throughout this skill.
Follow these steps:
1. Company Lookup
Look up the company by ticker using discover_companies. Capture:
company_idlatest_calendar_quarter— anchor for all period calculations below (see../data-access.mdSection 1.5)latest_fiscal_quarter- Firm name for report attribution (default: "Daloopa") — see
../data-access.mdSection 4.5
2. Broad Series Discovery
Cast a wide net to discover ALL available series for this company. Search with multiple keyword sets to maximize coverage:
- Financial: "revenue", "income", "profit", "margin", "eps", "cash flow"
- Operating: "subscriber", "user", "customer", "unit", "arpu", "retention"
- Segment: "segment", "product", "service", "geographic"
- Balance sheet: "debt", "asset", "equity", "cash"
- Other: "backlog", "bookings", "pipeline", "store", "employee"
Collect all unique series IDs. The goal is comprehensiveness — capture every metric Daloopa tracks for this company.
3. Pull 8 Quarters of Data
Calculate 8 quarters backward from latest_calendar_quarter. Pull all discovered series for those periods. This gives enough history to compute both QoQ and YoY rates plus their second derivatives.
4. Compute Growth Rates and Inflections
For each series with sufficient data (at least 5 quarters):
YoY Growth Rate for each quarter:
- growth_t = (value_t - value_{t-4}) / |value_{t-4}|
YoY Acceleration (second derivative):
- accel_t = growth_t - growth_{t-1}
- Positive = accelerating, Negative = decelerating
QoQ Sequential Growth (for non-seasonal metrics):
- seq_growth_t = (value_t - value_{t-1}) / |value_{t-1}|
QoQ Acceleration:
- seq_accel_t = seq_growth_t - seq_growth_{t-1}
Skip series where values are too small (< 1% of revenue) or where data is sparse. For margin/ratio series (values between 0-1 or percentages), compute change in basis points rather than % change.
5. Rank Inflections
Rank all series by the magnitude of their most recent acceleration/deceleration:
Top 10 Accelerating — series with the largest positive acceleration in the most recent quarter. These are metrics that are improving faster than before.
Top 10 Decelerating — series with the largest negative acceleration (or deceleration). These are metrics where momentum is fading.
For each inflection, note:
- Series name
- Most recent value (with Daloopa citation)
- Current YoY growth rate
- Prior-quarter YoY growth rate
- Acceleration (the delta)
- Whether this is a new trend (1Q) or sustained (2-3Q in same direction)
6. Contextualize Key Inflections
For the top 5 most significant inflections (by magnitude and importance to the business):
- Search SEC filings for context on what's driving the change
- Try keywords related to the specific metric (e.g., if "Services Revenue" is accelerating, search for "services", "subscription", "recurring")
- Extract management commentary explaining the inflection
- Note whether the inflection aligns with or contradicts management guidance
7. Synthesize
Identify the narrative:
- Is the company broadly accelerating or decelerating?
- Are there divergent trends (e.g., revenue accelerating but margins decelerating)?
- Which inflections matter most for the investment case?
- Are operating KPIs leading or lagging the financial inflections?
Critically assess sustainability:
- For positive inflections: Is this a durable trend change or a one-time comp effect? Will it persist next quarter when the base normalizes? Is it driven by organic strength or by pull-forward, price increases, or easy comps?
- For negative inflections: Is this the beginning of a structural deterioration or a temporary blip? Is the company investing through it (good) or cutting to protect margins (potentially bad long-term)?
- Flag any inflections where the magnitude seems too good/bad to be sustainable.
8. Save Report
Save to reports/{TICKER}_inflection.html using the HTML report template from ../design-system.md. Write the full analysis as styled HTML with the design system CSS inlined. This is the final deliverable — no intermediate markdown step needed.
Structure the report with these sections:
<h1>{Company Name} ({TICKER}) — Inflection Analysis</h1>
<p>Generated: {date}</p>
<h2>Summary</h2>
{2-3 sentence overview: Is the company accelerating, decelerating, or mixed? What are the most important inflections?}
<h2>Top Accelerating Metrics</h2>
<table>
| Rank | Metric | Latest Value | YoY Growth | Prior YoY Growth | Acceleration | Trend |
{table with Daloopa citations}
</table>
<h2>Top Decelerating Metrics</h2>
<table>
| Rank | Metric | Latest Value | YoY Growth | Prior YoY Growth | Deceleration | Trend |
{table with Daloopa citations}
</table>
<h2>Key Inflection Deep Dives</h2>
<h3>1. {Metric Name} — {Accelerating/Decelerating}</h3>
{Context from filings, management commentary, what's driving it}
<h3>2. {Metric Name} — {Accelerating/Decelerating}</h3>
{...}
{repeat for top 5}
<h2>Divergences & Signals</h2>
{Analysis of divergent trends, leading indicators, and implications}
<h2>Inflection Heatmap</h2>
<table>
| Metric | Q(-3) YoY | Q(-2) YoY | Q(-1) YoY | Q(latest) YoY | Direction |
{visual trend using labels: Accelerating / Steady / Decelerating}
</table>
All financial figures must use Daloopa citation format: <a href="https://daloopa.com/src/{fundamental_id}">$X.XX million</a>
Tell the user where the HTML report was saved.
Highlight the 2-3 most notable inflections and what they signal.
Version History
- 11c74d6 Current 2026-07-19 09:32
