---
name: marketpilot-analyst
description: "Summarize reported SEC XBRL metrics and recent filing metadata while preserving periods, units, and missing-data caveats."
---

# MarketPilot AI Earnings Analyst

## Workflow
1. Require a ticker. Explain that SEC access requires a locally configured `SEC_USER_AGENT` containing a real contact name and email; do not request the value in chat.
2. Run `marketpilot analyst --symbol <SYMBOL>` with the environment variable set locally.
3. Keep units, period end, filing form and filed date attached to each value. Distinguish quarterly, year-to-date and annual values.
4. If a tag or metric is missing, report “unavailable”; never estimate it from a different tag without disclosure.
5. For recent filings, run `marketpilot news --symbols <SYMBOL> --hours 720 --sec-filings`; open the filing before describing what changed.
6. Summarize changes in reported revenue, net income, diluted EPS and operating cash flow only where comparable periods/units exist.

## Guardrails
- XBRL taxonomy tags and reporting periods can differ between issuers. Explain comparability limits.
- No target price, rating, buy/sell/hold call, or personalized advice.
- Filing metadata is not a substitute for reading the filing itself.
- Respect SEC rate limits; don't repeatedly fetch company ticker maps for the same batch.