capital-allocation

Perform a deep dive into capital allocation 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_id
• latest_calendar_quarter — anchor for all period calculations below (see ../data-access.md Section 1.5)
• latest_fiscal_quarter
• Firm name for report attribution (default: "Daloopa") — see ../data-access.md Section 4.5

2. Market Data

Get the current stock price, market cap, and shares outstanding for {TICKER} (see ../data-access.md Section 2 for how to source market data in your environment).

• This is needed to compute yields and per-share metrics

If market data is unavailable, note that market-derived metrics (yields, etc.) cannot be computed and proceed with Daloopa data only.