[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"skill-openai-guidance-tracker":3,"mdc--jwpg76-key":33,"related-repo-openai-guidance-tracker":855,"related-org-openai-guidance-tracker":978},{"slug":4,"name":4,"fn":5,"description":6,"org":7,"tags":11,"stars":22,"repoUrl":23,"updatedAt":24,"license":25,"forks":26,"topics":27,"repo":28,"sourceUrl":31,"mdContent":32},"guidance-tracker","track management guidance accuracy","Track management guidance accuracy over time for a given company",{"slug":8,"name":9,"logoUrl":10,"githubOrg":8},"openai","OpenAI","https:\u002F\u002Fpexgzepcugksgbtrxkhf.supabase.co\u002Fstorage\u002Fv1\u002Fobject\u002Fpublic\u002Forg-logos\u002Fopenai.png",[12,16,19],{"name":13,"slug":14,"type":15},"Research","research","tag",{"name":17,"slug":18,"type":15},"Management","management",{"name":20,"slug":21,"type":15},"Finance","finance",3992,"https:\u002F\u002Fgithub.com\u002Fopenai\u002Fplugins","2026-06-30T19:00:57.102",null,465,[],{"repoUrl":23,"stars":22,"forks":26,"topics":29,"description":30},[],"OpenAI Plugins","https:\u002F\u002Fgithub.com\u002Fopenai\u002Fplugins\u002Ftree\u002FHEAD\u002Fplugins\u002Fdaloopa\u002Fskills\u002Fguidance-tracker","---\nname: guidance-tracker\ndescription: Track management guidance accuracy over time for a given company\n---\n\nTrack management guidance accuracy for the company named in the user's request. If no ticker or company is provided, ask for one before proceeding.\n\n**Before starting, read `..\u002Fdata-access.md` for data access methods and `..\u002Fdesign-system.md` for formatting conventions.** Follow the data access detection logic and design system throughout this skill.\n\nFollow these steps:\n\n## 1. Company Lookup\nLook up the company by ticker using `discover_companies`. Capture:\n- `company_id`\n- `latest_calendar_quarter` — anchor for all period calculations below (see `..\u002Fdata-access.md` Section 1.5)\n- `latest_fiscal_quarter`\n- Firm name for report attribution (default: \"Daloopa\") — see `..\u002Fdata-access.md` Section 4.5\n\n## 2. Discover Guidance Series\nSearch for series with keywords like \"guidance\", \"outlook\", \"estimate\", \"forecast\", \"target\" to find all available guidance metrics. Common guidance series include:\n\n**Financial guidance:**\n- Revenue guidance (quarterly and\u002For annual)\n- EPS guidance\n- Operating income \u002F margin guidance\n- EBITDA guidance\n- Segment-level revenue guidance\n- CapEx guidance\n- Free Cash Flow guidance\n\n**Operational KPI guidance** — many companies guide on KPIs, and tracking these beats\u002Fmisses is often more informative than financial guidance:\n- Subscriber \u002F user count guidance (e.g., \"we expect to add X million subscribers\")\n- Unit shipment guidance (e.g., \"iPhone units\", \"deliveries\")\n- ARPU \u002F ASP guidance\n- Same-store sales guidance\n- GMV \u002F bookings guidance\n- Net revenue retention guidance\n- Store openings \u002F closings guidance\n- Production volume \u002F capacity guidance\n\nSearch explicitly for KPI-specific guidance series using terms like \"subscriber guidance\", \"unit guidance\", \"ARPU guidance\", \"same-store sales outlook\", \"deliveries forecast\", \"bookings target\". These are separate from financial guidance and often reside in different series.\n\n## 3. Pull Guidance Data\nCalculate 8+ quarters backward from `latest_calendar_quarter`. Pull all discovered guidance series for those periods.\n\n## 4. Pull Actual Results\nFor each guidance metric, pull the corresponding actual result series for the same periods.\n\n## 5. Build Guidance vs Actuals Tracker\nCRITICAL OFFSET RULES:\n- **Quarterly guidance**: Guidance from Q(N) earnings call applies to Q(N+1) results. Compare Q(N) guidance -> Q(N+1) actual.\n- **Annual guidance from Q1\u002FQ2\u002FQ3**: Applies to current fiscal year. Compare to FY actual.\n- **Annual guidance from Q4**: Applies to NEXT fiscal year. Compare to next FY actual.\n\nFor each guidance-actual pair, calculate:\n- Guidance value\n- Actual value\n- Delta (Actual - Guidance)\n- Beat\u002FMiss % ((Actual - Guidance) \u002F |Guidance| x 100)\n- Classification: Beat \u002F In-line \u002F Miss (use +\u002F-1% threshold for in-line)\n\n## 6. Pattern Analysis\nAnalyze the guidance track record:\n- Overall beat rate (% of quarters where actual > guidance)\n- Average beat\u002Fmiss magnitude\n- Trend in guidance accuracy (getting tighter? more conservative? less reliable?)\n- Any metrics where management is notably conservative or aggressive\n- Guidance range width trends (if range guidance is given)\n\n**Management credibility assessment:**\n- If the company consistently beats by a similar margin, call out sandbagging — this suggests management is deliberately setting low bars, which can mask underlying deceleration. A 100% beat rate is not necessarily bullish; it may mean guidance is uninformative.\n- If guidance has been cut or missed, assess whether management acknowledged the miss honestly or buried it in adjusted metrics.\n- Flag any pattern where qualitative language (\"strong demand,\" \"robust pipeline\") didn't translate to actual results.\n\n## 7. Commentary from Filings\nSearch SEC filings\u002Fdocuments across multiple queries to build a complete picture of guidance practices. If any search returns empty, try alternative keywords before giving up.\n\n- **Explicit guidance language**: Try \"guidance\", \"outlook\"; fallback to \"expect\", \"anticipate\", \"forecast\"\n- **Qualitative \u002F directional guidance**: Try \"similar to\", \"consistent with\", \"growth rate\"; fallback to \"low single digit\", \"mid single digit\", \"high single digit\", \"double digit\", \"sequential\"\n  - Many companies provide directional revenue guidance on earnings calls (e.g., \"similar to the March quarter\" or \"low-to-mid-single-digit growth\") rather than numeric ranges. Capture these and compare against actual growth rates.\n- **Guidance methodology changes**: Try \"change\", \"methodology\", \"no longer providing\"; fallback to \"withdraw\", \"suspend\", \"discontinue\"\n  - Flag any quarters where the company changed what metrics it guides on, or withdrew guidance entirely\n- **Key drivers behind guidance**: Try \"assumes\", \"includes\", \"excludes\"; fallback to \"headwind\", \"tailwind\", \"impact\"\n  - Capture what management said about the assumptions underpinning their guidance (e.g., FX assumptions, macro assumptions, one-time items included\u002Fexcluded)\n\nExtract direct management quotes where available and cite the document source.\n\n## 7.5. Guidance Read-Throughs to Adjacent Companies\n\nWhen a company raises, cuts, or materially changes its guidance, the implications often matter more for adjacent names than for the company itself. This section translates guidance signals into actionable read-throughs.\n\n**For each major guidance change identified in the tracker, analyze the implications for adjacent companies:**\n\n**Identify who is affected by this company's guidance:**\n- **Suppliers**: Revenue\u002FCapEx guidance changes directly affect supplier order books. A CapEx guidance raise is a near-term purchase order for equipment\u002Fcomponent suppliers. A revenue guide-down signals softer demand flowing upstream.\n- **Customers**: If this company supplies critical inputs, pricing or capacity guidance affects customer margins. Guiding for price increases = margin headwind for customers. Guiding for capacity expansion = supply relief.\n- **Competitors**: Guidance on market growth, pricing environment, or demand trends is often the most honest signal about the competitive landscape. If Company A guides for share gains, that's a direct share loss for Company B.\n- **Channel partners \u002F distributors**: Volume guidance changes affect channel inventory and distributor revenue.\n\n**For each read-through (aim for 4-6), state:**\n1. **The guidance data point** — which metric changed, by how much, and in which quarter's call\n2. **The affected company** (ticker + name)\n3. **The implication** — bullish or bearish, with specific logic\n4. **Timing** — is this a next-quarter impact or a multi-quarter trend?\n\n**Focus on the highest-signal guidance changes:**\n- Guidance raises after a period of conservatism → strong signal that the underlying business is inflecting\n- Guidance cuts or \"reaffirmed\" when the market expected a raise → often more bearish than an explicit cut\n- New metrics being guided on (or old metrics withdrawn) → management is redirecting attention, which itself is a signal\n- Segment-level guidance changes → more specific read-throughs than consolidated figures\n- KPI guidance (subscriber adds, unit volumes, ARPU) → often the most direct read-through to suppliers and competitors\n\n**Example:**\n- \"NFLX raised Q2 subscriber guidance from +5M to +8M → **Negative for DIS+, WBD**: attention economy is zero-sum; NFLX's accelerating growth likely pressures competing streamers' subscriber adds. **Positive for cloud\u002FCDN names (AMZN\u002FAWS, NET)**: more streaming = more infrastructure demand.\"\n- \"TSMC raised full-year CapEx guidance by $4B (from $32B to $36B) → **Positive for ASML**: TSMC is ASML's largest customer; incremental CapEx skews toward EUV tools. **Positive for AMAT, LRCX, KLAC**: broader equipment spend benefits all semicap names.\"\n\n**Web research for validation:**\nRun 1 targeted search: `\"{TICKER} guidance change implications read through {year}\"` — analyst commentary on cross-company signals from guidance moves.\n\nPresent as a structured section in the report after the Pattern Analysis, grouped by guidance change (each major guide raise\u002Fcut gets its own sub-block with the read-throughs beneath it).\n\n## 8. Save Report\nSave to `reports\u002F{TICKER}_guidance_tracker.html` using the HTML report template from `..\u002Fdesign-system.md`. Write the full analysis as styled HTML with the design system CSS inlined. This is the final deliverable — no intermediate markdown step needed.\n\nThe report should include:\n- Summary header with company name, ticker, and period covered\n- Quarter mapping reference table showing the +1 offset explicitly:\n  ```\n  | Guidance Source Quarter | Guidance Applies To | Actual Result Quarter |\n  | CQ1 2024               | CQ2 2024            | CQ2 2024              |\n  | CQ2 2024               | CQ3 2024            | CQ3 2024              |\n  ```\n  This makes the offset rule visible and auditable for every row in the tracker.\n- Main tracker table with columns: Guidance Source, Metric, Guidance, Actual Period, Actual, Delta, Beat\u002FMiss (with Daloopa citations on all values)\n- Summary statistics (beat rate, avg beat\u002Fmiss by metric)\n- Pattern analysis narrative\n- Guidance read-throughs to adjacent companies (grouped by guidance change, with affected tickers and implications)\n- Key guidance quotes from filings with document citations\n\nAll financial figures must use Daloopa citation format: `\u003Ca href=\"https:\u002F\u002Fdaloopa.com\u002Fsrc\u002F{fundamental_id}\">$X.XX million\u003C\u002Fa>`\n\nTell the user where the HTML report was saved.\n\nHighlight the key patterns (e.g., \"Management has beat revenue guidance 7 of the last 8 quarters by an average of 2.3%\"). Include an honest credibility verdict: Is management's guidance informative or performative? Should investors trust the forward guidance, and if not, what should they anchor to instead?\n",{"data":34,"body":35},{"name":4,"description":6},{"type":36,"children":37},"root",[38,46,74,79,86,99,152,158,163,171,209,219,262,267,273,285,291,296,302,307,340,345,373,379,384,412,420,438,444,449,516,521,527,532,540,548,591,599,643,651,679,687,728,746,751,757,777,782,834,845,850],{"type":39,"tag":40,"props":41,"children":42},"element","p",{},[43],{"type":44,"value":45},"text","Track management guidance accuracy for the company named in the user's request. If no ticker or company is provided, ask for one before proceeding.",{"type":39,"tag":40,"props":47,"children":48},{},[49,72],{"type":39,"tag":50,"props":51,"children":52},"strong",{},[53,55,62,64,70],{"type":44,"value":54},"Before starting, read ",{"type":39,"tag":56,"props":57,"children":59},"code",{"className":58},[],[60],{"type":44,"value":61},"..\u002Fdata-access.md",{"type":44,"value":63}," for data access methods and ",{"type":39,"tag":56,"props":65,"children":67},{"className":66},[],[68],{"type":44,"value":69},"..\u002Fdesign-system.md",{"type":44,"value":71}," for formatting conventions.",{"type":44,"value":73}," Follow the data access detection logic and design system throughout this skill.",{"type":39,"tag":40,"props":75,"children":76},{},[77],{"type":44,"value":78},"Follow these steps:",{"type":39,"tag":80,"props":81,"children":83},"h2",{"id":82},"_1-company-lookup",[84],{"type":44,"value":85},"1. Company Lookup",{"type":39,"tag":40,"props":87,"children":88},{},[89,91,97],{"type":44,"value":90},"Look up the company by ticker using ",{"type":39,"tag":56,"props":92,"children":94},{"className":93},[],[95],{"type":44,"value":96},"discover_companies",{"type":44,"value":98},". Capture:",{"type":39,"tag":100,"props":101,"children":102},"ul",{},[103,113,131,140],{"type":39,"tag":104,"props":105,"children":106},"li",{},[107],{"type":39,"tag":56,"props":108,"children":110},{"className":109},[],[111],{"type":44,"value":112},"company_id",{"type":39,"tag":104,"props":114,"children":115},{},[116,122,124,129],{"type":39,"tag":56,"props":117,"children":119},{"className":118},[],[120],{"type":44,"value":121},"latest_calendar_quarter",{"type":44,"value":123}," — anchor for all period calculations below (see ",{"type":39,"tag":56,"props":125,"children":127},{"className":126},[],[128],{"type":44,"value":61},{"type":44,"value":130}," Section 1.5)",{"type":39,"tag":104,"props":132,"children":133},{},[134],{"type":39,"tag":56,"props":135,"children":137},{"className":136},[],[138],{"type":44,"value":139},"latest_fiscal_quarter",{"type":39,"tag":104,"props":141,"children":142},{},[143,145,150],{"type":44,"value":144},"Firm name for report attribution (default: \"Daloopa\") — see ",{"type":39,"tag":56,"props":146,"children":148},{"className":147},[],[149],{"type":44,"value":61},{"type":44,"value":151}," Section 4.5",{"type":39,"tag":80,"props":153,"children":155},{"id":154},"_2-discover-guidance-series",[156],{"type":44,"value":157},"2. Discover Guidance Series",{"type":39,"tag":40,"props":159,"children":160},{},[161],{"type":44,"value":162},"Search for series with keywords like \"guidance\", \"outlook\", \"estimate\", \"forecast\", \"target\" to find all available guidance metrics. Common guidance series include:",{"type":39,"tag":40,"props":164,"children":165},{},[166],{"type":39,"tag":50,"props":167,"children":168},{},[169],{"type":44,"value":170},"Financial guidance:",{"type":39,"tag":100,"props":172,"children":173},{},[174,179,184,189,194,199,204],{"type":39,"tag":104,"props":175,"children":176},{},[177],{"type":44,"value":178},"Revenue guidance (quarterly and\u002For annual)",{"type":39,"tag":104,"props":180,"children":181},{},[182],{"type":44,"value":183},"EPS guidance",{"type":39,"tag":104,"props":185,"children":186},{},[187],{"type":44,"value":188},"Operating income \u002F margin guidance",{"type":39,"tag":104,"props":190,"children":191},{},[192],{"type":44,"value":193},"EBITDA guidance",{"type":39,"tag":104,"props":195,"children":196},{},[197],{"type":44,"value":198},"Segment-level revenue guidance",{"type":39,"tag":104,"props":200,"children":201},{},[202],{"type":44,"value":203},"CapEx guidance",{"type":39,"tag":104,"props":205,"children":206},{},[207],{"type":44,"value":208},"Free Cash Flow guidance",{"type":39,"tag":40,"props":210,"children":211},{},[212,217],{"type":39,"tag":50,"props":213,"children":214},{},[215],{"type":44,"value":216},"Operational KPI guidance",{"type":44,"value":218}," — many companies guide on KPIs, and tracking these beats\u002Fmisses is often more informative than financial guidance:",{"type":39,"tag":100,"props":220,"children":221},{},[222,227,232,237,242,247,252,257],{"type":39,"tag":104,"props":223,"children":224},{},[225],{"type":44,"value":226},"Subscriber \u002F user count guidance (e.g., \"we expect to add X million subscribers\")",{"type":39,"tag":104,"props":228,"children":229},{},[230],{"type":44,"value":231},"Unit shipment guidance (e.g., \"iPhone units\", \"deliveries\")",{"type":39,"tag":104,"props":233,"children":234},{},[235],{"type":44,"value":236},"ARPU \u002F ASP guidance",{"type":39,"tag":104,"props":238,"children":239},{},[240],{"type":44,"value":241},"Same-store sales guidance",{"type":39,"tag":104,"props":243,"children":244},{},[245],{"type":44,"value":246},"GMV \u002F bookings guidance",{"type":39,"tag":104,"props":248,"children":249},{},[250],{"type":44,"value":251},"Net revenue retention guidance",{"type":39,"tag":104,"props":253,"children":254},{},[255],{"type":44,"value":256},"Store openings \u002F closings guidance",{"type":39,"tag":104,"props":258,"children":259},{},[260],{"type":44,"value":261},"Production volume \u002F capacity guidance",{"type":39,"tag":40,"props":263,"children":264},{},[265],{"type":44,"value":266},"Search explicitly for KPI-specific guidance series using terms like \"subscriber guidance\", \"unit guidance\", \"ARPU guidance\", \"same-store sales outlook\", \"deliveries forecast\", \"bookings target\". These are separate from financial guidance and often reside in different series.",{"type":39,"tag":80,"props":268,"children":270},{"id":269},"_3-pull-guidance-data",[271],{"type":44,"value":272},"3. Pull Guidance Data",{"type":39,"tag":40,"props":274,"children":275},{},[276,278,283],{"type":44,"value":277},"Calculate 8+ quarters backward from ",{"type":39,"tag":56,"props":279,"children":281},{"className":280},[],[282],{"type":44,"value":121},{"type":44,"value":284},". Pull all discovered guidance series for those periods.",{"type":39,"tag":80,"props":286,"children":288},{"id":287},"_4-pull-actual-results",[289],{"type":44,"value":290},"4. Pull Actual Results",{"type":39,"tag":40,"props":292,"children":293},{},[294],{"type":44,"value":295},"For each guidance metric, pull the corresponding actual result series for the same periods.",{"type":39,"tag":80,"props":297,"children":299},{"id":298},"_5-build-guidance-vs-actuals-tracker",[300],{"type":44,"value":301},"5. Build Guidance vs Actuals Tracker",{"type":39,"tag":40,"props":303,"children":304},{},[305],{"type":44,"value":306},"CRITICAL OFFSET RULES:",{"type":39,"tag":100,"props":308,"children":309},{},[310,320,330],{"type":39,"tag":104,"props":311,"children":312},{},[313,318],{"type":39,"tag":50,"props":314,"children":315},{},[316],{"type":44,"value":317},"Quarterly guidance",{"type":44,"value":319},": Guidance from Q(N) earnings call applies to Q(N+1) results. Compare Q(N) guidance -> Q(N+1) actual.",{"type":39,"tag":104,"props":321,"children":322},{},[323,328],{"type":39,"tag":50,"props":324,"children":325},{},[326],{"type":44,"value":327},"Annual guidance from Q1\u002FQ2\u002FQ3",{"type":44,"value":329},": Applies to current fiscal year. Compare to FY actual.",{"type":39,"tag":104,"props":331,"children":332},{},[333,338],{"type":39,"tag":50,"props":334,"children":335},{},[336],{"type":44,"value":337},"Annual guidance from Q4",{"type":44,"value":339},": Applies to NEXT fiscal year. Compare to next FY actual.",{"type":39,"tag":40,"props":341,"children":342},{},[343],{"type":44,"value":344},"For each guidance-actual pair, calculate:",{"type":39,"tag":100,"props":346,"children":347},{},[348,353,358,363,368],{"type":39,"tag":104,"props":349,"children":350},{},[351],{"type":44,"value":352},"Guidance value",{"type":39,"tag":104,"props":354,"children":355},{},[356],{"type":44,"value":357},"Actual value",{"type":39,"tag":104,"props":359,"children":360},{},[361],{"type":44,"value":362},"Delta (Actual - Guidance)",{"type":39,"tag":104,"props":364,"children":365},{},[366],{"type":44,"value":367},"Beat\u002FMiss % ((Actual - Guidance) \u002F |Guidance| x 100)",{"type":39,"tag":104,"props":369,"children":370},{},[371],{"type":44,"value":372},"Classification: Beat \u002F In-line \u002F Miss (use +\u002F-1% threshold for in-line)",{"type":39,"tag":80,"props":374,"children":376},{"id":375},"_6-pattern-analysis",[377],{"type":44,"value":378},"6. Pattern Analysis",{"type":39,"tag":40,"props":380,"children":381},{},[382],{"type":44,"value":383},"Analyze the guidance track record:",{"type":39,"tag":100,"props":385,"children":386},{},[387,392,397,402,407],{"type":39,"tag":104,"props":388,"children":389},{},[390],{"type":44,"value":391},"Overall beat rate (% of quarters where actual > guidance)",{"type":39,"tag":104,"props":393,"children":394},{},[395],{"type":44,"value":396},"Average beat\u002Fmiss magnitude",{"type":39,"tag":104,"props":398,"children":399},{},[400],{"type":44,"value":401},"Trend in guidance accuracy (getting tighter? more conservative? less reliable?)",{"type":39,"tag":104,"props":403,"children":404},{},[405],{"type":44,"value":406},"Any metrics where management is notably conservative or aggressive",{"type":39,"tag":104,"props":408,"children":409},{},[410],{"type":44,"value":411},"Guidance range width trends (if range guidance is given)",{"type":39,"tag":40,"props":413,"children":414},{},[415],{"type":39,"tag":50,"props":416,"children":417},{},[418],{"type":44,"value":419},"Management credibility assessment:",{"type":39,"tag":100,"props":421,"children":422},{},[423,428,433],{"type":39,"tag":104,"props":424,"children":425},{},[426],{"type":44,"value":427},"If the company consistently beats by a similar margin, call out sandbagging — this suggests management is deliberately setting low bars, which can mask underlying deceleration. A 100% beat rate is not necessarily bullish; it may mean guidance is uninformative.",{"type":39,"tag":104,"props":429,"children":430},{},[431],{"type":44,"value":432},"If guidance has been cut or missed, assess whether management acknowledged the miss honestly or buried it in adjusted metrics.",{"type":39,"tag":104,"props":434,"children":435},{},[436],{"type":44,"value":437},"Flag any pattern where qualitative language (\"strong demand,\" \"robust pipeline\") didn't translate to actual results.",{"type":39,"tag":80,"props":439,"children":441},{"id":440},"_7-commentary-from-filings",[442],{"type":44,"value":443},"7. Commentary from Filings",{"type":39,"tag":40,"props":445,"children":446},{},[447],{"type":44,"value":448},"Search SEC filings\u002Fdocuments across multiple queries to build a complete picture of guidance practices. If any search returns empty, try alternative keywords before giving up.",{"type":39,"tag":100,"props":450,"children":451},{},[452,462,480,498],{"type":39,"tag":104,"props":453,"children":454},{},[455,460],{"type":39,"tag":50,"props":456,"children":457},{},[458],{"type":44,"value":459},"Explicit guidance language",{"type":44,"value":461},": Try \"guidance\", \"outlook\"; fallback to \"expect\", \"anticipate\", \"forecast\"",{"type":39,"tag":104,"props":463,"children":464},{},[465,470,472],{"type":39,"tag":50,"props":466,"children":467},{},[468],{"type":44,"value":469},"Qualitative \u002F directional guidance",{"type":44,"value":471},": Try \"similar to\", \"consistent with\", \"growth rate\"; fallback to \"low single digit\", \"mid single digit\", \"high single digit\", \"double digit\", \"sequential\"\n",{"type":39,"tag":100,"props":473,"children":474},{},[475],{"type":39,"tag":104,"props":476,"children":477},{},[478],{"type":44,"value":479},"Many companies provide directional revenue guidance on earnings calls (e.g., \"similar to the March quarter\" or \"low-to-mid-single-digit growth\") rather than numeric ranges. Capture these and compare against actual growth rates.",{"type":39,"tag":104,"props":481,"children":482},{},[483,488,490],{"type":39,"tag":50,"props":484,"children":485},{},[486],{"type":44,"value":487},"Guidance methodology changes",{"type":44,"value":489},": Try \"change\", \"methodology\", \"no longer providing\"; fallback to \"withdraw\", \"suspend\", \"discontinue\"\n",{"type":39,"tag":100,"props":491,"children":492},{},[493],{"type":39,"tag":104,"props":494,"children":495},{},[496],{"type":44,"value":497},"Flag any quarters where the company changed what metrics it guides on, or withdrew guidance entirely",{"type":39,"tag":104,"props":499,"children":500},{},[501,506,508],{"type":39,"tag":50,"props":502,"children":503},{},[504],{"type":44,"value":505},"Key drivers behind guidance",{"type":44,"value":507},": Try \"assumes\", \"includes\", \"excludes\"; fallback to \"headwind\", \"tailwind\", \"impact\"\n",{"type":39,"tag":100,"props":509,"children":510},{},[511],{"type":39,"tag":104,"props":512,"children":513},{},[514],{"type":44,"value":515},"Capture what management said about the assumptions underpinning their guidance (e.g., FX assumptions, macro assumptions, one-time items included\u002Fexcluded)",{"type":39,"tag":40,"props":517,"children":518},{},[519],{"type":44,"value":520},"Extract direct management quotes where available and cite the document source.",{"type":39,"tag":80,"props":522,"children":524},{"id":523},"_75-guidance-read-throughs-to-adjacent-companies",[525],{"type":44,"value":526},"7.5. Guidance Read-Throughs to Adjacent Companies",{"type":39,"tag":40,"props":528,"children":529},{},[530],{"type":44,"value":531},"When a company raises, cuts, or materially changes its guidance, the implications often matter more for adjacent names than for the company itself. This section translates guidance signals into actionable read-throughs.",{"type":39,"tag":40,"props":533,"children":534},{},[535],{"type":39,"tag":50,"props":536,"children":537},{},[538],{"type":44,"value":539},"For each major guidance change identified in the tracker, analyze the implications for adjacent companies:",{"type":39,"tag":40,"props":541,"children":542},{},[543],{"type":39,"tag":50,"props":544,"children":545},{},[546],{"type":44,"value":547},"Identify who is affected by this company's guidance:",{"type":39,"tag":100,"props":549,"children":550},{},[551,561,571,581],{"type":39,"tag":104,"props":552,"children":553},{},[554,559],{"type":39,"tag":50,"props":555,"children":556},{},[557],{"type":44,"value":558},"Suppliers",{"type":44,"value":560},": Revenue\u002FCapEx guidance changes directly affect supplier order books. A CapEx guidance raise is a near-term purchase order for equipment\u002Fcomponent suppliers. A revenue guide-down signals softer demand flowing upstream.",{"type":39,"tag":104,"props":562,"children":563},{},[564,569],{"type":39,"tag":50,"props":565,"children":566},{},[567],{"type":44,"value":568},"Customers",{"type":44,"value":570},": If this company supplies critical inputs, pricing or capacity guidance affects customer margins. Guiding for price increases = margin headwind for customers. Guiding for capacity expansion = supply relief.",{"type":39,"tag":104,"props":572,"children":573},{},[574,579],{"type":39,"tag":50,"props":575,"children":576},{},[577],{"type":44,"value":578},"Competitors",{"type":44,"value":580},": Guidance on market growth, pricing environment, or demand trends is often the most honest signal about the competitive landscape. If Company A guides for share gains, that's a direct share loss for Company B.",{"type":39,"tag":104,"props":582,"children":583},{},[584,589],{"type":39,"tag":50,"props":585,"children":586},{},[587],{"type":44,"value":588},"Channel partners \u002F distributors",{"type":44,"value":590},": Volume guidance changes affect channel inventory and distributor revenue.",{"type":39,"tag":40,"props":592,"children":593},{},[594],{"type":39,"tag":50,"props":595,"children":596},{},[597],{"type":44,"value":598},"For each read-through (aim for 4-6), state:",{"type":39,"tag":600,"props":601,"children":602},"ol",{},[603,613,623,633],{"type":39,"tag":104,"props":604,"children":605},{},[606,611],{"type":39,"tag":50,"props":607,"children":608},{},[609],{"type":44,"value":610},"The guidance data point",{"type":44,"value":612}," — which metric changed, by how much, and in which quarter's call",{"type":39,"tag":104,"props":614,"children":615},{},[616,621],{"type":39,"tag":50,"props":617,"children":618},{},[619],{"type":44,"value":620},"The affected company",{"type":44,"value":622}," (ticker + name)",{"type":39,"tag":104,"props":624,"children":625},{},[626,631],{"type":39,"tag":50,"props":627,"children":628},{},[629],{"type":44,"value":630},"The implication",{"type":44,"value":632}," — bullish or bearish, with specific logic",{"type":39,"tag":104,"props":634,"children":635},{},[636,641],{"type":39,"tag":50,"props":637,"children":638},{},[639],{"type":44,"value":640},"Timing",{"type":44,"value":642}," — is this a next-quarter impact or a multi-quarter trend?",{"type":39,"tag":40,"props":644,"children":645},{},[646],{"type":39,"tag":50,"props":647,"children":648},{},[649],{"type":44,"value":650},"Focus on the highest-signal guidance changes:",{"type":39,"tag":100,"props":652,"children":653},{},[654,659,664,669,674],{"type":39,"tag":104,"props":655,"children":656},{},[657],{"type":44,"value":658},"Guidance raises after a period of conservatism → strong signal that the underlying business is inflecting",{"type":39,"tag":104,"props":660,"children":661},{},[662],{"type":44,"value":663},"Guidance cuts or \"reaffirmed\" when the market expected a raise → often more bearish than an explicit cut",{"type":39,"tag":104,"props":665,"children":666},{},[667],{"type":44,"value":668},"New metrics being guided on (or old metrics withdrawn) → management is redirecting attention, which itself is a signal",{"type":39,"tag":104,"props":670,"children":671},{},[672],{"type":44,"value":673},"Segment-level guidance changes → more specific read-throughs than consolidated figures",{"type":39,"tag":104,"props":675,"children":676},{},[677],{"type":44,"value":678},"KPI guidance (subscriber adds, unit volumes, ARPU) → often the most direct read-through to suppliers and competitors",{"type":39,"tag":40,"props":680,"children":681},{},[682],{"type":39,"tag":50,"props":683,"children":684},{},[685],{"type":44,"value":686},"Example:",{"type":39,"tag":100,"props":688,"children":689},{},[690,709],{"type":39,"tag":104,"props":691,"children":692},{},[693,695,700,702,707],{"type":44,"value":694},"\"NFLX raised Q2 subscriber guidance from +5M to +8M → ",{"type":39,"tag":50,"props":696,"children":697},{},[698],{"type":44,"value":699},"Negative for DIS+, WBD",{"type":44,"value":701},": attention economy is zero-sum; NFLX's accelerating growth likely pressures competing streamers' subscriber adds. ",{"type":39,"tag":50,"props":703,"children":704},{},[705],{"type":44,"value":706},"Positive for cloud\u002FCDN names (AMZN\u002FAWS, NET)",{"type":44,"value":708},": more streaming = more infrastructure demand.\"",{"type":39,"tag":104,"props":710,"children":711},{},[712,714,719,721,726],{"type":44,"value":713},"\"TSMC raised full-year CapEx guidance by $4B (from $32B to $36B) → ",{"type":39,"tag":50,"props":715,"children":716},{},[717],{"type":44,"value":718},"Positive for ASML",{"type":44,"value":720},": TSMC is ASML's largest customer; incremental CapEx skews toward EUV tools. ",{"type":39,"tag":50,"props":722,"children":723},{},[724],{"type":44,"value":725},"Positive for AMAT, LRCX, KLAC",{"type":44,"value":727},": broader equipment spend benefits all semicap names.\"",{"type":39,"tag":40,"props":729,"children":730},{},[731,736,738,744],{"type":39,"tag":50,"props":732,"children":733},{},[734],{"type":44,"value":735},"Web research for validation:",{"type":44,"value":737},"\nRun 1 targeted search: ",{"type":39,"tag":56,"props":739,"children":741},{"className":740},[],[742],{"type":44,"value":743},"\"{TICKER} guidance change implications read through {year}\"",{"type":44,"value":745}," — analyst commentary on cross-company signals from guidance moves.",{"type":39,"tag":40,"props":747,"children":748},{},[749],{"type":44,"value":750},"Present as a structured section in the report after the Pattern Analysis, grouped by guidance change (each major guide raise\u002Fcut gets its own sub-block with the read-throughs beneath it).",{"type":39,"tag":80,"props":752,"children":754},{"id":753},"_8-save-report",[755],{"type":44,"value":756},"8. Save Report",{"type":39,"tag":40,"props":758,"children":759},{},[760,762,768,770,775],{"type":44,"value":761},"Save to ",{"type":39,"tag":56,"props":763,"children":765},{"className":764},[],[766],{"type":44,"value":767},"reports\u002F{TICKER}_guidance_tracker.html",{"type":44,"value":769}," using the HTML report template from ",{"type":39,"tag":56,"props":771,"children":773},{"className":772},[],[774],{"type":44,"value":69},{"type":44,"value":776},". Write the full analysis as styled HTML with the design system CSS inlined. This is the final deliverable — no intermediate markdown step needed.",{"type":39,"tag":40,"props":778,"children":779},{},[780],{"type":44,"value":781},"The report should include:",{"type":39,"tag":100,"props":783,"children":784},{},[785,790,809,814,819,824,829],{"type":39,"tag":104,"props":786,"children":787},{},[788],{"type":44,"value":789},"Summary header with company name, ticker, and period covered",{"type":39,"tag":104,"props":791,"children":792},{},[793,795,807],{"type":44,"value":794},"Quarter mapping reference table showing the +1 offset explicitly:\n",{"type":39,"tag":796,"props":797,"children":801},"pre",{"className":798,"code":800,"language":44},[799],"language-text","| Guidance Source Quarter | Guidance Applies To | Actual Result Quarter |\n| CQ1 2024               | CQ2 2024            | CQ2 2024              |\n| CQ2 2024               | CQ3 2024            | CQ3 2024              |\n",[802],{"type":39,"tag":56,"props":803,"children":805},{"__ignoreMap":804},"",[806],{"type":44,"value":800},{"type":44,"value":808},"\nThis makes the offset rule visible and auditable for every row in the tracker.",{"type":39,"tag":104,"props":810,"children":811},{},[812],{"type":44,"value":813},"Main tracker table with columns: Guidance Source, Metric, Guidance, Actual Period, Actual, Delta, Beat\u002FMiss (with Daloopa citations on all values)",{"type":39,"tag":104,"props":815,"children":816},{},[817],{"type":44,"value":818},"Summary statistics (beat rate, avg beat\u002Fmiss by metric)",{"type":39,"tag":104,"props":820,"children":821},{},[822],{"type":44,"value":823},"Pattern analysis narrative",{"type":39,"tag":104,"props":825,"children":826},{},[827],{"type":44,"value":828},"Guidance read-throughs to adjacent companies (grouped by guidance change, with affected tickers and implications)",{"type":39,"tag":104,"props":830,"children":831},{},[832],{"type":44,"value":833},"Key guidance quotes from filings with document citations",{"type":39,"tag":40,"props":835,"children":836},{},[837,839],{"type":44,"value":838},"All financial figures must use Daloopa citation format: ",{"type":39,"tag":56,"props":840,"children":842},{"className":841},[],[843],{"type":44,"value":844},"\u003Ca href=\"https:\u002F\u002Fdaloopa.com\u002Fsrc\u002F{fundamental_id}\">$X.XX million\u003C\u002Fa>",{"type":39,"tag":40,"props":846,"children":847},{},[848],{"type":44,"value":849},"Tell the user where the HTML report was saved.",{"type":39,"tag":40,"props":851,"children":852},{},[853],{"type":44,"value":854},"Highlight the key patterns (e.g., \"Management has beat revenue guidance 7 of the last 8 quarters by an average of 2.3%\"). Include an honest credibility verdict: Is management's guidance informative or performative? Should investors trust the forward guidance, and if not, what should they anchor to instead?",{"items":856,"total":977},[857,875,891,903,923,945,965],{"slug":858,"name":858,"fn":859,"description":860,"org":861,"tags":862,"stars":22,"repoUrl":23,"updatedAt":24},"accessibility-and-inclusive-visualization","make data visualizations accessible","Make data visualizations accessible and inclusive. Use when the user needs chart or diagram accessibility guidance, text alternatives for complex visuals, color and contrast review, keyboard support, reduced-motion behavior for animation or parallax, or an accessibility QA workflow for exported figures, UML-like diagrams, and dashboards.",{"slug":8,"name":9,"logoUrl":10,"githubOrg":8},[863,866,869,872],{"name":864,"slug":865,"type":15},"Accessibility","accessibility",{"name":867,"slug":868,"type":15},"Charts","charts",{"name":870,"slug":871,"type":15},"Data Visualization","data-visualization",{"name":873,"slug":874,"type":15},"Design","design",{"slug":876,"name":876,"fn":877,"description":878,"org":879,"tags":880,"stars":22,"repoUrl":23,"updatedAt":890},"agent-browser","automate browser interactions for agents","Browser automation CLI for AI agents. Use when the user needs to interact with websites, verify dev server output, test web apps, navigate pages, fill forms, click buttons, take screenshots, extract data, or automate any browser task. Also triggers when a dev server starts so you can verify it visually.",{"slug":8,"name":9,"logoUrl":10,"githubOrg":8},[881,884,887],{"name":882,"slug":883,"type":15},"Agents","agents",{"name":885,"slug":886,"type":15},"Browser Automation","browser-automation",{"name":888,"slug":889,"type":15},"Testing","testing","2026-04-06T18:41:03.44016",{"slug":892,"name":892,"fn":893,"description":894,"org":895,"tags":896,"stars":22,"repoUrl":23,"updatedAt":902},"agent-browser-verify","verify dev server output with automated browser","Automated browser verification for dev servers. Triggers when a dev server starts to run a visual gut-check with agent-browser — verifies the page loads, checks for console errors, validates key UI elements, and reports pass\u002Ffail before continuing.",{"slug":8,"name":9,"logoUrl":10,"githubOrg":8},[897,898,901],{"name":885,"slug":886,"type":15},{"name":899,"slug":900,"type":15},"Local Development","local-development",{"name":888,"slug":889,"type":15},"2026-04-06T18:41:17.526867",{"slug":904,"name":904,"fn":905,"description":906,"org":907,"tags":908,"stars":22,"repoUrl":23,"updatedAt":922},"agents-sdk","build AI agents on Cloudflare Workers","Build AI agents on Cloudflare Workers using the Agents SDK. Load when creating stateful agents, durable workflows, real-time WebSocket apps, scheduled tasks, MCP servers, or chat applications. Covers Agent class, state management, callable RPC, Workflows integration, and React hooks. Biases towards retrieval from Cloudflare docs over pre-trained knowledge.",{"slug":8,"name":9,"logoUrl":10,"githubOrg":8},[909,910,913,916,919],{"name":882,"slug":883,"type":15},{"name":911,"slug":912,"type":15},"Cloudflare Workers","cloudflare-workers",{"name":914,"slug":915,"type":15},"SDK","sdk",{"name":917,"slug":918,"type":15},"Serverless","serverless",{"name":920,"slug":921,"type":15},"WebSockets","websockets","2026-04-06T18:39:51.717063",{"slug":924,"name":924,"fn":925,"description":926,"org":927,"tags":928,"stars":22,"repoUrl":23,"updatedAt":944},"ai-elements","build chat UIs with AI Elements","AI Elements component library guidance — pre-built React components for AI interfaces built on shadcn\u002Fui. Use when building chat UIs, message displays, tool call rendering, streaming responses, reasoning panels, or any AI-native interface with the AI SDK.",{"slug":8,"name":9,"logoUrl":10,"githubOrg":8},[929,932,935,938,941],{"name":930,"slug":931,"type":15},"Frontend","frontend",{"name":933,"slug":934,"type":15},"React","react",{"name":936,"slug":937,"type":15},"shadcn\u002Fui","shadcn-ui",{"name":939,"slug":940,"type":15},"UI Components","ui-components",{"name":942,"slug":943,"type":15},"Vercel","vercel","2026-04-06T18:40:59.619419",{"slug":946,"name":946,"fn":947,"description":948,"org":949,"tags":950,"stars":22,"repoUrl":23,"updatedAt":964},"ai-gateway","configure Vercel AI Gateway","Vercel AI Gateway expert guidance. Use when configuring model routing, provider failover, cost tracking, or managing multiple AI providers through a unified API.",{"slug":8,"name":9,"logoUrl":10,"githubOrg":8},[951,954,957,960,963],{"name":952,"slug":953,"type":15},"AI Infrastructure","ai-infrastructure",{"name":955,"slug":956,"type":15},"Cost Optimization","cost-optimization",{"name":958,"slug":959,"type":15},"LLM","llm",{"name":961,"slug":962,"type":15},"Performance","performance",{"name":942,"slug":943,"type":15},"2026-04-06T18:40:44.377464",{"slug":966,"name":966,"fn":967,"description":968,"org":969,"tags":970,"stars":22,"repoUrl":23,"updatedAt":976},"ai-generation-persistence","implement persistence patterns for AI generations","AI generation persistence patterns — unique IDs, addressable URLs, database storage, and cost tracking for every LLM generation",{"slug":8,"name":9,"logoUrl":10,"githubOrg":8},[971,972,975],{"name":955,"slug":956,"type":15},{"name":973,"slug":974,"type":15},"Database","database",{"name":958,"slug":959,"type":15},"2026-04-06T18:41:08.513425",600,{"items":979,"total":1176},[980,1001,1024,1041,1057,1074,1093,1105,1119,1133,1145,1160],{"slug":981,"name":981,"fn":982,"description":983,"org":984,"tags":985,"stars":998,"repoUrl":999,"updatedAt":1000},"prior-auth-packet-builder","build healthcare prior authorization packets","Build a concise prior authorization packet from local case files and payer policy docs.",{"slug":8,"name":9,"logoUrl":10,"githubOrg":8},[986,989,992,995],{"name":987,"slug":988,"type":15},"Documents","documents",{"name":990,"slug":991,"type":15},"Healthcare","healthcare",{"name":993,"slug":994,"type":15},"Insurance","insurance",{"name":996,"slug":997,"type":15},"Regulatory Compliance","regulatory-compliance",28169,"https:\u002F\u002Fgithub.com\u002Fopenai\u002Fopenai-agents-python","2026-04-16T05:11:39.180399",{"slug":1002,"name":1002,"fn":1003,"description":1004,"org":1005,"tags":1006,"stars":1021,"repoUrl":1022,"updatedAt":1023},"aspnet-core","build ASP.NET Core web applications","Build, review, refactor, or architect ASP.NET Core web applications using current official guidance for .NET web development. Use when working on Blazor Web Apps, Razor Pages, MVC, Minimal APIs, controller-based Web APIs, SignalR, gRPC, middleware, dependency injection, configuration, authentication, authorization, testing, performance, deployment, or ASP.NET Core upgrades.",{"slug":8,"name":9,"logoUrl":10,"githubOrg":8},[1007,1010,1012,1015,1018],{"name":1008,"slug":1009,"type":15},".NET","dotnet",{"name":1011,"slug":1002,"type":15},"ASP.NET Core",{"name":1013,"slug":1014,"type":15},"Blazor","blazor",{"name":1016,"slug":1017,"type":15},"C#","csharp",{"name":1019,"slug":1020,"type":15},"Web Development","web-development",23787,"https:\u002F\u002Fgithub.com\u002Fopenai\u002Fskills","2026-04-12T05:07:02.819491",{"slug":1025,"name":1025,"fn":1026,"description":1027,"org":1028,"tags":1029,"stars":1021,"repoUrl":1022,"updatedAt":1040},"chatgpt-apps","build ChatGPT Apps SDK applications","Build, scaffold, refactor, and troubleshoot ChatGPT Apps SDK applications that combine an MCP server and widget UI. Use when Codex needs to design tools, register UI resources, wire the MCP Apps bridge or ChatGPT compatibility APIs, apply Apps SDK metadata or CSP or domain settings, or produce a docs-aligned project scaffold. Prefer a docs-first workflow by invoking the openai-docs skill or OpenAI developer docs MCP tools before generating code.",{"slug":8,"name":9,"logoUrl":10,"githubOrg":8},[1030,1033,1036,1039],{"name":1031,"slug":1032,"type":15},"Apps SDK","apps-sdk",{"name":1034,"slug":1035,"type":15},"ChatGPT","chatgpt",{"name":1037,"slug":1038,"type":15},"MCP","mcp",{"name":9,"slug":8,"type":15},"2026-04-12T05:07:05.468097",{"slug":1042,"name":1042,"fn":1043,"description":1044,"org":1045,"tags":1046,"stars":1021,"repoUrl":1022,"updatedAt":1056},"cli-creator","build CLIs from API docs","Build a composable CLI for Codex from API docs, an OpenAPI spec, existing curl examples, an SDK, a web app, an admin tool, or a local script. Use when the user wants Codex to create a command-line tool that can run from any repo, expose composable read\u002Fwrite commands, return stable JSON, manage auth, and pair with a companion skill.",{"slug":8,"name":9,"logoUrl":10,"githubOrg":8},[1047,1050,1053],{"name":1048,"slug":1049,"type":15},"API Development","api-development",{"name":1051,"slug":1052,"type":15},"CLI","cli",{"name":1054,"slug":1055,"type":15},"Codex","codex","2026-04-12T05:07:04.132762",{"slug":1058,"name":1058,"fn":1059,"description":1060,"org":1061,"tags":1062,"stars":1021,"repoUrl":1022,"updatedAt":1073},"cloudflare-deploy","deploy projects to Cloudflare","Deploy applications and infrastructure to Cloudflare using Workers, Pages, and related platform services. Use when the user asks to deploy, host, publish, or set up a project on Cloudflare.",{"slug":8,"name":9,"logoUrl":10,"githubOrg":8},[1063,1066,1069,1070],{"name":1064,"slug":1065,"type":15},"Cloudflare","cloudflare",{"name":1067,"slug":1068,"type":15},"Cloudflare Pages","cloudflare-pages",{"name":911,"slug":912,"type":15},{"name":1071,"slug":1072,"type":15},"Deployment","deployment","2026-04-12T05:07:14.275118",{"slug":1075,"name":1075,"fn":1076,"description":1077,"org":1078,"tags":1079,"stars":1021,"repoUrl":1022,"updatedAt":1092},"define-goal","define and set measurable project goals","Help the user define a concrete, measurable goal before starting work, especially when they ask to use the goal tool, create a goal, set an objective, clarify success criteria, or turn a fuzzy intention into a quantitative outcome. Use this skill for goal creation and goal refinement only; it does not manage durable snapshots, decision logs, or long-running execution artifacts.",{"slug":8,"name":9,"logoUrl":10,"githubOrg":8},[1080,1083,1086,1089],{"name":1081,"slug":1082,"type":15},"Productivity","productivity",{"name":1084,"slug":1085,"type":15},"Project Management","project-management",{"name":1087,"slug":1088,"type":15},"Strategy","strategy",{"name":1090,"slug":1091,"type":15},"Task Management","task-management","2026-05-23T06:17:16.870838",{"slug":1094,"name":1094,"fn":1095,"description":1096,"org":1097,"tags":1098,"stars":1021,"repoUrl":1022,"updatedAt":1104},"figma","translate Figma designs into code","Use the Figma MCP server to fetch design context, screenshots, variables, and assets from Figma, and to translate Figma nodes into production code. Trigger when a task involves Figma URLs, node IDs, design-to-code implementation, or Figma MCP setup and troubleshooting.",{"slug":8,"name":9,"logoUrl":10,"githubOrg":8},[1099,1100,1102,1103],{"name":873,"slug":874,"type":15},{"name":1101,"slug":1094,"type":15},"Figma",{"name":930,"slug":931,"type":15},{"name":1037,"slug":1038,"type":15},"2026-04-12T05:06:47.939943",{"slug":1106,"name":1106,"fn":1107,"description":1108,"org":1109,"tags":1110,"stars":1021,"repoUrl":1022,"updatedAt":1118},"figma-code-connect-components","connect Figma designs to code components","Connects Figma design components to code components using Code Connect mapping tools. Use when user says \"code connect\", \"connect this component to code\", \"map this component\", \"link component to code\", \"create code connect mapping\", or wants to establish mappings between Figma designs and code implementations. For canvas writes via `use_figma`, use `figma-use`.",{"slug":8,"name":9,"logoUrl":10,"githubOrg":8},[1111,1112,1115,1116,1117],{"name":873,"slug":874,"type":15},{"name":1113,"slug":1114,"type":15},"Design System","design-system",{"name":1101,"slug":1094,"type":15},{"name":930,"slug":931,"type":15},{"name":939,"slug":940,"type":15},"2026-05-10T05:59:52.971881",{"slug":1120,"name":1120,"fn":1121,"description":1122,"org":1123,"tags":1124,"stars":1021,"repoUrl":1022,"updatedAt":1132},"figma-create-design-system-rules","generate design system rules from Figma","Generates custom design system rules for the user's codebase. Use when user says \"create design system rules\", \"generate rules for my project\", \"set up design rules\", \"customize design system guidelines\", or wants to establish project-specific conventions for Figma-to-code workflows. Requires Figma MCP server connection.",{"slug":8,"name":9,"logoUrl":10,"githubOrg":8},[1125,1126,1127,1130,1131],{"name":873,"slug":874,"type":15},{"name":1113,"slug":1114,"type":15},{"name":1128,"slug":1129,"type":15},"Documentation","documentation",{"name":1101,"slug":1094,"type":15},{"name":930,"slug":931,"type":15},"2026-05-16T06:07:47.821474",{"slug":1134,"name":1134,"fn":1135,"description":1136,"org":1137,"tags":1138,"stars":1021,"repoUrl":1022,"updatedAt":1144},"figma-implement-design","translate Figma designs into application code","Translates Figma designs into production-ready application code with 1:1 visual fidelity. Use when implementing UI code from Figma files, when user mentions \"implement design\", \"generate code\", \"implement component\", provides Figma URLs, or asks to build components matching Figma specs. For Figma canvas writes via `use_figma`, use `figma-use`.",{"slug":8,"name":9,"logoUrl":10,"githubOrg":8},[1139,1140,1141,1142,1143],{"name":873,"slug":874,"type":15},{"name":1101,"slug":1094,"type":15},{"name":930,"slug":931,"type":15},{"name":939,"slug":940,"type":15},{"name":1019,"slug":1020,"type":15},"2026-05-16T06:07:40.583615",{"slug":1146,"name":1146,"fn":1147,"description":1148,"org":1149,"tags":1150,"stars":1021,"repoUrl":1022,"updatedAt":1159},"hatch-pet","create animated pets for Codex","Create, repair, validate, visually QA, and package Codex-compatible animated pets and pet spritesheets from character art, generated images, company or prospect brand cues, or visual references. Use when a user wants a lightweight-worker Codex pet workflow, a non-pixel custom pet style, a prospect or company mascot pet, or a full 8x9 animated pet atlas with transparent unused cells, QA contact sheets, and pet.json packaging. This skill composes the installed $imagegen system skill for visual generation and uses bundled scripts for deterministic spritesheet assembly.",{"slug":8,"name":9,"logoUrl":10,"githubOrg":8},[1151,1154,1155,1158],{"name":1152,"slug":1153,"type":15},"Animation","animation",{"name":1054,"slug":1055,"type":15},{"name":1156,"slug":1157,"type":15},"Creative","creative",{"name":873,"slug":874,"type":15},"2026-05-02T05:31:48.48485",{"slug":1161,"name":1161,"fn":1162,"description":1163,"org":1164,"tags":1165,"stars":1021,"repoUrl":1022,"updatedAt":1175},"imagegen","generate and edit raster images","Generate or edit raster images when the task benefits from AI-created bitmap visuals such as photos, illustrations, textures, sprites, mockups, or transparent-background cutouts. Use when Codex should create a brand-new image, transform an existing image, or derive visual variants from references, and the output should be a bitmap asset rather than repo-native code or vector. Do not use when the task is better handled by editing existing SVG\u002Fvector\u002Fcode-native assets, extending an established icon or logo system, or building the visual directly in HTML\u002FCSS\u002Fcanvas.",{"slug":8,"name":9,"logoUrl":10,"githubOrg":8},[1166,1167,1168,1171,1174],{"name":1156,"slug":1157,"type":15},{"name":873,"slug":874,"type":15},{"name":1169,"slug":1170,"type":15},"Image Generation","image-generation",{"name":1172,"slug":1173,"type":15},"Images","images",{"name":9,"slug":8,"type":15},"2026-05-15T06:23:24.312127",675]