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capital-allocation

Aggregate 8 quarters of buybacks, dividends, cash flow, and leverage into an HTML report.

482|113|Updated Feb 17, 2026
Search Tags:#reporting#capital-allocation#dividends#fcf#leverage#reinvestment#buybacks
One-click install
npx skills add https://github.com/daloopa/investing --skill capital-allocation
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: capital-allocation
Source: https://github.com/daloopa/investing/tree/main/.claude/skills/capital-allocation
Command: npx skills add https://github.com/daloopa/investing --skill capital-allocation

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Capital allocation decisions have long-term implications for shareholder value, transparency, and financial resilience, but analysts often struggle to systematically extract, reconcile, and evaluate the key metrics across buybacks, dividends, free cash flow, leverage, and reinvestment.

Core Features & Use Cases

  • Comprehensive metrics: automatically pulls and consolidates 8 quarters of Buybacks, Dividends, OCF, CapEx, FCF, Cash, Debt, and Net Debt, plus R&D and CapEx as a share of revenue when available.
  • Multi-quarter trend analysis: enables QoQ and YoY comparisons to assess capital-allocation discipline and growth sustainability.
  • Report-ready outputs: generates a structured HTML capital-allocation report with standardized citations to Daloopa data.

Quick Start

Provide a ticker symbol (e.g., AAPL) to generate a capital-allocation analysis report for that company.

Frequently Asked Questions about capital-allocation

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I analyze a company's capital allocation across multiple quarters?▼

You can analyze capital allocation by aggregating 8 quarters of buybacks, dividends, cash flow, leverage, and reinvestment metrics to evaluate value creation and capital-allocation discipline over time.

What financial metrics are needed to evaluate capital allocation discipline?▼

Key metrics for evaluating capital allocation discipline include buybacks, dividends, OCF, CapEx, FCF, cash, debt, net debt, and R&D as a share of revenue to assess financial resilience and growth sustainability.

Can I generate a capital allocation report for a specific public company?▼

Yes, you can generate a structured HTML capital allocation report for a public company by providing its ticker symbol, which automatically sources market data and computes standardized financial metrics.

How do I compare a public company's capital allocation against its peers?▼

You can compare capital allocation against peers by extracting and reconciling standardized metrics like free cash flow and leverage across 8 quarters to evaluate cross-peer value creation differences.

Does the capital allocation analysis include data citations for auditing?▼

Yes, the capital allocation analysis includes standardized data citations to Daloopa data within the generated HTML report, ensuring transparency and verifiable sourcing for all extracted financial metrics.

What is the best way to track quarterly trends in buybacks and dividends?▼

The best way to track quarterly trends in buybacks and dividends is by consolidating 8 quarters of data to enable QoQ and YoY comparisons for assessing growth sustainability and capital distribution.

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