octagonai

octagonai/skills

68 resources in this repository

GitHub
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🎯Skills68

🎯commodities-quote🎯Skill

Skill for retrieving commodities quotes from Octagon Skills, a collection of AI agent skills for financial data analysis powered by the Octagon MCP, covering financial statements, growth analysis, and market data.

commodities-quote
🎯stock-quote🎯Skill

A skill powered by the Octagon MCP that retrieves real-time stock quotes and financial data, part of a comprehensive suite of financial analysis skills covering income statements, balance sheets, cash flows, and analyst estimates.

stock-quote
🎯forex-list🎯Skill

Forex data listing skill from Octagon Skills, a collection of AI agent skills for financial data analysis powered by Octagon MCP.

forex-list
🎯market-analyst-master🎯Skill

Part of Octagon Skills, a collection of AI agent skills for financial data analysis powered by the Octagon MCP, providing market analysis capabilities for investment research.

market-analyst-master
🎯financial-metrics-analysis🎯Skill

A financial metrics analysis skill from Octagon AI's skills collection for development workflows and AI-assisted coding.

financial-metrics-analysis
🎯commodities-list🎯Skill

A financial data analysis skill for commodities from Octagon AI, powered by the Octagon MCP for querying and analyzing financial market data.

commodities-list
🎯financial-analyst-master🎯Skill

A financial analyst master skill from Octagon AI's skills collection for development workflows and AI-assisted coding.

financial-analyst-master
🎯earnings-call-insights🎯Skill

A financial data analysis skill powered by Octagon MCP for extracting insights from earnings calls and other financial data sources for AI agent-driven analysis.

earnings-call-insights
🎯cash-flow-statement🎯Skill

A cash flow statement skill from Octagon AI's skills collection for development workflows and AI-assisted coding.

cash-flow-statement
🎯earnings-call-analysis🎯Skill

Analyze earnings call transcripts with follow-up questions and source citations.

earnings-call-analysis
🎯balance-sheet🎯Skill

A balance sheet skill from Octagon AI's skills collection for development workflows and AI-assisted coding.

balance-sheet
🎯esg-ratings🎯Skill

An Octagon AI financial analysis skill that retrieves ESG ratings and scores including MSCI ratings, Sustainalytics risk assessments, and industry rank comparisons, powered by the Octagon MCP.

esg-ratings
🎯analyst-estimates🎯Skill

Retrieves analyst revenue and EPS estimates with consensus ranges, powered by the Octagon MCP for real-time financial data analysis.

analyst-estimates
🎯earnings-analyst-master🎯Skill

Comprehensive earnings analyst skill that orchestrates all earnings skills for transcript analysis.

earnings-analyst-master
🎯cash-flow-growth🎯Skill

A cash flow growth skill from Octagon AI's skills collection for development workflows and AI-assisted coding.

cash-flow-growth
🎯income-statement🎯Skill

A income statement skill from Octagon AI's skills collection for development workflows and AI-assisted coding.

income-statement
🎯financial-growth🎯Skill

An AI agent skill for financial growth data analysis powered by the Octagon MCP, providing tools for analyzing financial metrics and investment data.

financial-growth
🎯earnings-financial-guidance🎯Skill

A earnings financial guidance skill from Octagon AI's skills collection for development workflows and AI-assisted coding.

earnings-financial-guidance
🎯income-statement-growth🎯Skill

A income statement growth skill from Octagon AI's skills collection for development workflows and AI-assisted coding.

income-statement-growth
🎯financial-health-scores🎯Skill

A financial health scores skill from Octagon AI's skills collection for development workflows and AI-assisted coding.

financial-health-scores
🎯earnings-qa-analysis🎯Skill

A earnings qa analysis skill from Octagon AI's skills collection for development workflows and AI-assisted coding.

earnings-qa-analysis
🎯esg-benchmark-comparison🎯Skill

A financial analysis skill that retrieves ESG benchmark comparison metrics by sector using MSCI, S&P, and CDP frameworks, powered by the Octagon MCP for financial data analysis.

esg-benchmark-comparison
🎯sec-10k-analysis🎯Skill

Analyzes SEC 10-K annual filings for public companies using Octagon MCP, extracting key financial metrics, risk factors, business overview, and regulatory disclosures.

sec-10k-analysis
🎯sec-business-desc-analysis🎯Skill

Extract business descriptions and competitive landscape from 10-K filings.

sec-business-desc-analysis
🎯balance-sheet-growth🎯Skill

A balance sheet growth skill from Octagon AI's skills collection for development workflows and AI-assisted coding.

balance-sheet-growth
🎯industry-pe-ratios🎯Skill

Retrieves industry-specific price-to-earnings (P/E) ratios by exchange and industry using the Octagon MCP server, enabling company valuation comparisons against sector and sub-industry peer benchmarks.

industry-pe-ratios
🎯company-market-cap🎯Skill

A skill that retrieves current market capitalization data for publicly traded companies via the Octagon MCP server, providing size classification, valuation context, historical comparisons, and interpretation guidance for market cap figures.

company-market-cap
🎯batch-market-cap🎯Skill

Retrieves market capitalization data for multiple companies in a single query using Octagon MCP, useful for comparing valuations across peers, screening by market cap, and analyzing portfolio composition.

batch-market-cap
🎯earnings-conf-call-sentiment🎯Skill

A earnings conf call sentiment skill from Octagon AI's skills collection for development workflows and AI-assisted coding.

earnings-conf-call-sentiment
🎯historical-financial-ratings🎯Skill

AI agent skills for financial data analysis powered by the Octagon MCP, providing historical financial ratings data retrieval and analysis capabilities.

historical-financial-ratings
🎯earnings-product-pipeline🎯Skill

Extract R&D updates, clinical trials, regulatory filings, and launch timelines.

earnings-product-pipeline
🎯sec-cash-flow-review🎯Skill

A Claude Code skill that extracts and analyzes cash flow trends, working capital changes, and liquidity positions from SEC 10-K and 10-Q filings using the Octagon MCP server for public company financial analysis.

sec-cash-flow-review
🎯stock-price-change🎯Skill

AI agent skill for financial data analysis powered by the Octagon MCP, providing stock price change analysis and other financial data capabilities.

stock-price-change
🎯earnings-market-expansion🎯Skill

Identify geographic growth plans, new market launches, and product diversification.

earnings-market-expansion
🎯earnings-analyst-questions🎯Skill

Identifies and analyzes key themes, concerns, and questions raised by analysts during earnings calls, with specific analyst attribution and topic categorization using Octagon MCP.

earnings-analyst-questions
🎯earnings-mgmt-comments🎯Skill

Extracts targeted management commentary from earnings call transcripts on topics like product development, AI strategy, competitive positioning, capital allocation, and partnerships using Octagon MCP.

earnings-mgmt-comments
🎯industry-performance-snapshot🎯Skill

Retrieves daily industry performance data by exchange using the Octagon MCP server, providing metrics like average price changes and performance trends for specific industries such as Biotechnology or Semiconductors on NYSE or NASDAQ.

industry-performance-snapshot
🎯revenue-geographic-segmentation🎯Skill

Retrieves detailed revenue breakdown by geographic segment for public companies using Octagon MCP, useful for analyzing regional exposure, geographic concentration, international expansion, and currency risk assessment.

revenue-geographic-segmentation
🎯earnings-revenue-guidance🎯Skill

Extracts revenue guidance and growth projections from earnings call transcripts using Octagon MCP, including segment breakdown, constant currency adjustments, and M&A contribution analysis.

earnings-revenue-guidance
🎯revenue-product-segmentation🎯Skill

Retrieves detailed revenue breakdown by product segment for public companies using Octagon MCP, useful for analyzing product mix, revenue concentration, segment contribution, and business line performance.

revenue-product-segmentation
🎯ratings-snapshot🎯Skill

Retrieves ratings snapshot with overall rating and key metric scores (DCF, ROE, ROA, Debt-to-Equity, P/E, P/B) for public companies using Octagon MCP for quick fundamental stock assessment.

ratings-snapshot
🎯sec-risk-factors🎯Skill

Extracts and summarizes risk factors from SEC filings (10-K and 10-Q) using the Octagon MCP server, categorizing risks across macroeconomic, legal, financial, operational, and supply chain dimensions for public company analysis.

sec-risk-factors
🎯earnings-competitive-review🎯Skill

Analyzes management's discussion of competitive landscape, market positioning, and strategic differentiation from earnings call transcripts using Octagon MCP, covering market share, competitor mentions, and pricing strategy.

earnings-competitive-review
🎯sec-analyst-master🎯Skill

A master-level SEC financial analyst skill from Octagon AI that orchestrates comprehensive equity research analysis using financial statements, growth metrics, profitability ratios, and valuation data powered by the Octagon MCP server.

sec-analyst-master
🎯stock-performance🎯Skill

A stock performance skill from Octagon AI's skills collection for development workflows and AI-assisted coding.

stock-performance
🎯sector-pe-ratios🎯Skill

Retrieve sector P/E ratios by exchange for valuation benchmarking.

sector-pe-ratios
🎯earnings-cost-mgmt🎯Skill

Analyzes cost reduction initiatives and operational efficiency measures from earnings call transcripts using Octagon MCP, covering workforce actions, facility consolidation, expense optimization, and productivity programs.

earnings-cost-mgmt
🎯earnings-capital-allocation🎯Skill

Extracts management commentary on capital allocation strategy from earnings call transcripts using Octagon MCP, covering CapEx plans, share buybacks, dividend policy, M&A intentions, and investment priorities.

earnings-capital-allocation
🎯historical-market-cap🎯Skill

Retrieves historical market capitalization data for any stock over a specified date range via Octagon MCP, enabling trend analysis, peak/trough identification, volatility assessment, and size classification tracking.

historical-market-cap
🎯price-target-consensus🎯Skill

Retrieves consensus price target metrics including average, median, high, and low analyst targets for any stock using the Octagon MCP server. Useful for evaluating upside/downside potential and analyst agreement on a given security.

price-target-consensus
🎯sec-corp-governance🎯Skill

Reviews corporate governance practices and board composition from SEC proxy statements using Octagon MCP, covering board structure, director qualifications, committee composition, governance policies, and shareholder rights.

sec-corp-governance
🎯stock-grades🎯Skill

Get latest analyst ratings, upgrades, and downgrades from financial institutions.

stock-grades
🎯sec-footnotes-analysis🎯Skill

Analyzes footnotes and accounting policies from SEC filings via Octagon MCP, covering revenue recognition, fair value measurements, lease obligations, debt details, stock compensation, contingencies, and critical accounting estimates.

sec-footnotes-analysis
🎯sec-10q-analysis🎯Skill

Analyzes SEC 10-Q quarterly filings via Octagon MCP to extract quarterly performance metrics, revenue breakdown, operating margins, segment performance, balance sheet updates, and guidance revisions for public companies.

sec-10q-analysis
🎯sec-8k-analysis🎯Skill

Analyzes SEC 8-K filings to extract material events and corporate changes using Octagon MCP, covering M&A announcements, leadership changes, earnings releases, and disclosures requiring immediate investor attention.

sec-8k-analysis
🎯sec-mda-analysis🎯Skill

Analyzes Management Discussion and Analysis (MD&A) sections from SEC 10-K and 10-Q filings using Octagon MCP, extracting strategic initiatives, financial performance commentary, macroeconomic challenges, and forward-looking statements.

sec-mda-analysis
🎯price-target-summary🎯Skill

Retrieves aggregated analyst price target data across multiple timeframes for any stock using the Octagon MCP server. Helps evaluate analyst sentiment, upside/downside potential, consensus expectations, and track target trends over time.

price-target-summary
🎯sec-amendments-review🎯Skill

Reviews amendments to SEC filings using the Octagon MCP server, identifying material changes, corrections, restatements, and updates to previously filed documents including 10-K/A, 10-Q/A, 8-K/A, S-1/A, and Form 144/A filings.

sec-amendments-review
🎯sector-performance-snapshot🎯Skill

Get sector-wide metrics including revenue, EBITDA, market cap, and enterprise value.

sector-performance-snapshot
🎯sec-proxy-analysis🎯Skill

An Octagon AI financial analysis skill that extracts executive compensation and governance information from SEC proxy statements, powered by the Octagon MCP for comprehensive corporate governance research.

sec-proxy-analysis
🎯sec-debt-covenant🎯Skill

Analyzes debt covenants and credit agreement terms from SEC filings using Octagon MCP, covering financial covenants, leverage ratios, interest coverage requirements, credit facilities, debt maturity schedules, and compliance status from 10-K, 10-Q, and 8-K filings.

sec-debt-covenant
🎯stock-historical-index🎯Skill

AI agent skills for financial data analysis powered by the Octagon MCP, providing stock historical index data retrieval and analysis capabilities.

stock-historical-index
🎯sec-annual-comparison🎯Skill

Compares key metrics and risk factors between annual 10-K SEC filings using the Octagon MCP server, enabling year-over-year analysis of financials, risk factors, business segments, and strategic priorities for public companies.

sec-annual-comparison
🎯sec-s1-analysis🎯Skill

Analyzes S-1 registration statements (IPO filings) via Octagon MCP to extract business models, risk factors, use of proceeds, capitalization tables, principal shareholders, and growth opportunities for pre-IPO companies.

sec-s1-analysis
🎯sec-segment-reporting🎯Skill

Analyzes business segment performance from SEC filings using Octagon MCP, covering segment revenue, operating income, margins, geographic breakdowns, growth trends, and segment restructuring from 10-K and 10-Q filings.

sec-segment-reporting
🎯prediction-markets-analysis🎯Skill

A skill that generates deep research reports on prediction market events using the Octagon Prediction Markets Agent, combining real-time Kalshi market data with AI-driven analysis to identify mispricings and provide actionable trading insights across 120+ active markets.

prediction-markets-analysis
🎯kalshi-trading-bot-cli🎯Skill

Skill

kalshi-trading-bot-cli
🎯financial-metrics-master🎯Skill

Skill

financial-metrics-master