Finance
Personal finance, budgeting, financial tools
analyst-estimates
by OctagonAI
Retrieve analyst financial estimates including Revenue and EPS projections with low/high ranges and analyst coverage. Use when analyzing forward expectations, consensus estimates, valuation inputs, or comparing projections to historical performance.
income-statement-growth
by OctagonAI
Retrieve year-over-year growth in income statement items including Revenue, Gross Profit, Operating Income, Net Income, and EPS Diluted. Use when analyzing company financial growth trends, comparing fiscal year performance, or identifying profitability inflection points.
income-statement
by OctagonAI
Retrieve real-time income statement data including Revenue, Net Income, and EPS Diluted for public companies. Use when analyzing absolute financial figures, historical earnings, or comparing company scale across fiscal periods.
financial-health-scores
by OctagonAI
Retrieve financial health scores including Altman Z-Score and Piotroski Score for public companies. Use when assessing bankruptcy risk, financial strength, value investing screening, or credit quality analysis.
earnings-financial-guidance
by OctagonAI
Extract and analyze financial guidance and forward-looking statements from earnings transcripts, including segment guidance, risk factors, and guidance vs. actuals comparison.
company-market-cap
by OctagonAI
Retrieve market capitalization data for a single company using Octagon MCP. Use when you need the current market value, valuation context, or size classification for any publicly traded stock.
financial-analyst-master
by OctagonAI
Comprehensive equity research analyst skill that orchestrates all Octagon financial analysis skills. Use when conducting full company analysis, writing initiation of coverage reports, performing due diligence, or creating investment recommendations with quantitative support.
stock-research
by z1993
自动化股票投资研究工作流 - 使用 NotebookLM Deep Research 搜集财报/研报资料，提取结构化数据,然后由代理执行 6 阶段专业分析（业务/财务/估值/市场观点/驱动因子/投资建议）。Use when researching stocks, analyzing company fundamentals, or evaluating investment opportunities.
financial-statement-analyzer
by Geeksfino
对单个A股上市公司的财务报表进行深度分析，评估盈利质量、财务健康状况、财务造假风险和运营效率。当用户要求深入分析某家公司的财务报表、杜邦分析、盈利质量检查、资产负债表分析、现金流分析、Z值评分、M值评分、营运资本分析，或任何详细的单公司财务审视时使用此技能。
portfolio-health-check
by Geeksfino
Diagnose risks and inefficiencies in an existing investment portfolio. Use when the user asks to review, audit, or stress-test their current holdings, evaluate portfolio concentration, check factor exposures, assess correlation risks, identify hidden tilts, or get actionable improvement suggestions for a portfolio they already own.
financial-growth
by OctagonAI
Retrieve comprehensive year-over-year growth in key financial metrics including Revenue, Gross Profit, Operating Income, Net Income, EPS, and Free Cash Flow. Use when analyzing overall company financial performance trends across income statement and cash flow.
historical-market-cap
by OctagonAI
Retrieve historical market capitalization data for any stock using Octagon MCP. Use when tracking market cap changes over time, analyzing valuation trends, identifying peak and trough valuations, and comparing historical size classifications.
historical-financial-ratings
by OctagonAI
Retrieve historical financial ratings and key metric scores over time using Octagon MCP. Use when analyzing overall ratings, return on assets, return on equity, discounted cash flow scores, debt-to-equity scores, and letter grades (A+, A, B, etc.) for any public company.
earnings-market-expansion
by OctagonAI
Identify market expansion and geographic growth plans discussed in earnings calls, including new market launches, international expansion, and product diversification strategies.
sec-cash-flow-review
by OctagonAI
Extract and analyze cash flow trends and working capital changes from SEC filings using Octagon MCP. Use when researching operating cash flow, investing activities, financing activities, free cash flow, liquidity, and working capital dynamics from 10-K and 10-Q filings.
earnings-call-insights
by OctagonAI
Analyze earnings call transcripts to extract key insights about future guidance, strategic priorities, management commentary, and market signals.
balance-sheet-growth
by OctagonAI
Retrieve year-over-year growth in balance sheet items including Total Assets, Total Liabilities, Shareholders Equity, Cash, and Inventories. Use when analyzing company financial position trends, capital structure changes, or liquidity management.
sec-10q-analysis
by OctagonAI
Analyze 10-Q quarterly filings for public companies using Octagon MCP. Use when extracting quarterly performance metrics, revenue breakdown, operating margins, segment performance, and interim financial updates from SEC 10-Q filings.
financial-calculator
by dkyazzentwatwa
"Financial calculations: loans, investments, NPV/IRR, retirement planning, Monte Carlo simulations. Generates tables, charts, and exportable reports."
kamino
by sendaifun
Complete guide for Kamino Finance - Solana's leading DeFi protocol for lending, borrowing, liquidity management, and leverage trading. Covers klend-sdk (lending), kliquidity-sdk (automated liquidity strategies), scope-sdk (oracle aggregator), multiply/leverage operations, vaults, and obligation orders.
israeli-bank-connector
by skills-il
Analyze Israeli bank transactions, spending patterns, and financial data across Israeli banks and credit card companies. Use when user asks about bank transactions, spending analysis, "cheshbon bank", budget tracking, or needs to categorize Israeli banking data. Enhances israeli-bank-mcp, il-bank-mcp, and asher-mcp servers with financial analysis workflows. Supports Hapoalim, Leumi, Discount, Mizrahi, Visa Cal, Max, Isracard. Do NOT use for payment initiation, money transfers, or investment advice.
optimizing-costs
by ancoleman
Optimize cloud infrastructure costs through FinOps practices, commitment discounts, right-sizing, and automated cost management. Use when reducing cloud spend, implementing budget controls, or establishing cost visibility across AWS, Azure, GCP, and Kubernetes environments.
execution-accelerator
by shipshitdev
Use this skill when users are stuck on a decision, overthinking, experiencing analysis paralysis, or need to ship faster. Activates for "should I wait," "I can't decide," "I'm overthinking," or when speed is critical and perfectionism is the enemy.
ai-audit-report
by diggiehippie
Generates a complete, professional AI Readiness Audit Report for AI consultants working with small and medium businesses. Use this skill whenever a user wants to write up audit findings, generate a client report after an AI audit, score a client's AI readiness, or turn audit notes and answers into a structured deliverable. Also trigger when the user says things like "I finished my audit", "write up my findings", "generate the report", "score my client", or "create an AI readiness report". The skill conducts a structured interview across 5 domains, scores each 1–5, and produces a full written report with scorecard, findings, recommendations, effort/impact matrix, and 90-day roadmap.