Finance
Personal finance, budgeting, financial tools
earnings-call-analysis
by OctagonAI
Analyze earnings call transcripts to extract forward-looking guidance, strategic focus areas, supply chain insights, and generate follow-up questions for deeper analysis.
financial-metrics-analysis
by OctagonAI
Analyze year-over-year growth in income statement items and financial metrics using Octagon MCP. Use when retrieving YoY Revenue Growth, Cost of Revenue Growth, Gross Profit Growth, Operating Income Growth, Net Income Growth, or comparing financial performance across fiscal periods for any public company.
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.
sec-10k-analysis
by OctagonAI
Analyze 10-K annual filings for public companies using Octagon MCP. Use when extracting key financial metrics, risk factors, business overview, management discussion, and regulatory disclosures from SEC 10-K filings.
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.
earnings-capital-allocation
by OctagonAI
Extract management's commentary on capital allocation, investment priorities, shareholder returns, and strategic investments from earnings call transcripts.
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.
balance-sheet
by OctagonAI
Retrieve detailed balance sheet statement data including Total Assets, Current Assets, Non-Current Assets, Liabilities, Equity, and Net Debt for public companies. Use when analyzing financial position, capital structure, or leverage metrics.
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.
earnings-cost-mgmt
by OctagonAI
Analyze cost reduction initiatives and operational efficiency measures from earnings transcripts, including headcount actions, facility consolidation, and productivity improvements.
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.
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.
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.
earnings-call-insights
by OctagonAI
Analyze earnings call transcripts to extract key insights about future guidance, strategic priorities, management commentary, and market signals.
kimi-xlsx
by thvroyal
"Specialized utility for advanced manipulation, analysis, and creation of spreadsheet files, including (but not limited to) XLSX, XLSM, CSV formats. Core functionalities include formula deployment, complex formatting (including automatic currency formatting for financial tasks), data visualization, and mandatory post-processing recalculation. "
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.
finance-data
by macaron-software
Financial data modeling, calculations, and transaction categorization for personal wealth management. Use when working on database schema, P&L calculations, asset allocation, dividend tracking, net worth computation, or automatic transaction categorization with regex rules and LLM fallback.
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.
financial-operations-expert
by shipshitdev
Use this skill when users need help with business finances, tax planning, bookkeeping, profit/loss analysis, cash flow management, or multi-business financial tracking. Activates for "am I profitable," tax questions, accounting setup, or financial health checks.