OctagonAI
@OctagonAI Organization
Public Skills
earnings-analyst-master
by OctagonAI
Comprehensive earnings call analyst skill that orchestrates all Octagon earnings analysis skills. Use when analyzing earnings calls, extracting management insights, tracking guidance, and creating earnings-focused research reports.
earnings-product-pipeline
by OctagonAI
Extract product development and pipeline updates from earnings calls, including clinical trial progress, regulatory submissions, and launch timelines.
earnings-cost-mgmt
by OctagonAI
Analyze cost reduction initiatives and operational efficiency measures from earnings transcripts, including headcount actions, facility consolidation, and productivity improvements.
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-capital-allocation
by OctagonAI
Extract management's commentary on capital allocation, investment priorities, shareholder returns, and strategic investments from earnings call transcripts.
earnings-competitive-review
by OctagonAI
Analyze management's discussion of competitive landscape, market positioning, and strategic differentiation from earnings call transcripts.
earnings-revenue-guidance
by OctagonAI
Extract specific revenue guidance and growth projections from earnings call transcripts, including segment breakdown, constant currency adjustments, and M&A contributions.
earnings-conf-call-sentiment
by OctagonAI
Analyze the overall sentiment and tone of management during earnings conference calls, including confidence levels, optimism indicators, and forward-looking language.
earnings-analyst-questions
by OctagonAI
Identify key themes and concerns raised by analysts during earnings calls, including specific analyst attribution and topic categorization.
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-qa-analysis
by OctagonAI
Analyze the Q&A section of earnings call transcripts for strategic insights, analyst concerns, and management responses on key topics.
earnings-mgmt-comments
by OctagonAI
Extract management's commentary on specific topics from earnings call transcripts, including product development, strategy, competitive positioning, and executive quotes.
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.
earnings-call-insights
by OctagonAI
Analyze earnings call transcripts to extract key insights about future guidance, strategic priorities, management commentary, and market signals.
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.
market-analyst-master
by OctagonAI
Comprehensive market analyst skill that orchestrates all Octagon stock performance and market data skills. Use when conducting stock analysis, creating market reports, evaluating valuations, comparing sectors, or performing technical and sentiment analysis.
forex-list
by OctagonAI
Retrieve a full listing of actively traded currency pairs in the global forex market using Octagon MCP. Use when researching forex markets, understanding currency pair categories, analyzing major/minor/exotic pairs, and identifying trading opportunities.
commodities-quote
by OctagonAI
Retrieve real-time commodity price quotes using Octagon MCP. Use when checking current commodity prices, analyzing day ranges, comparing to moving averages, and tracking precious metals, energy, and agricultural commodity prices.
commodities-list
by OctagonAI
Retrieve the full catalog of tradable commodities across energy, metals, and agriculture using Octagon MCP. Use when researching commodity markets, identifying trading firms, understanding market participants, and analyzing commodity sector coverage.
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.
industry-performance-snapshot
by OctagonAI
Retrieve a daily overview of industry performance using Octagon MCP. Use when analyzing daily price movements, average changes, and performance trends for specific industries within an exchange.
industry-pe-ratios
by OctagonAI
Retrieve industry-specific P/E ratios using Octagon MCP. Use when comparing company valuations to specific industry peers, analyzing sub-sector valuations, and understanding niche market valuations beyond broad sector averages.
price-target-consensus
by OctagonAI
Retrieve consensus price targets for any stock using Octagon MCP. Use when you need the average, median, high, and low analyst price targets to evaluate upside/downside potential and analyst agreement.
price-target-summary
by OctagonAI
Retrieve analysts' price target summary for any stock using Octagon MCP. Use when evaluating analyst sentiment, upside/downside potential, consensus expectations, and tracking target trends over time.
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.
batch-market-cap
by OctagonAI
Retrieve market capitalization data for multiple companies at once using Octagon MCP. Use when comparing valuations across peers, screening by market cap, or analyzing a portfolio's composition by company size.
sec-analyst-master
by OctagonAI
Comprehensive SEC filing analyst skill that orchestrates all Octagon SEC analysis skills. Use when conducting due diligence, regulatory compliance review, M&A analysis, or creating comprehensive company assessments based on SEC disclosures.
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.
sec-annual-comparison
by OctagonAI
Compare key metrics and disclosures between annual 10-K filings using Octagon MCP. Use when analyzing year-over-year changes in financials, risk factors, business descriptions, and strategic priorities across fiscal years.
sec-amendments-review
by OctagonAI
Review amendments to SEC filings using Octagon MCP. Use when tracking 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-business-desc-analysis
by OctagonAI
Extract and analyze business descriptions and competitive landscape from SEC filings using Octagon MCP. Use when researching company business models, market positioning, competitive advantages, industry dynamics, and strategic focus areas from Item 1 disclosures.
sec-8k-analysis
by OctagonAI
Analyze 8-K filings to extract material events and corporate changes using Octagon MCP. Use when tracking real-time corporate disclosures, M&A announcements, leadership changes, earnings releases, and other material events requiring immediate investor attention.
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.
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.
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-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.
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.
cash-flow-growth
by OctagonAI
Retrieve year-over-year growth in cash flow metrics including Operating Cash Flow, Free Cash Flow, and Net Cash Flow. Use when analyzing company cash generation trends, capital allocation efficiency, or liquidity trajectory.
cash-flow-statement
by OctagonAI
Retrieve real-time or historical cash flow statement data including Net Income, Operating Cash Flow, Investing Cash Flow, Financing Cash Flow, Free Cash Flow, and Cash Position for public companies. Use when analyzing cash generation, capital allocation, or liquidity trends.
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.
esg-benchmark-comparison
by OctagonAI
Retrieve ESG benchmark comparison metrics by sector using Octagon MCP. Use when comparing ESG performance across industries, analyzing sector-level sustainability benchmarks, identifying ESG leaders and laggards by industry, or referencing frameworks like MSCI, S&P Global, CDP, and CSRD.
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.
esg-ratings
by OctagonAI
Retrieve ESG ratings and scores using Octagon MCP. Use when analyzing Environmental, Social, and Governance ratings, MSCI ESG ratings, Sustainalytics risk ratings, industry ESG rankings, and sustainability metrics for any public company.
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-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.
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.
revenue-geographic-segmentation
by OctagonAI
Retrieve detailed revenue breakdown by geographic segment for public companies. Use when analyzing regional exposure, geographic concentration, international expansion, or currency risk assessment.
ratings-snapshot
by OctagonAI
Retrieve ratings snapshot with overall rating and key metric scores including DCF, ROE, ROA, Debt-to-Equity, P/E, and P/B for public companies. Use when screening stocks, comparing quality metrics, or quick fundamental assessment.
revenue-product-segmentation
by OctagonAI
Retrieve detailed revenue breakdown by product segment for public companies. Use when analyzing product mix, revenue concentration, segment contribution, or business line performance.