Octagon Finance skills

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.

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.

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.

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.

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.

Analyze earnings call transcripts to extract key insights about future guidance, strategic priorities, management commentary, and market signals.

Extract management's commentary on capital allocation, investment priorities, shareholder returns, and strategic investments from earnings call transcripts.

Extract product development and pipeline updates from earnings calls, including clinical trial progress, regulatory submissions, and launch timelines.

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.

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.

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.

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.

Review corporate governance practices and board composition from SEC filings using Octagon MCP. Use when researching board structure, director qualifications, committee composition, governance policies, shareholder rights, and related party transactions from proxy statements.

Analyze proxy statements (DEF 14A) to extract executive compensation, governance information, and shareholder voting matters using Octagon MCP. Use when researching CEO pay, board composition, say-on-pay votes, and corporate governance practices.

Analyze S-1 registration statements for IPOs using Octagon MCP. Use when researching pre-IPO companies, extracting business models, risk factors, use of proceeds, capitalization, principal shareholders, and growth opportunities from IPO filings.

Retrieve stock price change statistics across multiple time periods using Octagon MCP. Use when analyzing short-term and long-term returns, comparing performance across timeframes, and evaluating momentum and historical growth.

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.

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.

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.

Analyze earnings call transcripts to extract forward-looking guidance, strategic focus areas, supply chain insights, and generate follow-up questions for deeper analysis.

Analyze management's discussion of competitive landscape, market positioning, and strategic differentiation from earnings call transcripts.

Analyze cost reduction initiatives and operational efficiency measures from earnings transcripts, including headcount actions, facility consolidation, and productivity improvements.

Identify market expansion and geographic growth plans discussed in earnings calls, including new market launches, international expansion, and product diversification strategies.

Analyze the Q&A section of earnings call transcripts for strategic insights, analyst concerns, and management responses on key topics.