Octagon Finance skills

Retrieve real-time stock quotes using Octagon MCP. Use when you need current price, day range, 52-week range, volume, market cap, and moving averages for any publicly traded stock.

Retrieve the latest stock grades and ratings from top analysts and financial institutions using Octagon MCP. Use when tracking analyst upgrades, downgrades, rating changes, and institutional sentiment over time.

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 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.

Analyze debt covenants and credit agreement terms from SEC filings using Octagon MCP. Use when researching financial covenants, leverage ratios, interest coverage requirements, credit facilities, debt maturity schedules, and covenant compliance from 10-K, 10-Q, and 8-K filings.

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.

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

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.

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.

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.

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.

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.

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

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.

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

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.

Retrieve sector P/E ratios using Octagon MCP. Use when comparing company valuations to sector benchmarks, analyzing sector valuations across exchanges, and understanding market-wide valuation trends.

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 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.

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

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 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.

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.

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.