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 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.

Extract management's commentary on specific topics from earnings call transcripts, including product development, strategy, competitive positioning, and executive quotes.

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 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.

Extract and analyze financial guidance and forward-looking statements from earnings transcripts, including segment guidance, risk factors, and guidance vs. actuals comparison.

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.

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.

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.

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.

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 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.

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.

Generate deep research reports on prediction market events using the Octagon Prediction Markets Agent. Combines real-time Kalshi market data with AI-driven analysis to surface price drivers, compare market vs. model probabilities, and identify potential mispricings across 120+ active markets.

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.

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.

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 detailed revenue breakdown by geographic segment for public companies. Use when analyzing regional exposure, geographic concentration, international expansion, or currency risk assessment.

Extract and summarize risk factors from SEC filings using Octagon MCP. Use when analyzing Item 1A risk disclosures, categorizing business risks, identifying new or material risks, and comparing risk profiles across companies or time periods.

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

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 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 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 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.