Octagon Finance skills

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.

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 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.

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.

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 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.

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.

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

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 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.

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-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.

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.

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.

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 business segment performance and reporting from SEC filings using Octagon MCP. Use when researching segment revenue, operating income, margins, geographic breakdown, and segment restructuring 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.

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.

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.

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 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.

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.

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.