Updated 4mo ago
by OctagonAI
skills
A collection of Claude skills for agentic financial research by Octagon
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- 30 skills (30 skills found in its SKILL.md files)
- 13 forks (13 forks)
- 4mo ago last update (Last updated 4mo ago)
Install
Skills CLI
npx skills add OctagonAI/skills
Asks which skills and agents to install. Just one: npx skills add OctagonAI/skills --skill analyst-estimates — add -g for every project.
Claude Code
git clone https://github.com/OctagonAI/skillscp -r "skills/skills/analyst-estimates" ~/.claude/skills/
Copies the analyst-estimates skill into ~/.claude/skills/ for every project (use .claude/skills/ for one project). Repeat for the other skills listed below.
Plugin
/plugin marketplace add OctagonAI/skills
Run inside Claude Code if the repository ships a plugin marketplace, then pick plugins from /plugin.
Skills can run code on your machine — read the SKILL.md first.
What it does
In the author's own words, from each skill's SKILL.md — showing the first 30 of 67 files.
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analyst-estimates
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.
skills/analyst-estimates/SKILL.md on GitHub (opens in a new tab) -
balance-sheet-growth
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.
skills/balance-sheet-growth/SKILL.md on GitHub (opens in a new tab) -
balance-sheet
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.
skills/balance-sheet/SKILL.md on GitHub (opens in a new tab) -
batch-market-cap
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.
skills/batch-market-cap/SKILL.md on GitHub (opens in a new tab) -
cash-flow-growth
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.
skills/cash-flow-growth/SKILL.md on GitHub (opens in a new tab) -
cash-flow-statement
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.
skills/cash-flow-statement/SKILL.md on GitHub (opens in a new tab) -
commodities-list
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.
skills/commodities-list/SKILL.md on GitHub (opens in a new tab) -
commodities-quote
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.
skills/commodities-quote/SKILL.md on GitHub (opens in a new tab) -
company-market-cap
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.
skills/company-market-cap/SKILL.md on GitHub (opens in a new tab) -
earnings-analyst-master
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.
skills/earnings-analyst-master/SKILL.md on GitHub (opens in a new tab) -
earnings-analyst-questions
Identify key themes and concerns raised by analysts during earnings calls, including specific analyst attribution and topic categorization.
skills/earnings-analyst-questions/SKILL.md on GitHub (opens in a new tab) -
earnings-call-analysis
Analyze earnings call transcripts to extract forward-looking guidance, strategic focus areas, supply chain insights, and generate follow-up questions for deeper analysis.
skills/earnings-call-analysis/SKILL.md on GitHub (opens in a new tab) -
earnings-call-insights
Analyze earnings call transcripts to extract key insights about future guidance, strategic priorities, management commentary, and market signals.
skills/earnings-call-insights/SKILL.md on GitHub (opens in a new tab) -
earnings-capital-allocation
Extract management's commentary on capital allocation, investment priorities, shareholder returns, and strategic investments from earnings call transcripts.
skills/earnings-capital-allocation/SKILL.md on GitHub (opens in a new tab) -
earnings-competitive-review
Analyze management's discussion of competitive landscape, market positioning, and strategic differentiation from earnings call transcripts.
skills/earnings-competitive-review/SKILL.md on GitHub (opens in a new tab) -
earnings-conf-call-sentiment
Analyze the overall sentiment and tone of management during earnings conference calls, including confidence levels, optimism indicators, and forward-looking language.
skills/earnings-conf-call-sentiment/SKILL.md on GitHub (opens in a new tab) -
earnings-cost-mgmt
Analyze cost reduction initiatives and operational efficiency measures from earnings transcripts, including headcount actions, facility consolidation, and productivity improvements.
skills/earnings-cost-mgmt/SKILL.md on GitHub (opens in a new tab) -
earnings-financial-guidance
Extract and analyze financial guidance and forward-looking statements from earnings transcripts, including segment guidance, risk factors, and guidance vs. actuals comparison.
skills/earnings-financial-guidance/SKILL.md on GitHub (opens in a new tab) -
earnings-market-expansion
Identify market expansion and geographic growth plans discussed in earnings calls, including new market launches, international expansion, and product diversification strategies.
skills/earnings-market-expansion/SKILL.md on GitHub (opens in a new tab) -
earnings-mgmt-comments
Extract management's commentary on specific topics from earnings call transcripts, including product development, strategy, competitive positioning, and executive quotes.
skills/earnings-mgmt-comments/SKILL.md on GitHub (opens in a new tab) -
earnings-product-pipeline
Extract product development and pipeline updates from earnings calls, including clinical trial progress, regulatory submissions, and launch timelines.
skills/earnings-product-pipeline/SKILL.md on GitHub (opens in a new tab) -
earnings-qa-analysis
Analyze the Q&A section of earnings call transcripts for strategic insights, analyst concerns, and management responses on key topics.
skills/earnings-qa-analysis/SKILL.md on GitHub (opens in a new tab) -
earnings-revenue-guidance
Extract specific revenue guidance and growth projections from earnings call transcripts, including segment breakdown, constant currency adjustments, and M&A contributions.
skills/earnings-revenue-guidance/SKILL.md on GitHub (opens in a new tab) -
esg-benchmark-comparison
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.
skills/esg-benchmark-comparison/SKILL.md on GitHub (opens in a new tab) -
esg-ratings
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.
skills/esg-ratings/SKILL.md on GitHub (opens in a new tab) -
financial-analyst-master
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.
skills/financial-analyst-master/SKILL.md on GitHub (opens in a new tab) -
financial-growth
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.
skills/financial-growth/SKILL.md on GitHub (opens in a new tab) -
financial-health-scores
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.
skills/financial-health-scores/SKILL.md on GitHub (opens in a new tab) -
financial-metrics-analysis
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.
skills/financial-metrics-analysis/SKILL.md on GitHub (opens in a new tab) -
forex-list
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.
skills/forex-list/SKILL.md on GitHub (opens in a new tab)
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Review before you install
A skill is a set of instructions and scripts your agent will follow, and it can run code on your machine. Read the SKILL.md and any scripts first — this listing is not a security review.