Octagon Analyst Master
Use this skill for broad investment research requests that span several analyst workflows.
When to use
- The user wants a full company brief or investment memo
- The request mixes filings, estimates, earnings, valuation, and market data
- It is not obvious which single Octagon skill should be used first
Routing guide
- Forward estimates and consensus expectations:
analyst-estimates
- Kalshi market reports or event history:
prediction-markets-analysis
- Earnings transcript and guidance analysis:
earnings-call-analysis
- Annual filing and risk review:
sec-10k-analysis
- Real-time pricing and market snapshot:
stock-quote
If the request is still broad after routing, use octagon-agent.
Docs references
Use the live docs tools when the user asks about setup, available capabilities, or how Octagon works before starting analysis:
- Start with
octagon-docs-search for discovery: Claude plugin, MCP server, available agents, or authentication
- Use
octagon-docs-read for canonical context: Octagon Claude Plugin, Octagon MCP Server, Octagon Agents Guide, or How Octagon API Works
- Prefer docs context over memory for installation, connector, authentication, and tool-surface questions
Default query pattern
Build an investment analyst brief on <COMPANY OR TICKER> covering business quality, latest performance, guidance, valuation context, and key near-term risks.
MCP call
{
"server": "octagon-mcp",
"toolName": "octagon-agent",
"arguments": {
"prompt": "Build an investment analyst brief on NVDA covering business quality, latest performance, guidance, valuation context, and key near-term risks."
}
}
Output expectations
- Start with a short investment takeaway
- Break out the answer by business, financials, expectations, risks, and watch items
- Call out missing context that would improve the next turn
Follow-up prompts
- "Compare this company to its two closest public peers."
- "Now focus only on valuation and forward expectations."
- "Turn this into a long thesis and a short thesis."
1---2name: octagon-analyst-master3description: Route broad company, sector, valuation, filings, transcript, and market data questions into the right Octagon workflow. Use when the user wants full-scope investment research or when multiple Octagon skills may be needed.4---56# Octagon Analyst Master78Use this skill for broad investment research requests that span several analyst workflows.910## When to use1112- The user wants a full company brief or investment memo13- The request mixes filings, estimates, earnings, valuation, and market data14- It is not obvious which single Octagon skill should be used first1516## Routing guide1718- Forward estimates and consensus expectations: `analyst-estimates`19- Kalshi market reports or event history: `prediction-markets-analysis`20- Earnings transcript and guidance analysis: `earnings-call-analysis`21- Annual filing and risk review: `sec-10k-analysis`22- Real-time pricing and market snapshot: `stock-quote`2324If the request is still broad after routing, use `octagon-agent`.2526## Docs references2728Use the live docs tools when the user asks about setup, available capabilities, or how Octagon works before starting analysis:2930- Start with `octagon-docs-search` for discovery: `Claude plugin`, `MCP server`, `available agents`, or `authentication`31- Use `octagon-docs-read` for canonical context: `Octagon Claude Plugin`, `Octagon MCP Server`, `Octagon Agents Guide`, or `How Octagon API Works`32- Prefer docs context over memory for installation, connector, authentication, and tool-surface questions3334## Default query pattern3536```text37Build an investment analyst brief on <COMPANY OR TICKER> covering business quality, latest performance, guidance, valuation context, and key near-term risks.38```3940## MCP call4142```json43{44 "server": "octagon-mcp",45 "toolName": "octagon-agent",46 "arguments": {47 "prompt": "Build an investment analyst brief on NVDA covering business quality, latest performance, guidance, valuation context, and key near-term risks."48 }49}50```5152## Output expectations5354- Start with a short investment takeaway55- Break out the answer by business, financials, expectations, risks, and watch items56- Call out missing context that would improve the next turn5758## Follow-up prompts5960- "Compare this company to its two closest public peers."61- "Now focus only on valuation and forward expectations."62- "Turn this into a long thesis and a short thesis."
OctagonAI