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octagonai

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1. ▌
   Prediction Markets Analysis 4 · octagonai

   Analyze Kalshi prediction markets with Octagon research, cached/fresh reports, event history, and comparison tools.
   4 installs
2. ▌
   Price Target Consensus 2 · octagonai bundle

   Retrieve consensus price targets for any stock using the Octagon Claude plugin. Use when you need the average, median, high, and low analyst price targets to evaluate upside/downside potential and analyst agreement.
   0 installs
3. ▌
   Sec Footnotes Analysis 2 · octagonai bundle

   Analyze footnotes and accounting policies from SEC filings using the Octagon Claude plugin. Use when researching revenue recognition policies, critical estimates, lease obligations, pension assumptions, stock compensation, contingencies, and new accounting pronouncements.
   4 installs
4. ▌
   Stock Historical Index 2 · octagonai bundle

   Retrieve full historical end-of-day price data for market indices using the Octagon Claude plugin. Use when analyzing index performance over time, tracking market trends, calculating returns, and understanding market context for individual stock analysis.
   4 installs
5. ▌
   Earnings Analyst Master 2 · octagonai bundle

   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.
   4 installs
6. ▌
   Financial Health Scores 2 · octagonai bundle

   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.
   4 installs
7. ▌
   Income Statement Growth 2 · octagonai bundle

   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.
   4 installs
8. ▌
   Esg Benchmark Comparison 2 · octagonai bundle

   Retrieve ESG benchmark comparison metrics by sector using the Octagon Claude plugin. 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.
   6 installs
9. ▌
   Financial Analyst Master 2 · octagonai bundle

   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 inside the Octagon Claude plugin.
   3 installs
10. ▌
    Earnings Market Expansion 2 · octagonai bundle

    Identify market expansion and geographic growth plans discussed in earnings calls, including new market launches, international expansion, and product diversification strategies.
    2 installs
11. ▌
    Earnings Product Pipeline 2 · octagonai bundle

    Extract product development and pipeline updates from earnings calls, including clinical trial progress, regulatory submissions, and launch timelines.
    0 installs
12. ▌
    Earnings Revenue Guidance 2 · octagonai bundle

    Extract specific revenue guidance and growth projections from earnings call transcripts, including segment breakdown, constant currency adjustments, and M&A contributions.
    4 installs
13. ▌
    Earnings Analyst Questions 2 · octagonai bundle

    Identify key themes and concerns raised by analysts during earnings calls, including specific analyst attribution and topic categorization.
    3 installs
14. ▌
    Financial Metrics Analysis 2 · octagonai bundle

    Analyze year-over-year growth in income statement items and financial metrics using the Octagon Claude plugin. 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.
    2 installs
15. ▌
    Sec Business Desc Analysis 2 · octagonai bundle

    Extract and analyze business descriptions and competitive landscape from SEC filings using the Octagon Claude plugin. Use when researching company business models, market positioning, competitive advantages, industry dynamics, and strategic focus areas from Item 1 disclosures.
    2 installs
16. ▌
    Earnings Capital Allocation 2 · octagonai bundle

    Extract management's commentary on capital allocation, investment priorities, shareholder returns, and strategic investments from earnings call transcripts.
    3 installs
17. ▌
    Earnings Competitive Review 2 · octagonai bundle

    Analyze management's discussion of competitive landscape, market positioning, and strategic differentiation from earnings call transcripts.
    2 installs
18. ▌
    Earnings Financial Guidance 2 · octagonai bundle

    Extract and analyze financial guidance and forward-looking statements from earnings transcripts, including segment guidance, risk factors, and guidance vs. actuals comparison.
    4 installs
19. ▌
    Prediction Markets Analysis 3 · octagonai bundle

    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.
    3 installs
20. ▌
    Sector Performance Snapshot 2 · octagonai bundle

    Retrieve a snapshot of market sector performance using the Octagon Claude plugin. Use when analyzing sector-wide metrics including revenue, EBITDA, net income, market cap, and enterprise value for companies within a specific sector and exchange.
    4 installs
21. ▌
    Earnings Conf Call Sentiment 2 · octagonai bundle

    Analyze the overall sentiment and tone of management during earnings conference calls, including confidence levels, optimism indicators, and forward-looking language.
    5 installs
22. ▌
    Historical Financial Ratings 2 · octagonai bundle

    Retrieve historical financial ratings and key metric scores over time using the Octagon Claude plugin. 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.
    4 installs
23. ▌
    Revenue Product Segmentation 2 · octagonai bundle

    Retrieve detailed revenue breakdown by product segment for public companies. Use when analyzing product mix, revenue concentration, segment contribution, or business line performance.
    0 installs
24. ▌
    Industry Performance Snapshot 2 · octagonai bundle

    Retrieve a daily overview of industry performance using the Octagon Claude plugin. Use when analyzing daily price movements, average changes, and performance trends for specific industries within an exchange.
    4 installs
25. ▌
    Revenue Geographic Segmentation 2 · octagonai bundle

    Retrieve detailed revenue breakdown by geographic segment for public companies. Use when analyzing regional exposure, geographic concentration, international expansion, or currency risk assessment.
    2 installs
26. ▌
    Forex List 2 · octagonai bundle

    Retrieve a full listing of actively traded currency pairs in the global forex market using the Octagon Claude plugin. Use when researching forex markets, understanding currency pair categories, analyzing major/minor/exotic pairs, and identifying trading opportunities.
    4 installs
27. ▌
    Esg Ratings 2 · octagonai bundle

    Retrieve ESG ratings and scores using the Octagon Claude plugin. Use when analyzing Environmental, Social, and Governance ratings, MSCI ESG ratings, Sustainalytics risk ratings, industry ESG rankings, and sustainability metrics for any public company.
    4 installs
28. ▌
    Stock Quote 3 · octagonai bundle

    Retrieve real-time stock quotes using the Octagon Claude plugin. Use when you need current price, day range, 52-week range, volume, market cap, and moving averages for any publicly traded stock.
    2 installs
29. ▌
    Stock Grades 2 · octagonai bundle

    Retrieve the latest stock grades and ratings from top analysts and financial institutions using the Octagon Claude plugin. Use when tracking analyst upgrades, downgrades, rating changes, and institutional sentiment over time.
    4 installs
30. ▌
    Balance Sheet 2 · octagonai bundle

    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.
    5 installs
31. ▌
    Sec 8k Analysis 2 · octagonai bundle

    Analyze 8-K filings to extract material events and corporate changes using the Octagon Claude plugin. Use when tracking real-time corporate disclosures, M&A announcements, leadership changes, earnings releases, and other material events requiring immediate investor attention.
    0 installs
32. ▌
    Sec S1 Analysis 2 · octagonai bundle

    Analyze S-1 registration statements for IPOs using the Octagon Claude plugin. Use when researching companies preparing to go public, extracting business models, risk factors, use of proceeds, capitalization, principal shareholders, and growth opportunities from IPO filings.
    3 installs
33. ▌
    Batch Market Cap 2 · octagonai bundle

    Retrieve market capitalization data for multiple companies at once using the Octagon Claude plugin. Use when comparing valuations across peers, screening by market cap, or analyzing a portfolio's composition by company size.
    2 installs
34. ▌
    Cash Flow Growth 2 · octagonai bundle

    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.
    4 installs
35. ▌
    Commodities List 2 · octagonai bundle

    Retrieve the full catalog of tradable commodities across energy, metals, and agriculture using the Octagon Claude plugin. Use when researching commodity markets, identifying trading firms, understanding market participants, and analyzing commodity sector coverage.
    2 installs
36. ▌
    Financial Growth 2 · octagonai bundle

    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.
    4 installs
37. ▌
    Income Statement 2 · octagonai bundle

    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.
    4 installs
38. ▌
    Ratings Snapshot 2 · octagonai bundle

    Retrieve ratings snapshot with overall rating and key metric scores including DCF, ROE, ROA, Debt-to-Equity, P/E, and P/B for public companies. Use when screening stocks, comparing quality metrics, or quick fundamental assessment.
    6 installs
39. ▌
    Sec 10k Analysis 3 · octagonai bundle

    Analyze 10-K annual filings for public companies using the Octagon Claude plugin. Use when extracting key financial metrics, risk factors, business overview, management discussion, and regulatory disclosures from SEC 10-K filings.
    4 installs
40. ▌
    Sec 10q Analysis 2 · octagonai bundle

    Analyze 10-Q quarterly filings for public companies using the Octagon Claude plugin. Use when extracting quarterly performance metrics, revenue breakdown, operating margins, segment performance, and interim financial updates from SEC 10-Q filings.
    3 installs
41. ▌
    Sec Mda Analysis 2 · octagonai bundle

    Analyze Management Discussion and Analysis (MD&A) sections from SEC filings using the Octagon Claude plugin. Use when extracting strategic initiatives, financial performance commentary, macroeconomic challenges, and forward-looking statements from 10-K and 10-Q filings.
    0 installs
42. ▌
    Sec Risk Factors 2 · octagonai bundle

    Extract and summarize risk factors from SEC filings using the Octagon Claude plugin. Use when analyzing Item 1A risk disclosures, categorizing business risks, identifying new or material risks, and comparing risk profiles across companies or time periods.
    11 installs
43. ▌
    Sector Pe Ratios 2 · octagonai bundle

    Retrieve sector P/E ratios using the Octagon Claude plugin. Use when comparing company valuations to sector benchmarks, analyzing sector valuations across exchanges, and understanding market-wide valuation trends.
    2 installs
44. ▌
    Sec Debt Covenant 2 · octagonai bundle

    Analyze debt covenants and credit agreement terms from SEC filings using the Octagon Claude plugin. 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.
    2 installs
45. ▌
    Stock Performance 2 · octagonai bundle

    Retrieve stock price data and performance metrics using the Octagon Claude plugin. Use when analyzing daily closing prices, trading volume, price trends, historical performance, and comparing stock movements over specific time periods.
    4 installs
46. ▌
    Company Market Cap 2 · octagonai bundle

    Retrieve market capitalization data for a single company using the Octagon Claude plugin. Use when you need the current market value, valuation context, or size classification for any publicly traded stock.
    6 installs
47. ▌
    Earnings Cost Mgmt 2 · octagonai bundle

    Analyze cost reduction initiatives and operational efficiency measures from earnings transcripts, including headcount actions, facility consolidation, and productivity improvements.
    4 installs
48. ▌
    Industry Pe Ratios 2 · octagonai bundle

    Retrieve industry-specific P/E ratios using the Octagon Claude plugin. Use when comparing company valuations to specific industry peers, analyzing sub-sector valuations, and understanding niche market valuations beyond broad sector averages.
    4 installs
49. ▌
    Sec Analyst Master 2 · octagonai bundle

    Comprehensive SEC filing analyst skill that orchestrates all Octagon SEC analysis skills. Use when conducting due diligence, regulatory compliance review, M&A analysis, or creating comprehensive company assessments based on SEC disclosures.
    4 installs
50. ▌
    Sec Proxy Analysis 2 · octagonai bundle

    Analyze proxy statements (DEF 14A) to extract executive compensation, governance information, and shareholder voting matters using the Octagon Claude plugin. Use when researching CEO pay, board composition, say-on-pay votes, and corporate governance practices.
    4 installs
51. ▌
    Stock Price Change 2 · octagonai bundle

    Retrieve stock price change statistics across multiple time periods using the Octagon Claude plugin. Use when analyzing short-term and long-term returns, comparing performance across timeframes, and evaluating momentum and historical growth.
    4 installs
52. ▌
    Cash Flow Statement 2 · octagonai bundle

    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.
    4 installs
53. ▌
    Sec Corp Governance 2 · octagonai bundle

    Review corporate governance practices and board composition from SEC filings using the Octagon Claude plugin. Use when researching board structure, director qualifications, committee composition, governance policies, shareholder rights, and related party transactions from proxy statements.
    4 installs
54. ▌
    Balance Sheet Growth 2 · octagonai bundle

    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.
    3 installs
55. ▌
    Earnings QA Analysis 2 · octagonai bundle

    Analyze the Q&A section of earnings call transcripts for strategic insights, analyst concerns, and management responses on key topics.
    4 installs
56. ▌
    Price Target Summary 2 · octagonai bundle

    Retrieve analysts' price target summary for any stock using the Octagon Claude plugin. Use when evaluating analyst sentiment, upside/downside potential, consensus expectations, and tracking target trends over time.
    4 installs
57. ▌
    Sec Cash Flow Review 2 · octagonai bundle

    Extract and analyze cash flow trends and working capital changes from SEC filings using the Octagon Claude plugin. 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.
    4 installs
58. ▌
    Historical Market Cap 2 · octagonai bundle

    Retrieve historical market capitalization data for any stock using the Octagon Claude plugin. Use when tracking market cap changes over time, analyzing valuation trends, identifying peak and trough valuations, and comparing historical size classifications.
    4 installs
59. ▌
    Market Analyst Master 2 · octagonai bundle

    Comprehensive market analyst skill that orchestrates all Octagon stock performance and market data skills. Use when conducting stock analysis, creating market reports, evaluating valuations, comparing sectors, or performing technical and sentiment analysis.
    6 installs
60. ▌
    Sec Amendments Review 2 · octagonai bundle

    Review amendments to SEC filings using the Octagon Claude plugin. 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.
    4 installs
61. ▌
    Sec Annual Comparison 2 · octagonai bundle

    Compare key metrics and disclosures between annual 10-K filings using the Octagon Claude plugin. Use when analyzing year-over-year changes in financials, risk factors, business descriptions, and strategic priorities across fiscal years.
    4 installs
62. ▌
    Sec Segment Reporting 2 · octagonai bundle

    Analyze business segment performance and reporting from SEC filings using the Octagon Claude plugin. Use when researching segment revenue, operating income, margins, geographic breakdown, and segment restructuring from 10-K and 10-Q filings.
    4 installs
63. ▌
    Earnings Call Analysis 3 · octagonai bundle

    Analyze earnings call transcripts to extract forward-looking guidance, strategic focus areas, supply chain insights, and generate follow-up questions for deeper analysis.
    4 installs
64. ▌
    Earnings Call Insights 2 · octagonai bundle

    Analyze earnings call transcripts to extract key insights about future guidance, strategic priorities, management commentary, and market signals.
    8 installs
65. ▌
    Earnings Mgmt Comments 2 · octagonai bundle

    Extract management's commentary on specific topics from earnings call transcripts, including product development, strategy, competitive positioning, and executive quotes.
    4 installs
66. ▌
    Stock Quote 2 · octagonai

    Retrieve a current stock quote and market snapshot with price, range, volume, and moving-average context. Use when the user asks for the latest stock price, quote, intraday range, or a quick market snapshot.
    6 installs
67. ▌
    Sec 10k Analysis 2 · octagonai

    Analyze 10-K annual filings to extract business model, financial priorities, risk factors, segments, and notable changes. Use when the user asks about 10-Ks, annual filings, SEC risk factors, or filing-based due diligence.
    2 installs
68. ▌
    Analyst Estimates 2 · octagonai

    Retrieve analyst financial estimates including revenue and EPS projections with ranges and coverage. Use when analyzing forward expectations, consensus assumptions, or valuation inputs for a public company.
    4 installs
69. ▌
    Earnings Call Analysis 2 · octagonai

    Analyze earnings call transcripts for guidance, management commentary, analyst concerns, and strategic signals. Use when the user asks about earnings calls, transcript takeaways, management tone, or future guidance.
    2 installs
70. ▌
    Octagon Analyst Master 2 · octagonai

    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 installs
71. ▌
    Octagon API Smoke Test 2 · octagonai

    Validate Octagon plugin configuration and run a lightweight smoke test across the main Octagon MCP workflows. Use when checking whether the plugin is configured correctly, debugging auth, or verifying tool availability.
    4 installs
72. ▌
    Prediction Markets Analysis 2 · octagonai

    Generate Kalshi prediction market research reports or fetch structured event history. Use when the user mentions Kalshi, prediction markets, market probability, expected return, or event history.
    6 installs
73. ▌
    Octagon Analyst Master · octagonai

    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.
    6 installs
74. ▌
    Prediction Markets Monitoring · octagonai

    Monitor Kalshi prediction-market watchlists and compare Octagon cached/fresh reports against event-history context.
    4 installs
75. ▌
    Stock Market Analysis · octagonai

    Analyze stocks, ETFs, mutual funds, indices, exchanges, market caps, ratings, grades, price targets, sector and industry benchmarks using Octagon stock data.
    4 installs
76. ▌
    Crypto Market Analysis · octagonai

    Analyze cryptocurrency quotes, historical prices, batch snapshots, market caps, trading volumes, price movement, and crypto news using Octagon crypto data.
    4 installs
77. ▌
    Cross Asset Market Analysis · octagonai

    Compare stocks, ETFs, indices, funds, and cryptocurrencies with separate Octagon stock-data and crypto-agent views.
    2 installs
78. ▌
    Octagon API Smoke Test · octagonai

    Validate Octagon connector health and run a lightweight smoke test across the main Octagon Claude plugin workflows. Use when checking whether the Octagon connector is configured correctly, debugging auth, or verifying tool availability.
    4 installs
79. ▌
    Octagon Setup · octagonai

    Set up or reconnect the Octagon Claude plugin through the hosted Octagon AI connector. Use when the user wants to connect Octagon, repair a broken connection, confirm what auth path the plugin uses, or get started with Octagon tools in Claude.
    5 installs
80. ▌
    Octagon Status · octagonai

    Check whether the Octagon Claude plugin is connected and summarize the current Octagon tool surface. Use when the user asks what Octagon can do now, whether the plugin is healthy, or whether the connector is configured correctly.
    5 installs
81. ▌
    Analyst Estimates · octagonai bundle

    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.
    4 installs
82. ▌
    Commodities Quote · octagonai bundle

    Retrieve real-time commodity price quotes using the Octagon Claude plugin. Use when checking current commodity prices, analyzing day ranges, comparing to moving averages, and tracking precious metals, energy, and agricultural commodity prices.
    0 installs
83. ▌
    Forex List · octagonai bundle

    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.
    2 installs
84. ▌
    Esg Ratings · octagonai bundle

    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.
    7 installs
85. ▌
    Stock Quote · octagonai bundle

    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.
    2 installs
86. ▌
    Stock Grades · octagonai bundle

    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.
    5 installs
87. ▌
    Balance Sheet · octagonai bundle

    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.
    8 installs
88. ▌
    Sec 8k Analysis · octagonai bundle

    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.
    1 install
89. ▌
    Sec S1 Analysis · octagonai bundle

    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.
    6 installs
90. ▌
    Batch Market Cap · octagonai bundle

    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.
    6 installs
91. ▌
    Cash Flow Growth · octagonai bundle

    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.
    4 installs
92. ▌
    Commodities List · octagonai bundle

    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.
    6 installs
93. ▌
    Financial Growth · octagonai bundle

    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.
    9 installs
94. ▌
    Income Statement · octagonai bundle

    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.
    10 installs
95. ▌
    Ratings Snapshot · octagonai bundle

    Retrieve ratings snapshot with overall rating and key metric scores including DCF, ROE, ROA, Debt-to-Equity, P/E, and P/B for public companies. Use when screening stocks, comparing quality metrics, or quick fundamental assessment.
    2 installs
96. ▌
    Sec 10k Analysis · octagonai bundle

    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.
    4 installs
97. ▌
    Sec 10q Analysis · octagonai bundle

    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.
    8 installs
98. ▌
    Sec Mda Analysis · octagonai bundle

    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.
    6 installs
99. ▌
    Sec Risk Factors · octagonai bundle

    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.
    7 installs
100. ▌
     Sector Pe Ratios · octagonai bundle

     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.
     5 installs