analyst-estimatesRetrieve 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.
balance-sheet-growthRetrieve 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.
balance-sheetRetrieve 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.
batch-market-capRetrieve 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.
cash-flow-growthRetrieve 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.
cash-flow-statementRetrieve 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.
commodities-listRetrieve 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.
commodities-quoteRetrieve 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.
company-market-capRetrieve 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.
earnings-analyst-masterComprehensive 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.
earnings-analyst-questionsIdentify key themes and concerns raised by analysts during earnings calls, including specific analyst attribution and topic categorization.
earnings-call-analysisAnalyze earnings call transcripts to extract forward-looking guidance, strategic focus areas, supply chain insights, and generate follow-up questions for deeper analysis.
earnings-call-insightsAnalyze earnings call transcripts to extract key insights about future guidance, strategic priorities, management commentary, and market signals.
earnings-capital-allocationExtract management's commentary on capital allocation, investment priorities, shareholder returns, and strategic investments from earnings call transcripts.
earnings-competitive-reviewAnalyze management's discussion of competitive landscape, market positioning, and strategic differentiation from earnings call transcripts.
earnings-conf-call-sentimentAnalyze the overall sentiment and tone of management during earnings conference calls, including confidence levels, optimism indicators, and forward-looking language.
earnings-cost-mgmtAnalyze cost reduction initiatives and operational efficiency measures from earnings transcripts, including headcount actions, facility consolidation, and productivity improvements.
earnings-financial-guidanceExtract and analyze financial guidance and forward-looking statements from earnings transcripts, including segment guidance, risk factors, and guidance vs. actuals comparison.
earnings-market-expansionIdentify market expansion and geographic growth plans discussed in earnings calls, including new market launches, international expansion, and product diversification strategies.
earnings-mgmt-commentsExtract management's commentary on specific topics from earnings call transcripts, including product development, strategy, competitive positioning, and executive quotes.
earnings-product-pipelineExtract product development and pipeline updates from earnings calls, including clinical trial progress, regulatory submissions, and launch timelines.
earnings-qa-analysisAnalyze the Q&A section of earnings call transcripts for strategic insights, analyst concerns, and management responses on key topics.
earnings-revenue-guidanceExtract specific revenue guidance and growth projections from earnings call transcripts, including segment breakdown, constant currency adjustments, and M&A contributions.
esg-benchmark-comparisonRetrieve 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.
esg-ratingsRetrieve 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.
financial-analyst-masterComprehensive 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.
financial-growthRetrieve 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.
financial-health-scoresRetrieve 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.
financial-metrics-analysisAnalyze 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 co
forex-listRetrieve 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.
historical-financial-ratingsRetrieve 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.
historical-market-capRetrieve 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.
income-statement-growthRetrieve 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.
income-statementRetrieve 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.
industry-pe-ratiosRetrieve 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.
industry-performance-snapshotRetrieve a daily overview of industry performance using Octagon MCP. Use when analyzing daily price movements, average changes, and performance trends for specific industries within an exchange.
kalshi-trading-bot-cliOperate the Kalshi Trading Bot CLI for prediction-market research, edge discovery, basket construction, backtesting, portfolio monitoring, and guarded trade execution. Use when the user mentions kalshi-trading-bot-cli, Kalshi CLI, prediction market trading workflows, market edge scans, basket sizing
market-analyst-masterComprehensive 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.
prediction-markets-analysisGenerate 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.
price-target-consensusRetrieve 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.
price-target-summaryRetrieve analysts' price target summary for any stock using Octagon MCP. Use when evaluating analyst sentiment, upside/downside potential, consensus expectations, and tracking target trends over time.
ratings-snapshotRetrieve 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.
revenue-geographic-segmentationRetrieve detailed revenue breakdown by geographic segment for public companies. Use when analyzing regional exposure, geographic concentration, international expansion, or currency risk assessment.
revenue-product-segmentationRetrieve detailed revenue breakdown by product segment for public companies. Use when analyzing product mix, revenue concentration, segment contribution, or business line performance.
sec-10k-analysisAnalyze 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.
sec-10q-analysisAnalyze 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.
sec-8k-analysisAnalyze 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.
sec-amendments-reviewReview 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.
sec-analyst-masterComprehensive 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.
sec-annual-comparisonCompare 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.
sec-business-desc-analysisExtract and analyze business descriptions and competitive landscape from SEC filings using Octagon MCP. Use when researching company business models, market positioning, competitive advantages, industry dynamics, and strategic focus areas from Item 1 disclosures.
sec-cash-flow-reviewExtract 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.
sec-corp-governanceReview corporate governance practices and board composition from SEC filings using Octagon MCP. Use when researching board structure, director qualifications, committee composition, governance policies, shareholder rights, and related party transactions from proxy statements.
sec-debt-covenantAnalyze debt covenants and credit agreement terms from SEC filings using Octagon MCP. 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.
sec-footnotes-analysisAnalyze footnotes and accounting policies from SEC filings using Octagon MCP. Use when researching revenue recognition policies, critical estimates, lease obligations, pension assumptions, stock compensation, contingencies, and new accounting pronouncements.
sec-mda-analysisAnalyze 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.
sec-proxy-analysisAnalyze 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.
sec-risk-factorsExtract 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.
sec-s1-analysisAnalyze 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.
sec-segment-reportingAnalyze 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.
sector-pe-ratiosRetrieve 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.
sector-performance-snapshotRetrieve a snapshot of market sector performance using Octagon MCP. Use when analyzing sector-wide metrics including revenue, EBITDA, net income, market cap, and enterprise value for companies within a specific sector and exchange.
stock-gradesRetrieve 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.
stock-historical-indexRetrieve full historical end-of-day price data for market indices using Octagon MCP. Use when analyzing index performance over time, tracking market trends, calculating returns, and understanding market context for individual stock analysis.
stock-performanceRetrieve stock price data and performance metrics using Octagon MCP. Use when analyzing daily closing prices, trading volume, price trends, historical performance, and comparing stock movements over specific time periods.
stock-price-changeRetrieve stock price change statistics across multiple time periods using Octagon MCP. Use when analyzing short-term and long-term returns, comparing performance across timeframes, and evaluating momentum and historical growth.
stock-quoteRetrieve 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.