{"id":50213641,"url":"https://github.com/octagonai/skills","last_synced_at":"2026-05-26T07:03:26.231Z","repository":{"id":336108612,"uuid":"1148306785","full_name":"OctagonAI/skills","owner":"OctagonAI","description":"A collection of Claude skills for agentic financial research by 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unexpected eof while reading","robots_txt_status":"success","robots_txt_updated_at":"2025-07-24T06:49:26.215Z","robots_txt_url":"https://github.com/robots.txt","online":false,"can_crawl_api":true,"host_url":"https://repos.ecosyste.ms/api/v1/hosts/GitHub","repositories_url":"https://repos.ecosyste.ms/api/v1/hosts/GitHub/repositories","repository_names_url":"https://repos.ecosyste.ms/api/v1/hosts/GitHub/repository_names","owners_url":"https://repos.ecosyste.ms/api/v1/hosts/GitHub/owners"}},"keywords":[],"created_at":"2026-05-26T07:03:23.709Z","updated_at":"2026-05-26T07:03:26.224Z","avatar_url":"https://github.com/OctagonAI.png","language":null,"funding_links":[],"categories":[],"sub_categories":[],"readme":"# Octagon Skills\n\nA collection of AI agent skills for financial data analysis powered by the [Octagon MCP](https://github.com/OctagonAI/octagon-mcp).\n\n## Installation\n\n```bash\nnpx skills add OctagonAI/skills\n```\n\n\u003cdetails\u003e\n\u003csummary\u003ebun\u003c/summary\u003e\n\n```bash\nbunx skills add OctagonAI/skills\n```\n\n\u003c/details\u003e\n\n\u003cdetails\u003e\n\u003csummary\u003epnpm\u003c/summary\u003e\n\n```bash\npnpm dlx skills add OctagonAI/skills\n```\n\n\u003c/details\u003e\n\n\u003cdetails\u003e\n\u003csummary\u003eClaude Code\u003c/summary\u003e\n\n```\n/plugin install \u003cskill-name\u003e\n```\n\n\u003c/details\u003e\n\n\u003cdetails\u003e\n\u003csummary\u003eManual installation\u003c/summary\u003e\n\nCopy the skill folder to your Claude skills directory.\n\n\u003c/details\u003e\n\n## Financial Metrics Analysis Skills\n\n| Skill | Category | Description |\n|-------|----------|-------------|\n| [financial-analyst-master](skills/financial-analyst-master/) | **Master** | Comprehensive equity research analyst skill that orchestrates all skills for full company analysis |\n| [income-statement](skills/income-statement/) | Financial Statements | Retrieve real-time income statement data (Revenue, Net Income, EPS Diluted) |\n| [balance-sheet](skills/balance-sheet/) | Financial Statements | Retrieve detailed balance sheet data (Assets, Liabilities, Equity, Net Debt) |\n| [cash-flow-statement](skills/cash-flow-statement/) | Financial Statements | Retrieve cash flow statement data (OCF, Investing, Financing, FCF, Cash Position) |\n| [financial-metrics-analysis](skills/financial-metrics-analysis/) | Growth Analysis | Analyze year-over-year growth in income statement items (Revenue, COGS, Gross Profit, Operating Income, Net Income) |\n| [income-statement-growth](skills/income-statement-growth/) | Growth Analysis | Retrieve YoY growth in Revenue, Gross Profit, Operating Income, Net Income, and EPS Diluted |\n| [balance-sheet-growth](skills/balance-sheet-growth/) | Growth Analysis | Retrieve YoY growth in Total Assets, Liabilities, Equity, Cash, and Inventories |\n| [cash-flow-growth](skills/cash-flow-growth/) | Growth Analysis | Retrieve YoY growth in Operating Cash Flow, Free Cash Flow, and Net Cash Flow |\n| [financial-growth](skills/financial-growth/) | Growth Analysis | Retrieve comprehensive YoY growth in Revenue, Gross Profit, Operating Income, Net Income, EPS, and FCF |\n| [revenue-product-segmentation](skills/revenue-product-segmentation/) | Segmentation | Retrieve revenue breakdown by product segment with concentration analysis |\n| [revenue-geographic-segmentation](skills/revenue-geographic-segmentation/) | Segmentation | Retrieve revenue breakdown by geographic segment with regional exposure |\n| [analyst-estimates](skills/analyst-estimates/) | Estimates \u0026 Ratings | Retrieve analyst Revenue and EPS estimates with consensus ranges |\n| [financial-health-scores](skills/financial-health-scores/) | Estimates \u0026 Ratings | Retrieve Altman Z-Score and Piotroski Score for financial health assessment |\n| [historical-financial-ratings](skills/historical-financial-ratings/) | Estimates \u0026 Ratings | Retrieve historical financial ratings and key metric scores (ROA, ROE, DCF, D/E) over time |\n| [ratings-snapshot](skills/ratings-snapshot/) | Estimates \u0026 Ratings | Retrieve current financial ratings overview for quick assessment |\n| [esg-ratings](skills/esg-ratings/) | ESG | Retrieve ESG ratings and scores including MSCI ratings, Sustainalytics risk, and industry rank |\n| [esg-benchmark-comparison](skills/esg-benchmark-comparison/) | ESG | Retrieve ESG benchmark comparison metrics by sector using MSCI, S\u0026P, CDP frameworks |\n\n## Earnings Call Analysis Skills\n\n| Skill | Category | Description |\n|-------|----------|-------------|\n| [earnings-analyst-master](skills/earnings-analyst-master/) | **Master** | Comprehensive earnings analyst skill that orchestrates all earnings skills for transcript analysis |\n| [earnings-call-insights](skills/earnings-call-insights/) | Guidance Analysis | Analyze earnings call transcripts to extract future guidance, strategic priorities, and management commentary |\n| [earnings-call-analysis](skills/earnings-call-analysis/) | Transcript Analysis | Analyze earnings call transcripts with follow-up questions and source citations |\n| [earnings-mgmt-comments](skills/earnings-mgmt-comments/) | Management Commentary | Extract management's commentary on specific topics with executive attribution |\n| [earnings-qa-analysis](skills/earnings-qa-analysis/) | Q\u0026A Analysis | Analyze the Q\u0026A section for strategic insights and analyst concerns |\n| [earnings-financial-guidance](skills/earnings-financial-guidance/) | Financial Guidance | Extract financial guidance and forward-looking statements with segment detail |\n| [earnings-analyst-questions](skills/earnings-analyst-questions/) | Analyst Questions | Identify key themes and concerns raised by analysts with attribution |\n| [earnings-conf-call-sentiment](skills/earnings-conf-call-sentiment/) | Sentiment Analysis | Analyze overall sentiment and tone of management during conference calls |\n| [earnings-revenue-guidance](skills/earnings-revenue-guidance/) | Revenue Guidance | Extract revenue guidance and growth projections with segment and currency breakdown |\n| [earnings-competitive-review](skills/earnings-competitive-review/) | Competitive Analysis | Analyze competitive landscape, market positioning, and strategic differentiation |\n| [earnings-capital-allocation](skills/earnings-capital-allocation/) | Capital Allocation | Extract capital allocation, investment priorities, buybacks, and dividend commentary |\n| [earnings-market-expansion](skills/earnings-market-expansion/) | Market Expansion | Identify geographic growth plans, new market launches, and product diversification |\n| [earnings-cost-mgmt](skills/earnings-cost-mgmt/) | Cost Management | Analyze cost reduction initiatives, restructuring, and operational efficiency |\n| [earnings-product-pipeline](skills/earnings-product-pipeline/) | Product Pipeline | Extract R\u0026D updates, clinical trials, regulatory filings, and launch timelines |\n\n## SEC Filings Analysis Skills\n\n| Skill | Category | Description |\n|-------|----------|-------------|\n| [sec-analyst-master](skills/sec-analyst-master/) | **Master** | Comprehensive SEC filing analyst skill that orchestrates all SEC skills for due diligence |\n| [sec-10k-analysis](skills/sec-10k-analysis/) | Annual Filings | Analyze 10-K annual filings to extract key financial metrics, risk factors, and business insights |\n| [sec-10q-analysis](skills/sec-10q-analysis/) | Quarterly Filings | Analyze 10-Q quarterly filings to extract quarterly performance metrics and segment breakdown |\n| [sec-risk-factors](skills/sec-risk-factors/) | Risk Analysis | Extract and summarize risk factors from 10-K and 10-Q filings with categorization |\n| [sec-mda-analysis](skills/sec-mda-analysis/) | Management Analysis | Analyze Management Discussion and Analysis sections for strategic insights |\n| [sec-8k-analysis](skills/sec-8k-analysis/) | Current Events | Analyze 8-K filings to extract material events and corporate changes |\n| [sec-proxy-analysis](skills/sec-proxy-analysis/) | Governance | Extract executive compensation and governance info from proxy statements |\n| [sec-business-desc-analysis](skills/sec-business-desc-analysis/) | Business Analysis | Extract business descriptions and competitive landscape from 10-K filings |\n| [sec-footnotes-analysis](skills/sec-footnotes-analysis/) | Accounting | Analyze footnotes and accounting policies from 10-K and 10-Q filings |\n| [sec-s1-analysis](skills/sec-s1-analysis/) | IPO Analysis | Analyze S-1 registration statements for IPO risks, opportunities, and capitalization |\n| [sec-amendments-review](skills/sec-amendments-review/) | Filing Changes | Review amendments to SEC filings and identify material changes or corrections |\n| [sec-annual-comparison](skills/sec-annual-comparison/) | Trend Analysis | Compare key metrics and risk factors between current and prior year 10-K filings |\n| [sec-segment-reporting](skills/sec-segment-reporting/) | Segment Analysis | Analyze business segment performance, margins, and geographic breakdown |\n| [sec-cash-flow-review](skills/sec-cash-flow-review/) | Cash Flow | Extract and analyze cash flow trends and working capital changes |\n| [sec-corp-governance](skills/sec-corp-governance/) | Governance | Review corporate governance practices, board composition, and policies |\n| [sec-debt-covenant](skills/sec-debt-covenant/) | Debt Analysis | Analyze debt covenants and credit agreement terms from SEC filings |\n\n## Stock Performance \u0026 Market Data Skills\n\n| Skill | Category | Description |\n|-------|----------|-------------|\n| [market-analyst-master](skills/market-analyst-master/) | **Master** | Comprehensive market analyst skill that orchestrates all stock skills for market analysis |\n| [stock-performance](skills/stock-performance/) | Price Data | Retrieve daily closing prices, trading volume, and historical price trends |\n| [stock-quote](skills/stock-quote/) | Price Data | Get real-time stock quotes with current price, volume, day range, 52-week range, and moving averages |\n| [batch-market-cap](skills/batch-market-cap/) | Market Cap | Retrieve market capitalization data for multiple companies at once |\n| [company-market-cap](skills/company-market-cap/) | Market Cap | Get market capitalization data for a single company with size classification |\n| [price-target-summary](skills/price-target-summary/) | Analyst Sentiment | Retrieve analysts' price target summary with trends across timeframes |\n| [price-target-consensus](skills/price-target-consensus/) | Analyst Sentiment | Get consensus, median, high, and low analyst price targets |\n| [stock-grades](skills/stock-grades/) | Analyst Sentiment | Get latest analyst ratings, upgrades, and downgrades from financial institutions |\n| [sector-pe-ratios](skills/sector-pe-ratios/) | Valuation | Retrieve sector P/E ratios by exchange for valuation benchmarking |\n| [industry-pe-ratios](skills/industry-pe-ratios/) | Valuation | Retrieve industry-specific P/E ratios for peer group comparisons |\n| [sector-performance-snapshot](skills/sector-performance-snapshot/) | Sector Analysis | Get sector-wide metrics including revenue, EBITDA, market cap, and enterprise value |\n| [industry-performance-snapshot](skills/industry-performance-snapshot/) | Sector Analysis | Get daily industry performance overview with average price changes |\n| [historical-market-cap](skills/historical-market-cap/) | Market Cap | Retrieve historical market capitalization data over date ranges |\n| [stock-historical-index](skills/stock-historical-index/) | Index Data | Retrieve historical end-of-day price data for market indices (S\u0026P 500, NASDAQ, etc.) |\n| [stock-price-change](skills/stock-price-change/) | Price Data | Get price change statistics across multiple time periods (1D to 10Y) |\n| [commodities-list](skills/commodities-list/) | Commodities | Retrieve catalog of tradable commodities across energy, metals, and agriculture |\n| [commodities-quote](skills/commodities-quote/) | Commodities | Get real-time commodity price quotes with day ranges and moving averages |\n| [forex-list](skills/forex-list/) | Forex | Retrieve listing of actively traded currency pairs (majors, crosses, exotics) |\n\n## Prediction Markets Skills\n\n| Skill | Category | Description |\n|-------|----------|-------------|\n| [prediction-markets-analysis](skills/prediction-markets-analysis/) | Market Research | Generate deep research reports on Kalshi prediction market events with market vs. model probability comparison |\n\n## Get Your Octagon API Key\n\n1. Sign up for a free account at [Octagon](https://app.octagonai.co/signup/?redirectToAfterSignup=https://app.octagonai.co/api-keys)\n2. After logging in, from left menu, navigate to **API Keys**\n3. Generate a new API key\n4. Save the key securely - you'll need it for configuration\n\n## Prerequisites\n\nBefore using these skills, you need to have `npx` (which comes with Node.js and npm) installed on your system.\n\n### Mac (macOS)\n\n1. **Install Homebrew** (if you don't have it):\n   ```bash\n   /bin/bash -c \"$(curl -fsSL https://raw.githubusercontent.com/Homebrew/install/HEAD/install.sh)\"\n   ```\n2. **Install Node.js (includes npm and npx):**\n   ```bash\n   brew install node\n   ```\n\n3. **Verify installation:**\n   ```bash\n   node -v\n   npm -v\n   npx -v\n   ```\n\n### Windows\n\n1. **Download the Node.js installer:**\n   - Go to [https://nodejs.org/](https://nodejs.org/) and download the LTS version for Windows.\n2. **Run the installer** and follow the prompts. This will install Node.js, npm, and npx.\n3. **Verify installation:**\n   Open Command Prompt and run:\n   ```cmd\n   node -v\n   npm -v\n   npx -v\n   ```\n\nIf you see version numbers for all three, you are ready to proceed.\n\n## MCP Setup\n\n### Cursor\n\n1. Open Cursor Settings\n2. Go to **Features \u003e MCP Servers**\n3. Click **+ Add New MCP Server**\n4. Enter:\n   - **Name**: `octagon-mcp`\n   - **Type**: `command`\n   - **Command**: `env OCTAGON_API_KEY=\u003cyour-api-key\u003e npx -y octagon-mcp`\n\nReplace `\u003cyour-api-key\u003e` with your actual Octagon API key.\n\n**Windows users:** Use this command format instead:\n```\ncmd /c \"set OCTAGON_API_KEY=\u003cyour-api-key\u003e \u0026\u0026 npx -y octagon-mcp\"\n```\n\nAfter adding, refresh the MCP server list to see the new tools. Access the Composer via Command+L (Mac), select \"Agent\" next to the submit button, and enter your query.\n\n### Claude Desktop\n\n1. Open Claude Desktop\n2. Go to Settings \u003e Developer \u003e Edit Config\n3. Add the following to your `claude_desktop_config.json`:\n\n```json\n{\n  \"mcpServers\": {\n    \"octagon-mcp-server\": {\n      \"command\": \"npx\",\n      \"args\": [\"-y\", \"octagon-mcp@latest\"],\n      \"env\": {\n        \"OCTAGON_API_KEY\": \"YOUR_API_KEY_HERE\"\n      }\n    }\n  }\n}\n```\n\n4. Restart Claude for the changes to take effect\n\n### Windsurf\n\nAdd this to your `./codeium/windsurf/model_config.json`:\n\n```json\n{\n  \"mcpServers\": {\n    \"octagon-mcp-server\": {\n      \"command\": \"npx\",\n      \"args\": [\"-y\", \"octagon-mcp@latest\"],\n      \"env\": {\n        \"OCTAGON_API_KEY\": \"YOUR_API_KEY_HERE\"\n      }\n    }\n  }\n}\n```\n\n## Troubleshooting\n\n- **API Key Issues**: Verify the key is correctly set in the command string with no extra spaces.\n- **Connection Issues**: Ensure you have internet connectivity and the Octagon API is accessible.\n- **Rate Limiting**: Reduce query frequency if encountering rate limit errors.\n\n## Documentation\n\n- [Octagon Documentation](https://docs.octagonagents.com)\n- [Octagon MCP GitHub](https://github.com/OctagonAI/octagon-mcp)\n\n## License\n\nMIT License - see [LICENSE](LICENSE) for details.\n","project_url":"https://awesome.ecosyste.ms/api/v1/projects/github.com%2Foctagonai%2Fskills","html_url":"https://awesome.ecosyste.ms/projects/github.com%2Foctagonai%2Fskills","lists_url":"https://awesome.ecosyste.ms/api/v1/projects/github.com%2Foctagonai%2Fskills/lists"}