Part of Analyze Financial Data With AI Agents
Finance Blueprint
Safety checkedFinancial Analysis
Retrieve and analyze comprehensive financial statements, growth metrics, and company valuation data.
What problem does this solve?
Gives your agent access to income statements, balance sheets, and cash flow statements with year-over-year growth analysis, removing the need to manually compile financial data from multiple sources. The Financial Analyst Master orchestrates all statement retrieval and growth skills to generate complete financial profiles.
How does it work?
- Call the Financial Analyst Master to initiate comprehensive company analysis. 2. It retrieves the three core financial statements (income, balance, cash flow) and computes YoY growth across all line items. 3. It analyzes revenue and asset segmentation by product and geography, evaluates analyst estimates and financial health scores (Altman Z, Piotroski), and retrieves ESG ratings. Output: structured financial model with historical trends, peer benchmarks, and health assessments.
Included Skills
No skills in this group
What's required to run this?
Financial Analyst Master (orchestrator) routes to 16 specialized skills covering statements, growth, segmentation, estimates, ratings, and ESG. All data is retrieved from the Octagon API, which aggregates financial filing data and third-party ESG providers (MSCI, Sustainalytics).
Key Features
Income Statement Analysis
Revenue, COGS, gross profit, operating income, net income, and diluted EPS with historical growth
Balance Sheet Review
Assets, liabilities, equity, net debt, cash position, and YoY changes in working capital
Cash Flow Tracking
Operating, investing, and financing cash flows plus free cash flow and net cash position
Growth & Segmentation
YoY growth metrics, revenue breakdown by product and geography, and market concentration analysis
Ratings & Health
Analyst estimates, Altman Z-Score, Piotroski Score, historical ratings trends, and ESG benchmarks
About This Blueprint
- Industry
- Financial Services
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