Analyze Financial Statements and Growth Trends25 skills
Extract and analyze income statements, balance sheets, cash flows, and YoY growth metrics with segmentation breakdowns.
Finance Blueprint
Analyze Public Companies With AI-Powered Financial Intelligence
OctagonAIMay 2026
Suite of 69 AI skills for comprehensive financial analysis: statements, earnings calls, SEC filings, market data, and ESG.
Financial Metrics AnalysisEarnings Call AnalysisSEC Filings AnalysisStock Performance & Market DataPrediction Markets
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What does this do
Financial analysis requires parsing massive amounts of data across multiple sources—income statements, earnings calls, SEC filings, and market metrics. You need systematic frameworks to extract insights, validate theses, and produce investment-ready research, but doing this manually is time-consuming and error-prone.
How It Works
You work with AI analysts specialized in different domains: financial metrics, earnings analysis, SEC filings, and market data. Each analyst can work independently or as part of a unified equity research workflow. You query the Octagon MCP (Model Context Protocol) server with your ticker, and the AI retrieves real-time or historical data, analyzes trends, and synthesizes findings into structured reports.
Included Skill Groups
Extract Insights From Earnings Call Transcripts14 skills
Analyze earnings call transcripts to extract guidance, management commentary, competitive positioning, capital allocation, and strategic priorities.
Deep-Dive SEC Filings for Due Diligence21 skills
Analyze 10-K, 10-Q, 8-K, S-1, and proxy statements to extract risk factors, governance, accounting policies, debt terms, and segment performance.
Monitor Stock Performance and Valuation Metrics22 skills
Real-time and historical stock quotes, analyst ratings, price targets, sector/industry valuation comparisons, commodities, and forex data.
Assess ESG Ratings and Prediction Market Events4 skills
ESG ratings and benchmarks for sustainability analysis, plus deep research reports on Kalshi prediction market events for event-driven investing.
Key Features
Financial Metrics Analysis
Income statements, balance sheets, cash flow statements with YoY growth trends and segmentation
Earnings Call Analysis
Extract guidance, management commentary, competitive positioning, and strategic priorities from transcripts
SEC Filings Analysis
10-K, 10-Q, 8-K, S-1 analysis including risk factors, governance, debt covenants, and segment reporting
Market Data & Valuation
Stock quotes, analyst ratings, price targets, sector/industry comparisons, commodities, and forex
ESG & Prediction Markets
ESG ratings, sustainability benchmarks, and Kalshi prediction market analysis for event-driven research
Key Features
Financial Metrics Analysis
Income statements, balance sheets, cash flow statements with YoY growth trends and segmentation
Earnings Call Analysis
Extract guidance, management commentary, competitive positioning, and strategic priorities from transcripts
SEC Filings Analysis
10-K, 10-Q, 8-K, S-1 analysis including risk factors, governance, debt covenants, and segment reporting
Market Data & Valuation
Stock quotes, analyst ratings, price targets, sector/industry comparisons, commodities, and forex
ESG & Prediction Markets
ESG ratings, sustainability benchmarks, and Kalshi prediction market analysis for event-driven research
Tools in this Blueprint
Octagon MCP
Claude Code / Codex / Claude Desktop
Cursor
Windsurf
About This Blueprint
- License
- MIT
- Industry
- Finance
- Skills
- 4 workflows, 65 sub-skills, 65 standalone