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Skills/Testing & QA
octagonai avatar

Financial Analyst Master

octagonai/skills

This is a comprehensive orchestration skill that pulls together the entire Octagon MCP financial analysis suite to write institutional-quality equity research…

installs
313
GitHub stars
129
last updated
Aug 21, 2026
View on GitHubSave

Install

$ npx -y skills add octagonai/skills --skill financial-analyst-master --agent claude-code

Installs into .claude/skills of the current project.

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What it does

This is a comprehensive orchestration skill that pulls together the entire Octagon MCP financial analysis suite to write institutional-quality equity research reports. You'd use it when you need to produce a full initiation of coverage report for a hedge fund PM, complete with growth analysis, peer comparisons, segment breakdowns, ESG assessment, and valuation models. It walks you through a six-phase workflow from data collection to final report generation, hitting all the individual Octagon skills in sequence. The output style is explicitly modeled on Goldman Sachs reports but condensed for time-constrained readers. If you're doing serious equity research work and have Octagon configured, this gives you the complete playbook rather than stitching together individual analysis pieces yourself.

Files

Select a file.

Details

Repository
github.com/octagonai/skills
Categories
Testing & QA, Documentation, Data Science & ML, Finance & Trading
First seen
Jun 3, 2026

More from octagonai/skills

All 55
  • Cash Flow Statement295
  • Earnings Call Insights295
  • Balance Sheet288
  • Earnings Call Analysis287
  • Esg Ratings267
  • Analyst Estimates259
  • Earnings Analyst Master259
  • Esg Benchmark Comparison258
  • Cash Flow Growth257
  • Income Statement257
  • Financial Growth255
  • Financial Health Scores255
  • Earnings Financial Guidance254
  • Sec 10k Analysis252
  • Income Statement Growth251
  • Earnings Qa Analysis250
  • Balance Sheet Growth249
  • Earnings Conf Call Sentiment249
  • Sec Business Desc Analysis249
  • Batch Market Cap248
  • Company Market Cap248
  • Earnings Product Pipeline248
  • Earnings Analyst Questions247
  • Earnings Revenue Guidance247

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