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Independent project, not affiliated with Anthropic
octagonai avatar

Financial Analyst Master

octagonai/skills
313 installs129 stars
Summary

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.

Install to Claude Code

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

Installs into .claude/skills of the current project.

CodeRabbit
CodeRabbit
AI writes the code. CodeRabbit catches the slop.
Try For Free →
Make your agent a DeFi expert
Make your agent a DeFi expert
Agent, run crypto. Access onchain data & trade routes via 1inch.
Install now →
inference shell
inference shell
create and run specialised agents in minutes
build now →
Granola, the best AI meeting recorder
Granola, the best AI meeting recorder
Notes, actions and memory. Without a meeting bot. First month 100% off.
Download for free →
CodeScene MCP ServerCodeScene MCP Server
CodeScene MCP Server
Your agent targets a perfect 10 Code Health score. Deterministic. Every commit.
Try For Free →
Give your AI the whole web as clean markdownGive your AI the whole web as clean markdown
Give your AI the whole web as clean markdown
Integrate web data into your AI product. One API to scrape website & brand data.
Get API Key Now →
belt - the only tool your agent needs
belt - the only tool your agent needs
belt cli automatically finds the best tools and skills for your agent. image, video, music, tts...
one prompt install →
AppSignal
AppSignal
Monitor with ease. Code with confidence.
Start Free Trial →
CodeRabbit
CodeRabbit
AI writes the code. CodeRabbit catches the slop.
Try For Free →
Make your agent a DeFi expert
Make your agent a DeFi expert
Agent, run crypto. Access onchain data & trade routes via 1inch.
Install now →
inference shell
inference shell
create and run specialised agents in minutes
build now →
Granola, the best AI meeting recorder
Granola, the best AI meeting recorder
Notes, actions and memory. Without a meeting bot. First month 100% off.
Download for free →
CodeScene MCP ServerCodeScene MCP Server
CodeScene MCP Server
Your agent targets a perfect 10 Code Health score. Deterministic. Every commit.
Try For Free →
Give your AI the whole web as clean markdownGive your AI the whole web as clean markdown
Give your AI the whole web as clean markdown
Integrate web data into your AI product. One API to scrape website & brand data.
Get API Key Now →
belt - the only tool your agent needs
belt - the only tool your agent needs
belt cli automatically finds the best tools and skills for your agent. image, video, music, tts...
one prompt install →
AppSignal
AppSignal
Monitor with ease. Code with confidence.
Start Free Trial →
Files
SKILL.md

Select a file.

Featured
CodeRabbit
CodeRabbit
AI writes the code. CodeRabbit catches the slop.
Try For Free →
Make your agent a DeFi expert
Make your agent a DeFi expert
Agent, run crypto. Access onchain data & trade routes via 1inch.
Install now →
inference shell
inference shell
create and run specialised agents in minutes
build now →
Granola, the best AI meeting recorder
Granola, the best AI meeting recorder
Notes, actions and memory. Without a meeting bot. First month 100% off.
Download for free →
CodeScene MCP ServerCodeScene MCP Server
CodeScene MCP Server
Your agent targets a perfect 10 Code Health score. Deterministic. Every commit.
Try For Free →
Give your AI the whole web as clean markdownGive your AI the whole web as clean markdown
Give your AI the whole web as clean markdown
Integrate web data into your AI product. One API to scrape website & brand data.
Get API Key Now →
belt - the only tool your agent needs
belt - the only tool your agent needs
belt cli automatically finds the best tools and skills for your agent. image, video, music, tts...
one prompt install →
AppSignal
AppSignal
Monitor with ease. Code with confidence.
Start Free Trial →
Categories
Testing & QADocumentationData Science & MLFinance & Trading
First SeenJun 3, 2026
View on GitHub

More from octagonai/skills

All 55 skills →
  • 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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