Sec 8k Analysis
Analyze 8-K filings to extract material events and corporate changes using Octagon MCP. Use when tracking real-time corporate disclosures, M&A announcements, leadership changes, earnings releases, and other material events requiring immediate investor attention.
Financial Growth
Retrieve comprehensive year-over-year growth in key financial metrics including Revenue, Gross Profit, Operating Income, Net Income, EPS, and Free Cash Flow. Use when analyzing overall company financial performance trends across income statement and cash flow.
Earnings Product Pipeline
Extract product development and pipeline updates from earnings calls, including clinical trial progress, regulatory submissions, and launch timelines.
Industry Performance Snapshot
Retrieve a daily overview of industry performance using Octagon MCP. Use when analyzing daily price movements, average changes, and performance trends for specific industries within an exchange.
Income Statement
Retrieve real-time income statement data including Revenue, Net Income, and EPS Diluted for public companies. Use when analyzing absolute financial figures, historical earnings, or comparing company scale across fiscal periods.
Batch Market Cap
Retrieve market capitalization data for multiple companies at once using Octagon MCP. Use when comparing valuations across peers, screening by market cap, or analyzing a portfolio's composition by company size.
Earnings Analyst Questions
Identify key themes and concerns raised by analysts during earnings calls, including specific analyst attribution and topic categorization.
Earnings Cost Mgmt
Analyze cost reduction initiatives and operational efficiency measures from earnings transcripts, including headcount actions, facility consolidation, and productivity improvements.
Commodities Quote
Retrieve real-time commodity price quotes using Octagon MCP. Use when checking current commodity prices, analyzing day ranges, comparing to moving averages, and tracking precious metals, energy, and agricultural commodity prices.
Earnings Call Insights
Analyze earnings call transcripts to extract key insights about future guidance, strategic priorities, management commentary, and market signals.
Earnings Conf Call Sentiment
Analyze the overall sentiment and tone of management during earnings conference calls, including confidence levels, optimism indicators, and forward-looking language.
Revenue Geographic Segmentation
Retrieve detailed revenue breakdown by geographic segment for public companies. Use when analyzing regional exposure, geographic concentration, international expansion, or currency risk assessment.
Earnings Capital Allocation
Extract management's commentary on capital allocation, investment priorities, shareholder returns, and strategic investments from earnings call transcripts.
Earnings Call Analysis
Analyze earnings call transcripts to extract forward-looking guidance, strategic focus areas, supply chain insights, and generate follow-up questions for deeper analysis.
Octagon Deep Research Mcp
The Octagon Deep Research MCP server provides specialized AI-powered comprehensive research and analysis capabilities by integrating with advanced deep research agents. No rate limits, faster than ChatGPT Deep Research, more thorough than Grok DeepSearch or Perplexity Deep Research.
Balance Sheet Growth
Retrieve year-over-year growth in balance sheet items including Total Assets, Total Liabilities, Shareholders Equity, Cash, and Inventories. Use when analyzing company financial position trends, capital structure changes, or liquidity management.
Sec 10q Analysis
Analyze 10-Q quarterly filings for public companies using Octagon MCP. Use when extracting quarterly performance metrics, revenue breakdown, operating margins, segment performance, and interim financial updates from SEC 10-Q filings.
Financial Analyst Master
Comprehensive equity research analyst skill that orchestrates all Octagon financial analysis skills. Use when conducting full company analysis, writing initiation of coverage reports, performing due diligence, or creating investment recommendations with quantitative support.
Price Target Summary
Retrieve analysts' price target summary for any stock using Octagon MCP. Use when evaluating analyst sentiment, upside/downside potential, consensus expectations, and tracking target trends over time.
Financial Health Scores
Retrieve financial health scores including Altman Z-Score and Piotroski Score for public companies. Use when assessing bankruptcy risk, financial strength, value investing screening, or credit quality analysis.
Earnings Revenue Guidance
Extract specific revenue guidance and growth projections from earnings call transcripts, including segment breakdown, constant currency adjustments, and M&A contributions.
Earnings Market Expansion
Identify market expansion and geographic growth plans discussed in earnings calls, including new market launches, international expansion, and product diversification strategies.
Sec 10k Analysis
Analyze 10-K annual filings for public companies using Octagon MCP. Use when extracting key financial metrics, risk factors, business overview, management discussion, and regulatory disclosures from SEC 10-K filings.
Company Market Cap
Retrieve market capitalization data for a single company using Octagon MCP. Use when you need the current market value, valuation context, or size classification for any publicly traded stock.
Cash Flow Statement
Retrieve real-time or historical cash flow statement data including Net Income, Operating Cash Flow, Investing Cash Flow, Financing Cash Flow, Free Cash Flow, and Cash Position for public companies. Use when analyzing cash generation, capital allocation, or liquidity trends.
Analyst Estimates
Retrieve analyst financial estimates including Revenue and EPS projections with low/high ranges and analyst coverage. Use when analyzing forward expectations, consensus estimates, valuation inputs, or comparing projections to historical performance.
Kalshi Trading Bot Cli
Operate the Kalshi Trading Bot CLI for prediction-market research, edge discovery, basket construction, backtesting, portfolio monitoring, and guarded trade execution. Use when the user mentions kalshi-trading-bot-cli, Kalshi CLI, prediction market trading workflows, market edge scans, basket sizing, or CLI-based Kalshi trading.
Octagon Vc Agents
An MCP server that runs AI-driven venture capitalist agents (Fred Wilson, Peter Thiel, etc.), whose thinking is continuously enriched by Octagon Private Markets' real-time deals, valuations, and deep research intelligence. Use it to spin up programmable "VC brains" for pitch feedback, diligence simulations, term sheet negotiations, and more.
Financial Metrics Analysis
Analyze year-over-year growth in income statement items and financial metrics using Octagon MCP. Use when retrieving YoY Revenue Growth, Cost of Revenue Growth, Gross Profit Growth, Operating Income Growth, Net Income Growth, or comparing financial performance across fiscal periods for any public company.
Cash Flow Growth
Retrieve year-over-year growth in cash flow metrics including Operating Cash Flow, Free Cash Flow, and Net Cash Flow. Use when analyzing company cash generation trends, capital allocation efficiency, or liquidity trajectory.
Industry Pe Ratios
Retrieve industry-specific P/E ratios using Octagon MCP. Use when comparing company valuations to specific industry peers, analyzing sub-sector valuations, and understanding niche market valuations beyond broad sector averages.
Historical Financial Ratings
Retrieve historical financial ratings and key metric scores over time using Octagon MCP. Use when analyzing overall ratings, return on assets, return on equity, discounted cash flow scores, debt-to-equity scores, and letter grades (A+, A, B, etc.) for any public company.
Commodities List
Retrieve the full catalog of tradable commodities across energy, metals, and agriculture using Octagon MCP. Use when researching commodity markets, identifying trading firms, understanding market participants, and analyzing commodity sector coverage.
Esg Ratings
Retrieve ESG ratings and scores using Octagon MCP. Use when analyzing Environmental, Social, and Governance ratings, MSCI ESG ratings, Sustainalytics risk ratings, industry ESG rankings, and sustainability metrics for any public company.
Earnings Mgmt Comments
Extract management's commentary on specific topics from earnings call transcripts, including product development, strategy, competitive positioning, and executive quotes.
Prediction Markets Analysis
Generate deep research reports on prediction market events using the Octagon Prediction Markets Agent. Combines real-time Kalshi market data with AI-driven analysis to surface price drivers, compare market vs. model probabilities, and identify potential mispricings across 120+ active markets.
Revenue Product Segmentation
Retrieve detailed revenue breakdown by product segment for public companies. Use when analyzing product mix, revenue concentration, segment contribution, or business line performance.
Market Analyst Master
Comprehensive market analyst skill that orchestrates all Octagon stock performance and market data skills. Use when conducting stock analysis, creating market reports, evaluating valuations, comparing sectors, or performing technical and sentiment analysis.
Sec Analyst Master
Comprehensive SEC filing analyst skill that orchestrates all Octagon SEC analysis skills. Use when conducting due diligence, regulatory compliance review, M&A analysis, or creating comprehensive company assessments based on SEC disclosures.
Historical Market Cap
Retrieve historical market capitalization data for any stock using Octagon MCP. Use when tracking market cap changes over time, analyzing valuation trends, identifying peak and trough valuations, and comparing historical size classifications.
Esg Benchmark Comparison
Retrieve ESG benchmark comparison metrics by sector using Octagon MCP. Use when comparing ESG performance across industries, analyzing sector-level sustainability benchmarks, identifying ESG leaders and laggards by industry, or referencing frameworks like MSCI, S&P Global, CDP, and CSRD.
Earnings Analyst Master
Comprehensive earnings call analyst skill that orchestrates all Octagon earnings analysis skills. Use when analyzing earnings calls, extracting management insights, tracking guidance, and creating earnings-focused research reports.
Ratings Snapshot
Retrieve ratings snapshot with overall rating and key metric scores including DCF, ROE, ROA, Debt-to-Equity, P/E, and P/B for public companies. Use when screening stocks, comparing quality metrics, or quick fundamental assessment.
Sec Amendments Review
Review amendments to SEC filings using Octagon MCP. Use when tracking material changes, corrections, restatements, and updates to previously filed documents including 10-K/A, 10-Q/A, 8-K/A, S-1/A, and Form 144/A filings.
Forex List
Retrieve a full listing of actively traded currency pairs in the global forex market using Octagon MCP. Use when researching forex markets, understanding currency pair categories, analyzing major/minor/exotic pairs, and identifying trading opportunities.
Earnings Competitive Review
Analyze management's discussion of competitive landscape, market positioning, and strategic differentiation from earnings call transcripts.
Balance Sheet
Retrieve detailed balance sheet statement data including Total Assets, Current Assets, Non-Current Assets, Liabilities, Equity, and Net Debt for public companies. Use when analyzing financial position, capital structure, or leverage metrics.
Octagon Mcp Server
An MCP server for public & prediction markets research. Ask natural-language questions and get structured, source-backed answers across SEC filings, earnings transcripts, company financials, stock & crypto market data, and prediction markets news & research. Built for investors, analysts, and researchers who need fast, cited intelligence.
Sec Annual Comparison
Compare key metrics and disclosures between annual 10-K filings using Octagon MCP. Use when analyzing year-over-year changes in financials, risk factors, business descriptions, and strategic priorities across fiscal years.
Income Statement Growth
Retrieve year-over-year growth in income statement items including Revenue, Gross Profit, Operating Income, Net Income, and EPS Diluted. Use when analyzing company financial growth trends, comparing fiscal year performance, or identifying profitability inflection points.
Price Target Consensus
Retrieve consensus price targets for any stock using Octagon MCP. Use when you need the average, median, high, and low analyst price targets to evaluate upside/downside potential and analyst agreement.
Earnings Financial Guidance
Extract and analyze financial guidance and forward-looking statements from earnings transcripts, including segment guidance, risk factors, and guidance vs. actuals comparison.
Earnings Qa Analysis
Analyze the Q&A section of earnings call transcripts for strategic insights, analyst concerns, and management responses on key topics.