Loading...
Loading...
Found 35 Skills
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.
Generate trading signals using technical indicators (RSI, MACD, Bollinger Bands, etc.). Combines multiple indicators into composite signals with confidence scores. Use when analyzing assets for trading opportunities or checking technical indicators. Trigger with phrases like "get trading signals", "check indicators", "analyze for entry", "scan for opportunities", "generate buy/sell signals", or "technical analysis".
Under the assumption that the US dollar or a certain currency loses its reserve status and gold becomes the only anchor, deduce the 'implied gold price that the balance sheet can withstand' by dividing central bank monetary liabilities by gold reserves, and output the leverage level, gap and ranking of each country or currency.
Finance: financial analysis, accounting, controlling, corporate development, M&A. Triggers: financial model, forecast, budget, accounting, journal entry, reconciliation, financial statements, audit, M&A, acquisition, due diligence, valuation.
Guide PMs through evaluating feature investments using revenue impact, cost structure, ROI, and strategic value. Delivers build/don't build recommendations.
Generate comprehensive equity research snapshots combining analyst consensus estimates, company fundamentals, historical prices, and macroeconomic context. Use when researching stocks, comparing estimates to actuals, analyzing company financials, assessing equity valuations, or building investment cases.
Global geopolitical macro analysis skill used by Sister Zheng. It is triggered when users need to analyze the impact of global geopolitical events on the A-share market, generate geopolitical and financial mapping reports, or require sharp and direct geopolitical strategy analysis. Keywords: geopolitics, geopolitics-driven, macro hedging, global situation, geopolitical arbitrage, geopolitical storm.
AI-powered financial analysis suite. Generates executive CFO briefings from QuickBooks exports (P&L, Balance Sheet, General Ledger, Cash Flow, etc.) with anomaly detection, burn rate, runway analysis, and scenario modeling. Also estimates codebase development costs with organizational overhead and AI ROI analysis. Triggers on: 'CFO briefing', 'financial analysis', 'cost briefing', 'expense review', 'runway analysis', 'burn rate', 'cost estimate', 'how much would this cost to build', 'development cost', 'Claude ROI'.
Calculate comprehensive ROI for AI implementation projects. Takes current costs, manual process time, team size, and hourly rates. Generates detailed roi-analysis.md with executive summary, cost-benefit tables, sensitivity analysis, break-even timeline, and comparison scenarios. Use when evaluating AI investments, building business cases, or justifying automation spend.
Uses Cowork-style multi-step analysis to process deal room documents -- contracts, financials, org charts. Outputs risk assessment, term comparison, key findings, and negotiation recommendations.
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.
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.