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Found 24 Skills
Production-ready financial analyst skill with ratio analysis, DCF valuation, budget variance analysis, and rolling forecast construction. 4 Python tools (all stdlib-only). Works with Claude Code, Codex CLI, and OpenClaw.
Decompose Return on Equity into component ratios to identify performance drivers. Use for financial analysis, performance benchmarking, and identifying improvement opportunities.
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.
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.
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".
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 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.
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.
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.
Create professional financial charts and visualizations using Python/Plotly. Use when building Sankey diagrams (income statement flows, revenue breakdowns), waterfall charts (profit walkdowns, revenue bridges), bar charts (margin comparisons, segment breakdowns), or line charts (trend analysis, multi-company comparisons). Triggers on chart creation requests, financial visualization needs, or data presentation tasks.
Triggered by "monthly recap", "how did I do this month", "spending summary", "financial review", "weekly recap", "quarterly review", "year in review"