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Found 51 Skills
Analyze debt covenants and credit agreement terms from SEC filings using Octagon MCP. Use when researching financial covenants, leverage ratios, interest coverage requirements, credit facilities, debt maturity schedules, and covenant compliance from 10-K, 10-Q, and 8-K filings.
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.
Retrieve detailed revenue breakdown by product segment for public companies. Use when analyzing product mix, revenue concentration, segment contribution, or business line performance.
Analyze S-1 registration statements for IPOs using Octagon MCP. Use when researching pre-IPO companies, extracting business models, risk factors, use of proceeds, capitalization, principal shareholders, and growth opportunities from IPO filings.
Analyze Management Discussion and Analysis (MD&A) sections from SEC filings using Octagon MCP. Use when extracting strategic initiatives, financial performance commentary, macroeconomic challenges, and forward-looking statements from 10-K and 10-Q filings.
Retrieve detailed revenue breakdown by geographic segment for public companies. Use when analyzing regional exposure, geographic concentration, international expansion, or currency risk assessment.
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.
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.
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.
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.
Analyze business segment performance and reporting from SEC filings using Octagon MCP. Use when researching segment revenue, operating income, margins, geographic breakdown, and segment restructuring from 10-K and 10-Q filings.
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.