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Found 63 Skills
Retrieve detailed revenue breakdown by product segment for public companies. Use when analyzing product mix, revenue concentration, segment contribution, or business line performance.
Analyze footnotes and accounting policies from SEC filings using Octagon MCP. Use when researching revenue recognition policies, critical estimates, lease obligations, pension assumptions, stock compensation, contingencies, and new accounting pronouncements.
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.
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.
Analyze cost reduction initiatives and operational efficiency measures from earnings transcripts, including headcount actions, facility consolidation, and productivity improvements.
Retrieve detailed revenue breakdown by geographic segment for public companies. Use when analyzing regional exposure, geographic concentration, international expansion, or currency risk assessment.
Identify key themes and concerns raised by analysts during earnings calls, including specific analyst attribution and topic categorization.
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.
Use the nasdaq_quote tool to fetch a US equity quote (free; delayed) with lightweight caching and latency metadata.
Extract and analyze data from invoices, receipts, bank statements, and financial documents. Categorize expenses, track recurring charges, and generate expense reports. Use when user provides financial PDFs or images.
Automatically crawl financial statements and operational disclosures (production volume, costs, capital expenditures) of mining companies from the web, back-calculate the fundamental explanations and interval thresholds (e.g., 1.2/1.7) of the "Mining Stock/Metal Price Ratio", and output reproducible valuation decomposition (cost factor / leverage factor / multiple factor / dilution factor).
Best practices for Open Finance data retrieval and management. Use when working with accounts, transactions, investments, loans, or identity data.