Octagon AI

earnings-call-insights

Analyze earnings call transcripts to extract key insights about future guidance, strategic priorities, management commentary, and market signals.

earnings-capital-allocation

Extract management's commentary on capital allocation, investment priorities, shareholder returns, and strategic investments from earnings call transcripts.

earnings-competitive-review

Analyze management's discussion of competitive landscape, market positioning, and strategic differentiation from earnings call transcripts.

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.

earnings-cost-mgmt

Analyze cost reduction initiatives and operational efficiency measures from earnings transcripts, including headcount actions, facility consolidation, and productivity improvements.

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-market-expansion

Identify market expansion and geographic growth plans discussed in earnings calls, including new market launches, international expansion, and product diversification strategies.

earnings-mgmt-comments

Extract management's commentary on specific topics from earnings call transcripts, including product development, strategy, competitive positioning, and executive quotes.

earnings-product-pipeline

Extract product development and pipeline updates from earnings calls, including clinical trial progress, regulatory submissions, and launch timelines.

earnings-qa-analysis

Analyze the Q&A section of earnings call transcripts for strategic insights, analyst concerns, and management responses on key topics.

earnings-revenue-guidance

Extract specific revenue guidance and growth projections from earnings call transcripts, including segment breakdown, constant currency adjustments, and M&A contributions.

esg-benchmark-comparison

Retrieve ESG benchmark comparison metrics by sector using Octagon. 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.

esg-ratings

Retrieve ESG ratings and scores using Octagon. Use when analyzing Environmental, Social, and Governance ratings, MSCI ESG ratings, Sustainalytics risk ratings, industry ESG rankings, and sustainability metrics for any public company.

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 inside Octagon.

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.

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.

financial-metrics-analysis

Analyze year-over-year growth in income statement items and financial metrics using Octagon. 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.

forex-list

Retrieve a full listing of actively traded currency pairs in the global forex market using Octagon. Use when researching forex markets, understanding currency pair categories, analyzing major/minor/exotic pairs, and identifying trading opportunities.

get-started

Introduce Octagon AI, explain how to connect it, and suggest first research requests. Use when the user is new to Octagon, asks what Octagon can do, or needs help connecting their Octagon account.

historical-financial-ratings

Retrieve historical financial ratings and key metric scores over time using Octagon. 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.

historical-market-cap

Retrieve historical market capitalization data for any stock using Octagon. Use when tracking market cap changes over time, analyzing valuation trends, identifying peak and trough valuations, and comparing historical size classifications.

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.

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.

industry-pe-ratios

Retrieve industry-specific P/E ratios using Octagon. Use when comparing company valuations to specific industry peers, analyzing sub-sector valuations, and understanding niche market valuations beyond broad sector averages.

industry-performance-snapshot

Retrieve a daily overview of industry performance using Octagon. Use when analyzing daily price movements, average changes, and performance trends for specific industries within an exchange.

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.

octagon-research-router

Choose the right Octagon workflow for a financial research request. Use when a request spans several kinds of analysis, when it is unclear which Octagon skill fits, or when deciding which Octagon tool to call.

octagon-status

Check whether Octagon is connected and summarize the Octagon tools that are currently available. Use when the user asks what Octagon can do right now, whether Octagon is working, or why Octagon requests are failing.

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.

price-target-consensus

Retrieve consensus price targets for any stock using Octagon. Use when you need the average, median, high, and low analyst price targets to evaluate upside/downside potential and analyst agreement.

price-target-summary

Retrieve analysts' price target summary for any stock using Octagon. Use when evaluating analyst sentiment, upside/downside potential, consensus expectations, and tracking target trends over time.

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.

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.

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.

sec-10k-analysis

Analyze 10-K annual filings for public companies using Octagon. Use when extracting key financial metrics, risk factors, business overview, management discussion, and regulatory disclosures from SEC 10-K filings.

sec-10q-analysis

Analyze 10-Q quarterly filings for public companies using Octagon. Use when extracting quarterly performance metrics, revenue breakdown, operating margins, segment performance, and interim financial updates from SEC 10-Q filings.

sec-8k-analysis

Analyze 8-K filings to extract material events and corporate changes using Octagon. Use when tracking real-time corporate disclosures, M&A announcements, leadership changes, earnings releases, and other material events requiring immediate investor attention.

sec-amendments-review

Review amendments to SEC filings using Octagon. 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.

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.

sec-annual-comparison

Compare key metrics and disclosures between annual 10-K filings using Octagon. Use when analyzing year-over-year changes in financials, risk factors, business descriptions, and strategic priorities across fiscal years.

sec-business-desc-analysis

Extract and analyze business descriptions and competitive landscape from SEC filings using Octagon. Use when researching company business models, market positioning, competitive advantages, industry dynamics, and strategic focus areas from Item 1 disclosures.

sec-cash-flow-review

Extract and analyze cash flow trends and working capital changes from SEC filings using Octagon. Use when researching operating cash flow, investing activities, financing activities, free cash flow, liquidity, and working capital dynamics from 10-K and 10-Q filings.

sec-corp-governance

Review corporate governance practices and board composition from SEC filings using Octagon. Use when researching board structure, director qualifications, committee composition, governance policies, shareholder rights, and related party transactions from proxy statements.

sec-debt-covenant

Analyze debt covenants and credit agreement terms from SEC filings using Octagon. 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.

sec-footnotes-analysis

Analyze footnotes and accounting policies from SEC filings using Octagon. Use when researching revenue recognition policies, critical estimates, lease obligations, pension assumptions, stock compensation, contingencies, and new accounting pronouncements.

sec-mda-analysis

Analyze Management Discussion and Analysis (MD&A) sections from SEC filings using Octagon. Use when extracting strategic initiatives, financial performance commentary, macroeconomic challenges, and forward-looking statements from 10-K and 10-Q filings.

sec-proxy-analysis

Analyze proxy statements (DEF 14A) to extract executive compensation, governance information, and shareholder voting matters using Octagon. Use when researching CEO pay, board composition, say-on-pay votes, and corporate governance practices.

sec-risk-factors

Extract and summarize risk factors from SEC filings using Octagon. Use when analyzing Item 1A risk disclosures, categorizing business risks, identifying new or material risks, and comparing risk profiles across companies or time periods.

sec-s1-analysis

Analyze S-1 registration statements for IPOs using Octagon. Use when researching companies preparing to go public, extracting business models, risk factors, use of proceeds, capitalization, principal shareholders, and growth opportunities from IPO filings.

sec-segment-reporting

Analyze business segment performance and reporting from SEC filings using Octagon. Use when researching segment revenue, operating income, margins, geographic breakdown, and segment restructuring from 10-K and 10-Q filings.

sector-pe-ratios

Retrieve sector P/E ratios using Octagon. Use when comparing company valuations to sector benchmarks, analyzing sector valuations across exchanges, and understanding market-wide valuation trends.

sector-performance-snapshot

Retrieve a snapshot of market sector performance using Octagon. Use when analyzing sector-wide metrics including revenue, EBITDA, net income, market cap, and enterprise value for companies within a specific sector and exchange.

stock-grades

Retrieve the latest stock grades and ratings from top analysts and financial institutions using Octagon. Use when tracking analyst upgrades, downgrades, rating changes, and institutional sentiment over time.

stock-historical-index

Retrieve full historical end-of-day price data for market indices using Octagon. Use when analyzing index performance over time, tracking market trends, calculating returns, and understanding market context for individual stock analysis.

stock-performance

Retrieve stock price data and performance metrics using Octagon. Use when analyzing daily closing prices, trading volume, price trends, historical performance, and comparing stock movements over specific time periods.

stock-price-change

Retrieve stock price change statistics across multiple time periods using Octagon. Use when analyzing short-term and long-term returns, comparing performance across timeframes, and evaluating momentum and historical growth.

stock-quote

Retrieve real-time stock quotes using Octagon. Use when you need current price, day range, 52-week range, volume, market cap, and moving averages for any publicly traded stock.