Octagon Financials
ChatGPT pluginStatements, growth, ratios
Octagon Financials gives you financial statements with the source behind every figure, directly in the conversation.
Use it to:
- Income statement, balance sheet, cash flow
- Year-over-year growth series
- Ratios and financial health scores
- Analyst estimates
Every answer states the statement and period it came from, so you can verify it.
Octagon Financials is a research tool. It does not place trades, move money, or provide personalized investment advice. An Octagon account is required; you sign in the first time you connect.
Octagon Financials is #13,808 of 13,927 ChatGPT plugins by placement.
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Movement
From our daily snapshots over the last 30 days.
Rank by placement
Rank in Finance
In its category
How this plugin compares with others in the same category. Positions are counted within the category, not across the whole directory.
Finance1,130th of 1,131 by placement
| # | Plugin | Position | 7d |
|---|---|---|---|
| 1127 | #13803 | — | |
| 1128 | #13804 | — | |
| 1129 | #13806 | — | |
| 1130 | #13808 | — | |
| 1131 | #13866 | 1,566places down |
More from Octagon AI
All listings by Octagon AIExample prompts
- “Pull Apple's last five fiscal-year income statements.”
- “What are Microsoft's Altman Z and Piotroski scores?”
- “Break down Tesla's revenue by geography.”
Skills
analyst-estimates
Retrieve analyst financial estimates including Revenue and EPS projections with low/high ranges and analyst coverage. Use when analyzing forward expectations, consensus estimates, valuation inputs, or comparing projections to historical performance.
balance-sheet
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.
balance-sheet-growth
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.
cash-flow-growth
Retrieve year-over-year growth in cash flow metrics including Operating Cash Flow, Free Cash Flow, and Net Cash Flow. Use when analyzing company cash generation trends, capital allocation efficiency, or liquidity trajectory.
cash-flow-statement
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.
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 building valuation and scenario analysis 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.
financials-get-started
Introduce Octagon Financials, explain what it covers and how to connect, and suggest first requests. Use when the user is new to the plugin, asks what it can do with financial statements, or needs help connecting their Octagon account.
Show all 19Show fewer
financials-status
Check whether Octagon is connected and whether the financial statements tool is answering. Use when the user asks whether the plugin is working, what it can do right now, or why requests are failing.
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.
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.
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.
- Categories
- Made by
- Octagon AI · Website
- Sign-in
- On Install
- Capabilities
- Income statement, balance sheet, cash flow, Year-over-year growth series, Ratios and financial health scores, Analyst estimates, Revenue by segment and geography
- Availability
- Available
- Version
- 1.0.0
- Keywords
- financial-statements, income-statement, balance-sheet, cash-flow, ratios, growth, analyst-estimates, esg
- Created
- November 12, 2026
- More info
- Sponsorship
- Promote this plugin