Octagon AI

What you can ask

• Summarize the key risk factors in NVIDIA's latest 10-K.Copy

  Example path agent

• What guidance did Microsoft give on its latest earnings call?
• What is driving the odds on the next Fed rate decision?

MCP connector

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https://mcp.octagonai.co/mcpCopy

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Tools

Skills

69 in the ChatGPT listing

• Analyst estimatesRetrieve analyst financial estimates including Revenue and EPS projections with low/high ranges and analyst coverage.
• Balance sheetRetrieve detailed balance sheet statement data including Total Assets, Current Assets, Non-Current Assets, Liabilities, Equity, and Net Debt for public companies.
• Balance sheet growthRetrieve year-over-year growth in balance sheet items including Total Assets, Total Liabilities, Shareholders Equity, Cash, and Inventories.
• Batch market capRetrieve market capitalization data for multiple companies at once using Octagon.
• Cash flow growthRetrieve year-over-year growth in cash flow metrics including Operating Cash Flow, Free Cash Flow, and Net Cash Flow.
• Cash flow statementRetrieve 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.
• Commodities listRetrieve the full catalog of tradable commodities across energy, metals, and agriculture using Octagon.
• Commodities quoteRetrieve real-time commodity price quotes using Octagon.
• Company market capRetrieve market capitalization data for a single company using Octagon.
• Earnings analyst masterComprehensive earnings call analyst skill that orchestrates all Octagon earnings analysis skills.
• Earnings analyst questionsIdentify key themes and concerns raised by analysts during earnings calls, including specific analyst attribution and topic categorization.
• Earnings call analysisAnalyze earnings call transcripts to extract forward-looking guidance, strategic focus areas, supply chain insights, and generate follow-up questions for deeper analysis.
• Earnings call insightsAnalyze earnings call transcripts to extract key insights about future guidance, strategic priorities, management commentary, and market signals.
• Earnings capital allocationExtract management's commentary on capital allocation, investment priorities, shareholder returns, and strategic investments from earnings call transcripts.
• Earnings competitive reviewAnalyze management's discussion of competitive landscape, market positioning, and strategic differentiation from earnings call transcripts.
• Earnings conf call sentimentAnalyze the overall sentiment and tone of management during earnings conference calls, including confidence levels, optimism indicators, and forward-looking language.
• Earnings cost mgmtAnalyze cost reduction initiatives and operational efficiency measures from earnings transcripts, including headcount actions, facility consolidation, and productivity improvements.
• Earnings financial guidanceExtract and analyze financial guidance and forward-looking statements from earnings transcripts, including segment guidance, risk factors, and guidance vs.
• Earnings market expansionIdentify market expansion and geographic growth plans discussed in earnings calls, including new market launches, international expansion, and product diversification strategies.
• Earnings mgmt commentsExtract management's commentary on specific topics from earnings call transcripts, including product development, strategy, competitive positioning, and executive quotes.
• Earnings product pipelineExtract product development and pipeline updates from earnings calls, including clinical trial progress, regulatory submissions, and launch timelines.
• Earnings qa analysisAnalyze the Q&A section of earnings call transcripts for strategic insights, analyst concerns, and management responses on key topics.
• Earnings revenue guidanceExtract specific revenue guidance and growth projections from earnings call transcripts, including segment breakdown, constant currency adjustments, and M&A contributions.
• Esg benchmark comparisonRetrieve ESG benchmark comparison metrics by sector using Octagon.
• Esg ratingsRetrieve ESG ratings and scores using Octagon.
• Financial analyst masterComprehensive equity research analyst skill that orchestrates all Octagon financial analysis skills.
• Financial growthRetrieve comprehensive year-over-year growth in key financial metrics including Revenue, Gross Profit, Operating Income, Net Income, EPS, and Free Cash Flow.
• Financial health scoresRetrieve financial health scores including Altman Z-Score and Piotroski Score for public companies.
• Financial metrics analysisAnalyze year-over-year growth in income statement items and financial metrics using Octagon.
• Forex listRetrieve a full listing of actively traded currency pairs in the global forex market using Octagon.
• Get startedIntroduce Octagon AI, explain how to connect it, and suggest first research requests.
• Historical financial ratingsRetrieve historical financial ratings and key metric scores over time using Octagon.
• Historical market capRetrieve historical market capitalization data for any stock using Octagon.
• Income statementRetrieve real-time income statement data including Revenue, Net Income, and EPS Diluted for public companies.
• Income statement growthRetrieve year-over-year growth in income statement items including Revenue, Gross Profit, Operating Income, Net Income, and EPS Diluted.
• Industry pe ratiosRetrieve industry-specific P/E ratios using Octagon.
• Industry performance snapshotRetrieve a daily overview of industry performance using Octagon.
• Market analyst masterComprehensive market analyst skill that orchestrates all Octagon stock performance and market data skills.
• Octagon research routerChoose the right Octagon workflow for a financial research request.
• Octagon statusCheck whether Octagon is connected and summarize the Octagon tools that are currently available.
• Prediction markets analysisGenerate deep research reports on prediction market events using the Octagon Prediction Markets Agent.
• Price target consensusRetrieve consensus price targets for any stock using Octagon.
• Price target summaryRetrieve analysts' price target summary for any stock using Octagon.
• Ratings snapshotRetrieve ratings snapshot with overall rating and key metric scores including DCF, ROE, ROA, Debt-to-Equity, P/E, and P/B for public companies.
• Revenue geographic segmentationRetrieve detailed revenue breakdown by geographic segment for public companies.
• Revenue product segmentationRetrieve detailed revenue breakdown by product segment for public companies.
• Sec 10k analysisAnalyze 10-K annual filings for public companies using Octagon.
• Sec 10q analysisAnalyze 10-Q quarterly filings for public companies using Octagon.
• Sec 8k analysisAnalyze 8-K filings to extract material events and corporate changes using Octagon.
• Sec amendments reviewReview amendments to SEC filings using Octagon.
• Sec analyst masterComprehensive SEC filing analyst skill that orchestrates all Octagon SEC analysis skills.
• Sec annual comparisonCompare key metrics and disclosures between annual 10-K filings using Octagon.
• Sec business desc analysisExtract and analyze business descriptions and competitive landscape from SEC filings using Octagon.
• Sec cash flow reviewExtract and analyze cash flow trends and working capital changes from SEC filings using Octagon.
• Sec corp governanceReview corporate governance practices and board composition from SEC filings using Octagon.
• Sec debt covenantAnalyze debt covenants and credit agreement terms from SEC filings using Octagon.
• Sec footnotes analysisAnalyze footnotes and accounting policies from SEC filings using Octagon.
• Sec mda analysisAnalyze Management Discussion and Analysis (MD&A) sections from SEC filings using Octagon.
• Sec proxy analysisAnalyze proxy statements (DEF 14A) to extract executive compensation, governance information, and shareholder voting matters using Octagon.
• Sec risk factorsExtract and summarize risk factors from SEC filings using Octagon.
• Sec s1 analysisAnalyze S-1 registration statements for IPOs using Octagon.
• Sec segment reportingAnalyze business segment performance and reporting from SEC filings using Octagon.
• Sector pe ratiosRetrieve sector P/E ratios using Octagon.
• Sector performance snapshotRetrieve a snapshot of market sector performance using Octagon.
• Stock gradesRetrieve the latest stock grades and ratings from top analysts and financial institutions using Octagon.
• Stock historical indexRetrieve full historical end-of-day price data for market indices using Octagon.
• Stock performanceRetrieve stock price data and performance metrics using Octagon.
• Stock price changeRetrieve stock price change statistics across multiple time periods using Octagon.
• Stock quoteRetrieve real-time stock quotes using Octagon.