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octagonai / octagon-analyst-master

Route broad company, sector, valuation, filings, transcript, and market data questions into the right Octagon workflow. Use when the user wants full-scope investment research or when multiple Octagon skills may be needed.

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SKILL.md
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Octagon Analyst Master

Use this skill for broad investment research requests that span several analyst workflows.

When to use

  • The user wants a full company brief or investment memo
  • The request mixes filings, estimates, earnings, valuation, and market data
  • It is not obvious which single Octagon skill should be used first

Routing guide

  • Forward estimates and consensus expectations: analyst-estimates
  • Kalshi market reports or event history: prediction-markets-analysis
  • Earnings transcript and guidance analysis: earnings-call-analysis
  • Annual filing and risk review: sec-10k-analysis
  • Real-time pricing and market snapshot: stock-quote

If the request is still broad after routing, use octagon-agent.

Docs references

Use the live docs tools when the user asks about setup, available capabilities, or how Octagon works before starting analysis:

  • Start with octagon-docs-search for discovery: Claude plugin, MCP server, available agents, or authentication
  • Use octagon-docs-read for canonical context: Octagon Claude Plugin, Octagon MCP Server, Octagon Agents Guide, or How Octagon API Works
  • Prefer docs context over memory for installation, connector, authentication, and tool-surface questions

Default query pattern

Build an investment analyst brief on <COMPANY OR TICKER> covering business quality, latest performance, guidance, valuation context, and key near-term risks.

MCP call

{
  "server": "octagon-mcp",
  "toolName": "octagon-agent",
  "arguments": {
    "prompt": "Build an investment analyst brief on NVDA covering business quality, latest performance, guidance, valuation context, and key near-term risks."
  }
}

Output expectations

  • Start with a short investment takeaway
  • Break out the answer by business, financials, expectations, risks, and watch items
  • Call out missing context that would improve the next turn

Follow-up prompts

  • "Compare this company to its two closest public peers."
  • "Now focus only on valuation and forward expectations."
  • "Turn this into a long thesis and a short thesis."