Octagon analyst master

Skill OctagonAI/octagon-mcp-server/skills/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.From its SKILL.md

Install

npx -y skills add OctagonAI/octagon-mcp-server --skill octagon-analyst-master

Assembled from the repository path, not quoted from the project. Check it against their README if it does not work.

SKILL.md

2.3 KB, as published. Nobody here has run it

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."