Skill Claude CodeCodex
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.
Skill Claude CodeCodex
Compare key metrics and disclosures between annual 10-K filings using Octagon MCP. Use when analyzing year-over-year changes in financials, risk factors, business descriptions, and strategic priorities across fiscal years.
Skill Claude CodeCodex
Extract and analyze business descriptions and competitive landscape from SEC filings using Octagon MCP. Use when researching company business models, market positioning, competitive advantages, industry dynamics, and strategic focus areas from Item 1 disclosures.
Skill Claude CodeCodex
Extract and analyze cash flow trends and working capital changes from SEC filings using Octagon MCP. 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.
Skill Claude CodeCodex
Review corporate governance practices and board composition from SEC filings using Octagon MCP. Use when researching board structure, director qualifications, committee composition, governance policies, shareholder rights, and related party transactions from proxy statements.
Skill Claude CodeCodex
Analyze debt covenants and credit agreement terms from SEC filings using Octagon MCP. 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.
Skill Claude CodeCodex
Analyze footnotes and accounting policies from SEC filings using Octagon MCP. Use when researching revenue recognition policies, critical estimates, lease obligations, pension assumptions, stock compensation, contingencies, and new accounting pronouncements.
Skill Claude CodeCodex
Analyze Management Discussion and Analysis (MD&A) sections from SEC filings using Octagon MCP. Use when extracting strategic initiatives, financial performance commentary, macroeconomic challenges, and forward-looking statements from 10-K and 10-Q filings.
Skill Claude CodeCodex
Analyze proxy statements (DEF 14A) to extract executive compensation, governance information, and shareholder voting matters using Octagon MCP. Use when researching CEO pay, board composition, say-on-pay votes, and corporate governance practices.
Skill Claude CodeCodex
Extract and summarize risk factors from SEC filings using Octagon MCP. Use when analyzing Item 1A risk disclosures, categorizing business risks, identifying new or material risks, and comparing risk profiles across companies or time periods.
Skill Claude CodeCodex
Analyze S-1 registration statements for IPOs using Octagon MCP. Use when researching pre-IPO companies, extracting business models, risk factors, use of proceeds, capitalization, principal shareholders, and growth opportunities from IPO filings.
Skill Claude CodeCodex
Analyze business segment performance and reporting from SEC filings using Octagon MCP. Use when researching segment revenue, operating income, margins, geographic breakdown, and segment restructuring from 10-K and 10-Q filings.
Skill Claude CodeCodex
Retrieve sector P/E ratios using Octagon MCP. Use when comparing company valuations to sector benchmarks, analyzing sector valuations across exchanges, and understanding market-wide valuation trends.
Skill Claude CodeCodex
Retrieve a snapshot of market sector performance using Octagon MCP. Use when analyzing sector-wide metrics including revenue, EBITDA, net income, market cap, and enterprise value for companies within a specific sector and exchange.
Skill Claude CodeCodex
Retrieve the latest stock grades and ratings from top analysts and financial institutions using Octagon MCP. Use when tracking analyst upgrades, downgrades, rating changes, and institutional sentiment over time.
Skill Claude CodeCodex
Retrieve full historical end-of-day price data for market indices using Octagon MCP. Use when analyzing index performance over time, tracking market trends, calculating returns, and understanding market context for individual stock analysis.
Skill Claude CodeCodex
Retrieve stock price data and performance metrics using Octagon MCP. Use when analyzing daily closing prices, trading volume, price trends, historical performance, and comparing stock movements over specific time periods.
Skill Claude CodeCodex
Retrieve stock price change statistics across multiple time periods using Octagon MCP. Use when analyzing short-term and long-term returns, comparing performance across timeframes, and evaluating momentum and historical growth.
Skill Claude CodeCodex
Retrieve real-time stock quotes using Octagon MCP. Use when you need current price, day range, 52-week range, volume, market cap, and moving averages for any publicly traded stock.
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