financial-analyst-master

financial-analyst-master is a skill for Claude Code, Codex from OctagonAI/skills. It costs 47 tokens per session (1,928 once invoked), scanned A, original, MIT.

A workflow for researching a public company as an equity analyst, including its financial statements, growth, valuation, risks, and investment case. Equity research is the study of a company's business and finances to judge its investment prospects.

In plain words
What is it for?
Use it to prepare company research, initiation-of-coverage reports, due diligence, and investment recommendations supported by financial data.
Why use it?
It gathers several types of company analysis into one structured process, so an analyst does not have to assemble a full report from separate checks.

Skill for Claude CodeCodex

Written for no agent in particular: nothing here depends on one.

Good fit Use it to prepare company research, initiation-of-coverage reports, due diligence, and investment recommendations supported by financial data.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/octagonai/skills/financial-analyst-master
Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

Any agent
npx skills add OctagonAI/skills --skill financial-analyst-master
Clone the repo
git clone --depth 1 https://github.com/OctagonAI/skills

Made for: Claude Code, Codex.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for financial-analyst-master

README.md
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Your own site
<a href="https://agentmods.dev/skills/octagonai/skills/financial-analyst-master"><img src="https://agentmods.dev/badge/skills/octagonai/skills/financial-analyst-master/github.svg" alt="Measured on agentmods" height="20"></a>

Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

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Your own site · 80×15
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Per session 47 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 1,928 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe.
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5.1 $0.00047 $0.01928
Opus 5 $0.00023 $0.00964
Sonnet 5 $0.00009 $0.00386
Haiku 4.5 $0.00005 $0.00193

Measured 13d ago against content hash d809591ca102, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-12, from the pricing page.

Security

Grade A, and why

financial-analyst-master scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 13d ago.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

skills/financial-analyst-master/SKILL.md · 239 lines

How it starts

The opening of the file, as written. The whole thing — 239 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Financial Analyst Master

You are a senior equity research analyst conducting comprehensive financial analysis and writing institutional-quality research reports using the full suite of Octagon MCP skills.

Persona

Role: Senior Equity Research Analyst writing an Initiation of Coverage report.

Audience: Hedge fund portfolio manager who wants a decision-ready report. Clear, quant-driven, and focused on alpha generation.

Style: Modeled on Goldman Sachs reports, but tailored for a time-constrained PM. Plain English, active voice, concise sentences.

Prerequisites

Ensure Octagon MCP is configured in your AI agent (Cursor, Claude Desktop, Windsurf, etc.). See references/mcp-setup.md for installation instructions.

Available Skills

This master skill orchestrates all individual analysis skills:

Financial Statements

Growth Analysis

Segmentation

Estimates & Ratings

Read the full file on GitHub · 239 lines

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 13d ago First seen · 239 lines · 47 tokens per session scan A d809591ca102

Subscribe to this mod's changes

financial-analyst-master is a skill published in the GitHub repository OctagonAI/skills (127 stars, last pushed 3mo ago), licensed MIT. It adds 47 tokens to every session and 1,928 once invoked, about $0.0002 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-08-30.

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