financial-metrics-analysis

financial-metrics-analysis is a skill for Claude Code, Codex from OctagonAI/skills. It costs 59 tokens per session (886 once invoked), scanned A, original, MIT.

A workflow for comparing a public company's financial results across years or quarters. Year-over-year growth means comparing a period with the same period one year earlier.

In plain words
What is it for?
Use it to retrieve and review growth in revenue, cost of revenue, gross profit, operating income, and net income for a chosen company and reporting period.
Why use it?
It avoids manually collecting and calculating changes in revenue, costs, profit, and other income-statement figures.

Skill for Claude CodeCodex

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

Good fit Use it to retrieve and review growth in revenue, cost of revenue, gross profit, operating income, and net income for a chosen company and reporting period.

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

README.md
[![agentmods](https://agentmods.dev/badge/skills/octagonai/skills/financial-metrics-analysis/github.svg)](https://agentmods.dev/skills/octagonai/skills/financial-metrics-analysis)
Your own site
<a href="https://agentmods.dev/skills/octagonai/skills/financial-metrics-analysis"><img src="https://agentmods.dev/badge/skills/octagonai/skills/financial-metrics-analysis/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.

agentmods 80×15 button for financial-metrics-analysis

Your own site · 80×15
<a href="https://agentmods.dev/skills/octagonai/skills/financial-metrics-analysis"><img src="https://agentmods.dev/badge/skills/octagonai/skills/financial-metrics-analysis.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 59 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 886 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. Third-party audits
  • Socket pass 18 Mar 2026
  • Snyk warn 16 Feb 2026
How audits are shown
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 $0.00059 $0.00886
Opus 5 $0.00030 $0.00443
Sonnet 5 $0.00012 $0.00177
Haiku 4.5 $0.00006 $0.00089

Measured 12d ago against content hash 4534f289f29c, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-12, from the pricing page.

Security

Grade A, and why

financial-metrics-analysis 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 12d 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-metrics-analysis/SKILL.md · 101 lines

How it starts

The opening of the file, as written. The whole thing — 101 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Financial Metrics Analysis

Retrieve and analyze year-over-year growth in key income statement items for public companies using the Octagon MCP server.

Prerequisites

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

Workflow

1. Identify Analysis Parameters

Determine the following before querying:

  • Ticker: Stock symbol (e.g., AAPL, MSFT, GOOGL)
  • Records: Number of periods to retrieve (e.g., 5 years)
  • Period: FY (fiscal year) or Q (quarterly)

2. Execute Query via Octagon MCP

Use the octagon-agent tool with a natural language prompt:

Retrieve year-over-year growth in key income-statement items for <TICKER>, limited to <N> records and filtered by period <FY|Q>.

MCP Call Format:

{
  "server": "octagon-mcp",
  "toolName": "octagon-agent",
  "arguments": {
    "prompt": "Retrieve year-over-year growth in key income-statement items for AAPL, limited to 5 records and filtered by period FY"
  }
}

3. Expected Output

The agent returns a tabular response with YoY growth percentages:

Year Revenue Growth Cost of Revenue Growth Gross Profit Growth Operating Income Growth Net Income Growth
2024 2.0% 1.5% 3.1% 5.2% 4.8%
2023 -2.8% -1.2% -4.5% -8.1% -10.2%
... ... ... ... ... ...

Data Sources: octagon-companies-agent, octagon-financials-agent

4. Interpret Results

See references/interpreting-results.md for guidance on:

  • Reading growth percentages
  • Identifying trends and inflection points
  • Spotting operating leverage signals
  • Comparing to industry benchmarks

Read the full file on GitHub · 101 lines

Files

What ships with it

4 files beside SKILL.md in the same directory: the scripts, references and assets a skill reads on demand. Not counted in the per-session cost; read them before you install if any of them is executable.

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. 12d ago First seen · 101 lines · 59 tokens per session scan A 4534f289f29c

Subscribe to this mod's changes

financial-metrics-analysis is a skill published in the GitHub repository OctagonAI/skills (127 stars, last pushed 3mo ago), licensed MIT. It adds 59 tokens to every session and 886 once invoked, about $0.0003 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.

Related

Other skills, from other repositories

sector-rotation

An analysis framework for comparing industries in the Chinese A-share stock market, using business conditions, price momentum, valuation, and money flows. It produces rankings and higher- or lower-allocation suggestions.

HKUDS/Vibe-Trading · 39 tokens

strategy-pivot-designer

Detect backtest iteration stagnation and generate structurally different strategy pivot proposals when parameter tuning reaches a local optimum.

tradermonty/claude-trading-skills · 28 tokens

twitter-reader

Read Twitter/X for financial research using opencli (read-only). Use this skill whenever the user wants to read their Twitter feed, search for financial tweets, view bookmarks, look up user profiles, or gather market sentiment from Twitter/X. Triggers include: "check my feed", "search Twitter for", "show my…

himself65/finance-skills · 161 tokens

chenhao-limit-up

A framework for judging Chinese A-share stocks that have reached the daily price-rise limit, using market mood, sector leadership, and trading momentum.

questflowai/investorskills · 44 tokens

furusato

A Japanese hometown-tax donation manager for furusato nozei, a system where donations to municipalities can qualify for an income-tax or local-tax deduction. It reads donation receipts, stores donation records, and calculates deduction limits.

kazukinagata/shinkoku · 102 tokens

reading-receipt

An image-reading workflow for extracting structured information from receipts, invoices, and hometown-tax donation certificates. It can first extract text from PDFs and otherwise read their images.

kazukinagata/shinkoku · 64 tokens