balance-sheet

Fetch balance sheet data for public companies via Octagon MCP.

130|13|Updated Feb 2, 2026
One-click install
npx skills add https://github.com/OctagonAI/skills --skill balance-sheet
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: balance-sheet
Source: https://github.com/OctagonAI/skills/tree/main/skills/balance-sheet
Command: npx skills add https://github.com/OctagonAI/skills --skill balance-sheet

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) components.

What problem does it solve?

Retrieve and consolidate balance sheet data for public companies to support capital-structure analysis and leverage assessment.

Core Features & Use Cases

  • Comprehensive data capture: Returns Total Assets, Current Assets, Non-Current Assets, Liabilities, Equity, and Net Debt by fiscal year.
  • Analytical readiness: Enables calculations such as Debt-to-Equity and Asset mix analysis for performance reviews.
  • Use Case: Ideal for evaluating a company's liquidity and solvency when planning financing or evaluating peers.

Quick Start

Fetch the latest balance sheet for a given ticker using Octagon MCP.

Frequently Asked Questions about balance-sheet

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I pull balance sheet data for public companies to analyze capital structure?

To pull balance sheet data for public companies, use this Skill to fetch Total Assets, Liabilities, Equity, and Net Debt by fiscal year. It requires connecting to the Octagon MCP server and outputs a structured table for leverage assessment.

What financial metrics are included in a comprehensive balance sheet analysis?

A comprehensive balance sheet analysis includes Total Assets, Current Assets, Non-Current Assets, Liabilities, Equity, and Net Debt. This data enables calculations like Debt-to-Equity ratios and asset mix analysis across multiple fiscal years.

Can I evaluate company liquidity and solvency using historical balance sheet statements?

Yes, you can evaluate company liquidity and solvency by fetching historical balance sheet statements. The Skill retrieves year-over-year financial data, enabling you to review trends in assets and liabilities to support financing decisions.

Do I need an Octagon MCP server connection to fetch financial statements?

Yes, you need an active Octagon MCP server connection to fetch financial statements. This Skill requires access to the server to retrieve and consolidate comprehensive balance sheet data for public companies.

What's the best way to compare leverage and asset mix across peer companies?

The best way to compare leverage and asset mix across peer companies is to fetch structured balance sheet data for each ticker. This provides the consistent metrics needed to calculate Debt-to-Equity ratios and assess relative financial health.

Are there limitations when retrieving non-current assets and net debt for financial analysis?

The main limitation is the requirement of Octagon MCP server access to retrieve non-current assets and net debt data. Additionally, the Skill is designed for public companies, so balance sheet data availability depends on their filing status.