financial-analyst-master

Orchestrate comprehensive equity research workflows for public equities.

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

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) components.

What problem does it solve?

The master skill orchestrates all Octagon financial analysis skills to enable comprehensive equity research workflows, saving time and reducing manual coordination across tools.

Core Features & Use Cases

  • Orchestrates all individual financial analysis skills into a cohesive, end-to-end workflow.
  • Supports generation of initiation of coverage reports, investment theses, due diligence materials, and investment recommendations.
  • Provides data collection, growth analysis, segmentation, ESG assessment, and peer comparison within a unified framework.

Quick Start

Provide a full initiation of coverage for a target company using the master workflow.

Frequently Asked Questions about financial-analyst-master

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

FAQPage Schema
How do I generate a full equity research report with income statements, balance sheets, and cash flow?

Equity research report generation requires aggregating income statements, balance sheets, cash flow, analyst estimates, ESG scores, and health ratings into a structured template. This skill orchestrates that end-to-end data collection and analysis workflow.

Can I run peer comparison and ESG assessment for public equities in one workflow?

Yes, peer comparison and ESG assessment for public equities can be executed within a single unified workflow. The skill orchestrates segmentation, ESG scoring, and peer analysis alongside growth metrics to support comprehensive company coverage.

What's the best way to build an initiation of coverage report for a target company?

Building an initiation of coverage report involves orchestrating current financial data, growth metrics, and analyst estimates into a structured investment thesis. This skill provides the master workflow to coordinate that full data collection and analysis process.

Does this equity analysis workflow include analyst estimates and financial health ratings?

Yes, the equity analysis workflow includes both analyst estimates and financial health ratings. It satisfies data-collection requirements across income statements, balance sheets, cash flow, ESG scores, and references to ensure comprehensive coverage.

Why use an orchestrated workflow for investment thesis generation instead of separate financial analysis tools?

An orchestrated workflow for investment thesis generation reduces manual coordination across separate financial analysis tools. It unifies data collection, growth analysis, segmentation, ESG assessment, and peer comparison into a cohesive end-to-end framework.

When do I need end-to-end financial growth analysis and structured report generation for due diligence?

End-to-end financial growth analysis and structured report generation are needed for due diligence materials and investment recommendations. This workflow aggregates current financial data, ESG scores, and analyst estimates to produce comprehensive coverage.