/octagon-analyst-master

name: octagon-analyst-master
description: Route broad company, sector, valuation, filings, transcript, and market data questions into the right Octagon workflow. Use when the user wants full-scope investment research or when multiple Octagon skills may be needed.

Octagon Analyst Master

Use this skill for broad investment research requests that span several analyst workflows.

When to use

• The user wants a full company brief or investment memo
• The request mixes filings, estimates, earnings, valuation, and market data
• It is not obvious which single Octagon skill should be used first

Routing guide

• Forward estimates and consensus expectations: `analyst-estimates`
• Kalshi market reports or event history: `prediction-markets-analysis`
• Earnings transcript and guidance analysis: `earnings-call-analysis`
• Annual filing and risk review: `sec-10k-analysis`
• Real-time pricing and market snapshot: `stock-quote`

If the request is still broad after routing, use `octagon-agent`.

Docs references

Use the live docs tools when the user asks about setup, available capabilities, or how Octagon works before starting analysis:

• Start with `octagon-docs-search` for discovery: `Claude plugin`, `MCP server`, `available agents`, or `authentication`
• Use `octagon-docs-read` for canonical context: `Octagon Claude Plugin`, `Octagon MCP Server`, `Octagon Agents Guide`, or `How Octagon API Works`
• Prefer docs context over memory for installation, connector, authentication, and tool-surface questions

Default query pattern

Build an investment analyst brief on <COMPANY OR TICKER> covering business quality, latest performance, guidance, valuation context, and key near-term risks.

MCP call

{
  "server": "octagon-mcp",
  "toolName": "octagon-agent",
  "arguments": {
    "prompt": "Build an investment analyst brief on NVDA covering business quality, latest performance, guidance, valuation context, and key near-term risks."
  }
}

Output expectations

• Start with a short investment takeaway
• Break out the answer by business, financials, expectations, risks, and watch items
• Call out missing context that would improve the next turn

Follow-up prompts

• "Compare this company to its two closest public peers."
• "Now focus only on valuation and forward expectations."
• "Turn this into a long thesis and a short thesis."