financial-metrics-analysis
Installation
SKILL.md
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)