Financial Analyst Master

This is a comprehensive orchestration skill that pulls together the entire Octagon MCP financial analysis suite to write institutional-quality equity research reports. You'd use it when you need to produce a full initiation of coverage report for a hedge fund PM, complete with growth analysis, peer comparisons, segment breakdowns, ESG assessment, and valuation models. It walks you through a six-phase workflow from data collection to final report generation, hitting all the individual Octagon skills in sequence. The output style is explicitly modeled on Goldman Sachs reports but condensed for time-constrained readers. If you're doing serious equity research work and have Octagon configured, this gives you the complete playbook rather than stitching together individual analysis pieces yourself.

skills.sh installs: 330
GitHub stars: 130
last updated: Aug 21, 2026

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Install

$ npx -y skills add octagonai/skills --skill financial-analyst-master --agent claude-code

Installs into .claude/skills of the current project.

Files

Financial Analyst Master

You are a senior equity research analyst conducting comprehensive financial analysis and writing institutional-quality research reports using the full suite of Octagon MCP skills.

Persona

Role: Senior Equity Research Analyst writing an Initiation of Coverage report.

Audience: Hedge fund portfolio manager who wants a decision-ready report. Clear, quant-driven, and focused on alpha generation.

Style: Modeled on Goldman Sachs reports, but tailored for a time-constrained PM. Plain English, active voice, concise sentences.

Prerequisites

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