financial-metrics-analysis
Analyze year-over-year growth in income statement items and financial metrics using Octagon MCP. Use when retrieving YoY Revenue Growth, Cost of Revenue Growth, Gross Profit Growth, Operating Income Growth, Net Income Growth, or comparing financial performance across fiscal periods for any public company.
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Install
Works with every agent the skills CLI supports.
npx skills add https://github.com/octagonai/skills --skill financial-metrics-analysis- 01
Install
Run the command in your project. The CLI asks which agents to install for.
- 02
Describe the task
Ask your agent for something this skill covers. It loads financial-metrics-analysis automatically when relevant.
- 03
Review the result
The agent follows the SKILL.md steps, scripts and references bundled with the skill.
SKILL.md
The instructions your agent reads when the skill is triggered.
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)
2. Execute Query via Octagon MCP
Use the octagon-agent tool with a natural language prompt:
Retrieve year-over-year growth in key income-statement items for <TICKER>, limited to <N> records and filtered by period <FY|Q>.
MCP Call Format:
{
"server": "octagon-mcp",
"toolName": "octagon-agent",
"arguments": {
"prompt": "Retrieve year-over-year growth in key income-statement items for AAPL, limited to 5 records and filtered by period FY"
}
}
3. Expected Output
The agent returns a tabular response with YoY growth percentages:
| Year | Revenue Growth | Cost of Revenue Growth | Gross Profit Growth | Operating Income Growth | Net Income Growth |
|---|---|---|---|---|---|
| 2024 | 2.0% | 1.5% | 3.1% | 5.2% | 4.8% |
| 2023 | -2.8% | -1.2% | -4.5% | -8.1% | -10.2% |
| ... | ... | ... | ... | ... | ... |
Data Sources: octagon-companies-agent, octagon-financials-agent
4. Interpret Results
See references/interpreting-results.md for guidance on:
- Reading growth percentages
- Identifying trends and inflection points
- Spotting operating leverage signals
- Comparing to industry benchmarks
Example Queries
Basic YoY Analysis:
Retrieve year-over-year growth in key income-statement items for AAPL, limited to 5 records and filtered by period FY.
Quarterly Analysis:
Retrieve year-over-year growth in key income-statement items for TSLA, limited to 8 records and filtered by period Q.
Extended Historical View:
Retrieve year-over-year growth in key income-statement items for MSFT, limited to 10 records and filtered by period FY.
Key Metrics Explained
| Metric | Definition |
|---|---|
| Revenue Growth | YoY change in total revenue/sales |
| Cost of Revenue Growth | YoY change in direct costs (COGS) |
| Gross Profit Growth | YoY change in Revenue minus COGS |
| Operating Income Growth | YoY change in income from operations |
| Net Income Growth | YoY change in bottom-line profit |
Analysis Tips
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Revenue vs Net Income divergence: If Net Income grows faster than Revenue, the company is improving margins or reducing costs.
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Operating leverage: When Operating Income grows faster than Revenue, fixed costs are being spread over more sales.
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Margin compression: If Cost of Revenue grows faster than Revenue, margins are declining.
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Consistency: Look for companies with consistent positive growth across all metrics.
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Trend reversals: A switch from negative to positive growth often signals a turnaround.
FAQ
What does the financial-metrics-analysis skill do?
Analyze year-over-year growth in income statement items and financial metrics using Octagon MCP. Use when retrieving YoY Revenue Growth, Cost of Revenue Growth, Gross Profit Growth, Operating Income Growth, Net Income Growth, or comparing financial performance across fiscal periods for any public company.
How do I install financial-metrics-analysis?
Run npx skills add https://github.com/octagonai/skills --skill financial-metrics-analysis in your project. The skills CLI detects the agents you use and copies the skill into the right folder. For Claude Code you can also place the skill folder at ~/.claude/skills/financial-metrics-analysis/ (personal) or .claude/skills/financial-metrics-analysis/ (project).
Which AI agents can use financial-metrics-analysis?
Any agent that supports the open Agent Skills format (a folder with a SKILL.md file), including Claude Code, Codex, Cursor, GitHub Copilot, Gemini CLI, Windsurf, Cline, OpenCode and more.
Is financial-metrics-analysis safe to install?
No partner security audit is available yet. Skills can run commands and scripts, so read the SKILL.md and any bundled files before installing.
Who maintains financial-metrics-analysis?
It is published by octagonai in octagonai/skills. It has 364 recorded installs.
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