Creating Financial Models
Chen-zexi/open-ptc-agent
This skill provides an advanced financial modeling suite with DCF analysis, sensitivity testing, Monte Carlo simulations, and scenario planning for investment decisions
Retrieve analyst financial estimates including revenue and EPS projections with ranges and coverage.
Install Analyst Estimates
$ npx skills add OctagonAI/octagon-mcp-server --skill analyst-estimates -a claude-codeProject install by default; add -g for ~/.claude/skills/.
$ gh skill install OctagonAI/octagon-mcp-server analyst-estimates --agent claude-codeProject scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).
$ git clone --depth 1 https://github.com/OctagonAI/octagon-mcp-server.git skills-src && mkdir -p .claude/skills && cp -r skills-src/skills/analyst-estimates .claude/skills/analyst-estimates && rm -rf skills-srcUse ~/.claude/skills/ instead of .claude/skills for a personal install. The folder must contain SKILL.md.
Claude Code skills documentation · loads skills from .claude/skills/
Install the "analyst-estimates" agent skill from https://github.com/OctagonAI/octagon-mcp-server/tree/main/skills/analyst-estimates into .claude/skills/analyst-estimates/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "analyst-estimates", then confirm the skill loads.Claude Code copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$skill-installer install https://github.com/OctagonAI/octagon-mcp-server/tree/main/skills/analyst-estimatesType this inside Codex. $skill-installer <name> installs a curated skill from openai/skills. The installer writes to $CODEX_HOME/skills (default ~/.codex/skills). Restart Codex if the skill does not show up.
$ npx skills add OctagonAI/octagon-mcp-server --skill analyst-estimates -a codexProject install goes to .agents/skills/; add -g for ~/.codex/skills/.
$ gh skill install OctagonAI/octagon-mcp-server analyst-estimates --agent codexProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/OctagonAI/octagon-mcp-server.git skills-src && mkdir -p .agents/skills && cp -r skills-src/skills/analyst-estimates .agents/skills/analyst-estimates && rm -rf skills-srcUse ~/.agents/skills/ instead of .agents/skills for a personal install.
Codex skills documentation · loads skills from .agents/skills/
Install the "analyst-estimates" agent skill from https://github.com/OctagonAI/octagon-mcp-server/tree/main/skills/analyst-estimates into .agents/skills/analyst-estimates/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "analyst-estimates", then confirm the skill loads.Codex copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ npx skills add OctagonAI/octagon-mcp-server --skill analyst-estimates -a cursorProject install goes to .agents/skills/; add -g for ~/.cursor/skills/.
$ gh skill install OctagonAI/octagon-mcp-server analyst-estimates --agent cursorProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/OctagonAI/octagon-mcp-server.git skills-src && mkdir -p .cursor/skills && cp -r skills-src/skills/analyst-estimates .cursor/skills/analyst-estimates && rm -rf skills-srcUse ~/.cursor/skills/ instead of .cursor/skills for a personal install.
Cursor skills documentation · loads skills from .cursor/skills/, .agents/skills/, .claude/skills/, .codex/skills/
Install the "analyst-estimates" agent skill from https://github.com/OctagonAI/octagon-mcp-server/tree/main/skills/analyst-estimates into .cursor/skills/analyst-estimates/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "analyst-estimates", then confirm the skill loads.Cursor copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ gemini skills install https://github.com/OctagonAI/octagon-mcp-server.git --path skills/analyst-estimates--scope user (default) or --scope workspace; --path is the subfolder of the repo that holds the skill; --consent skips the security confirmation prompt.
$ npx skills add OctagonAI/octagon-mcp-server --skill analyst-estimates -a gemini-cliProject install goes to .agents/skills/; add -g for ~/.gemini/skills/.
$ gh skill install OctagonAI/octagon-mcp-server analyst-estimates --agent gemini-cliProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/OctagonAI/octagon-mcp-server.git skills-src && mkdir -p .gemini/skills && cp -r skills-src/skills/analyst-estimates .gemini/skills/analyst-estimates && rm -rf skills-srcUse ~/.gemini/skills/ instead of .gemini/skills for a personal install, then run /skills reload.
Gemini CLI skills documentation · loads skills from .gemini/skills/, .agents/skills/
Install the "analyst-estimates" agent skill from https://github.com/OctagonAI/octagon-mcp-server/tree/main/skills/analyst-estimates into .gemini/skills/analyst-estimates/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "analyst-estimates", then confirm the skill loads.Gemini CLI copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ gh skill install OctagonAI/octagon-mcp-server analyst-estimatesInstalls for Copilot at project scope by default; add --scope user for a personal install. Preview a skill first with gh skill preview. Needs GitHub CLI 2.90.0 or later (public preview).
$ npx skills add OctagonAI/octagon-mcp-server --skill analyst-estimates -a github-copilotProject install goes to .agents/skills/; add -g for ~/.copilot/skills/.
$ git clone --depth 1 https://github.com/OctagonAI/octagon-mcp-server.git skills-src && mkdir -p .github/skills && cp -r skills-src/skills/analyst-estimates .github/skills/analyst-estimates && rm -rf skills-srcUse ~/.copilot/skills/ instead of .github/skills for a personal install. Commit .github/skills so cloud agent and code review can use it.
GitHub Copilot skills documentation · loads skills from .github/skills/, .claude/skills/, .agents/skills/
Install the "analyst-estimates" agent skill from https://github.com/OctagonAI/octagon-mcp-server/tree/main/skills/analyst-estimates into .github/skills/analyst-estimates/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "analyst-estimates", then confirm the skill loads.GitHub Copilot copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ npx skills add OctagonAI/octagon-mcp-server --skill analyst-estimates -a opencodeOpenCode documents no install command of its own. Project install goes to .agents/skills/; add -g for ~/.config/opencode/skills/.
$ gh skill install OctagonAI/octagon-mcp-server analyst-estimates --agent opencodeProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/OctagonAI/octagon-mcp-server.git skills-src && mkdir -p .opencode/skills && cp -r skills-src/skills/analyst-estimates .opencode/skills/analyst-estimates && rm -rf skills-srcUse ~/.config/opencode/skills/ instead of .opencode/skills for a personal install.
OpenCode skills documentation · loads skills from .opencode/skills/, .claude/skills/, .agents/skills/
Install the "analyst-estimates" agent skill from https://github.com/OctagonAI/octagon-mcp-server/tree/main/skills/analyst-estimates into .opencode/skills/analyst-estimates/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "analyst-estimates", then confirm the skill loads.OpenCode copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
Facts
- Skill name
analyst-estimates- GitHub stars
- 147
- Token cost
- ~359 tokens
- SKILL.md length
- 114 words
- Files
- 1
- Skills in repo
- 7
- Repo updated
- First seen
- Licence
- MIT
At a glance
Retrieve analyst financial estimates including revenue and EPS projections with ranges and coverage.
- Analyzing forward expectations
- SKILL.md covers Query format, MCP call, Output expectations and Analysis heuristics, plus 1 more section
- Instructions only: no scripts, shell commands, URLs or credentials in SKILL.md
- Consensus assumptions
What it does
Analyst Estimates is an agent skill from OctagonAI/octagon-mcp-server. Retrieve analyst financial estimates including revenue and EPS projections with ranges and coverage. Use when analyzing forward expectations, consensus assumptions, or valuation inputs for a public company.
Its SKILL.md is about 360 tokens, which your agent loads only when the skill is triggered. It is a single SKILL.md file with no bundled scripts.
It sits in Business, Finance & HR. It works with Model Context Protocol. The repository describes itself as: An MCP server for public & prediction markets research. Ask natural-language questions and get structured, source-backed answers across SEC filings, earnings transcripts, company… The licence is MIT.
When your agent uses it
- Analyzing forward expectations
- Consensus assumptions
- Valuation inputs for a public company
Example prompts
- “/analyst-estimates”
What it can do on your machine
Read from SKILL.md and the folder at commit a323463. It shows what the files ask for, not the result of running them.
Tool permissions
Pre-approves nothing: there is no allowed-tools line, so your agent's usual permission prompts apply.
From allowed-tools in the SKILL.md frontmatter.
Runs code
No scripts in the folder and no shell commands in SKILL.md (its code samples are json).
From the folder's file list and the shell code blocks in SKILL.md.
Network
No URLs in SKILL.md.
From URLs in SKILL.md, links to its own repository left out.
Credentials
Names no API keys, tokens, secrets or passwords.
From names ending in _API_KEY, _TOKEN, _SECRET, _KEY or _PASSWORD in SKILL.md.
Context cost
Analyst Estimates loads about 359 tokens when it runs. Until then it costs about 56 tokens; SKILL.md has 114 words of instructions outside code blocks.
Estimates: characters ÷ 4, the usual rule of thumb; real counts depend on the model's tokenizer. Scripts and assets cost tokens only if the agent reads them.
Safety
Auto-check passed
The automated check found no risky patterns in SKILL.md.
Automated static check — not a guarantee. Review scripts before installing. It scans the text of SKILL.md for risky patterns (piping downloads into a shell, reading credential files, hidden Unicode, destructive commands); files beside SKILL.md are not scanned.
SKILL.md
The full file from OctagonAI/octagon-mcp-server at commit a323463, republished under its MIT licence (© OctagonAI). 114 words, ~359 tokens.
Download SKILL.mdSave it as
.claude/skills/analyst-estimates/SKILL.md (or your agent's skills folder).- name
- analyst-estimates
- description
- Retrieve analyst financial estimates including revenue and EPS projections with ranges and coverage. Use when analyzing forward expectations, consensus assumptions, or valuation inputs for a public company.
Analyst Estimates
Retrieve analyst revenue and EPS expectations for a public company using Octagon MCP.
Query format
Retrieve analyst financial estimates for <TICKER> for the annual period, limited to <N> records on page 0.MCP call
{
"server": "octagon-mcp",
"toolName": "octagon-agent",
"arguments": {
"prompt": "Retrieve analyst financial estimates for AAPL for the annual period, limited to 10 records on page 0."
}
}Output expectations
- Return a table of future periods with revenue and EPS ranges, averages, and analyst coverage
- After the table, summarize growth trajectory, estimate dispersion, and coverage quality
Analysis heuristics
- Implied growth: compare future estimates to current actuals
- Dispersion: wider ranges imply lower conviction
- Coverage depth: more analysts usually means a stronger consensus
- Near-term vs long-term: confidence should fall as periods move further out
Follow-up prompts
- "Compare these estimates to the last three years of actual results."
- "Calculate the implied forward P/E using the consensus EPS."
- "What could drive upside or downside versus the consensus?"
© OctagonAI, MIT. Rendered from Markdown: HTML in the file is shown as text, images as links, and headings moved down two levels. Raw file
Files
Just SKILL.md in skills/analyst-estimates of OctagonAI/octagon-mcp-server.
Open the folder on GitHubat commit a323463
Compare with similar skills
Analyst Estimates next to the 5 skills that share the most tags, products or categories with it. Stars are the repository's; “used in” counts other GitHub owners with a copy.
| Skill | Stars | Used in | Tokens | Auto-check | Licence | Repo updated |
|---|---|---|---|---|---|---|
| Analyst Estimates this skillOctagonAI/octagon-mcp-server | 147 | — | ~359 | Automated safety check: Pass | MIT | |
| Creating Financial ModelsChen-zexi/open-ptc-agent | 729 | 3 repos | ~1.3k | Automated safety check: Pass | MIT | |
| Stock APIzhangxiangliang/stock-api | 2k | — | ~507 | Automated safety check: Pass | MIT | |
| Tradingview MCPatilaahmettaner/tradingview-mcp | 5k | — | ~1.3k | Automated safety check: Pass | MIT | |
| Dr Manhattanguzus/dr-manhattan | 204 | — | ~2k | Automated safety check: Pass | Apache-2.0 | |
| Agentic Trading DeskOft3r/agentic-trading-desk | 306 | — | ~5.1k | Automated safety check: Pass | MIT |
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Questions about Analyst Estimates
What does Analyst Estimates do?
Retrieve analyst financial estimates including revenue and EPS projections with ranges and coverage. Analyst Estimates is an agent skill from OctagonAI/octagon-mcp-server. Retrieve analyst financial estimates including revenue and EPS projections with ranges and coverage.
When should I use Analyst Estimates?
Analyst Estimates fits situations like: analyzing forward expectations; consensus assumptions; valuation inputs for a public company.
How do I install Analyst Estimates in Claude Code?
Run `npx skills add OctagonAI/octagon-mcp-server --skill analyst-estimates -a claude-code`. Or copy the skill folder (skills/analyst-estimates in OctagonAI/octagon-mcp-server) into .claude/skills/analyst-estimates in your project. Claude Code loads it when a task matches its description.
How do I install Analyst Estimates in Codex?
Run `npx skills add OctagonAI/octagon-mcp-server --skill analyst-estimates -a codex`. Or copy the skill folder (skills/analyst-estimates in OctagonAI/octagon-mcp-server) into .agents/skills/analyst-estimates in your project. Codex loads it when a task matches its description.
Can I use Analyst Estimates in Cursor, Gemini CLI or GitHub Copilot?
Cursor, Gemini CLI, GitHub Copilot and OpenCode also load SKILL.md folders. With the skills CLI, run `npx skills add OctagonAI/octagon-mcp-server --skill analyst-estimates -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/analyst-estimates, .gemini/skills/analyst-estimates, .github/skills/analyst-estimates and .opencode/skills/analyst-estimates in your project.
What does Analyst Estimates need to run?
SKILL.md names no scripts, command-line tools or credentials: Analyst Estimates is instructions for the agent only.
Does Analyst Estimates access the network?
SKILL.md contains no URLs. Any network use would come from the scripts or tools the agent runs. This is read from the text; nothing was executed.
Is Analyst Estimates safe to install?
Our automated static check of SKILL.md found no risky patterns, such as piping downloads into a shell, reading credential files or hidden Unicode. It is not a guarantee. Review the folder before installing.
What licence does Analyst Estimates use?
Analyst Estimates is published under the MIT licence (the repository's licence). It allows redistribution, so the full SKILL.md is shown on this page.
How many tokens does Analyst Estimates use?
About 359 tokens (SKILL.md is roughly 1.4k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full.
What are the alternatives to Analyst Estimates?
Skills that share tags, products or a category with Analyst Estimates: Creating Financial Models (Chen-zexi/open-ptc-agent, 729 stars), Stock API (zhangxiangliang/stock-api, 2k stars), Tradingview MCP (atilaahmettaner/tradingview-mcp, 5k stars) and Dr Manhattan (guzus/dr-manhattan, 204 stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.
Who maintains Analyst Estimates?
OctagonAI (a GitHub organization) maintains it in OctagonAI/octagon-mcp-server, which has 147 GitHub stars. The repository holds 7 skills in this directory. The repository was last updated on July 9, 2026.
Source: OctagonAI/octagon-mcp-server on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.