Agent skill

Balance Sheet

Retrieve detailed balance sheet statement data including Total Assets, Current Assets, Non-Current Assets, Liabilities, Equity, and Net Debt for public companies.

MITAuto-check passedBusiness, Finance & HR

Install Balance Sheet

skills CLI

$ npx skills add OctagonAI/skills --skill balance-sheet -a claude-code

Project install by default; add -g for ~/.claude/skills/.

GitHub CLI

$ gh skill install OctagonAI/skills balance-sheet --agent claude-code

Project scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).

Manual copy

$ git clone --depth 1 https://github.com/OctagonAI/skills.git skills-src && mkdir -p .claude/skills && cp -r skills-src/skills/balance-sheet .claude/skills/balance-sheet && rm -rf skills-src

Use ~/.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/

Paste into Claude Code

Install the "balance-sheet" agent skill from https://github.com/OctagonAI/skills/tree/main/skills/balance-sheet into .claude/skills/balance-sheet/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "balance-sheet", 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

$skill-installer install https://github.com/OctagonAI/skills/tree/main/skills/balance-sheet

Type 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.

skills CLI

$ npx skills add OctagonAI/skills --skill balance-sheet -a codex

Project install goes to .agents/skills/; add -g for ~/.codex/skills/.

GitHub CLI

$ gh skill install OctagonAI/skills balance-sheet --agent codex

Project scope by default (.agents/skills/); add --scope user for a personal install.

Manual copy

$ git clone --depth 1 https://github.com/OctagonAI/skills.git skills-src && mkdir -p .agents/skills && cp -r skills-src/skills/balance-sheet .agents/skills/balance-sheet && rm -rf skills-src

Use ~/.agents/skills/ instead of .agents/skills for a personal install.

Codex skills documentation · loads skills from .agents/skills/

Paste into Codex

Install the "balance-sheet" agent skill from https://github.com/OctagonAI/skills/tree/main/skills/balance-sheet into .agents/skills/balance-sheet/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "balance-sheet", 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.

skills CLI

$ npx skills add OctagonAI/skills --skill balance-sheet -a cursor

Project install goes to .agents/skills/; add -g for ~/.cursor/skills/.

GitHub CLI

$ gh skill install OctagonAI/skills balance-sheet --agent cursor

Project scope by default (.agents/skills/); add --scope user for a personal install.

Manual copy

$ git clone --depth 1 https://github.com/OctagonAI/skills.git skills-src && mkdir -p .cursor/skills && cp -r skills-src/skills/balance-sheet .cursor/skills/balance-sheet && rm -rf skills-src

Use ~/.cursor/skills/ instead of .cursor/skills for a personal install.

Cursor skills documentation · loads skills from .cursor/skills/, .agents/skills/, .claude/skills/, .codex/skills/

Paste into Cursor

Install the "balance-sheet" agent skill from https://github.com/OctagonAI/skills/tree/main/skills/balance-sheet into .cursor/skills/balance-sheet/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "balance-sheet", 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

$ gemini skills install https://github.com/OctagonAI/skills.git --path skills/balance-sheet

--scope user (default) or --scope workspace; --path is the subfolder of the repo that holds the skill; --consent skips the security confirmation prompt.

skills CLI

$ npx skills add OctagonAI/skills --skill balance-sheet -a gemini-cli

Project install goes to .agents/skills/; add -g for ~/.gemini/skills/.

GitHub CLI

$ gh skill install OctagonAI/skills balance-sheet --agent gemini-cli

Project scope by default (.agents/skills/); add --scope user for a personal install.

Manual copy

$ git clone --depth 1 https://github.com/OctagonAI/skills.git skills-src && mkdir -p .gemini/skills && cp -r skills-src/skills/balance-sheet .gemini/skills/balance-sheet && rm -rf skills-src

Use ~/.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/

Paste into Gemini CLI

Install the "balance-sheet" agent skill from https://github.com/OctagonAI/skills/tree/main/skills/balance-sheet into .gemini/skills/balance-sheet/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "balance-sheet", 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.

GitHub CLI

$ gh skill install OctagonAI/skills balance-sheet

Installs 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).

skills CLI

$ npx skills add OctagonAI/skills --skill balance-sheet -a github-copilot

Project install goes to .agents/skills/; add -g for ~/.copilot/skills/.

Manual copy

$ git clone --depth 1 https://github.com/OctagonAI/skills.git skills-src && mkdir -p .github/skills && cp -r skills-src/skills/balance-sheet .github/skills/balance-sheet && rm -rf skills-src

Use ~/.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/

Paste into GitHub Copilot

Install the "balance-sheet" agent skill from https://github.com/OctagonAI/skills/tree/main/skills/balance-sheet into .github/skills/balance-sheet/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "balance-sheet", 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.

skills CLI

$ npx skills add OctagonAI/skills --skill balance-sheet -a opencode

OpenCode documents no install command of its own. Project install goes to .agents/skills/; add -g for ~/.config/opencode/skills/.

GitHub CLI

$ gh skill install OctagonAI/skills balance-sheet --agent opencode

Project scope by default (.agents/skills/); add --scope user for a personal install.

Manual copy

$ git clone --depth 1 https://github.com/OctagonAI/skills.git skills-src && mkdir -p .opencode/skills && cp -r skills-src/skills/balance-sheet .opencode/skills/balance-sheet && rm -rf skills-src

Use ~/.config/opencode/skills/ instead of .opencode/skills for a personal install.

OpenCode skills documentation · loads skills from .opencode/skills/, .claude/skills/, .agents/skills/

Paste into OpenCode

Install the "balance-sheet" agent skill from https://github.com/OctagonAI/skills/tree/main/skills/balance-sheet into .opencode/skills/balance-sheet/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "balance-sheet", 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: balance-sheet
GitHub stars: 127
Token cost: ~1k tokens
SKILL.md length: 376 words
Files: 5 (incl. references)
Skills in repo: 53
Repo updated: Jun 5, 2026
First seen: Oct 7, 2026
Licence: MIT

At a glance

Retrieve detailed balance sheet statement data including Total Assets, Current Assets, Non-Current Assets, Liabilities, Equity, and Net Debt for public companies.

Works in 5 steps: Asset base changes: Track total assets… → Asset composition: Analyze current vs… → Equity trends: Monitor shareholders'… → …
Analyzing financial position
SKILL.md covers Prerequisites, Query Format, Output Format and Key Observations Pattern, plus 3 more sections
Instructions only: no scripts, shell commands, URLs or credentials in SKILL.md

What it does

Balance Sheet is an agent skill from OctagonAI/skills. Retrieve detailed balance sheet statement data including Total Assets, Current Assets, Non-Current Assets, Liabilities, Equity, and Net Debt for public companies. Use when analyzing financial position, capital structure, or leverage metrics.

Its SKILL.md is about 1k tokens, which your agent loads only when the skill is triggered. The skill folder holds 5 other files, including reference files (for example `README.md`, `marketplace.json` and `references/interpreting-results.md`).

It sits in Business, Finance & HR, covering Financial analysis. It works with Model Context Protocol. The repository describes itself as: A collection of Claude skills for agentic financial research by Octagon. The licence is MIT.

When your agent uses it

Analyzing financial position
Capital structure
Leverage metrics

Example prompts

“/balance-sheet”

Workflow steps

5 steps, taken from the first numbered list in SKILL.md.

Asset base changes: Track total assets trajectory over time
Asset composition: Analyze current vs non-current asset mix
Equity trends: Monitor shareholders' equity changes
Leverage position: Track net debt levels and direction
Capital structure: Compare liabilities to equity ratios

What it can do on your machine

Read from SKILL.md and the folder at commit 51e938c. 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

Balance Sheet loads about 1k tokens when it runs, and up to ~2.6k if it reads all its reference files. Until then it costs about 64 tokens; SKILL.md has 376 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it: ~64
When it runs · the whole SKILL.md, loaded when a task matches: ~1k
With references · SKILL.md plus every file in references/, read only if the agent opens them: ~2.6k

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/skills at commit 51e938c, republished under its MIT licence (© OctagonAI). 376 words, ~1,039 tokens.

Download SKILL.mdSave it as .claude/skills/balance-sheet/SKILL.md (or your agent's skills folder). This skill also uses 4 other files; get the full folder from GitHub.

name: balance-sheet
description: Retrieve detailed balance sheet statement data including Total Assets, Current Assets, Non-Current Assets, Liabilities, Equity, and Net Debt for public companies. Use when analyzing financial position, capital structure, or leverage metrics.

Balance Sheet

Retrieve detailed balance sheet statement data for public companies using Octagon MCP.

Prerequisites

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

Query Format

Retrieve detailed balance sheet statement data for <TICKER>, limited to <N> records and filtered by period <FY|Q>.

MCP Call:

json

{
  "server": "octagon-mcp",
  "toolName": "octagon-agent",
  "arguments": {
    "prompt": "Retrieve detailed balance sheet statement data for AAPL, limited to 5 records and filtered by period FY"
  }
}

Output Format

The agent returns a table with absolute financial figures:

Fiscal Year	Total Assets (USD)	Total Current Assets (USD)	Total Non-Current Assets (USD)	Total Liabilities (USD)	Total Equity (USD)	Net Debt (USD)
2025	359,241.00 million	147,957.00 million	211,284.00 million	285,508.00 million	73,733.00 million	89,749.00 million
2024	364,980.00 million	152,987.00 million	211,993.00 million	308,030.00 million	56,950.00 million	89,116.00 million
2023	352,583.00 million	143,566.00 million	209,017.00 million	290,437.00 million	62,146.00 million	93,965.00 million
2022	352,755.00 million	135,405.00 million	217,350.00 million	302,083.00 million	50,672.00 million	108,834.00 million
2021	351,002.00 million	134,836.00 million	216,166.00 million	287,912.00 million	63,090.00 million	101,582.00 million

Data Source: octagon-financials-agent

Key Observations Pattern

After receiving data, generate observations:

Asset base changes: Track total assets trajectory over time
Asset composition: Analyze current vs non-current asset mix
Equity trends: Monitor shareholders' equity changes
Leverage position: Track net debt levels and direction
Capital structure: Compare liabilities to equity ratios

Metrics Reference

Metric	Definition
Total Assets	All resources owned by the company
Total Current Assets	Assets convertible to cash within 1 year
Total Non-Current Assets	Long-term assets (PP&E, intangibles, investments)
Total Liabilities	All obligations and debts
Total Equity	Net worth (Assets - Liabilities)
Net Debt	Total debt minus cash and equivalents

Show full SKILL.md (136 more words)Show less

Analysis Tips

Asset Composition

Current Assets: Liquidity and working capital
Non-Current Assets: Long-term investments and capacity
Shift toward current = more liquid
Shift toward non-current = more invested

Capital Structure Ratios

Calculate from the data:

Debt-to-Equity = Total Liabilities / Total Equity
Equity Ratio = Total Equity / Total Assets

Net Debt Analysis

Declining Net Debt = deleveraging
Negative Net Debt = net cash position
Compare to EBITDA for leverage context

Equity Trends

Rising equity from:

Retained earnings (profitable operations)
Stock issuance
Other comprehensive income

Declining equity from:

Net losses
Share buybacks
Dividends exceeding earnings

Working Capital

Working Capital = Current Assets - Current Liabilities

Positive = can meet short-term obligations

Follow-up Queries

Based on results, suggest deeper analysis:

"What factors contributed to the decline in total assets in [YEAR] compared to [PRIOR YEAR]?"
"How has [COMPANY]'s capital allocation strategy evolved between [YEAR1] and [YEAR2]?"
"What specific components of non-current assets grew between [YEAR1] and [YEAR2]?"
"Compare [COMPANY]'s leverage ratios to [PEER1] and [PEER2]"

Files

SKILL.md and 4 other files (references) in skills/balance-sheet of OctagonAI/skills.

SKILL.md
README.md
marketplace.json
references/interpreting-results.md
references/mcp-setup.md

Open the folder on GitHubat commit 51e938c

Compare with similar skills

Balance Sheet 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.

Balance Sheet compared with similar skills
Skill	Stars	Used in	Tokens	Auto-check	Licence	Repo updated
Balance Sheet this skillOctagonAI/skills	127	—	~1k	Automated safety check: Pass	MIT	4 mo ago
Earnings AnalysisWind-Alice/AliceMarket	134	3 repos	~2.2k	Automated safety check: Pass	None	1 mo ago
Longbridgehelsome/folio	271	1 repos	~1.9k	Automated safety check: Pass	None	7 days ago
Earnings Call AnalysisOctagonAI/octagon-mcp-server	147	—	~315	Automated safety check: Pass	MIT	3 mo ago
Equibles Researchdavepoon/buildwithclaude	3.6k	1 repos	~906	Automated safety check: Pass	MIT	2 days ago
Equiblessickn33/agentic-awesome-skills	47k	—	~2.3k	Automated safety check: Pass	MIT	2 days ago

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Questions about Balance Sheet

What does Balance Sheet do?

Retrieve detailed balance sheet statement data including Total Assets, Current Assets, Non-Current Assets, Liabilities, Equity, and Net Debt for public companies. Balance Sheet is an agent skill from OctagonAI/skills. Retrieve detailed balance sheet statement data including Total Assets, Current Assets, Non-Current Assets, Liabilities, Equity, and Net Debt for public companies.

When should I use Balance Sheet?

Balance Sheet fits situations like: analyzing financial position; capital structure; leverage metrics.

How do I install Balance Sheet in Claude Code?

Run `npx skills add OctagonAI/skills --skill balance-sheet -a claude-code`. Or copy the skill folder (skills/balance-sheet in OctagonAI/skills) into .claude/skills/balance-sheet in your project. Claude Code loads it when a task matches its description.

How do I install Balance Sheet in Codex?

Run `npx skills add OctagonAI/skills --skill balance-sheet -a codex`. Or copy the skill folder (skills/balance-sheet in OctagonAI/skills) into .agents/skills/balance-sheet in your project. Codex loads it when a task matches its description.

Can I use Balance Sheet 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/skills --skill balance-sheet -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/balance-sheet, .gemini/skills/balance-sheet, .github/skills/balance-sheet and .opencode/skills/balance-sheet in your project.

What does Balance Sheet need to run?

SKILL.md names no scripts, command-line tools or credentials: Balance Sheet is instructions for the agent only.

Does Balance Sheet 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 Balance Sheet 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 Balance Sheet use?

Balance Sheet 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 Balance Sheet use?

About 1k tokens (SKILL.md is roughly 4.2k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full. Its references folder adds about 1.5k tokens, read only when the agent opens those files.

What are the alternatives to Balance Sheet?

Skills that share tags, products or a category with Balance Sheet: Earnings Analysis (Wind-Alice/AliceMarket, 134 stars), Longbridge (helsome/folio, 271 stars), Earnings Call Analysis (OctagonAI/octagon-mcp-server, 147 stars) and Equibles Research (davepoon/buildwithclaude, 3.6k stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains Balance Sheet?

OctagonAI (a GitHub organization) maintains it in OctagonAI/skills, which has 127 GitHub stars. The repository holds 53 skills in this directory. The repository was last updated on June 5, 2026.

Source: OctagonAI/skills on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.

Install Balance Sheet

Facts

At a glance

What it does

When your agent uses it

Example prompts

Workflow steps

What it can do on your machine

Tool permissions

Runs code

Network

Credentials

Context cost

Safety

SKILL.md

Balance Sheet

Prerequisites

Query Format

Output Format

Key Observations Pattern

Metrics Reference

Analysis Tips

Asset Composition

Capital Structure Ratios

Net Debt Analysis

Equity Trends

Working Capital

Follow-up Queries

Files

Compare with similar skills

Similar skills

More from OctagonAI/skills

Related

Questions about Balance Sheet