Agent skill

Balance Sheet Growth

Retrieve year-over-year growth in balance sheet items including Total Assets, Total Liabilities, Shareholders Equity, Cash, and Inventories.

MITAuto-check passedBusiness, Finance & HR

Install Balance Sheet Growth

skills CLI

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

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

GitHub CLI

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

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-growth -a codex

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

GitHub CLI

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

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

GitHub CLI

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

--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-growth -a gemini-cli

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

GitHub CLI

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

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-growth -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-growth .github/skills/balance-sheet-growth && 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-growth" agent skill from https://github.com/OctagonAI/skills/tree/main/skills/balance-sheet-growth into .github/skills/balance-sheet-growth/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "balance-sheet-growth", 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-growth -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-growth --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-growth .opencode/skills/balance-sheet-growth && 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-growth" agent skill from https://github.com/OctagonAI/skills/tree/main/skills/balance-sheet-growth into .opencode/skills/balance-sheet-growth/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "balance-sheet-growth", 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-growth
GitHub stars: 127
Token cost: ~940 tokens
SKILL.md length: 350 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 year-over-year growth in balance sheet items including Total Assets, Total Liabilities, Shareholders Equity, Cash, and Inventories.

Works in 5 steps: Asset base changes: Track total assets… → Leverage trends: Compare liabilities… → Liquidity position: Monitor cash and… → …
Analyzing company financial position trends
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 Growth is an agent skill from OctagonAI/skills. Retrieve year-over-year growth in balance sheet items including Total Assets, Total Liabilities, Shareholders Equity, Cash, and Inventories. Use when analyzing company financial position trends, capital structure changes, or liquidity management.

Its SKILL.md is about 940 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 company financial position trends
Capital structure changes
Liquidity management

Example prompts

“/balance-sheet-growth”

Workflow steps

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

Asset base changes: Track total assets growth/decline and drivers
Leverage trends: Compare liabilities growth to equity growth
Liquidity position: Monitor cash and cash equivalents trajectory
Working capital: Assess inventory management efficiency
Capital structure shifts: Note significant equity vs liability changes

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 Growth loads about 940 tokens when it runs, and up to ~1.7k if it reads all its reference files. Until then it costs about 67 tokens; SKILL.md has 350 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it: ~67
When it runs · the whole SKILL.md, loaded when a task matches: ~940
With references · SKILL.md plus every file in references/, read only if the agent opens them: ~1.7k

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). 350 words, ~940 tokens.

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

name: balance-sheet-growth
description: Retrieve year-over-year growth in balance sheet items including Total Assets, Total Liabilities, Shareholders Equity, Cash, and Inventories. Use when analyzing company financial position trends, capital structure changes, or liquidity management.

Balance Sheet Growth

Retrieve and analyze year-over-year growth in key balance sheet items 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 year-over-year growth in key balance-sheet items for <TICKER>, limited to <N> records and filtered by period <FY|Q>.

MCP Call:

json

{
  "server": "octagon-mcp",
  "toolName": "octagon-agent",
  "arguments": {
    "prompt": "Retrieve year-over-year growth in key balance-sheet items for AAPL, limited to 5 records and filtered by period FY"
  }
}

Output Format

The agent returns a table with YoY growth percentages:

Fiscal Year	Total Assets Growth (%)	Total Liabilities Growth (%)	Shareholders' Equity Growth (%)	Cash & Cash Equivalents Growth (%)	Inventories Growth (%)
2025	-1.57	-7.31	29.47	12.01	-21.52
2024	3.51	6.05	-8.36	-0.07	15.08
2023	-0.00	-3.85	22.64	26.72	28.00
2022	0.49	4.92	-19.68	-32.32	-24.83

Data Sources: octagon-companies-agent, octagon-financials-agent

Key Observations Pattern

After receiving data, generate observations:

Asset base changes: Track total assets growth/decline and drivers
Leverage trends: Compare liabilities growth to equity growth
Liquidity position: Monitor cash and cash equivalents trajectory
Working capital: Assess inventory management efficiency
Capital structure shifts: Note significant equity vs liability changes

Metrics Reference

Metric	Definition
Total Assets Growth	YoY change in all company assets
Total Liabilities Growth	YoY change in all obligations and debts
Shareholders' Equity Growth	YoY change in net worth (Assets - Liabilities)
Cash & Cash Equivalents Growth	YoY change in liquid assets
Inventories Growth	YoY change in unsold goods and materials

Analysis Tips

Show full SKILL.md (145 more words)Show less

Deleveraging Signal

When Liabilities decline while Equity grows:

Company paying down debt
Strengthening balance sheet
Example: Liabilities -7.31%, Equity +29.47%

Asset-Light Trend

When Assets decline but Equity grows:

Efficient capital deployment
Possible divestitures or write-offs
Focus on return on assets

Cash Accumulation

When Cash grows faster than Assets:

Building war chest for M&A or buybacks
Conservative financial positioning
May signal limited reinvestment opportunities

Inventory Management

When Inventories decline while Revenue grows:

Improved supply chain efficiency
Just-in-time inventory practices
Better demand forecasting

Capital Structure Warning

When Liabilities grow faster than Assets:

Increasing leverage
Potential solvency concerns if sustained
Review debt covenants and maturities

Follow-up Queries

Based on results, suggest deeper analysis:

"What drove the significant shareholders' equity growth in [YEAR]?"
"Analyze [COMPANY]'s debt maturity schedule and refinancing risk"
"Compare [COMPANY]'s leverage ratios to industry peers"
"Extract cash flow statement data for [TICKER] to understand cash sources"

Files

SKILL.md and 4 other files (references) in skills/balance-sheet-growth 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 Growth 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 Growth compared with similar skills
Skill	Stars	Used in	Tokens	Auto-check	Licence	Repo updated
Balance Sheet Growth this skillOctagonAI/skills	127	—	~940	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	8 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 Growth

What does Balance Sheet Growth do?

Retrieve year-over-year growth in balance sheet items including Total Assets, Total Liabilities, Shareholders Equity, Cash, and Inventories. Balance Sheet Growth is an agent skill from OctagonAI/skills. Retrieve year-over-year growth in balance sheet items including Total Assets, Total Liabilities, Shareholders Equity, Cash, and Inventories.

When should I use Balance Sheet Growth?

Balance Sheet Growth fits situations like: analyzing company financial position trends; capital structure changes; liquidity management.

How do I install Balance Sheet Growth in Claude Code?

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

How do I install Balance Sheet Growth in Codex?

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

Can I use Balance Sheet Growth 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-growth -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-growth, .gemini/skills/balance-sheet-growth, .github/skills/balance-sheet-growth and .opencode/skills/balance-sheet-growth in your project.

What does Balance Sheet Growth need to run?

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

Does Balance Sheet Growth 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 Growth 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 Growth use?

Balance Sheet Growth 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 Growth use?

About 940 tokens (SKILL.md is roughly 3.8k 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 763 tokens, read only when the agent opens those files.

What are the alternatives to Balance Sheet Growth?

Skills that share tags, products or a category with Balance Sheet Growth: 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 Growth?

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 Growth

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 Growth

Prerequisites

Query Format

Output Format

Key Observations Pattern

Metrics Reference

Analysis Tips

Deleveraging Signal

Asset-Light Trend

Cash Accumulation

Inventory Management

Capital Structure Warning

Follow-up Queries

Files

Compare with similar skills

Similar skills

More from OctagonAI/skills

Related

Questions about Balance Sheet Growth