Earnings Analysis
Wind-Alice/AliceMarket
Create professional equity research earnings update reports (8-12 pages, 3,000-5,000 words) analyzing quarterly results for companies already under coverage.
Retrieve real-time income statement data including Revenue, Net Income, and EPS Diluted for public companies.
Install Income Statement
$ npx skills add OctagonAI/skills --skill income-statement -a claude-codeProject install by default; add -g for ~/.claude/skills/.
$ gh skill install OctagonAI/skills income-statement --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/skills.git skills-src && mkdir -p .claude/skills && cp -r skills-src/skills/income-statement .claude/skills/income-statement && 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 "income-statement" agent skill from https://github.com/OctagonAI/skills/tree/main/skills/income-statement into .claude/skills/income-statement/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "income-statement", 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/skills/tree/main/skills/income-statementType 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/skills --skill income-statement -a codexProject install goes to .agents/skills/; add -g for ~/.codex/skills/.
$ gh skill install OctagonAI/skills income-statement --agent codexProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/OctagonAI/skills.git skills-src && mkdir -p .agents/skills && cp -r skills-src/skills/income-statement .agents/skills/income-statement && rm -rf skills-srcUse ~/.agents/skills/ instead of .agents/skills for a personal install.
Codex skills documentation · loads skills from .agents/skills/
Install the "income-statement" agent skill from https://github.com/OctagonAI/skills/tree/main/skills/income-statement into .agents/skills/income-statement/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "income-statement", 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/skills --skill income-statement -a cursorProject install goes to .agents/skills/; add -g for ~/.cursor/skills/.
$ gh skill install OctagonAI/skills income-statement --agent cursorProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/OctagonAI/skills.git skills-src && mkdir -p .cursor/skills && cp -r skills-src/skills/income-statement .cursor/skills/income-statement && 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 "income-statement" agent skill from https://github.com/OctagonAI/skills/tree/main/skills/income-statement into .cursor/skills/income-statement/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "income-statement", 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/skills.git --path skills/income-statement--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/skills --skill income-statement -a gemini-cliProject install goes to .agents/skills/; add -g for ~/.gemini/skills/.
$ gh skill install OctagonAI/skills income-statement --agent gemini-cliProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/OctagonAI/skills.git skills-src && mkdir -p .gemini/skills && cp -r skills-src/skills/income-statement .gemini/skills/income-statement && 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 "income-statement" agent skill from https://github.com/OctagonAI/skills/tree/main/skills/income-statement into .gemini/skills/income-statement/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "income-statement", 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/skills income-statementInstalls 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/skills --skill income-statement -a github-copilotProject install goes to .agents/skills/; add -g for ~/.copilot/skills/.
$ git clone --depth 1 https://github.com/OctagonAI/skills.git skills-src && mkdir -p .github/skills && cp -r skills-src/skills/income-statement .github/skills/income-statement && 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 "income-statement" agent skill from https://github.com/OctagonAI/skills/tree/main/skills/income-statement into .github/skills/income-statement/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "income-statement", 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/skills --skill income-statement -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/skills income-statement --agent opencodeProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/OctagonAI/skills.git skills-src && mkdir -p .opencode/skills && cp -r skills-src/skills/income-statement .opencode/skills/income-statement && 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 "income-statement" agent skill from https://github.com/OctagonAI/skills/tree/main/skills/income-statement into .opencode/skills/income-statement/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "income-statement", 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
income-statement- GitHub stars
- 127
- Token cost
- ~834 tokens
- SKILL.md length
- 322 words
- Files
- 5 (incl. references)
- Skills in repo
- 53
- Repo updated
- First seen
- Licence
- MIT
At a glance
Retrieve real-time income statement data including Revenue, Net Income, and EPS Diluted for public companies.
- Works in 5 steps: Revenue trajectory: Calculate dollar and… → Net income trends: Track profitability… → EPS progression: Note earnings per share… → …
- Analyzing absolute financial figures
- 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
Income Statement is an agent skill from OctagonAI/skills. Retrieve real-time income statement data including Revenue, Net Income, and EPS Diluted for public companies. Use when analyzing absolute financial figures, historical earnings, or comparing company scale across fiscal periods.
Its SKILL.md is about 830 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 absolute financial figures
- Historical earnings
- Comparing company scale across fiscal periods
Example prompts
- “/income-statement”
Workflow steps
5 steps, taken from the first numbered list in SKILL.md.
- Revenue trajectory: Calculate dollar and percentage changes year-over-year
- Net income trends: Track profitability in absolute terms
- EPS progression: Note earnings per share expansion or contraction
- Margin calculation: Compute Net Income / Revenue for net margin
- Scale context: Compare figures to industry peers
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
Income Statement loads about 834 tokens when it runs, and up to ~2.2k if it reads all its reference files. Until then it costs about 61 tokens; SKILL.md has 322 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/skills at commit 51e938c, republished under its MIT licence (© OctagonAI). 322 words, ~834 tokens.
Download SKILL.mdSave it as
.claude/skills/income-statement/SKILL.md (or your agent's skills folder). This skill also uses 4 other files; get the full folder from GitHub.- name
- income-statement
- description
- Retrieve real-time income statement data including Revenue, Net Income, and EPS Diluted for public companies. Use when analyzing absolute financial figures, historical earnings, or comparing company scale across fiscal periods.
Income Statement
Retrieve real-time income 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 real-time income statement data for <TICKER>, limited to <N> records and filtered by period <FY|Q>.MCP Call:
{
"server": "octagon-mcp",
"toolName": "octagon-agent",
"arguments": {
"prompt": "Retrieve real-time income 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 | Revenue (USD) | Net Income (USD) | EPS (Diluted) |
|---|---|---|---|
| 2025 | $416,161,000,000 | $112,010,000,000 | 7.46 |
| 2024 | $391,035,000,000 | $93,736,000,000 | 6.08 |
| 2023 | $383,285,000,000 | $96,995,000,000 | 6.13 |
| 2022 | $394,328,000,000 | $99,803,000,000 | 6.11 |
| 2021 | $365,817,000,000 | $94,680,000,000 | 5.61 |
Data Source: octagon-financials-agent
Key Observations Pattern
After receiving data, generate observations:
- Revenue trajectory: Calculate dollar and percentage changes year-over-year
- Net income trends: Track profitability in absolute terms
- EPS progression: Note earnings per share expansion or contraction
- Margin calculation: Compute Net Income / Revenue for net margin
- Scale context: Compare figures to industry peers
Metrics Reference
| Metric | Definition |
|---|---|
| Revenue | Total sales/top-line income for the period |
| Net Income | Bottom-line profit after all expenses and taxes |
| EPS (Diluted) | Earnings per share assuming all dilutive securities converted |
Analysis Tips
Revenue Scale
- Use to compare company size across industry
- Track absolute dollar growth, not just percentages
- Larger base requires more absolute growth to maintain % growth
Net Income Quality
- Compare Net Income to Operating Income for non-operating items
- Check for one-time gains/losses distorting figures
- Look for consistent growth trajectory
EPS Analysis
- EPS can grow faster than Net Income due to buybacks
- Compare to analyst estimates and guidance
- Check shares outstanding for context
Margin Calculation
Calculate from the data:
Net Margin = Net Income / Revenue × 100Example: $112B / $416B = 26.9% net margin
Period Comparisons
- FY for annual strategic view
- Q for seasonal patterns and recent trends
- Compare same periods (Q1 vs Q1) for seasonality
Follow-up Queries
Based on results, suggest deeper analysis:
- "What factors contributed to the revenue growth in [YEAR]?"
- "How does [COMPANY]'s [YEAR] net margin compare to industry peers?"
- "What are the key drivers of the EPS expansion over the [N]-year period?"
- "Retrieve quarterly income statement data for [TICKER] to see seasonal patterns"
© 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
SKILL.md and 4 other files (references) in skills/income-statement 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
Income Statement 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 |
|---|---|---|---|---|---|---|
| Income Statement this skillOctagonAI/skills | 127 | — | ~834 | Automated safety check: Pass | MIT | |
| Earnings AnalysisWind-Alice/AliceMarket | 134 | 3 repos | ~2.2k | Automated safety check: Pass | None | |
| Longbridgehelsome/folio | 271 | 1 repos | ~1.9k | Automated safety check: Pass | None | |
| Earnings Call AnalysisOctagonAI/octagon-mcp-server | 147 | — | ~315 | Automated safety check: Pass | MIT | |
| Equibles Researchdavepoon/buildwithclaude | 3.6k | 1 repos | ~906 | Automated safety check: Pass | MIT | |
| Equiblessickn33/agentic-awesome-skills | 47k | — | ~2.3k | Automated safety check: Pass | MIT |
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Related
Works with
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Questions about Income Statement
What does Income Statement do?
Retrieve real-time income statement data including Revenue, Net Income, and EPS Diluted for public companies. Income Statement is an agent skill from OctagonAI/skills. Retrieve real-time income statement data including Revenue, Net Income, and EPS Diluted for public companies.
When should I use Income Statement?
Income Statement fits situations like: analyzing absolute financial figures; historical earnings; comparing company scale across fiscal periods.
How do I install Income Statement in Claude Code?
Run `npx skills add OctagonAI/skills --skill income-statement -a claude-code`. Or copy the skill folder (skills/income-statement in OctagonAI/skills) into .claude/skills/income-statement in your project. Claude Code loads it when a task matches its description.
How do I install Income Statement in Codex?
Run `npx skills add OctagonAI/skills --skill income-statement -a codex`. Or copy the skill folder (skills/income-statement in OctagonAI/skills) into .agents/skills/income-statement in your project. Codex loads it when a task matches its description.
Can I use Income Statement 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 income-statement -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/income-statement, .gemini/skills/income-statement, .github/skills/income-statement and .opencode/skills/income-statement in your project.
What does Income Statement need to run?
SKILL.md names no scripts, command-line tools or credentials: Income Statement is instructions for the agent only.
Does Income Statement 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 Income Statement 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 Income Statement use?
Income Statement 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 Income Statement use?
About 834 tokens (SKILL.md is roughly 3.3k 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 1.4k tokens, read only when the agent opens those files.
What are the alternatives to Income Statement?
Skills that share tags, products or a category with Income Statement: 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 Income Statement?
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.