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 ratings snapshot with overall rating and key metric scores including DCF, ROE, ROA, Debt-to-Equity, P/E, and P/B for public companies.
Install Ratings Snapshot
$ npx skills add OctagonAI/skills --skill ratings-snapshot -a claude-codeProject install by default; add -g for ~/.claude/skills/.
$ gh skill install OctagonAI/skills ratings-snapshot --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/ratings-snapshot .claude/skills/ratings-snapshot && 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 "ratings-snapshot" agent skill from https://github.com/OctagonAI/skills/tree/main/skills/ratings-snapshot into .claude/skills/ratings-snapshot/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "ratings-snapshot", 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/ratings-snapshotType 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 ratings-snapshot -a codexProject install goes to .agents/skills/; add -g for ~/.codex/skills/.
$ gh skill install OctagonAI/skills ratings-snapshot --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/ratings-snapshot .agents/skills/ratings-snapshot && rm -rf skills-srcUse ~/.agents/skills/ instead of .agents/skills for a personal install.
Codex skills documentation · loads skills from .agents/skills/
Install the "ratings-snapshot" agent skill from https://github.com/OctagonAI/skills/tree/main/skills/ratings-snapshot into .agents/skills/ratings-snapshot/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "ratings-snapshot", 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 ratings-snapshot -a cursorProject install goes to .agents/skills/; add -g for ~/.cursor/skills/.
$ gh skill install OctagonAI/skills ratings-snapshot --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/ratings-snapshot .cursor/skills/ratings-snapshot && 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 "ratings-snapshot" agent skill from https://github.com/OctagonAI/skills/tree/main/skills/ratings-snapshot into .cursor/skills/ratings-snapshot/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "ratings-snapshot", 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/ratings-snapshot--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 ratings-snapshot -a gemini-cliProject install goes to .agents/skills/; add -g for ~/.gemini/skills/.
$ gh skill install OctagonAI/skills ratings-snapshot --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/ratings-snapshot .gemini/skills/ratings-snapshot && 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 "ratings-snapshot" agent skill from https://github.com/OctagonAI/skills/tree/main/skills/ratings-snapshot into .gemini/skills/ratings-snapshot/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "ratings-snapshot", 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 ratings-snapshotInstalls 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 ratings-snapshot -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/ratings-snapshot .github/skills/ratings-snapshot && 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 "ratings-snapshot" agent skill from https://github.com/OctagonAI/skills/tree/main/skills/ratings-snapshot into .github/skills/ratings-snapshot/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "ratings-snapshot", 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 ratings-snapshot -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 ratings-snapshot --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/ratings-snapshot .opencode/skills/ratings-snapshot && 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 "ratings-snapshot" agent skill from https://github.com/OctagonAI/skills/tree/main/skills/ratings-snapshot into .opencode/skills/ratings-snapshot/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "ratings-snapshot", 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
ratings-snapshot- GitHub stars
- 127
- Token cost
- ~1.1k tokens
- SKILL.md length
- 448 words
- Files
- 5 (incl. references)
- Skills in repo
- 53
- Repo updated
- First seen
- Licence
- MIT
At a glance
Retrieve ratings snapshot with overall rating and key metric scores including DCF, ROE, ROA, Debt-to-Equity, P/E, and P/B for public companies.
- Screening stocks
- SKILL.md covers Prerequisites, Query Format, Output Format and Metrics Reference, plus 4 more sections
- Instructions only: no scripts, shell commands, URLs or credentials in SKILL.md
- Comparing quality metrics
What it does
Ratings Snapshot is an agent skill from OctagonAI/skills. Retrieve ratings snapshot with overall rating and key metric scores including DCF, ROE, ROA, Debt-to-Equity, P/E, and P/B for public companies. Use when screening stocks, comparing quality metrics, or quick fundamental assessment.
Its SKILL.md is about 1.1k 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 modeling. 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
- Screening stocks
- Comparing quality metrics
- Quick fundamental assessment
Example prompts
- “/ratings-snapshot”
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
Ratings Snapshot loads about 1.1k tokens when it runs, and up to ~2k if it reads all its reference files. Until then it costs about 62 tokens; SKILL.md has 448 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). 448 words, ~1,131 tokens.
Download SKILL.mdSave it as
.claude/skills/ratings-snapshot/SKILL.md (or your agent's skills folder). This skill also uses 4 other files; get the full folder from GitHub.- name
- ratings-snapshot
- description
- Retrieve ratings snapshot with overall rating and key metric scores including DCF, ROE, ROA, Debt-to-Equity, P/E, and P/B for public companies. Use when screening stocks, comparing quality metrics, or quick fundamental assessment.
Ratings Snapshot
Retrieve ratings snapshot with overall rating and key metric scores 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 a ratings snapshot with overall rating and key metric scores (DCF, ROE, ROA, Debt-to-Equity, P/E, P/B) for <TICKER(S)>, limited to <N> records.MCP Call:
{
"server": "octagon-mcp",
"toolName": "octagon-agent",
"arguments": {
"prompt": "Retrieve a ratings snapshot with overall rating and key metric scores (DCF, ROE, ROA, Debt-to-Equity, P/E, P/B) for AAPL, MSFT, GOOGL, limited to 10 records"
}
}Output Format
The agent returns a table with rating scores:
| Metric | Score |
|---|---|
| Overall Rating | B |
| Discounted Cash Flow (DCF) | 3 |
| Return on Equity (ROE) | 5 |
| Return on Assets (ROA) | 5 |
| Debt-to-Equity | 1 |
| Price-to-Earnings (P/E) | 2 |
| Price-to-Book (P/B) | 1 |
Data Sources: octagon-financials-agent, octagon-stock-data-agent
Metrics Reference
| Metric | What It Measures | Higher Score Means |
|---|---|---|
| Overall Rating | Composite assessment (A-F or similar) | Better overall quality |
| DCF Score | Intrinsic value vs market price | More undervalued |
| ROE Score | Return on shareholder equity | Better profitability |
| ROA Score | Return on total assets | Better asset efficiency |
| Debt-to-Equity | Leverage assessment | Lower leverage (better) |
| P/E Score | Earnings valuation | More attractive valuation |
| P/B Score | Book value valuation | More attractive valuation |
Score Interpretation
Overall Rating Scale
| Rating | Interpretation |
|---|---|
| A | Excellent - Top quality |
| B | Good - Above average |
| C | Average - Moderate quality |
| D | Below Average - Concerns present |
| F | Poor - Significant issues |
Component Scores (typically 1-5)
| Score | Interpretation |
|---|---|
| 5 | Excellent - Top quintile |
| 4 | Good - Above average |
| 3 | Average - Middle of pack |
| 2 | Below Average - Bottom half |
| 1 | Poor - Bottom quintile |
Analysis Tips
Quick Screening
Use ratings for initial filtering:
- Focus on A/B overall ratings
- Look for multiple high component scores
- Flag low scores for investigation
Identify Strengths and Weaknesses
Component analysis reveals:
- High ROE + High ROA = Efficient operator
- Low D/E = Conservative financing
- Low P/E + Low P/B = Value candidate
- High DCF = Potentially undervalued
Peer Comparison
Compare ratings across competitors:
- Same industry normalization important
- Relative ranking within sector
- Identify best-in-class
Show full SKILL.md (174 more words)Show less
Value vs Quality Trade-off
Different profiles:
- High profitability + High valuation = Quality premium
- Low profitability + Low valuation = Value trap risk
- High profitability + Low valuation = Potential opportunity
Component Deep Dives
DCF (Discounted Cash Flow)
- Compares intrinsic value to market price
- High score = stock appears undervalued
- Based on cash flow projections
ROE (Return on Equity)
- Net Income / Shareholders' Equity
- Measures profit per dollar of equity
- Industry-relative comparison important
ROA (Return on Assets)
- Net Income / Total Assets
- Measures profit per dollar of assets
- Lower for asset-heavy industries
Debt-to-Equity
- Total Debt / Shareholders' Equity
- Lower = less financial risk
- Industry norms vary significantly
P/E (Price-to-Earnings)
- Stock Price / Earnings Per Share
- Lower may indicate value
- Compare to growth rate (PEG)
P/B (Price-to-Book)
- Market Cap / Book Value
- Lower may indicate value
- Less relevant for asset-light companies
Follow-up Queries
Based on results, suggest deeper analysis:
- "What specific ratings criteria are used to calculate these scores?"
- "Are there historical trends in these metrics for [COMPANY]?"
- "What is the methodology for calculating the overall rating from component scores?"
- "Compare detailed financial metrics for [TICKER1] vs [TICKER2]"
© 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/ratings-snapshot 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
Ratings Snapshot 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 |
|---|---|---|---|---|---|---|
| Ratings Snapshot this skillOctagonAI/skills | 127 | — | ~1.1k | Automated safety check: Pass | MIT | |
| Creating Financial ModelsChen-zexi/open-ptc-agent | 729 | 3 repos | ~1.3k | Automated safety check: Pass | MIT | |
| Dcf ModelWind-Alice/AliceMarket | 134 | 2 repos | ~12k | Automated safety check: Pass | None | |
| Sealeap Amazon New Product Ad Recoveryxjli360/sealeap-amazon-skills | 251 | — | ~518 | Automated safety check: Pass | MIT | |
| Sealeap Baize Amazon Ad Strategy Routerxjli360/sealeap-amazon-skills | 251 | — | ~553 | Automated safety check: Pass | MIT | |
| Sealeap Chiwen Amazon Niche Nine Check Screenxjli360/sealeap-amazon-skills | 251 | — | ~815 | Automated safety check: Pass | MIT |
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Related
Works with
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Questions about Ratings Snapshot
What does Ratings Snapshot do?
Retrieve ratings snapshot with overall rating and key metric scores including DCF, ROE, ROA, Debt-to-Equity, P/E, and P/B for public companies. Ratings Snapshot is an agent skill from OctagonAI/skills. Retrieve ratings snapshot with overall rating and key metric scores including DCF, ROE, ROA, Debt-to-Equity, P/E, and P/B for public companies.
When should I use Ratings Snapshot?
Ratings Snapshot fits situations like: screening stocks; comparing quality metrics; quick fundamental assessment.
How do I install Ratings Snapshot in Claude Code?
Run `npx skills add OctagonAI/skills --skill ratings-snapshot -a claude-code`. Or copy the skill folder (skills/ratings-snapshot in OctagonAI/skills) into .claude/skills/ratings-snapshot in your project. Claude Code loads it when a task matches its description.
How do I install Ratings Snapshot in Codex?
Run `npx skills add OctagonAI/skills --skill ratings-snapshot -a codex`. Or copy the skill folder (skills/ratings-snapshot in OctagonAI/skills) into .agents/skills/ratings-snapshot in your project. Codex loads it when a task matches its description.
Can I use Ratings Snapshot 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 ratings-snapshot -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/ratings-snapshot, .gemini/skills/ratings-snapshot, .github/skills/ratings-snapshot and .opencode/skills/ratings-snapshot in your project.
What does Ratings Snapshot need to run?
SKILL.md names no scripts, command-line tools or credentials: Ratings Snapshot is instructions for the agent only.
Does Ratings Snapshot 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 Ratings Snapshot 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 Ratings Snapshot use?
Ratings Snapshot 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 Ratings Snapshot use?
About 1.1k tokens (SKILL.md is roughly 4.5k 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 885 tokens, read only when the agent opens those files.
What are the alternatives to Ratings Snapshot?
Skills that share tags, products or a category with Ratings Snapshot: Creating Financial Models (Chen-zexi/open-ptc-agent, 729 stars), Dcf Model (Wind-Alice/AliceMarket, 134 stars), Sealeap Amazon New Product Ad Recovery (xjli360/sealeap-amazon-skills, 251 stars) and Sealeap Baize Amazon Ad Strategy Router (xjli360/sealeap-amazon-skills, 251 stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.
Who maintains Ratings Snapshot?
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.