Agent skill

Stock Grades

by OctagonAI in OctagonAI/skills

Retrieve the latest stock grades and ratings from top analysts and financial institutions using Octagon MCP.

MITAuto-check passed

Install Stock Grades

skills CLI
$ npx skills add OctagonAI/skills --skill stock-grades -a claude-code

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

GitHub CLI
$ gh skill install OctagonAI/skills stock-grades --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/stock-grades .claude/skills/stock-grades && 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/

Facts

Skill name
stock-grades
GitHub stars
127
Token cost
~1.7k tokens
SKILL.md length
557 words
Files
5 (incl. references)
Skills in repo
53
Repo updated
First seen
Licence
MIT

At a glance

Retrieve the latest stock grades and ratings from top analysts and financial institutions using Octagon MCP.

  • Works in 4 steps: Identify the Stock → Execute Query via Octagon MCP → Expected Output → …
  • Tracking analyst upgrades
  • SKILL.md covers Prerequisites, Workflow, Example Queries and Understanding Rating Scales, plus 6 more sections
  • Instructions only: no scripts, shell commands, URLs or credentials in SKILL.md

What it does

Stock Grades is an agent skill from OctagonAI/skills. Retrieve the latest stock grades and ratings from top analysts and financial institutions using Octagon MCP. Use when tracking analyst upgrades, downgrades, rating changes, and institutional sentiment over time.

Its SKILL.md is about 1.7k 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 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

  • Tracking analyst upgrades
  • Institutional sentiment over time

Example prompts

  • “/stock-grades”

Workflow steps

4 steps, taken from the step headings in SKILL.md.

  1. Identify the Stock
  2. Execute Query via Octagon MCP
  3. Expected Output
  4. Interpret Results

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

Stock Grades loads about 1.7k tokens when it runs, and up to ~4k if it reads all its reference files. Until then it costs about 56 tokens; SKILL.md has 557 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~56
When it runs · the whole SKILL.md, loaded when a task matches
~1.7k
With references · SKILL.md plus every file in references/, read only if the agent opens them
~4k

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). 557 words, ~1,671 tokens.

Download SKILL.mdSave it as .claude/skills/stock-grades/SKILL.md (or your agent's skills folder). This skill also uses 4 other files; get the full folder from GitHub.
name
stock-grades
description
Retrieve the latest stock grades and ratings from top analysts and financial institutions using Octagon MCP. Use when tracking analyst upgrades, downgrades, rating changes, and institutional sentiment over time.

Stock Grades

Retrieve analyst grades, ratings, and rating changes from top financial institutions using the Octagon MCP server.

Prerequisites

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

Workflow

1. Identify the Stock

Determine the ticker symbol for the company you want to analyze (e.g., AAPL, MSFT, GOOGL).

2. Execute Query via Octagon MCP

Use the octagon-agent tool with a natural language prompt:

Get the latest stock grades for the symbol <TICKER> from top analysts and financial institutions.

MCP Call Format:

json
{
  "server": "octagon-mcp",
  "toolName": "octagon-agent",
  "arguments": {
    "prompt": "Get the latest stock grades for the symbol AAPL from top analysts and financial institutions."
  }
}
3. Expected Output

The agent returns analyst rating history including:

  • Rating Actions: Upgrades, downgrades, maintains
  • Analyst/Institution: Source of the rating
  • Previous Rating: Prior grade
  • New Rating: Current grade
  • Date: When the rating was issued

Example: Maxim Group upgraded from Hold to Buy on 2026-01-30

Data Sources: octagon-stock-data-agent

4. Interpret Results

See references/interpreting-results.md for guidance on:

  • Understanding rating scales
  • Analyzing upgrade/downgrade trends
  • Evaluating analyst credibility
  • Tracking sentiment changes

Example Queries

Basic Query:

Get the latest stock grades for the symbol AAPL from top analysts and financial institutions.

Recent Changes:

What are the most recent analyst rating changes for TSLA?

Upgrade Focus:

Show me recent upgrades for NVDA from major investment banks.

Historical View:

What is the history of analyst ratings for MSFT over the past year?

Specific Institution:

What is Goldman Sachs' current rating on AMZN?

Understanding Rating Scales

Common Rating Systems
Rating LevelCommon Terms
Strong BuyBuy, Overweight, Outperform
BuyAccumulate, Add, Positive
HoldNeutral, Market Perform, Equal-Weight
SellUnderweight, Underperform, Reduce
Strong SellSell, Avoid
Rating Equivalencies
Bank ABank BBank CMeaning
OverweightBuyOutperformBullish
Equal-WeightHoldMarket PerformNeutral
UnderweightSellUnderperformBearish

Rating Actions

Action Types
ActionDescription
UpgradeRating improved (e.g., Hold → Buy)
DowngradeRating lowered (e.g., Buy → Hold)
MaintainRating unchanged (reaffirmed)
InitiateNew coverage started
ReiterateRating repeated with emphasis
ResumeCoverage restarted
SuspendCoverage temporarily halted
Significance Ranking
ActionImpact
Upgrade from SellHighest positive
Upgrade from HoldSignificant positive
Initiate at BuyPositive
Maintain at BuyStable positive
Downgrade to HoldNegative signal
Downgrade to SellHighest negative

Analyst Credibility

Factors to Consider
FactorDescription
Track RecordHistorical accuracy
Institution TierMajor bank vs. boutique
Sector ExpertiseSpecialization
Coverage LengthExperience with stock
IndependenceConflicts of interest
Institution Tiers
TierExamples
Bulge BracketGoldman Sachs, Morgan Stanley, JPMorgan
Major BanksBank of America, Citi, UBS
BoutiquesWedbush, Piper Sandler, Needham
IndependentMorningstar, CFRA
Show full SKILL.md (222 more words)Show less

Trend Analysis

Sentiment Indicators
PatternInterpretation
Multiple upgradesImproving sentiment
Multiple downgradesDeteriorating outlook
Mixed actionsUncertainty/debate
All maintainsStable consensus
Momentum Signals
SignalMeaning
Upgrade clusterCatalyst or breakout
Downgrade clusterConcerns emerging
Initiation waveGrowing interest
Coverage dropsReduced attention

Rating Distribution

Consensus Rating
DistributionInterpretation
Mostly BuyStrong bullish consensus
Mostly HoldNeutral/wait-and-see
Mostly SellBearish consensus
MixedDivergent views
Rating Counts
MetricWhat It Shows
Buy %Bullish proportion
Hold %Neutral proportion
Sell %Bearish proportion
Total AnalystsCoverage level

Timing Considerations

When Ratings Change
CatalystTypical Timing
EarningsDay of or day after
GuidanceWithin 24-48 hours
Product NewsSame day
Macro EventsAs needed
Sector RotationPeriodic
Staleness
AgeReliability
<1 monthCurrent view
1-3 monthsReasonably current
3-6 monthsMay be outdated
>6 monthsLikely stale

Common Use Cases

Sentiment Check
What is the current analyst sentiment on AAPL?
Change Monitoring
Have any analysts upgraded or downgraded TSLA recently?
Catalyst Research
Why did analysts upgrade NVDA last week?
Consensus View
What percentage of analysts rate MSFT as a buy?
Historical Tracking
How has analyst sentiment on META changed over the past year?

Analysis Tips

  1. Weight by institution: Major banks carry more weight.

  2. Track changes, not just ratings: Upgrades/downgrades signal shifts.

  3. Consider timing: Post-earnings ratings are most current.

  4. Look for clusters: Multiple changes = significant.

  5. Check track record: Some analysts are more accurate.

  6. Combine with targets: Rating + price target = complete view.

Integration with Other Skills

SkillCombined Use
price-target-consensusRatings + price targets
analyst-estimatesRatings + earnings expectations
stock-quoteRating changes + price reaction
stock-performanceHistorical ratings vs. performance

© 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/stock-grades 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

Stock Grades 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.

Stock Grades compared with similar skills
SkillStarsUsed inTokensAuto-checkLicenceRepo updated
Stock Grades this skillOctagonAI/skills127—~1.7kAutomated safety check: PassMIT
MCP Server Builderanthropics/skills180k63 repos~2.3kAutomated safety check: PassApache-2.0
MCP Server BuildershareAI-lab/learn-claude-code78k4 repos~1.2kAutomated safety check: PassMIT
MCP Integration for Pluginsanthropics/claude-plugins-official38k11 repos~3.1kAutomated safety check: PassApache-2.0
MCP Developmentcoollabsio/coolify63k1 repos~949Automated safety check: PassMIT
Analyze Logsactivepieces/activepieces25k1 repos~1.6kAutomated safety check: PassMIT

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Questions about Stock Grades

What does Stock Grades do?

Retrieve the latest stock grades and ratings from top analysts and financial institutions using Octagon MCP. Stock Grades is an agent skill from OctagonAI/skills. Retrieve the latest stock grades and ratings from top analysts and financial institutions using Octagon MCP.

When should I use Stock Grades?

Stock Grades fits situations like: tracking analyst upgrades; institutional sentiment over time.

How do I install Stock Grades in Claude Code?

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

How do I install Stock Grades in Codex?

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

Can I use Stock Grades 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 stock-grades -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/stock-grades, .gemini/skills/stock-grades, .github/skills/stock-grades and .opencode/skills/stock-grades in your project.

What does Stock Grades need to run?

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

Does Stock Grades 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 Stock Grades 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 Stock Grades use?

Stock Grades 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 Stock Grades use?

About 1.7k tokens (SKILL.md is roughly 6.7k 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 2.3k tokens, read only when the agent opens those files.

What are the alternatives to Stock Grades?

Skills that share tags, products or a category with Stock Grades: MCP Server Builder (anthropics/skills, 180k stars), MCP Server Builder (shareAI-lab/learn-claude-code, 78k stars), MCP Integration for Plugins (anthropics/claude-plugins-official, 38k stars) and MCP Development (coollabsio/coolify, 63k stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains Stock Grades?

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.