Balance Sheet Analysis
Turn balance sheets into clear financial signals
Install
Officialnpx skills add OctagonAI/skills --skill balance-sheet
Use when a public company’s assets, liabilities, equity, liquidity, or leverage need to be examined across reporting periods.
- Author
- OctagonAI
- License
- MIT
Balance Sheet Analysis gives an agent a focused workflow for examining the financial position of a public company. Using structured company data from Octagon MCP, it brings core balance-sheet values together across annual or quarterly periods and helps turn those figures into practical observations.
Highlights
- Retrieves total, current, and non-current assets for a selected public company
- Presents liabilities, shareholder equity, and net debt alongside fiscal periods
- Supports annual and quarterly views with a configurable number of records
- Helps assess changes in liquidity, leverage, and the composition of invested capital
- Encourages useful calculations such as debt-to-equity, equity ratio, and working capital
The skill is useful for equity researchers, investors, finance teams, and anyone conducting company due diligence. It works best when the ticker, desired period type, and historical range are known. The skill depends on the Octagon MCP service and an associated API key; install it from the OctagonAI skills repository with the provided npx command, then configure the MCP connection in the compatible agent.
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