Financial Research Analysts
Three master analyst personas (Financial Analyst, Earnings Analyst, SEC Analyst) orchestrating 70+ specialized sub-skills for institutional-grade equity research, earnings analysis, and regulatory filing review.
by OctagonAI
How to install
Open any AI agent and paste this:
Install the Financial Research Analysts persona from https://github.com/OctagonAI/skills -- clone the repo, read the setup instructions, ask me for my personal details, replace all template variables, copy the files to the right config locations, and walk me through connecting any integrations it needs.
Your AI handles the rest: downloading files, personalizing the config, and walking you through integrations.
View on GitHubWhat it does
~Three master analyst personas that orchestrate specialized sub-skills. Financial Analyst, Earnings Analyst, and SEC Analyst.
~70+ sub-skills covering fundamental analysis, earnings call transcripts, 10-K/10-Q parsing, and SEC filing review.
~Orchestration pattern: master persona delegates to specialized skills and synthesizes results. Not a flat skill list.
~SEC Analyst persona for regulatory filing analysis. Parses filings, flags material changes, tracks insider transactions.
~Built for institutional-grade output. The voice, terminology, and structure match professional research notes.
Tags
financial-analysisearningssec-filingsequity-researchinstitutionalsub-skills
Works With
Claude Code