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Octagon Agents for Market Intelligence
Octagon provides a variety of specialized AI agents, each designed for specific investment and market research domains. This page provides an overview of each available agent. Click on an agent name for detailed information.
Agent Categories
Public Market Agents
Our public market intelligence agents provide comprehensive analysis of publicly traded companies through SEC filings, earnings call transcripts, stock data, and financial metrics.
| Agent | Description |
|---|---|
| octagon-sec-agent | Analyzes SEC filings data |
| octagon-transcripts-agent | Analyzes earnings call transcripts |
| octagon-stock-data-agent | Analyzes stock market data |
| octagon-financials-agent | Analyzes financial statements |
Private Market Agents
Our private market intelligence agents deliver insights on private companies, including funding rounds, M&A transactions, investor profiles, and debt activities.
| Agent | Description |
|---|---|
| octagon-companies-agent | Provides private company information |
| octagon-funding-agent | Analyzes private company funding data |
| octagon-deals-agent | Analyzes M&A and IPO data |
| octagon-investors-agent | Provides investor information |
| octagon-debts-agent | Analyzes private debts, borrowers, and lenders |
Deep Research Agents
Our deep research agents provide powerful capabilities for extracting data from websites and conducting comprehensive market research.
| Agent | Description |
|---|---|
| octagon-scraper-agent | Extracts data from websites |
| octagon-deep-research-agent | Conducts in-depth research |
Agent Response Format
All Octagon Agents return responses in a similar format, with some variations based on the agent type. The response generally includes:
- The requested financial information or investment analysis
- Citations to sources used (when applicable, such as SEC filings, earnings calls, or financial publications)
Best Practices for Agent Queries
Be Specific: The more specific your query, the more accurate the response will be. Include time periods, specific metrics, or companies when relevant.
One Task Per Query: Focus each query on a single analytical task for best results.
Provide Context: When needed, include relevant context to help the agent understand your requirements.
Use the Right Agent: Select the most appropriate agent for your specific task rather than using a general-purpose agent.
Using Agents in Multi-Step Workflows
For complex research tasks, you may want to combine multiple agents. For example:
- Use the octagon-companies-agent to gather basic information about a company
- Use the octagon-sec-agent to analyze their financial statements
- Use the octagon-transcripts-agent to compare stated guidance with actual results
For advanced multi-agent workflows, consider using the OpenAI Agents SDK which provides tools for agent orchestration.