Octagon

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Octagon Agent - Market Intelligence Agent ​

The octagon-agent is designed as an intelligent market intelligence agent for other specialized Octagon agents. When you're unsure which document source to query, it intelligently routes your request to the most appropriate series of agents (or agent) to retrieve and combine the necessary information for a comprehensive answer.

Key Features ​

  • Intelligent Routing: Automatically determines which specialized agents to use based on your query
  • Multi-Agent Coordination: Can coordinate multiple agents to provide comprehensive answers
  • Unified Interface: Single entry point for all types of financial and market research
  • Context-Aware: Understands the context of your request to select optimal data sources

When to Use octagon-agent ​

The octagon-agent is ideal when:

  • You're unsure which specific agent to use for your research
  • Your question requires data from multiple sources (e.g., both SEC filings and earnings calls)
  • You want a comprehensive analysis that might span public and private market data
  • You prefer a single interface for all types of financial research

Example Prompts ​

Financial Metrics Analysis ​

Retrieve year-over-year growth in key income-statement items for AAPL, limited to 5 records and filtered by period FY.

SEC Filing Analysis ​

Analyze the latest 10-K filing for AAPL and extract key financial metrics and risk factors.

Stock Performance ​

Retrieve the daily closing prices for AAPL over the last 30 days.

Earnings Call Insights ​

Analyze AAPL's latest earnings call transcript and extract key insights about future guidance.

Company Overview ​

Provide a comprehensive overview of Stripe, including its business model and key metrics.

Funding History ​

Retrieve the funding history for Stripe, including all rounds and investors.

M&A Activity ​

List all M&A transactions involving Stripe in the last 2 years.

Investor Profile ​

Provide a detailed profile of Sequoia Capital's investment strategy and portfolio.

Debt Analysis ​

Analyze Stripe's debt financing history and current debt structure.

Institutional Holdings ​

Retrieve the most recent Form 13F and related filings submitted by institutional investors.

How It Works ​

  1. Query Analysis: The market intelligence agent analyzes your request to understand what type of data is needed
  2. Agent Selection: Based on the analysis, it selects one or more specialized agents
  3. Data Retrieval: Executes queries across the selected agents
  4. Response Synthesis: Combines and synthesizes information from multiple sources
  5. Unified Response: Returns a comprehensive answer with proper citations

Supported Agent Types ​

The octagon-agent can route to any of the specialized agents:

Public Market Intelligence:

  • SEC filings analysis
  • Earnings call transcripts
  • Stock market data
  • Financial statements
  • Institutional holdings
  • Cryptocurrency data

Private Market Intelligence:

  • Private company information
  • Funding and investment data
  • M&A transactions
  • Investor profiles
  • Debt analysis

Deep Research:

  • Web scraping and data extraction
  • Comprehensive market research

Best Practices ​

  1. Be Descriptive: Provide clear, detailed queries to help the market intelligence agent understand your needs
  2. Specify Context: Include relevant context about time periods, companies, or metrics when applicable
  3. Ask Comprehensive Questions: Take advantage of the market intelligence agent's ability to combine multiple data sources
  4. Review Citations: Check the sources provided to understand which agents contributed to the response

Response Format ​

The octagon-agent returns responses that include:

  • Comprehensive analysis combining data from multiple sources
  • Clear citations showing which specialized agents provided each piece of information
  • Structured data when applicable
  • Source attribution for transparency

This makes it the ideal starting point for most financial and market research queries, especially when you want comprehensive insights without needing to know the specifics of each specialized agent.