Research 8,000+ public companies in seconds
Octagon Public Market Intelligence is an AI-powered research platform that provides instant access to SEC filings, earnings call transcripts, and financial data for 8,000+ publicly traded companies. Unlike traditional financial terminals, Octagon uses specialized AI agents to extract insights in natural language.
Specialized AI Agents for Public Markets
Each agent is trained on specific financial data sources to deliver accurate, cited answers
SEC Agent
Analyze 10-K, 10-Q, 8-K, and S-1 filings. Extract risk factors, management discussion, footnotes, and disclosures.
8,000+ companiesTranscripts Agent
10 years of earnings call transcripts. Extract guidance, management sentiment, and analyst Q&A insights.
10 years historyStock Data Agent
Real-time quotes, historical prices, technical indicators, and valuation ratios for equities and indices.
Daily updatesHoldings Agent
Form 13F analysis, institutional ownership tracking, and fund performance benchmarking.
13F filingsFinancials Agent
Income statements, balance sheets, cash flows, and 50+ financial ratios with growth metrics.
50+ ratiosCrypto Agent
Cryptocurrency prices, historical data, trading volumes, and market news across major exchanges.
All major coinsHow It Works
Get from question to answer in three steps
Connect via API or MCP
Sign up for an API key or connect through our MCP server for Claude Desktop, Cursor, or Windsurf integration.
Query with Natural Language
Ask questions like "What was Apple's R&D expense as a percentage of revenue in their latest fiscal year?"
Receive Cited Results
Get structured data with citations to SEC filings, transcripts, or financial statements for verification.
Developer-Friendly Integration
Multiple ways to access Octagon's public market intelligence
MCP Server
Native integration with Claude Desktop, Cursor, and Windsurf. Install in one click.
Setup Guide →
OpenAI-Compatible API
Drop-in replacement for existing workflows. Works with the OpenAI SDK.
API Reference →
Octagon vs Traditional Research
See how AI-powered research compares to legacy solutions
| Feature | Octagon | Traditional Terminals | Manual Research |
|---|---|---|---|
| Natural language queries | ✓ | ✗ | ✗ |
| API access | ✓ | Limited | ✗ |
| AI-powered extraction | ✓ | ✗ | ✗ |
| MCP integration | ✓ | ✗ | ✗ |
| Real-time updates | ✓ | ✓ | ✗ |
| Cited sources | ✓ | Varies | Manual |
Research Examples
See what you can build with Octagon Public Market Intelligence
Build Rubrik's Financial Model using Claude + Octagon
We used the Octagon SEC Agent to extract core financial metrics from Rubrik's official filings (10-Qs, 10-K), including quarterly revenue, ARR, gross margins, and cash positions.
In-depth Accounting Analysis of SMCI 10-K Reports
Technical Analysis of NVDA Stock: Insights and Predictions
NVIDIA's stock, driven by sturdy fundamentals and strategic initiatives, continues to be a compelling option for investors. Despite recent volatility, the stock maintains a promising outlook as a "buy" opportunity.
Frequently Asked Questions
What is Octagon Public Market Intelligence?
Octagon Public Market Intelligence is an AI-powered research platform that provides instant access to SEC filings, earnings call transcripts, and financial data for 8,000+ publicly traded companies. It uses 6 specialized AI agents to extract insights using natural language queries.
What data sources does Octagon use?
Octagon ingests SEC filings (10-K, 10-Q, 8-K, S-1, 20-F), earnings call transcripts, real-time stock prices, institutional holdings (13F), and comprehensive financial statements from authoritative regulatory databases and financial data providers.
How far back does the historical data go?
SEC filings and financial data are available from 2018 onwards. Earnings call transcripts span 10 years of history. Stock price data includes daily historical prices for over 10,000 active tickers.
How is Octagon different from Bloomberg or Refinitiv?
Unlike traditional financial terminals, Octagon uses specialized AI agents that understand natural language queries. You can ask questions like 'What was Apple's R&D expense as a percentage of revenue?' and get instant answers with citations. Plus, Octagon offers API access and MCP integration for developers.
Can I access Octagon via API?
Yes. Octagon provides an OpenAI-compatible REST API for programmatic access. We also offer an MCP server that integrates with Claude Desktop, Cursor, and Windsurf for seamless AI-assisted research workflows.
What output formats are available?
Octagon returns structured responses with citations to source documents. The API supports JSON responses, and results include specific references to SEC filings, transcript timestamps, or data sources for verification.
How current is the financial data?
Data is updated in real-time as filings are published to SEC EDGAR and market data changes. Earnings transcripts are typically available within 24 hours of the call. Stock prices update daily.
Start researching public markets with AI
Join researchers, analysts, and developers using Octagon
Access 8,000+ public companies, 10 years of earnings transcripts, and comprehensive financial data through our AI agents. Get started free with API access or request a demo to see Octagon in action.
