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Octagon

Financial AI agents

Octagon

AI-generated

Overview

This node integrates with Octagon's financial AI agents to perform various types of financial and market research. It supports multiple specialized agents such as SEC filings analysis, earnings call transcripts, stock data, institutional holdings, financial statements, cryptocurrency market data, prediction market reports, and deep research intelligence. Users provide a query related to financial or market research, and the node routes the query to the selected agent, returning analyzed results and optionally token usage information. This node is useful for automating and enhancing financial research workflows, enabling users to get detailed insights from diverse financial data sources and AI-driven analysis.

Use Case Examples

  1. Analyzing SEC filings for a specific company using the SEC Agent.
  2. Retrieving and analyzing earnings call transcripts with the Transcripts Agent.
  3. Getting real-time stock market data via the Stock Data Agent.
  4. Generating prediction market reports from Kalshi markets using the Prediction Markets Agent.

Properties

Name Meaning
Agent Selects the specific Octagon AI agent to handle the research query, such as SEC Agent, Stock Data Agent, or Prediction Markets Agent.
Prediction Markets Mode For the Prediction Markets Agent, controls how report data is resolved: using cache first, returning cached metadata only, or always refreshing the report.
Query The financial or market research question or query to be analyzed by the selected agent. For prediction markets, the query must include a Kalshi market URL.
Include Token Usage Optional flag to include token usage information in the response.

Output

JSON

  • agent - The selected Octagon agent used for the query.
  • model - The specific model or agent variant used, including prediction markets mode suffix if applicable.
  • query - The original user query string.
  • analysis - The textual analysis or response content returned by the agent.
  • sources - Annotations or source references related to the analysis.
  • metadata
    • apiType - Indicates the API type used, always 'responses' in this node.
    • timestamp - Timestamp of when the response was generated.
  • cacheData - For prediction markets cache mode, parsed cached report data as JSON.
  • usage - Optional token usage information if requested.

Dependencies

  • Requires an API key credential for Octagon API authentication.

Troubleshooting

  • Query is required and cannot be empty; ensure the 'Query' field is filled.
  • For Prediction Markets Agent, the query must include a valid Kalshi market URL; otherwise, an error is thrown.
  • If using cache mode for prediction markets, the cached response must be valid JSON; invalid JSON will cause an error.
  • API request failures will throw errors; check API credentials and network connectivity.
  • Enable 'Continue On Fail' to handle errors gracefully and continue processing other items.

Discussion