Stock Price Change

Retrieve comprehensive price change statistics across multiple time periods using the Octagon MCP server.

Prerequisites

Ensure Octagon MCP is configured in your AI agent (Cursor, Claude Desktop, Windsurf, etc.). See references/mcp-setup.md for installation instructions.

Workflow

1. Identify the Stock

Determine the ticker symbol for the company you want to analyze (e.g., AAPL, MSFT, GOOGL).

2. Execute Query via Octagon MCP

Use the octagon-agent tool with a natural language prompt:

Get stock price change statistics for the symbol <TICKER>.

MCP Call Format:

{
  "server": "octagon-mcp",
  "toolName": "octagon-agent",
  "arguments": {
    "prompt": "Get stock price change statistics for the symbol AAPL."
  }
}

3. Expected Output

The agent returns price change data across multiple timeframes:

Key Insight: Strong long-term growth with 10-year return of 1,043.14%, but recent short-term performance slightly negative.

Data Sources: octagon-stock-data-agent

4. Interpret Results

See references/interpreting-results.md for guidance on:

• Evaluating short-term vs. long-term performance
• Understanding momentum signals
• Comparing to benchmarks
• Assessing trend consistency

Example Queries

Basic Query:

Get stock price change statistics for the symbol AAPL.

Multiple Stocks:

Compare price change statistics for AAPL, MSFT, and GOOGL.

Specific Focus:

What is the 1-year and 5-year return for TSLA?

YTD Performance:

What is the year-to-date performance of NVDA?

Long-Term Growth:

What is the 10-year cumulative return for AMZN?

Understanding Time Periods

Short-Term Periods

Medium-Term Periods

Long-Term Periods

Return Interpretation

Performance Classification

Long-Term Standards

Momentum Analysis

Trend Consistency

Momentum Signals

Example Analysis

From AAPL data:

• 1 Day: +4.06% (strong daily)
• 1 Month: -0.37% (slight pullback)
• 1 Year: +18.42% (solid annual)
• 10 Year: +1,043.14% (exceptional long-term)

Interpretation: Long-term compounder with recent consolidation.

Annualized Returns

Calculation

Annualized Return = (1 + Total Return)^(1/Years) - 1

Example

From AAPL data:

• 10-Year Return: 1,043.14%
• Annualized: (1 + 10.4314)^(1/10) - 1 = 27.3% per year

Annualized Benchmarks

Comparison Analysis

vs. Benchmarks

Alpha Calculation

Alpha = Stock Return - Benchmark Return

Example

If AAPL 1-year return is +18.42% and S&P 500 is +10%:

• Alpha: +8.42% outperformance

Time Period Relationships

Healthy Patterns

Warning Patterns

All-Time High Analysis

Distance from ATH

Distance = (ATH - Current) / ATH × 100%

ATH Context

Common Use Cases

Performance Summary

What are the returns for AAPL across all time periods?

Trend Analysis

Is MSFT in an uptrend or downtrend based on recent returns?

Long-Term Growth

What is the 10-year cumulative return for the FAANG stocks?

Momentum Check

Is NVDA showing positive momentum in the short-term?

Comparison

Compare 1-year returns for major tech stocks.

Analysis Tips

1. Don't rely on one period: Use multiple timeframes.

2. Compare to benchmarks: Returns mean more in context.

3. Consider consistency: Smooth vs. volatile returns.

4. Annualize long-term: For fair comparison.

5. Watch for divergence: Short vs. long-term signals.

6. Factor in dividends: Total return vs. price return.

Integration with Other Skills