stock-performance

Stock Performance

Retrieve daily closing prices, trading volume, and performance metrics for public companies 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 Analysis Parameters

Determine the following before querying:

• Ticker: Stock symbol (e.g., AAPL, MSFT, GOOGL)
• Time Period: Number of days or date range
• Metrics (optional): Price, volume, returns

2. Execute Query via Octagon MCP

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

Retrieve the daily closing prices for <TICKER> over the last <N> days.

MCP Call Format:

{
  "server": "octagon-mcp",
  "toolName": "octagon-agent",
  "arguments": {
    "prompt": "Retrieve the daily closing prices for AAPL over the last 30 days."
  }
}

3. Expected Output

The agent returns structured price data including:

Date	Closing Price	Volume
2026-02-02	$270.01	73,677,607
2026-01-30	$259.48	92,443,408
2026-01-29	$258.28	67,253,009
...	...	...

Data Sources: octagon-stock-data-agent, octagon-web-search-agent

4. Interpret Results

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

• Analyzing price trends
• Evaluating volume patterns
• Calculating returns
• Identifying support/resistance levels

Example Queries

Daily Closing Prices:

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

Extended Historical Data:

Get historical stock prices for MSFT for the past 90 days.

Volume Analysis:

Retrieve daily trading volume for TSLA over the last 2 weeks.

Price Range:

What are the high and low prices for NVDA over the past month?

Multi-Stock Comparison:

Compare the stock performance of AAPL, MSFT, and GOOGL over the last 30 days.

52-Week Analysis:

What is the 52-week high and low for AMZN?

Key Metrics

Price Metrics

Metric	Description
Closing Price	End-of-day price
Opening Price	Start-of-day price
High	Intraday high
Low	Intraday low
Adjusted Close	Dividend/split adjusted

Volume Metrics

Metric	Description
Daily Volume	Shares traded per day
Average Volume	Typical daily volume
Relative Volume	Current vs. average
Volume Trend	Direction over time

Return Metrics

Metric	Calculation
Daily Return	(Close - Prior Close) / Prior Close
Period Return	(End - Start) / Start
Cumulative Return	Running return over period
Annualized Return	Period return scaled to 1 year

Price Analysis Framework

Trend Analysis

Pattern	Characteristics
Uptrend	Higher highs, higher lows
Downtrend	Lower highs, lower lows
Sideways	Range-bound movement
Breakout	Move beyond range

Volatility Assessment

Measure	Description
Price Range	High - Low over period
Daily Range	Average daily high-low
Standard Deviation	Price dispersion
Beta	Relative to market

Support/Resistance

Level	Description
Support	Price floor, buying interest
Resistance	Price ceiling, selling pressure
Moving Averages	Dynamic support/resistance
Round Numbers	Psychological levels

Volume Analysis

Volume Patterns

Pattern	Interpretation
High Volume + Price Up	Strong buying conviction
High Volume + Price Down	Strong selling pressure
Low Volume + Price Up	Weak rally, may reverse
Low Volume + Price Down	Lack of selling interest

Volume Indicators

Indicator	Usage
Volume Spike	Unusual activity, potential catalyst
Volume Dry-up	Consolidation, waiting mode
Volume Trend	Confirms price trend
On-Balance Volume	Cumulative volume direction

Time Period Analysis

Short-Term (1-30 Days)

Focus	Use Case
Recent Performance	Current momentum
Trading Signals	Entry/exit timing
News Impact	Event analysis
Volatility	Risk assessment

Medium-Term (1-6 Months)

Focus	Use Case
Trend Identification	Direction confirmation
Seasonality	Cyclical patterns
Earnings Impact	Quarterly effects
Sector Rotation	Relative performance

Long-Term (1+ Years)

Focus	Use Case
Major Trends	Secular moves
52-Week Range	Valuation context
Recovery/Decline	Major shifts
Dividend Yield	Income analysis

Comparative Analysis

Peer Comparison

Metric	What to Compare
Return	Relative performance
Volatility	Risk comparison
Correlation	Movement similarity
Volume	Liquidity comparison

Benchmark Comparison

Benchmark	Usage
S&P 500	Large cap reference
Sector ETF	Industry context
Nasdaq	Tech comparison
Russell 2000	Small cap reference

Analysis Tips

1. Consider context: Market conditions affect individual stocks.

2. Adjust for events: Earnings, dividends, splits affect prices.

3. Use volume confirmation: Price moves need volume support.

4. Multiple timeframes: Longer and shorter perspectives.

5. Compare to peers: Relative performance matters.

6. Watch key levels: Round numbers, 52-week highs/lows.

Use Cases

• Trading analysis: Entry and exit timing
• Performance tracking: Portfolio monitoring
• Event analysis: Earnings, news impact
• Volatility assessment: Risk evaluation
• Peer comparison: Relative performance