stock-price-change

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:

Time Period	Percentage Change
1 Day	4.06%
5 Days	4.80%
1 Month	-0.37%
3 Months	-0.13%
6 Months	33.42%
Year-to-Date (YTD)	-0.37%
1 Year	18.42%
3 Years	79.03%
5 Years	100.02%
10 Years	1,043.14%
All-Time High	210,270.08%

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

Period	Use Case
1 Day	Daily momentum
5 Days	Weekly trend
1 Month	Recent performance
3 Months	Quarterly trend

Medium-Term Periods

Period	Use Case
6 Months	Half-year momentum
YTD	Calendar year performance
1 Year	Annual return

Long-Term Periods

Period	Use Case
3 Years	Business cycle
5 Years	Market cycle
10 Years	Secular trend
All-Time	Total return since inception

Return Interpretation

Performance Classification

Return (1 Year)	Classification
>50%	Exceptional
25-50%	Very strong
10-25%	Strong
0-10%	Moderate
-10 to 0%	Weak
<-10%	Poor

Long-Term Standards

Return (10 Year)	Classification
>500%	Exceptional
200-500%	Very strong
100-200%	Strong
50-100%	Moderate
0-50%	Below average
<0%	Poor

Momentum Analysis

Trend Consistency

Pattern	Interpretation
All periods positive	Strong consistent uptrend
Short negative, long positive	Pullback in uptrend
Short positive, long negative	Bounce in downtrend
All periods negative	Consistent downtrend

Momentum Signals

Signal	Pattern
Accelerating	Returns increasing across periods
Decelerating	Returns decreasing across periods
Stable	Consistent returns across periods
Reversal	Sign change between periods

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

Annual Return	Rating
>25%	Exceptional
15-25%	Very strong
10-15%	Strong
7-10%	Market-like
<7%	Below market

Comparison Analysis

vs. Benchmarks

Benchmark	What to Compare
S&P 500	Market performance
Sector ETF	Industry performance
Peers	Competitive position

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

Pattern	Interpretation
Long > Short	Healthy uptrend
Positive all periods	Consistent strength
Improving short-term	Momentum building

Warning Patterns

Pattern	Interpretation
Long << Short	Mean reversion risk
Long > 0, Short < 0	Trend weakening
All negative	Fundamental issues

All-Time High Analysis

Distance from ATH

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

ATH Context

Position	Interpretation
At ATH	Maximum strength
0-10% below	Near highs
10-20% below	Correction
20-40% below	Bear market
>40% below	Severe decline

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

Skill	Combined Use
stock-quote	Current price context
stock-performance	Daily price data
stock-historical-index	vs. market returns
financial-metrics-analysis	Fundamentals behind returns