AgentSkillsCN

historical-market-cap

利用Octagon MCP获取任意股票的历史市值数据。当您需要追踪市值的长期变化、分析估值趋势、识别估值高峰与低谷，或对比历史上的规模分类时，此技能将助您一臂之力。

SKILL.md
--- frontmatter
name: historical-market-cap
description: Retrieve historical market capitalization data for any stock using Octagon MCP. Use when tracking market cap changes over time, analyzing valuation trends, identifying peak and trough valuations, and comparing historical size classifications.

Historical Market Cap

Retrieve historical market capitalization data over a specified date range 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 Parameters

Determine your query parameters:

  • •Ticker: Stock symbol (e.g., AAPL, MSFT)
  • •Start Date: Beginning of date range
  • •End Date: End of date range
  • •Limit (optional): Maximum records to return

2. Execute Query via Octagon MCP

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

code
Retrieve historical market capitalization data for <TICKER> from <START_DATE> to <END_DATE>, limited to <LIMIT> records.

MCP Call Format:

json
{
  "server": "octagon-mcp",
  "toolName": "octagon-agent",
  "arguments": {
    "prompt": "Retrieve historical market capitalization data for AAPL from 2025-01-01 to 2025-04-30, limited to 1000 records."
  }
}

3. Expected Output

The agent returns daily market cap values:

DateMarket Cap (USD)
2025-04-30$3.17 trillion
2025-02-25$3.70 trillion (High)
2025-04-08$2.57 trillion (Low)
......

Summary Statistics:

  • •Highest: $3.70 trillion on 2025-02-25
  • •Lowest: $2.57 trillion on 2025-04-08
  • •Most Recent: $3.17 trillion on 2025-04-30

Data Sources: octagon-stock-data-agent

4. Interpret Results

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

  • •Analyzing market cap trends
  • •Calculating growth rates
  • •Identifying peaks and troughs
  • •Understanding volatility

Example Queries

Standard Date Range:

code
Retrieve historical market capitalization data for AAPL from 2025-01-01 to 2025-04-30, limited to 1000 records.

Full Year:

code
Get historical market cap for MSFT for the entire year 2024.

Quarterly Analysis:

code
Show TSLA's market cap history for Q1 2025.

Multi-Year Trend:

code
Retrieve market cap history for NVDA from 2020 to 2025.

Peak Analysis:

code
When did AAPL reach its highest market cap in 2024?

Understanding Market Cap History

What the Data Shows

MetricDescription
Daily Market CapEnd-of-day value
Date SeriesTrading days only
CalculationPrice × Shares Outstanding
AdjustmentsSplit-adjusted shares

Key Statistics

StatisticPurpose
MaximumPeak valuation
MinimumTrough valuation
AverageTypical valuation
RangeVolatility indicator

Trend Analysis

Calculating Changes

MetricFormula
Absolute ChangeEnd Cap - Start Cap
Percentage Change(End - Start) / Start × 100%
CAGR(End/Start)^(1/years) - 1

Example Calculation

From the AAPL data:

  • •High: $3.70T (Feb 25)
  • •Low: $2.57T (Apr 8)
  • •Range: $1.13T
  • •Peak-to-Trough: -30.5%

Trend Patterns

PatternCharacteristics
UptrendHigher highs, higher lows
DowntrendLower highs, lower lows
ConsolidationRange-bound
V-RecoverySharp decline, sharp recovery
Rounded TopGradual peak formation

Period Analysis

Daily Analysis

Use CaseFocus
TradingShort-term moves
VolatilityDay-to-day changes
EventsCatalyst impact

Weekly/Monthly Analysis

Use CaseFocus
TrendsDirection over time
ComparisonsPeriod-over-period
SmoothingReduce noise

Annual Analysis

Use CaseFocus
GrowthLong-term trajectory
MilestonesMajor achievements
CAGRCompound growth

Volatility Assessment

Measuring Volatility

MetricCalculation
RangeHigh - Low
Range %(High - Low) / Average
Daily MovesAverage daily change
Standard DeviationPrice dispersion

Volatility Interpretation

Range %Volatility
<20%Low
20-40%Moderate
40-60%High
>60%Very High

Example

From AAPL data:

  • •High: $3.70T
  • •Low: $2.57T
  • •Range: $1.13T
  • •Range %: ~35%
  • •Interpretation: Moderate-high volatility

Peak and Trough Analysis

Identifying Peaks

SignalDescription
All-time HighHighest ever
Period HighHighest in range
Local PeakTemporary high

Identifying Troughs

SignalDescription
All-time LowLowest ever
Period LowLowest in range
Local TroughTemporary low

Peak-to-Trough Metrics

MetricPurpose
Drawdown %Decline from peak
Recovery TimeDays to recover
Drawdown DurationPeak to trough time

Size Classification Over Time

Tracking Category Changes

If Market Cap...Classification
>$200BMega-cap
$10B-$200BLarge-cap
$2B-$10BMid-cap
$300M-$2BSmall-cap

Milestone Analysis

MilestoneSignificance
First $1THistoric achievement
Crossed $2TElite status
Crossed $3TWorld's most valuable

Comparative Analysis

Same Company Over Time

ComparisonPurpose
YoYYear-over-year growth
QoQQuarterly momentum
MoMMonthly trends

Multiple Companies

ComparisonPurpose
Relative SizeMarket position
Relative GrowthPerformance comparison
CorrelationMovement similarity

Common Use Cases

Trend Analysis

code
How has AAPL's market cap changed over the past year?

Peak Finding

code
When did TSLA reach its highest market cap?

Drawdown Analysis

code
What was NVDA's biggest decline from peak in 2024?

Milestone Tracking

code
When did MSFT first cross $3 trillion market cap?

Comparison

code
Compare the market cap growth of AAPL and MSFT over 5 years.

Analysis Tips

  1. •

    Use appropriate timeframes: Match analysis to investment horizon.

  2. •

    Identify catalysts: Major moves often have drivers.

  3. •

    Consider splits: Ensure data is split-adjusted.

  4. •

    Watch for milestones: Round numbers are psychologically important.

  5. •

    Calculate drawdowns: Understand downside risk.

  6. •

    Compare to benchmarks: Market cap vs. index performance.

Integration with Other Skills

SkillCombined Use
company-market-capCurrent vs. historical
stock-performancePrice driving cap changes
income-statementEarnings supporting cap
financial-metrics-analysisValuation evolution