AgentSkillsCN

stock-price-change

利用Octagon MCP获取多个时间段内的股票价格变动统计信息。当您需要分析短期与长期回报、对比不同时间框架下的表现,或评估市场动能与历史增长时,此技能将助您一臂之力。

SKILL.md
--- frontmatter
name: stock-price-change
description: Retrieve stock price change statistics across multiple time periods using Octagon MCP. Use when analyzing short-term and long-term returns, comparing performance across timeframes, and evaluating momentum and historical growth.

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:

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

MCP Call Format:

json
{
  "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 PeriodPercentage Change
1 Day4.06%
5 Days4.80%
1 Month-0.37%
3 Months-0.13%
6 Months33.42%
Year-to-Date (YTD)-0.37%
1 Year18.42%
3 Years79.03%
5 Years100.02%
10 Years1,043.14%
All-Time High210,270.08%

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:

code
Get stock price change statistics for the symbol AAPL.

Multiple Stocks:

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

Specific Focus:

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

YTD Performance:

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

Long-Term Growth:

code
What is the 10-year cumulative return for AMZN?

Understanding Time Periods

Short-Term Periods

PeriodUse Case
1 DayDaily momentum
5 DaysWeekly trend
1 MonthRecent performance
3 MonthsQuarterly trend

Medium-Term Periods

PeriodUse Case
6 MonthsHalf-year momentum
YTDCalendar year performance
1 YearAnnual return

Long-Term Periods

PeriodUse Case
3 YearsBusiness cycle
5 YearsMarket cycle
10 YearsSecular trend
All-TimeTotal 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

PatternInterpretation
All periods positiveStrong consistent uptrend
Short negative, long positivePullback in uptrend
Short positive, long negativeBounce in downtrend
All periods negativeConsistent downtrend

Momentum Signals

SignalPattern
AcceleratingReturns increasing across periods
DeceleratingReturns decreasing across periods
StableConsistent returns across periods
ReversalSign 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

code
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 ReturnRating
>25%Exceptional
15-25%Very strong
10-15%Strong
7-10%Market-like
<7%Below market

Comparison Analysis

vs. Benchmarks

BenchmarkWhat to Compare
S&P 500Market performance
Sector ETFIndustry performance
PeersCompetitive position

Alpha Calculation

code
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

PatternInterpretation
Long > ShortHealthy uptrend
Positive all periodsConsistent strength
Improving short-termMomentum building

Warning Patterns

PatternInterpretation
Long << ShortMean reversion risk
Long > 0, Short < 0Trend weakening
All negativeFundamental issues

All-Time High Analysis

Distance from ATH

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

ATH Context

PositionInterpretation
At ATHMaximum strength
0-10% belowNear highs
10-20% belowCorrection
20-40% belowBear market
>40% belowSevere decline

Common Use Cases

Performance Summary

code
What are the returns for AAPL across all time periods?

Trend Analysis

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

Long-Term Growth

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

Momentum Check

code
Is NVDA showing positive momentum in the short-term?

Comparison

code
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

SkillCombined Use
stock-quoteCurrent price context
stock-performanceDaily price data
stock-historical-indexvs. market returns
financial-metrics-analysisFundamentals behind returns