/stock-price-change

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](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](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 downtr