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historical-financial-ratings

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Historical Financial Ratings

历史财务评级

Retrieve and analyze historical financial ratings and key metric scores over time for public companies using the Octagon MCP server.
使用Octagon MCP服务器获取并分析上市公司随时间变化的历史财务评级和关键指标得分。

Prerequisites

前提条件

Ensure Octagon MCP is configured in your AI agent (Cursor, Claude Desktop, Windsurf, etc.). See references/mcp-setup.md for installation instructions.
确保已在你的AI Agent（Cursor、Claude Desktop、Windsurf等）中配置Octagon MCP。安装说明请参考references/mcp-setup.md。

Workflow

工作流程

1. Identify Analysis Parameters

1. 确定分析参数

Determine the following before querying:
  • Ticker: Stock symbol (e.g., NVDA, AAPL, MSFT)
  • Records: Number of historical data points to retrieve (e.g., 100, 500, 2000)
在查询前需确定以下内容：
  • Ticker：股票代码（如NVDA、AAPL、MSFT）
  • Records：要获取的历史数据点数量（如100、500、2000）

2. Execute Query via Octagon MCP

2. 通过Octagon MCP执行查询

Use the 
octagon-agent
tool with a natural language prompt:
Retrieve historical financial ratings and key metric scores over time for <TICKER>, limited to <N> records.
MCP Call Format:
json
{
  "server": "octagon-mcp",
  "toolName": "octagon-agent",
  "arguments": {
    "prompt": "Retrieve historical financial ratings and key metric scores over time for NVDA, limited to 2000 records."
  }
}
使用
octagon-agent
工具，配合自然语言提示词：
Retrieve historical financial ratings and key metric scores over time for <TICKER>, limited to <N> records.
MCP调用格式：
json
{
  "server": "octagon-mcp",
  "toolName": "octagon-agent",
  "arguments": {
    "prompt": "Retrieve historical financial ratings and key metric scores over time for NVDA, limited to 2000 records."
  }
}

3. Expected Output

3. 预期输出

The agent returns historical ratings data including:
DateOverall ScoreOverall RatingROA ScoreROE ScoreDCF ScoreD/E Score
2024-01-155A+4433
2024-01-085A+4433
2023-12-295A4333
.....................
Data Sources: octagon-financials-agent
Agent会返回包含以下内容的历史评级数据：
日期整体得分整体评级ROA得分ROE得分DCF得分D/E得分
2024-01-155A+4433
2024-01-085A+4433
2023-12-295A4333
.....................
数据来源：octagon-financials-agent

4. Interpret Results

4. 结果解读

See references/interpreting-results.md for guidance on:
  • Understanding overall scores and ratings
  • Analyzing individual metric scores
  • Identifying rating trends and changes
  • Spotting financial health improvements or deterioration
关于以下内容的指导，请参考references/interpreting-results.md：
  • 理解整体得分与评级
  • 分析单个指标得分
  • 识别评级趋势与变化
  • 发现财务健康状况的改善或恶化

Example Queries

示例查询

Standard Historical Analysis:
Retrieve historical financial ratings and key metric scores over time for NVDA, limited to 2000 records.
Recent Ratings Focus:
Retrieve historical financial ratings and key metric scores over time for AAPL, limited to 100 records.
Extended Historical View:
Retrieve historical financial ratings and key metric scores over time for MSFT, limited to 5000 records.
标准历史分析：
Retrieve historical financial ratings and key metric scores over time for NVDA, limited to 2000 records.
近期评级聚焦：
Retrieve historical financial ratings and key metric scores over time for AAPL, limited to 100 records.
扩展历史视图：
Retrieve historical financial ratings and key metric scores over time for MSFT, limited to 5000 records.

Key Metrics Explained

关键指标说明

MetricDefinitionScore Range
Overall ScoreComposite financial health rating1-5 (5 = best)
Overall RatingLetter grade for financial healthA+ to F
ROA ScoreReturn on Assets efficiency1-5 (5 = best)
ROE ScoreReturn on Equity efficiency1-5 (5 = best)
DCF ScoreDiscounted Cash Flow valuation score1-5 (5 = best)
D/E ScoreDebt-to-Equity health1-5 (5 = lowest debt)
指标定义得分范围
整体得分综合财务健康评级1-5（5=最佳）
整体评级财务健康状况的字母等级A+至F
ROA得分资产回报率效率1-5（5=最佳）
ROE得分股权回报率效率1-5（5=最佳）
DCF得分折现现金流估值得分1-5（5=最佳）
D/E得分债务权益比健康状况1-5（5=债务最低）

Analysis Tips

分析技巧

  1. Consistent high scores: Companies maintaining 5-star overall scores and A+ ratings over extended periods demonstrate stable financial excellence.
  2. Score improvements: Watch for upward trends in individual metrics (ROA, ROE) as indicators of improving operational efficiency.
  3. Debt management: A stable or improving D/E score suggests the company is managing leverage responsibly.
  4. Rating downgrades: Sudden drops in overall rating (e.g., A+ to B) warrant deeper investigation into financials.
  5. Diverging metrics: If ROE is high but ROA is low, the company may be using significant leverage to boost returns.
  1. 持续高分：长期保持5星整体得分和A+评级的公司展现出稳定的财务卓越性。
  2. 得分提升：关注单个指标（ROA、ROE）的上升趋势，这是运营效率提升的信号。
  3. 债务管理：D/E得分稳定或提升表明公司正在负责任地管理杠杆。
  4. 评级下调：整体评级突然下降（如从A+降至B）需要对财务状况进行深入调查。
  5. 指标背离：如果ROE高但ROA低，说明公司可能在利用大量杠杆来提升回报。

Use Cases

使用场景

  • Investment screening: Filter for companies with consistently high ratings
  • Risk monitoring: Track rating changes for portfolio holdings
  • Due diligence: Review historical financial health before investment decisions
  • Peer comparison: Compare rating trajectories across competitors
  • 投资筛选：筛选出持续保持高评级的公司
  • 风险监控：跟踪投资组合中持仓的评级变化
  • 尽职调查：在投资决策前审查历史财务健康状况
  • 同行对比：对比竞争对手的评级变化轨迹