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historical-market-cap

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Historical Market Cap

历史市值数据

Retrieve historical market capitalization data over a specified date range using the Octagon MCP server.
使用Octagon MCP服务器获取指定日期范围内的股票历史市值数据。

Prerequisites

前置条件

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

Workflow

操作流程

1. Identify Parameters

1. 确定参数

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
明确你的查询参数：
  • Ticker：股票代码（如AAPL、MSFT）
  • 开始日期：时间范围的起始日期
  • 结束日期：时间范围的结束日期
  • Limit（可选）：返回的最大记录数

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 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."
  }
}
使用
octagon-agent
工具，配合自然语言提示词：
Retrieve historical market capitalization data for <TICKER> from <START_DATE> to <END_DATE>, limited to <LIMIT> records.
MCP调用格式：
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

3. 预期输出

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
Agent会返回每日市值数据：
日期市值（美元）
2025-04-303.17万亿美元
2025-02-253.70万亿美元（峰值）
2025-04-082.57万亿美元（谷值）
......
统计摘要:
  • 最高值：2025-02-25达到3.70万亿美元
  • 最低值：2025-04-08达到2.57万亿美元
  • 最新值：2025-04-30为3.17万亿美元
数据来源: octagon-stock-data-agent

4. Interpret Results

4. 结果解读

See references/interpreting-results.md for guidance on:
  • Analyzing market cap trends
  • Calculating growth rates
  • Identifying peaks and troughs
  • Understanding volatility
关于以下内容的指导，请参考references/interpreting-results.md：
  • 分析市值趋势
  • 计算增长率
  • 识别峰值与谷值
  • 理解波动情况

Example Queries

查询示例

Standard Date Range:
Retrieve historical market capitalization data for AAPL from 2025-01-01 to 2025-04-30, limited to 1000 records.
Full Year:
Get historical market cap for MSFT for the entire year 2024.
Quarterly Analysis:
Show TSLA's market cap history for Q1 2025.
Multi-Year Trend:
Retrieve market cap history for NVDA from 2020 to 2025.
Peak Analysis:
When did AAPL reach its highest market cap in 2024?
标准日期范围：
Retrieve historical market capitalization data for AAPL from 2025-01-01 to 2025-04-30, limited to 1000 records.
全年数据：
Get historical market cap for MSFT for the entire year 2024.
季度分析：
Show TSLA's market cap history for Q1 2025.
多年趋势：
Retrieve market cap history for NVDA from 2020 to 2025.
峰值分析：
When did AAPL reach its highest market cap in 2024?

Understanding Market Cap History

理解历史市值数据

What the Data Shows

数据包含内容

MetricDescription
Daily Market CapEnd-of-day value
Date SeriesTrading days only
CalculationPrice × Shares Outstanding
AdjustmentsSplit-adjusted shares
指标描述
每日市值当日收盘时的市值
日期序列仅包含交易日数据
计算方式股价 × 流通股数
调整说明已考虑拆股调整的股数

Key Statistics

关键统计指标

StatisticPurpose
MaximumPeak valuation
MinimumTrough valuation
AverageTypical valuation
RangeVolatility indicator
统计指标用途
最大值峰值估值
最小值谷值估值
平均值典型估值水平
波动范围波动情况指标

Trend Analysis

趋势分析

Calculating Changes

变化计算

MetricFormula
Absolute ChangeEnd Cap - Start Cap
Percentage Change(End - Start) / Start × 100%
CAGR(End/Start)^(1/years) - 1
指标计算公式
绝对变化值期末市值 - 期初市值
百分比变化(期末-期初)/期初 × 100%
复合年均增长率（CAGR）(期末/期初)^(1/年数) - 1

Example Calculation

计算示例

From the AAPL data:
  • High: $3.70T (Feb 25)
  • Low: $2.57T (Apr 8)
  • Range: $1.13T
  • Peak-to-Trough: -30.5%
基于AAPL的数据：
  • 峰值：3.70万亿美元（2月25日）
  • 谷值：2.57万亿美元（4月8日）
  • 波动范围：1.13万亿美元
  • 峰值到谷值跌幅：-30.5%

Trend Patterns

趋势模式

PatternCharacteristics
UptrendHigher highs, higher lows
DowntrendLower highs, lower lows
ConsolidationRange-bound
V-RecoverySharp decline, sharp recovery
Rounded TopGradual peak formation
模式特征
上升趋势更高的峰值与谷值
下降趋势更低的峰值与谷值
盘整趋势区间内波动
V型复苏暴跌后快速反弹
圆弧顶峰值逐步形成

Period Analysis

周期分析

Daily Analysis

单日分析

Use CaseFocus
TradingShort-term moves
VolatilityDay-to-day changes
EventsCatalyst impact
使用场景关注重点
交易决策短期价格变动
波动评估每日涨跌变化
事件影响催化剂带来的影响

Weekly/Monthly Analysis

周/月分析

Use CaseFocus
TrendsDirection over time
ComparisonsPeriod-over-period
SmoothingReduce noise
使用场景关注重点
趋势判断长期方向变化
对比分析同期数据对比
数据平滑减少短期噪音干扰

Annual Analysis

年度分析

Use CaseFocus
GrowthLong-term trajectory
MilestonesMajor achievements
CAGRCompound growth
使用场景关注重点
增长评估长期发展轨迹
里程碑追踪重大成就节点
复合增长复合年均增长率

Volatility Assessment

波动评估

Measuring Volatility

波动衡量指标

MetricCalculation
RangeHigh - Low
Range %(High - Low) / Average
Daily MovesAverage daily change
Standard DeviationPrice dispersion
指标计算方式
波动范围最高值 - 最低值
波动范围占比(最高-最低)/平均值
日均变动日均变化平均值
标准差价格离散程度

Volatility Interpretation

波动程度解读

Range %Volatility
<20%Low
20-40%Moderate
40-60%High
>60%Very High
波动范围占比波动程度
<20%低波动
20-40%中等波动
40-60%高波动
>60%极高波动

Example

示例

From AAPL data:
  • High: $3.70T
  • Low: $2.57T
  • Range: $1.13T
  • Range %: ~35%
  • Interpretation: Moderate-high volatility
基于AAPL的数据：
  • 峰值：3.70万亿美元
  • 谷值：2.57万亿美元
  • 波动范围：1.13万亿美元
  • 波动范围占比：~35%
  • 解读：中高波动水平

Peak and Trough Analysis

峰值与谷值分析

Identifying Peaks

识别峰值

SignalDescription
All-time HighHighest ever
Period HighHighest in range
Local PeakTemporary high
信号类型描述
历史最高值有史以来的最高市值
区间最高值指定范围内的最高市值
局部峰值短期临时最高值

Identifying Troughs

识别谷值

SignalDescription
All-time LowLowest ever
Period LowLowest in range
Local TroughTemporary low
信号类型描述
历史最低值有史以来的最低市值
区间最低值指定范围内的最低市值
局部谷值短期临时最低值

Peak-to-Trough Metrics

峰值到谷值指标

MetricPurpose
Drawdown %Decline from peak
Recovery TimeDays to recover
Drawdown DurationPeak to trough time
指标用途
回撤百分比从峰值的跌幅比例
恢复时间从谷值恢复到峰值的天数
回撤持续时间从峰值到谷值的天数

Size Classification Over Time

市值规模分类追踪

Tracking Category Changes

分类变化追踪

If Market Cap...Classification
>$200BMega-cap
$10B-$200BLarge-cap
$2B-$10BMid-cap
$300M-$2BSmall-cap
市值规模分类等级
>2000亿美元超大盘股
100-2000亿美元大盘股
20-100亿美元中盘股
3-20亿美元小盘股

Milestone Analysis

里程碑分析

MilestoneSignificance
First $1THistoric achievement
Crossed $2TElite status
Crossed $3TWorld's most valuable
里程碑重要意义
首次突破1万亿美元历史性成就
突破2万亿美元跻身顶级行列
突破3万亿美元全球最高市值水平

Comparative Analysis

对比分析

Same Company Over Time

同一公司不同时期对比

ComparisonPurpose
YoYYear-over-year growth
QoQQuarterly momentum
MoMMonthly trends
对比类型用途
同比（YoY）年度增长对比
环比（QoQ）季度动能对比
月环比（MoM）月度趋势对比

Multiple Companies

多公司对比

ComparisonPurpose
Relative SizeMarket position
Relative GrowthPerformance comparison
CorrelationMovement similarity
对比类型用途
相对规模市场地位对比
相对增长表现优劣对比
相关性走势相似度对比

Common Use Cases

常见使用场景

Trend Analysis

趋势分析

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

Peak Finding

峰值查找

When did TSLA reach its highest market cap?
When did TSLA reach its highest market cap?

Drawdown Analysis

回撤分析

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

Milestone Tracking

里程碑追踪

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

Comparison

公司对比

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

Analysis Tips

分析技巧

  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.
  1. 选择合适的时间范围：匹配你的投资周期。
  2. 识别催化剂：重大变动通常有驱动因素。
  3. 考虑拆股影响：确保数据已进行拆股调整。
  4. 关注里程碑：整数市值具有心理层面的重要性。
  5. 计算回撤幅度：了解下行风险。
  6. 与基准对比：市值表现与指数表现对比。

Integration with Other Skills

与其他技能的集成

SkillCombined Use
company-market-capCurrent vs. historical
stock-performancePrice driving cap changes
income-statementEarnings supporting cap
financial-metrics-analysisValuation evolution
技能名称组合用途
company-market-cap当前市值与历史市值对比
stock-performance股价变动对市值的影响
income-statement盈利对市值的支撑作用
financial-metrics-analysis估值演变分析