stock-grades

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Stock Grades

股票评级

Retrieve analyst grades, ratings, and rating changes from top financial institutions using the Octagon MCP server.

使用Octagon MCP服务器获取顶级金融机构的分析师评级、评分及评级变动信息。

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

工作流程

1. Identify the Stock

1. 确定股票

Determine the ticker symbol for the company you want to analyze (e.g., AAPL, MSFT, GOOGL).

确定你要分析的公司的股票代码（例如：AAPL、MSFT、GOOGL）。

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:

Get the latest stock grades for the symbol <TICKER> from top analysts and financial institutions.

MCP Call Format:

json

{
  "server": "octagon-mcp",
  "toolName": "octagon-agent",
  "arguments": {
    "prompt": "Get the latest stock grades for the symbol AAPL from top analysts and financial institutions."
  }
}

使用

octagon-agent

工具，输入自然语言提示：

Get the latest stock grades for the symbol <TICKER> from top analysts and financial institutions.

MCP调用格式：

json

{
  "server": "octagon-mcp",
  "toolName": "octagon-agent",
  "arguments": {
    "prompt": "Get the latest stock grades for the symbol AAPL from top analysts and financial institutions."
  }
}

3. Expected Output

3. 预期输出

The agent returns analyst rating history including:

Rating Actions: Upgrades, downgrades, maintains
Analyst/Institution: Source of the rating
Previous Rating: Prior grade
New Rating: Current grade
Date: When the rating was issued

Example: Maxim Group upgraded from Hold to Buy on 2026-01-30

Data Sources: octagon-stock-data-agent

Agent会返回包含以下内容的分析师评级历史：

评级操作：上调、下调、维持
分析师/机构：评级来源
先前评级：之前的评分
最新评级：当前评分
日期：评级发布时间

示例：Maxim Group于2026年1月30日将评级从持有上调至买入

数据来源：octagon-stock-data-agent

4. Interpret Results

4. 解读结果

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

Understanding rating scales
Analyzing upgrade/downgrade trends
Evaluating analyst credibility
Tracking sentiment changes

关于以下内容的指导，请参考references/interpreting-results.md：

理解评级体系
分析上调/下调趋势
评估分析师可信度
追踪情绪变化

Example Queries

示例查询

Basic Query:

Get the latest stock grades for the symbol AAPL from top analysts and financial institutions.

Recent Changes:

What are the most recent analyst rating changes for TSLA?

Upgrade Focus:

Show me recent upgrades for NVDA from major investment banks.

Historical View:

What is the history of analyst ratings for MSFT over the past year?

Specific Institution:

What is Goldman Sachs' current rating on AMZN?

基础查询：

Get the latest stock grades for the symbol AAPL from top analysts and financial institutions.

近期变动：

What are the most recent analyst rating changes for TSLA?

上调聚焦：

Show me recent upgrades for NVDA from major investment banks.

历史视角：

What is the history of analyst ratings for MSFT over the past year?

特定机构：

What is Goldman Sachs' current rating on AMZN?

Understanding Rating Scales

理解评级体系

Common Rating Systems

常见评级系统

Rating Level	Common Terms
Strong Buy	Buy, Overweight, Outperform
Buy	Accumulate, Add, Positive
Hold	Neutral, Market Perform, Equal-Weight
Sell	Underweight, Underperform, Reduce
Strong Sell	Sell, Avoid

评级等级	常用术语
强力买入	买入、增持、跑赢大盘
买入	积累、加仓、正面
持有	中性、持平大盘、等量权重
卖出	减持、跑输大盘、减仓
强力卖出	卖出、回避

Rating Equivalencies

评级等效关系

Bank A	Bank B	Bank C	Meaning
Overweight	Buy	Outperform	Bullish
Equal-Weight	Hold	Market Perform	Neutral
Underweight	Sell	Underperform	Bearish

银行A	银行B	银行C	含义
增持	买入	跑赢大盘	看涨
等量权重	持有	持平大盘	中性
减持	卖出	跑输大盘	看跌

Rating Actions

评级操作

Action Types

操作类型

Action	Description
Upgrade	Rating improved (e.g., Hold → Buy)
Downgrade	Rating lowered (e.g., Buy → Hold)
Maintain	Rating unchanged (reaffirmed)
Initiate	New coverage started
Reiterate	Rating repeated with emphasis
Resume	Coverage restarted
Suspend	Coverage temporarily halted

操作	描述
上调	评级提升（例如：持有→买入）
下调	评级降低（例如：买入→持有）
维持	评级不变（重申）
首次覆盖	开始新的跟踪
重申	再次强调现有评级
恢复覆盖	重启跟踪
暂停覆盖	临时停止跟踪

Significance Ranking

重要性排名

Action	Impact
Upgrade from Sell	Highest positive
Upgrade from Hold	Significant positive
Initiate at Buy	Positive
Maintain at Buy	Stable positive
Downgrade to Hold	Negative signal
Downgrade to Sell	Highest negative

操作	影响
从卖出上调	正面影响最大
从持有上调	显著正面影响
首次覆盖给予买入	正面影响
维持买入评级	稳定正面
下调至持有	负面信号
下调至卖出	负面影响最大

Analyst Credibility

分析师可信度

Factors to Consider

需要考虑的因素

Factor	Description
Track Record	Historical accuracy
Institution Tier	Major bank vs. boutique
Sector Expertise	Specialization
Coverage Length	Experience with stock
Independence	Conflicts of interest

因素	描述
过往记录	历史准确率
机构层级	大型银行 vs 精品投行
行业专长	专业领域
跟踪时长	对该股票的经验
独立性	利益冲突情况

Institution Tiers

机构层级

Tier	Examples
Bulge Bracket	Goldman Sachs, Morgan Stanley, JPMorgan
Major Banks	Bank of America, Citi, UBS
Boutiques	Wedbush, Piper Sandler, Needham
Independent	Morningstar, CFRA

层级	示例
大型投行	高盛、摩根士丹利、摩根大通
主要银行	美国银行、花旗、瑞银
精品投行	Wedbush、Piper Sandler、Needham
独立机构	Morningstar、CFRA

Trend Analysis

趋势分析

Sentiment Indicators

情绪指标

Pattern	Interpretation
Multiple upgrades	Improving sentiment
Multiple downgrades	Deteriorating outlook
Mixed actions	Uncertainty/debate
All maintains	Stable consensus

模式	解读
多次上调	情绪改善
多次下调	前景恶化
操作混合	不确定性/争议
全部维持	共识稳定

Momentum Signals

动量信号

Signal	Meaning
Upgrade cluster	Catalyst or breakout
Downgrade cluster	Concerns emerging
Initiation wave	Growing interest
Coverage drops	Reduced attention

信号	含义
集中上调	催化剂或突破信号
集中下调	担忧浮现
首次覆盖潮	关注度提升
跟踪覆盖减少	关注度下降

Rating Distribution

评级分布

Consensus Rating

共识评级

Distribution	Interpretation
Mostly Buy	Strong bullish consensus
Mostly Hold	Neutral/wait-and-see
Mostly Sell	Bearish consensus
Mixed	Divergent views

分布情况	解读
多数买入	强烈看涨共识
多数持有	中性/观望
多数卖出	看跌共识
混合分布	观点分歧

Rating Counts

评级统计

Metric	What It Shows
Buy %	Bullish proportion
Hold %	Neutral proportion
Sell %	Bearish proportion
Total Analysts	Coverage level

指标	反映内容
买入占比	看涨比例
持有占比	中性比例
卖出占比	看跌比例
分析师总数	覆盖程度

Timing Considerations

时机考量

When Ratings Change

评级变动的触发因素

Catalyst	Typical Timing
Earnings	Day of or day after
Guidance	Within 24-48 hours
Product News	Same day
Macro Events	As needed
Sector Rotation	Periodic

触发事件	典型时机
财报发布	当天或次日
业绩指引	24-48小时内
产品新闻	当天
宏观事件	按需调整
行业轮动	定期调整

Staleness

评级时效性

Age	Reliability
<1 month	Current view
1-3 months	Reasonably current
3-6 months	May be outdated
>6 months	Likely stale

时长	可靠性
<1个月	反映当前观点
1-3个月	相对及时
3-6个月	可能过时
>6个月	大概率失效

Common Use Cases

常见使用场景

Sentiment Check

情绪核查

What is the current analyst sentiment on AAPL?

What is the current analyst sentiment on AAPL?

Change Monitoring

变动监控

Have any analysts upgraded or downgraded TSLA recently?

Have any analysts upgraded or downgraded TSLA recently?

Catalyst Research

催化剂研究

Why did analysts upgrade NVDA last week?

Why did analysts upgrade NVDA last week?

Consensus View

共识观点

What percentage of analysts rate MSFT as a buy?

What percentage of analysts rate MSFT as a buy?

Historical Tracking

历史追踪

How has analyst sentiment on META changed over the past year?

How has analyst sentiment on META changed over the past year?

Analysis Tips

分析技巧

Weight by institution: Major banks carry more weight.
Track changes, not just ratings: Upgrades/downgrades signal shifts.
Consider timing: Post-earnings ratings are most current.
Look for clusters: Multiple changes = significant.
Check track record: Some analysts are more accurate.
Combine with targets: Rating + price target = complete view.

按机构权重分析：大型银行的评级权重更高。
关注变动而非仅评级：上调/下调信号反映趋势变化。
考量时机：财报后的评级最及时。
寻找集中变动：多次变动意味着重要信号。
查看过往记录：部分分析师的准确率更高。
结合目标价：评级+目标价=完整视角。

Integration with Other Skills

与其他技能集成

Skill	Combined Use
price-target-consensus	Ratings + price targets
analyst-estimates	Ratings + earnings expectations
stock-quote	Rating changes + price reaction
stock-performance	Historical ratings vs. performance

技能	组合用途
price-target-consensus	评级+目标价
analyst-estimates	评级+盈利预期
stock-quote	评级变动+价格反应
stock-performance	历史评级 vs 表现