Octagon Stock Data Agent

Model Name: octagon-stock-data-agent

Specialized agent for stock market data and equity investment analysis.

Capabilities

• Analyze stock price movements
• Track trading volumes and patterns
• Monitor market trends
• Evaluate valuation metrics
• Assess technical indicators
• Compare stock performance against benchmarks

Use Cases

The Stock Data Agent is best for:

• Stock market research
• Equity analysis
• Trading pattern identification
• Performance benchmarking
• Identifying price catalysts

Example Queries

• "How has Apple's stock performed compared to the S&P 500 over the last 6 months?"
• "Analyze the trading volume patterns for Tesla stock before and after earnings releases"
• "What were the major price movements for NVIDIA in 2023 and what were the catalysts?"

Code Examples

Python

response = client.responses.create(
    model="octagon-stock-data-agent",
    input="How has Apple's stock performed compared to the S&P 500 over the last 6 months?",
    stream=True
)

JavaScript

const response = await client.responses.create({
  model: "octagon-stock-data-agent",
  input: "How has Apple'\''s stock performed compared to the S&P 500 over the last 6 months?",
  stream: true
});

cURL

curl -X POST https://api.octagonagents.com/v1/responses \
  -H "Content-Type: application/json" \
  -H "Authorization: Bearer your-octagon-api-key" \
  -d '{
    "model": "octagon-stock-data-agent",
    "input": "How has Apple'\''s stock performed compared to the S&P 500 over the last 6 months?",
    "stream": true
  }' \
  --no-buffer

Note: The availability of these fields may vary depending on the specific Polygon.io API endpoints and subscription tiers you are using. Some fields may require premium access or might not be available for all securities.

How to Create Effective Prompts for Stock Data Analysis

When querying stock data, consider these strategies:

1. Specify precise time ranges: Include exact date ranges to limit the data scope.

   • Example: "Analyze AAPL price movement between January 1, 2023 and March 15, 2023."

2. Indicate data granularity: Specify whether you need tick-by-tick, minute, hour, day, or other timeframes.

   • Example: "Extract hourly volume data for TSLA during market hours on February 14, 2024."

3. Clarify the metrics needed: Be specific about which data points you're interested in.

   • Example: "Calculate the average daily trading range for NVDA over the past 30 trading days."

4. Request comparative analysis: Ask for comparisons between securities or time periods.

   • Example: "Compare the daily VWAP for AMZN, GOOG, and META during the last earnings season."

5. Define visualization preferences: Specify chart types or visualization needs.

   • Example: "Generate a candlestick chart with 50-day and 200-day moving averages for SPY."

6. Focus on specific events: Target data around particular market events.

   • Example: "Analyze the trading volume pattern for MSFT in the 48 hours following their Q4 earnings announcement."

7. Include technical indicators: Specify which technical analysis metrics to calculate.

   • Example: "Calculate and plot the RSI, MACD, and Bollinger Bands for AMD over the past 3 months."

8. Request pattern identification: Ask for detection of specific price or volume patterns.

   • Example: "Identify any instances of gap up openings followed by price reversals for COIN in 2023."

Stock Data Available Fields

Market Data (Real-time & Historical)

Field	Description
Open	Opening price for the specified time period
High	Highest price reached during the specified time period
Low	Lowest price reached during the specified time period
Close	Closing price for the specified time period
Volume	Number of shares traded during the specified time period
VWAP	Volume Weighted Average Price
Timestamp	Exact time of the data point
After Hours	After-hours trading price
Pre-market	Pre-market trading price
Adjusted Close	Close price adjusted for splits and dividends
Trade Count	Number of individual trades executed
Tick Size	Minimum price movement increment
Weighted Average	Weighted average price based on specified criteria
Spread	Difference between ask and bid prices
Number of Trades	Count of executed trades within the time period

Technical Indicators

Field	Description
Simple Moving Average (SMA)	Average price over a specified number of periods
Exponential Moving Average (EMA)	Weighted moving average giving more importance to recent prices
Relative Strength Index (RSI)	Momentum oscillator measuring speed and change of price movements
Moving Average Convergence Divergence (MACD)	Trend-following momentum indicator
Bollinger Bands	Volatility bands placed above and below a moving average
Average True Range (ATR)	Market volatility indicator
On-Balance Volume (OBV)	Volume-based momentum indicator
Stochastic Oscillator	Momentum indicator comparing closing price to price range
Fibonacci Retracement	Potential support/resistance levels based on Fibonacci sequence
Ichimoku Cloud	Collection of indicators showing support/resistance, momentum, and trend direction
Volume Profile	Distribution of volume at different price levels
Money Flow Index (MFI)	Volume-weighted RSI
Average Directional Index (ADX)	Trend strength indicator

Volatility Metrics

Field	Description
Historical Volatility	Standard deviation of price changes over a specified period
Implied Volatility	Market's forecast of likely movement derived from options prices
Average True Range (ATR)	Average of true ranges over specified time period
Beta	Measure of stock's volatility compared to the overall market
Volatility Surface	Three-dimensional plot of implied volatility across strike prices and expirations
Volatility Smile	Pattern of implied volatility across different strike prices
Volatility Term Structure	Pattern of implied volatility across different expiration dates
Volatility Skew	Difference in implied volatility between out-of-money options
CBOE Volatility Index (VIX) Data	Market's expectation of 30-day forward-looking volatility
Realized Volatility	Actual historical volatility over a specific period
Volatility Ratio	Comparison of short-term to long-term volatility

Price Pattern Analysis

Field	Description
Gap Up/Down	Price difference between previous close and current open
Support Levels	Price levels where downward trends tend to pause
Resistance Levels	Price levels where upward trends tend to pause
Price Channels	Parallel lines that contain price movement
Chart Patterns	Identified patterns such as head and shoulders, double tops, etc.
Trend Lines	Lines connecting price highs or lows to identify trends
Breakout/Breakdown Points	Prices at which security moves outside established patterns
Pivot Points	Calculated levels used to determine potential support/resistance
Price Reversals	Points where price trend changes direction
Average Daily Range	Average price movement within a trading day
Volume Spikes	Unusual increases in trading volume
Price Momentum	Rate of acceleration in price movement
Consolidation Zones	Areas where price moves sideways within a range

Company Reference Data

Field	Description
Ticker	Stock trading symbol
Company Name	Legal name of the company
Exchange	Stock exchange where the security is listed
Industry	Primary industry classification
Sector	Broader market sector classification
Market Cap	Total market value of outstanding shares
Shares Outstanding	Total number of shares issued by the company
Float	Number of shares available for public trading
Primary Exchange	Main exchange where the stock is listed
Currency	Currency in which the stock is traded
Country	Country where the company is headquartered
CIK	Central Index Key (SEC identifier)
FIGI	Financial Instrument Global Identifier
ISIN	International Securities Identification Number
CUSIP	Committee on Uniform Security Identification Procedures identifier

Corporate Actions

Field	Description
Dividends	Cash payments distributed to shareholders
Stock Splits	Division of existing shares into multiple shares
Reverse Splits	Consolidation of shares to form fewer, higher-priced shares
Spinoffs	Creation of independent company through distribution of shares
Mergers & Acquisitions	Information about corporate combinations
Rights Offerings	Issuance of rights to purchase additional shares
Symbol Changes	Updates to ticker symbols
IPO Date	Initial public offering date
Delisting Events	Removal from trading on an exchange
Name Changes	Changes to company name
Dividend Ex-Date	Date when shares begin trading without dividend rights
Dividend Record Date	Date determining which shareholders receive dividends
Dividend Payment Date	Date when dividends are actually paid
Split Ratio	Ratio for stock splits (e.g., 2:1, 3:1)

Stock Fundamentals

Field	Description
Market Capitalization	Total market value of a company's outstanding shares
P/E Ratio	Price to Earnings ratio
EPS	Earnings Per Share
Dividend Yield	Annual dividend payments as percentage of share price
52-Week High	Highest price in the past 52 weeks
52-Week Low	Lowest price in the past 52 weeks
Average Volume	Average daily trading volume
Beta	Measure of volatility compared to the market
Price-to-Book Ratio	Share price divided by book value per share
Debt-to-Equity Ratio	Total liabilities divided by shareholders' equity
Return on Equity	Net income divided by shareholders' equity
Profit Margin	Net profit as a percentage of revenue
Revenue Growth	Year-over-year increase in company revenue
Earnings Growth	Year-over-year increase in company earnings