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xerktech

mcp-financex

by xerktech

get_analyst_ratings

Retrieve consensus analyst ratings, target prices, and sentiment trends for stocks. Monitor upgrades, downgrades, and rating distribution to inform investment decisions.

Instructions

Analyst Ratings & Target Prices | Wall Street Consensus | Upgrades & Downgrades - Track analyst recommendations, price targets, and consensus changes for stocks. Get insights into what Wall Street analysts think about a company's prospects.

Key Metrics:

  • Consensus Rating: Overall buy/hold/sell recommendation from analysts

  • Target Price: Mean analyst price target with high/low/median ranges

  • Rating Distribution: Breakdown of strong buy, buy, hold, sell, strong sell ratings

  • Analyst Coverage: Number of analysts actively covering the stock

  • Price Upside/Downside: Potential gains or losses to target prices

  • Trend Analysis: Whether analyst sentiment is improving, deteriorating, or stable

Trend Indicators:

  • Improving: 50%+ buy ratings indicate bullish analyst sentiment

  • Deteriorating: 50%+ sell ratings indicate bearish analyst sentiment

  • Stable: 60%+ hold ratings or mixed opinions with no clear consensus

Use Cases:

  • "What do analysts think about Apple stock?"

  • "Show me analyst ratings for TSLA"

  • "What's the price target for Microsoft?"

  • "Which analysts are bullish on NVDA?"

  • "Is analyst sentiment improving for AMD?"

Why It Matters: Analyst ratings influence:

  • Stock Price: Upgrades often lead to price increases

  • Investor Sentiment: Wall Street opinions shape market perception

  • Trading Volume: Rating changes can trigger significant buying/selling

  • Target Setting: Price targets help investors gauge potential returns

Important Notes:

  • Analyst ratings are opinions, not guarantees

  • Consider multiple factors beyond analyst recommendations

  • Rating changes can be influenced by various factors (earnings, industry trends, etc.)

  • Strong consensus doesn't always predict future performance

Returns: Consensus rating, target prices, rating distribution, analyst coverage, upside/downside percentages, and trend analysis.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
symbolNoStock ticker symbol to get analyst ratings for (e.g., "AAPL", "MSFT"). Analyst ratings are typically available for widely-covered US stocks.
symbolsNoOptional: Array of symbols to get analyst ratings for multiple stocks at once. If provided, this takes precedence over the single symbol parameter.
Behavior4/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

With no annotations, the description carries the full burden. It details the return metrics (consensus rating, target prices, etc.) and includes notes that analysts' opinions are not guarantees. However, it does not disclose potential rate limits, data freshness, or whether the tool is read-only.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness3/5

Is the description appropriately sized, front-loaded, and free of redundancy?

The description is well-structured with sections but is quite verbose. Sections like 'Why It Matters' and 'Important Notes' are somewhat extraneous for tool selection. Could be more concise while retaining key details.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness4/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

Given the absence of an output schema, the description adequately explains the returned data. Parameter count is low and well-covered. No critical information is missing for an agent to select and invoke the tool correctly.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters3/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema coverage is 100%, so baseline is 3. The description adds value by explaining the 'symbol' parameter with examples ('AAPL', 'MSFT') and notes about availability for widely-covered US stocks. The 'symbols' parameter is also briefly described.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose5/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description clearly states the tool's purpose: track analyst recommendations, price targets, and consensus changes. It lists key metrics and use cases, distinguishing it from sibling tools like 'get_quote' or 'get_earnings_calendar' by focusing on analyst sentiment.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines3/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

The description provides example use cases and 'Why It Matters,' but lacks explicit guidance on when to use this tool versus alternatives. No mention of prerequisites or when not to use it, though the context is somewhat implied by the examples.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

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