What inputs does compare_periods accept?

ticker (string, required): Stock ticker symbol, e.g. AAPL, MSFT, BRK.B period_a (string, required): Earlier fiscal period. Format: 'FY2023' for annual or 'Q1-2023' for quarterly. period_b (string, required): Later fiscal period. Format: 'FY2024' for annual or 'Q1-2024' for quarterly. as_of_date (string, optional): YYYY-MM-DD PIT filter on accepted_at — eliminates look-ahead bias for backtesting.

Which Valuein plans include compare_periods?

Available on: sample, sp500, full. Point-in-time safe via as_of_date filtering.

Analysis

PIT-safe

Compare Financial Periods

compare_periods

Free

Pro · Institutional

Compare a company's core financial metrics across two fiscal periods side-by-side. Shows absolute and percentage changes with significance classification (minor < 5%, notable 5–15%, significant > 15%). Point-in-time safe via as_of_date.

Example Call

example_call.pypython

# Using the Valuein MCP server from Python (via MCP SDK)
# Or call directly from Claude / Cursor after setup

result = await client.call_tool(
    "compare_periods",
    arguments={
    "ticker": "EXAMPLE",
    "period_a": "EXAMPLE",
    "period_b": "EXAMPLE"
}
)
print(result)

Direct tool call:compare_periods(ticker="AAPL", period_a="FY2023", period_b="FY2024")

Try it now

No token required

Paste this in your terminal — the free tier returns real S&P500 data without authentication.

try-it.shbash

# No auth required — sample tier covers S&P500 with a 5-year window.
# Add an Authorization: Bearer header for full universe and history.
$ curl -X POST https://mcp.valuein.biz/mcp \
    -H "Content-Type: application/json" \
    -d '{
        "jsonrpc": "2.0",
        "id": 1,
        "method": "tools/call",
        "params": {
          "name": "compare_periods",
          "arguments": {
            "ticker": "AAPL",
            "period_a": "FY2024",
            "period_b": "FY2024"
          }
        }
      }'

Inputs

Parameter	Type	Required	Description
`ticker`	string	required	Stock ticker symbol, e.g. AAPL, MSFT, BRK.B
`period_a`	string	required	Earlier fiscal period. Format: 'FY2023' for annual or 'Q1-2023' for quarterly.
`period_b`	string	required	Later fiscal period. Format: 'FY2024' for annual or 'Q1-2024' for quarterly.
`as_of_date`	string	optional	YYYY-MM-DD PIT filter on accepted_at — eliminates look-ahead bias for backtesting.

Output Fields

tickerperiod_aperiod_bmetricsdelta_absolutedelta_pctsignificance

Example Response

Illustrative

response.jsonjson

{
  "ticker": "AAPL",
  "period_a": null,
  "period_b": null,
  "metrics": null,
  "delta_absolute": null,
  "delta_pct": null,
  "significance": null
}

Shape only — field names match the live schema; values are placeholders, not real filings. Returns Apple's FY2023 vs FY2024 revenue, net income, EPS, and cash flow deltas with significance tags.