Compare Financial Periods
compare_periodsCompare 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%). The response includes a `material_changes` count: this is the number of met...
Example Call
# 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
Paste this in your terminal — the free tier returns real S&P500 data without authentication.
# 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_pctsignificanceExample Response
{ "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.
Notes
Supports both annual (FY) and quarterly (Q1–Q4) comparisons. Quarterly periods compare equivalent fiscal quarters across years.