Investment research: filings and models
For analysts, finance students and investors: get market and macro data, read SEC filings and transcripts, build and check comps and DCF models, test ideas with quant tools. Some need paid plans or keys; keep non-public data out of hosted tools. Research aid, not investment advice; check figures.
리소스 13개2026-10-12 업데이트
- OpenBB MCP ServerMCPMarket data: prices, fundamentals, ETFs, macro and news through OpenBB. Needs uv; some providers need your own API keys.OpenBB-finance/OpenBB74.3k
- FRED MCP ServerMCPMacro: pull FRED series such as GDP, inflation, interest rates and unemployment. Needs Node.js and a free FRED API key.stefanoamorelli/fred-mcp-server125
- EdgarToolsMCPFilings: 10-K, 10-Q, 8-K, XBRL statements, Form 4 and 13F from SEC EDGAR. Free; needs uv and your email as identity.dgunning/edgartools2.8k
- Octagon MCP ServerMCPTranscripts: ask about SEC filings and earnings calls. Needs Node.js and a free Octagon key; your queries go to Octagon.OctagonAI/octagon-mcp-server147
- kFinanceMCPPaid feed: S&P Capital IQ financials, consensus estimates and call transcripts. Needs an S&P subscription or trial.kensho-technologies/kfinance18
- earnings-analysisSkillEarnings: beat/miss vs consensus (Yahoo or paid), new estimates, an 8-12 page Word report. For stocks you already model.anthropics/financial-services38.7k
- comps-analysisSkillComps: picks listed peers, builds an Excel table of EV/EBITDA, P/E and more. Best with a paid data MCP; needs Python.anthropics/financial-services40.1k
- dcf-modelSkillDCF: Excel model with cash flow projections, WACC, terminal value and sensitivities; confirms each stage. Needs Python.anthropics/financial-services40.1k
- audit-xlsSkillModel check: flags #REF!, hardcoded numbers, sums that skip rows and an unbalanced balance sheet; asks before fixing.anthropics/financial-services40.1k
- CFA Institute Bias DetectionSkillThesis check: CFA Institute skill flags anchoring, confirmation bias and loss aversion; speaks up unprompted. Copy in.CFA-Institute-RPC/skills5
- TradingAgentsCLIResearch debate: analyst, bull, bear and risk agents rate a stock. For coders: Python 3.11+, LLM key or local model.TauricResearch/TradingAgents111k
- Quantitative TradingPluginBacktest method: quant and risk subagents, skills on look-ahead and survivorship bias, Sharpe, VaR and drawdown. Python.wshobson/agents40.9k
- QlibCLIQuant library: Microsoft factor and ML backtests for Python coders. Official data paused; sample data is China A-shares.microsoft/qlib49.4k
