Tag: market-data

Anthropic's financial-services plugin marketplace: skills, commands and agents for valuation models (DCF, LBO, comps), banking materials, sell-side research, private equity and fund ops, with FactSet, Morningstar and other connectors that may need vendor subscriptions or keys.

Multi-agent investment research framework where fundamental, sentiment, news and technical analysts, bull and bear researchers, a trader and risk managers debate a stock and produce a report and rating. Covers US, Hong Kong and A-shares. Needs Python and an LLM API key; not investment advice.

Official OpenBB MCP server exposing the OpenBB Platform's equity, ETF, macroeconomic, crypto and news data to agents; enable only the tool categories you need to save context. Needs uv locally; some data sources need your own API keys. Not investment advice.

Command-line edition of the open-source OpenBB investment research platform: query stock prices, financial statements, macroeconomic and other financial data from the terminal, and automate data pulls with Routine scripts. Officially maintained; some sources need API keys.

Multi-agent simulated hedge fund: agents modeled on investors like Buffett and Munger work with quant and risk modules to analyze stocks, with backtesting. Good for teaching investment frameworks. Needs Financial Datasets and model API keys; no real trading, not investment advice.

Open-source crypto trading framework: download market data, backtest and optimize strategies, and paper trade from the CLI while agents iterate on strategies. Docker recommended; strategies need Python and live trading needs exchange API keys. Backtests don't guarantee returns.

Microsoft's open-source AI quant investment research platform: the qrun command runs dataset building, model training, backtesting and evaluation from a YAML config, with many benchmark models. The official dataset is paused, so prepare market data per the README first.

Partner plugin from Kensho, part of S&P Global: uses Capital IQ data to produce one- to two-page company tearsheets as Word docs, earnings previews, and M&A deal summaries by sector or company. Needs a Capital IQ Pro or S&P LLM-ready API subscription; needs expert review.

Partner plugin from the London Stock Exchange Group: with LSEG data connected, 8 commands cover bond relative value, swap curves, FX carry, option volatility, fixed income portfolios, Treasury futures basis and macro rates analysis. Needs an LSEG account and data entitlements.

Anthropic's official financial services skills for investment banking, equity research, private equity, fund admin and wealth management: comps, DCF, LBO, three-statement models, CIMs, earnings reviews, IC memos, GL reconciliation and more. Outputs need expert review.

Anthropic's official finance agent plugin: reads earnings call transcripts and filings, updates actuals in your coverage model, builds a variance table against consensus and drafts an earnings note, all as drafts for review. Data comes from FactSet and Daloopa MCPs, which need subscriptions.

Official Anthropic earnings skill: for a covered company, reads the quarterly report and call, compares results with consensus for a beat or miss, breaks down key metrics, updates estimates and thesis, and writes an 8-12 page update with charts. Needs analyst review; not investment advice.

Official Anthropic comparable company analysis skill: selects listed peers, compiles operating metrics and multiples like EV/EBITDA and P/E with percentiles, and outputs a comps table in Excel for valuation, IPO or financing pricing. Prefers paid sources like FactSet but can use SEC filings.

Trading research agent from HKU's HKUDS whose MCP server offers 70+ tools for quotes, financials, backtesting and research across A-shares, Hong Kong and US stocks and crypto. Needs local Python; HK, US and crypto research need no API key. For research only; not investment advice.

Financial research terminal agent, like Claude Code for finance: breaks company research questions into steps, pulls financial statements and market data, and self-checks before answering. Needs Bun, a model API key and a Financial Datasets API key; for learning and research only.

Value investing research skills that turn the methods of Buffett, Munger, Duan Yongping and Li Lu into 20+ workflows: deep stock research, filing reviews, sector screens, portfolio reviews and thesis tracking, with clear conclusions and cross-checked data. Token-heavy. Not investment advice.

OpenAI's official Codex plugin for equity investors: earnings previews and recaps, DCF, three-statement and comps valuation, model updates, long/short pitches, catalyst calendars, sizing and hedging, and investment memos. Works with FactSet and PitchBook (paid) or uploads and public sources.

Live stock and crypto quotes in the terminal with portfolio profit and loss tracking, using Yahoo Finance and Coinbase data. The main view is an interactive dashboard; ticker print exports holdings from your config at current prices as JSON or CSV for scripts and agents.

From the FinanceToolkit author: computes ratios, valuation, risk and macro indicators with 500+ transparent formulas, for company comparisons and first-pass due diligence. Hosted, no install; enter a Financial Modeling Prep key on first connect (free tier: US stocks, 5 years). Verify results.

Real-time quotes for stocks, crypto, forex and futures, top gainers/losers and volume-spike screens, multi-timeframe technical analysis and strategy backtesting. No TradingView account or API key needed; community project not affiliated with TradingView.

Plugin marketplace for investment research: six plugin groups covering yfinance market data, earnings previews and recaps, DCF valuation, option payoff charts, ETF premiums, read-only news from X, Discord and other social sources, and TradingView data. Research only, not investment advice.

Finance skills for investment research: pulls quotes and financials via yfinance for DCF valuation, earnings previews and recaps, option payoff charts, and correlation and liquidity analysis, plus read-only feeds from Twitter, Discord and more. For research reference only.

Finance skills for US, Hong Kong and China A-share markets: news from 10+ sources, quotes and fundamentals, sentiment analysis, time-series forecasts, signal tracking, impact-chain diagrams and reports. Needs Python; some skills download PyTorch models. Not investment advice.

Trading workflow skills for time-constrained individual investors: market breadth and regime assessment, VCP stock screening, position sizing, trade journaling and reviews, and backtest critique. The starter path needs no paid data; screening skills need FMP or similar subscriptions.