Herramientas

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.

Generates natively editable PPTX from PDFs, Word files, web pages and other sources, with native shapes, data charts and master layouts. Can also fill your own template and add animations and narration to finished decks. Needs Python 3.10+ and its dependencies.

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.

Language and toolset for double-entry bookkeeping in text files: bean-check validates the ledger, bean-format normalizes it, and Fava or beanquery handle reports and queries. Plain-text ledgers are easy for agents to generate and keep in version control.

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.

Knownsec's open-source Python-use agent: describe a task in plain language and it writes and runs Python on your machine, e.g. tidying Excel files, summarizing attendance or screening resumes. Needs Python 3.11+ and a model API key such as DeepSeek; code runs locally, so back up important files.

Open-source PDF table extraction with a camelot CLI: exports tables from financial reports, bank statements and statistical reports to Excel, CSV or Markdown, with an accuracy score. Needs Python 3.10+; handles text-based PDFs by default, scans need the ml and ocr extras. Double-check results.

Works with Gmail, Calendar, Drive, Docs, Sheets, Slides, Tasks, Chat and other Google Workspace services, with multi-user OAuth and read-only mode. You create your own Google OAuth client and run it in HTTP mode.

Searches Google Flights for flights and the cheapest travel dates, filtering by route, date, cabin, stops, airline and alliance, good for trip planning. Open-source Python, no API key needed; built on reverse-engineered Google endpoints, so changes at Google may break it.

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.

Python library with a built-in MCP server for US SEC EDGAR data: search 10-K, 10-Q, 8-K and other filings and read XBRL-standardized financial statements, Form 4 insider trades and 13F holdings. Free with no API key; just set an EDGAR_IDENTITY.

Lets agents use Alpaca's trading API for US stocks, options, crypto and bond quotes and news, place orders, and manage positions and watchlists. Maintained by Alpaca; needs an API key and uses paper trading by default.

Stock analysis MCP for individual investors: quotes via yfinance, technical indicators such as RSI and MACD, screening strategies, a portfolio tracker and a trade journal. Core tools need no API key; backtesting and deep-research extensions are optional.

Connects to Odoo ERP so agents can search, create, update and delete customers, products, invoices and other records in natural language, with aggregations and attachment reading. In production, install the companion MCP module in Odoo; for testing, YOLO mode connects directly.

Free Yahoo Finance data via yfinance: historical prices, company info, the three financial statements, holders and insider trades, option chains, analyst ratings and news. No API key; community-maintained.