Tools

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.

Quant trading plugin from the wshobson/agents marketplace: quant analyst and risk manager subagents plus backtesting and risk metrics skills for strategy backtests, portfolio optimization and risk measures like VaR, Sharpe ratio and max drawdown. Needs local Python; not investment advice.

Official Anthropic finance skill that checks Excel for formula errors like #REF!, numbers hardcoded in formulas, sum ranges that miss rows and mixed units; on full models it also checks the balance sheet balances and cash ties. Lists issues and fixes and asks before changing anything.

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.

MiniMax's official Excel skill: read, analyze, create, edit and validate xlsx files and fix broken formulas. Edits existing files at the XML level to keep formatting, formulas and pivot tables; writes results as formulas with finance-style color coding. Needs Python (pandas); LibreOffice optional.

Lets agents query AWS bills, cost trends, budgets and spending anomalies, and recommends Savings Plans, Reserved Instances and rightsizing. Maintained by AWS; requires AWS credentials.

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.

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.

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 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.

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.

Drives desktop Excel on Windows: refresh Power Query, build pivot tables and charts, evaluate DAX and run VBA while keeping existing formulas and formatting, so finance and admin staff can automate existing reports. Needs Windows, Excel 2016+ and Node.js; no macOS.

Unofficial Yahoo Finance data tool with a yahoo-finance CLI, an MCP server and an agent skill: stock quotes, price history, financials, option chains and analyst ratings. Needs Node.js 22+, no API key. The API is unofficial and may change; for research only.

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.

Official MCP from Massive (formerly Polygon.io): three tools (search, call and SQL query) cover market and fundamentals data for US stocks, options, forex, crypto and futures, with built-in option Greeks and return calculations. Needs an API key; still experimental.

Financial data MCP built on open-source AKShare: quotes and financials for China A-shares, Hong Kong and US stocks, A-share limit-up pools, top trader lists and fund flows, plus financial news and crypto prices. Free, no token; needs uv. Trading suggestions are for reference only.

Official Oracle NetSuite plugin for the AI Connector: has AI use standard reports and saved searches first, applies debit/credit, multi-subsidiary consolidation and currency rules, and safety-checks SuiteQL to avoid reporting errors. Needs NetSuite with AI Connector; finance should verify.

Official Alpha Vantage MCP: exposes its API as tools for stock and options quotes, fundamentals, news sentiment, forex, crypto, commodities, economic indicators and dozens of technical indicators. Needs a free API key; a remote OAuth server is also available.

Pulls Yahoo Finance data for free via yfinance: company profiles, financials, analyst estimates, news, option chains, fund holdings and sector rankings, plus candlestick charts. No API key, just uv. Data may be delayed; have investment conclusions reviewed by a professional.

Gives agents 250+ Financial Modeling Prep endpoints: financials, valuation and technical indicators, insider and congressional trades, SEC filings and earnings calendars. Needs an FMP API key (free tier); connect to the author's hosted URL or run locally on Node.js 25.3+. Results need expert review.

Connects to the St. Louis Fed's FRED database: search and pull 800,000+ macroeconomic time series (GDP, unemployment, inflation, interest rates) with built-in year-over-year and period-over-period changes. For macro research, investing and teaching. Needs a free FRED API key and Node.js.

Twelve Data's official MCP: real-time and historical prices for stocks, ETFs, forex and crypto, 60+ technical indicators, plus financials, dividends, fund holdings, company news and SEC filings. Hosted; sign in with your Twelve Data account in the browser, no API key to copy.