investor-agent
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The investor-agent is an MCP server designed to deliver real-time financial analysis and insights using market data and technical indicators. It aids in stock analysis, options data review, and financial statement exploration, helping users make informed investment decisions.
investor-agent: A Financial Analysis MCP Server
Overview
The investor-agent is a Model Context Protocol (MCP) server that provides comprehensive financial insights and analysis to Large Language Models. It leverages real-time market data, fundamental and technical analysis to help users obtain:
- Detailed ticker reports including company overview, news, key metrics, performance, dates, analyst recommendations, and upgrades/downgrades.
- Options data highlighting high open interest.
- Historical price trends for stocks.
- Essential financial statements (income, balance sheet, cash flow).
- Up-to-date institutional ownership and mutual fund holdings.
- Earnings history and insider trading activity.
- Current and historical CNN Fear & Greed Index data and trend analysis.
- Technical indicator calculations (SMA, EMA, RSI, MACD, BBANDS).
- Prompts related to core investment principles and portfolio construction strategies.
The server integrates with yfinance for market data retrieval and caches API responses locally to improve performance. It is designed to work with other MCP servers for a complete trading solution.