investor-agent

📋 Overview:

This webpage is the GitHub repository for investor-agent, a Model Context Protocol (MCP) server designed to provide financial analysis to Large Language Models. The repository contains the source code, documentation, and installation instructions for the server.

⭐ Key Points:

• The investor-agent server provides financial insights to Large Language Models.


• It utilizes real-time market data, news, and analytics.


• It offers ticker reports, options data, historical price trends, financial statements, and institutional ownership information.


• The server integrates with yfinance and BraveSearch.


• Installation requires Python 3.12+ and the uv package manager.


• A Brave Search API key is needed for certain features.


• The server can be integrated with MCP clients like Claude Desktop.


🔍 Main Findings:

• The investor-agent is designed to deliver structured financial data to Large Language Models, enabling more informed analysis and decision-making.


• The documentation includes detailed instructions for setting up the server and integrating it with MCP clients.


• The project is licensed under the MIT License.


📊 Details:

• Tools:


• `gettickerdata`: Retrieves a comprehensive ticker report.


• `getavailableoptions`: Lists stock options with the highest open interest.


• `getpricehistory`: Retrieves historical price data for a ticker.


• `getfinancialstatements`: Fetches financial statements formatted in millions USD.


• `getinstitutionalholders`: Retrieves institutional and mutual fund holder details.


• `getearningshistory`: Retrieves a table of earnings history.


• `getinsidertrades`: Fetches insider trading activity.


• The `claudedesktopconfig.json` file requires configuration with the Brave Search API key and the path to the `uvx` command.


• Debugging can be performed using the MCP inspector.


• Log files are located in specific directories for macOS and Windows.

🎯 Conclusion:
The investor-agent repository provides a foundational framework for building a financial analysis server accessible to Large Language Models, offering a range of financial data and analysis tools. It is designed for integration with MCP clients.