Turn Your LLM Into a Wall Street Analyst

Your AI assistant knows Python and can write poetry, but ask it about Tesla's latest earnings or whether Apple's options are pricing in volatility correctly, and you get generic responses or hallucinated data. The investor-agent MCP server fixes this by giving your LLM direct access to real-time market data, financial statements, and technical analysis.

The Financial Data Problem

Building AI tools for investment research means wrestling with multiple APIs, handling rate limits, and spending hours formatting financial data so your LLM can actually understand it. You end up with fragmented workflows where you're constantly switching between ChatGPT for analysis and your brokerage platform for data.

Most financial APIs dump raw JSON with hundreds of irrelevant fields. Your LLM hits context limits before it can process meaningful insights, and you're stuck manually curating data or building custom parsers for every data source.

Real Financial Intelligence in Minutes

The investor-agent MCP server connects your LLM directly to comprehensive market data through a single, optimized interface. Install it once, and suddenly your AI can:

• Analyze any stock with company overviews, recent news, analyst recommendations, and insider trading activity
• Screen options chains with custom filters for strike prices, expiration dates, and option types
• Pull financial statements (income, balance sheet, cash flow) with automatic period limiting to fit context windows
• Track institutional flows showing which major funds are buying or selling
• Gauge market sentiment using CNN's Fear & Greed Index and crypto sentiment metrics
• Run technical analysis with SMA, EMA, RSI, MACD, and Bollinger Bands calculations

The server automatically optimizes data volume - daily intervals for short-term analysis, monthly for long-term trends. Smart field filtering removes metadata noise, keeping only actionable information for your LLM.

Built for Real Workflows

Investment Research: Ask your LLM to compare Tesla and Ford's fundamentals, and it pulls current financial statements, recent earnings, and analyst upgrades to give you a comprehensive analysis with actual numbers.

Options Strategy Development: Request volatility analysis on SPY puts expiring next week with strikes between 400-420, and get filtered options data ready for strategy backtesting.

Market Timing: Combine technical indicators with sentiment data - your LLM can analyze RSI divergences alongside Fear & Greed readings to identify potential turning points.

Portfolio Review: Upload your holdings and get institutional ownership analysis, recent insider trades, and earnings calendar conflicts for each position.

Integration That Actually Works

Add one entry to your Claude Desktop config:

"investor": {
  "command": "uvx",
  "args": ["investor-agent"]
}

That's it. No API keys for basic functionality (uses free yfinance data), no complex setup, no vendor lock-in. For advanced features like technical indicators, optionally install TA-Lib.

The server handles data optimization automatically - your LLM gets exactly what it needs without hitting context limits or processing irrelevant metadata.

Quick start: uvx investor-agent gives you immediate access to market data, financial statements, and sentiment indicators. Add uvx "investor-agent[ta]" for technical analysis capabilities.

Your LLM transforms from a general assistant into a specialized financial analyst that can process real market data, run calculations, and provide data-driven investment insights. Perfect for developers building fintech tools, investment research platforms, or just want their AI to understand markets beyond Wikipedia summaries.