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Stocksense

@mikejj-creation

Repository

About Stocksense

MCP server providing AI agents with access to SEC EDGAR filings, market data, and financial fundamentals

#finance#stocks#sec#edgar#mcp#ai#investing#earnings#dividends#price-history

Config

Add this server to your MCP-compatible client using the configuration below.

{
  "mcpServers": {
    "stocksense": {
      "command": "stocksense"
    }
  }
}

Tools

13

Get historical OHLCV price data for any ticker

Get current price, market cap, P/E, 52-week range

Search SEC EDGAR filings (10-K, 10-Q, 8-K)

Get full text of a specific SEC filing

Get recent insider buys/sells from Form 4 filings

Get income statement, balance sheet, cash flow, and key ratios

Comprehensive research brief aggregating all data sources

Compare key metrics across multiple companies side-by-side

Quarterly earnings history with EPS estimates vs actuals

Company profile: sector, industry, and business description

Dividend history and current yield

Upcoming earnings dates, ex-dividend date, and estimates

Technical indicators: SMA, EMA, RSI, MACD, and performance

Overview

What is Stocksense?

Stocksense is an MCP (Model Context Protocol) server that provides AI agents with access to financial data — including SEC EDGAR filings, market fundamentals, insider trades, and price history. It requires no API keys and is intended for developers and analysts integrating financial data into AI workflows.

How to use Stocksense?

Install via pip install stocksense, then add the server to your Claude Desktop configuration file (e.g., claude_desktop_config.json on macOS or Windows). After restarting Claude Desktop, 13 tools become available, such as price_history, quote, search_filings, insider_trades, and technicals. You can then ask natural‑language queries like "What's AAPL's price history for the last month?" or "Show me Apple's recent 10-K filings."

Key features of Stocksense

  • 13 financial data tools (price history, quotes, filings, insider trades, financials, etc.)
  • Uses free public data from Yahoo Finance and SEC EDGAR
  • No API keys or registration required
  • Supports comprehensive company analysis and side‑by‑side comparisons
  • Retrieves technical indicators, dividend history, and earnings estimates
  • Works with Python 3.11+

Use cases of Stocksense

  • AI‑powered research briefs on individual stocks (e.g., Tesla or Apple)
  • Side‑by‑side comparison of key metrics across companies (e.g., AAPL, MSFT, GOOGL)
  • Retrieval of historical price data and technical indicators for analysis
  • Monitoring insider trades and upcoming corporate events (earnings, ex‑dividend dates)

FAQ from Stocksense

What data sources does Stocksense use?

Stocksense pulls price data, quotes, financial statements, and analyst consensus from yfinance, and filings and insider trades from SEC EDGAR — both free public sources.

Do I need an API key?

No. Stocksense uses only free, public data sources and does not require any API keys.

What Python version is required?

Stocksense requires Python 3.11 or higher.

Is Stocksense financial advice?

No. The tool is provided for informational purposes only and is not financial advice. Users are responsible for complying with each data provider’s terms of service.

Where can I find the source code?

The source code is hosted on GitHub at github.com/mikejj-creation/stocksense and is licensed under the MIT License.

Frequently asked questions

What data sources does Stocksense use?

Stocksense pulls price data, quotes, financial statements, and analyst consensus from yfinance, and filings and insider trades from SEC EDGAR — both free public sources.

Do I need an API key?

No. Stocksense uses only free, public data sources and does not require any API keys.

What Python version is required?

Stocksense requires Python 3.11 or higher.

Is Stocksense financial advice?

No. The tool is provided for informational purposes only and is not financial advice. Users are responsible for complying with each data provider’s terms of service.

Where can I find the source code?

The source code is hosted on GitHub at `github.com/mikejj-creation/stocksense` and is licensed under the MIT License.

Comments

Basic information

Category

Finance & Commerce

License

MIT

Transports

stdio

Author

mikejj-creation

Submitted by

Yunhan Jin

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