Ticker Research MCP

For individual investors who research US stocks in their own AI client and want to trace each figure to a source and date. Run the local Python service and connect an MCP client; enter a ticker to retrieve SEC company financials, Form 4 insider filings, and diluted EPS from 10-K filings, alongside daily bars, the latest trade, key metrics, and analyst EPS estimates from yfinance. The tools also calculate about 40 technical and risk factors, compare multiple stocks over a common period, and build bear/base/bull valuation scenarios from EPS × P/E. `plan_entry` uses an amount and calculated price levels to produce a staged-entry scenario; it does not create an order. Results label sources, as-of times, and price basis. Missing data is returned as unavailable with a reason. Coverage is primarily US stocks; KRX listings have prices, indicators, and entry scenarios only and are not included in this directory's market tags. Setup requires Python 3.11+, project dependencies, a local service token, and `SEC_USER_AGENT`, then connecting the local HTTP MCP endpoint to a client. SEC data is unavailable when `SEC_USER_AGENT` is not configured. The repository is MIT-licensed; model, client, and machine costs are unknown. SEC and yfinance are data sources, not an official SEC or Yahoo MCP. Its distinct use is a local read-only workflow that combines SEC fundamentals, unofficial market data, and traceable scenario calculations. It has no broker connection, brokerage account data, or order tools. Documentation was reviewed; it was not installed, run, or queried.