fin-toolkit¶

MCP_SERVER • PROTOCOL_FIRST • 20_TOOLS • 6_AGENTS • 7_PROVIDERS

Financial analysis toolkit that plugs into Claude Code via MCP. No API keys required — works out of the box.

Yahoo FREE MOEX FREE KASE FREE SmartLab FREE EDGAR FREE DuckDuckGo FREE Perplexity KEY Tavily KEY Brave KEY

Dashboard

MCP Tools LIVE

20

Stock data, technical/fundamental/risk analysis, screening, portfolio tracking, watchlists, alerts, investment ideas, and more.

Analysis Agents 6 ACTIVE

6

Elvis Marlamov, Warren Buffett, Ben Graham, Charlie Munger, Cathie Wood, Peter Lynch — each with unique scoring methodology.

Data Providers 8 SOURCES

8

Yahoo Finance, MOEX, KASE, StockAnalysis, SmartLab, Financial Datasets, SEC EDGAR, PDF Reports — automatic fallback routing.

Search Engines 8 CHAINS

8

DuckDuckGo, SearXNG, Google (Gemini), Perplexity, Tavily, Brave, Serper, Exa — fallback chain, first available wins.

Quick Install

2 commands to start

uv tool install "fin-toolkit @ git+https://github.com/alexey1312/fin-toolkit.git"
fin-toolkit quickstart

Tools at a Glance

Tool	Description
`get_stock_data`	Fetch historical OHLCV price data
`run_technical_analysis`	RSI, EMA, Bollinger Bands, MACD, signals
`run_fundamental_analysis`	ROE, ROA, P/E, P/B, EV/EBITDA, margins
`run_risk_analysis`	Volatility, VaR, correlation matrix
`search_news`	Financial news search via fallback chain
`run_agent`	Run a single AI analysis agent
`run_all_agents`	Consensus from all active agents
`run_recommendation`	Buy/hold recommendation with position sizing
`run_portfolio_analysis`	Correlation-adjusted portfolio analysis
`screen_stocks`	Screen by valuation + custom filters
`generate_investment_idea`	Comprehensive idea with Plotly charts
`parse_report`	Extract data from PDF reports (EN/RU)
`deep_dive`	Batch deep dive on multiple tickers
`compare_stocks`	Side-by-side metric comparison
`manage_watchlist`	Persistent YAML-backed watchlists
`set_alert`	Set metric-based alerts
`check_watchlist`	Evaluate triggered alerts
`manage_portfolio`	SQLite-backed buy/sell tracking
`portfolio_performance`	Portfolio P&L and per-ticker returns

Providers Status

Data — automatic fallback routing by market:

Yahoo Finance — Global, free

MOEX — Russia, free

KASE — Kazakhstan, free

SmartLab — Russia, free

SEC EDGAR — US, free

Financial Datasets — US, API key

PDF Reports — Any, free

Search — fallback chain, first available wins:

DuckDuckGo — free

SearXNG — self-hosted

Google (Gemini)

Perplexity

Tavily

Brave

Serper

Exa