US stock research: filed records, filing events, insider trades, 13F; plan research when signed in.
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A company's filed record: annual income, balance-sheet and cash-flow lines from SEC XBRL, revenue mix by reported segment, the latest filings with plain-language summaries and links, Form 4 insider trades (planned vs unplanned), 13F holder counts by quarter, risk-factor changes and earnings-call dates. Signed in, it adds the research the user's plan includes: the verdict and its reasons, what would change it, valuation, prices and analyst estimates.
US ticker, e.g. AAPL
Pick your client. Values in capitals, like YOUR_TOKEN, are yours to fill in.
claude mcp add --transport http equireason https://api.equireason.com/mcp
A company's filed record: annual income, balance-sheet and cash-flow lines from SEC XBRL, revenue mix by reported segment, the latest filings with plain-language summaries and links, Form 4 insider trades (planned vs unplanned), 13F holder counts by quarter, risk-factor changes and earnings-call dates. Signed in, it adds the research the user's plan includes: the verdict and its reasons, what would change it, valuation, prices and analyst estimates.
| Argument | Type | Description |
|---|---|---|
| ticker* | string | US ticker, e.g. AAPL |
{
"type": "object",
"required": [
"ticker"
],
"properties": {
"ticker": {
"type": "string",
"description": "US ticker, e.g. AAPL"
}
}
}A tracked fund's latest 13F: positions with shares and reported value, what changed against the prior quarter, and positions it exited.
| Argument | Type | Description |
|---|---|---|
| fund* | string | Fund name or slug, e.g. Berkshire Hathaway |
{
"type": "object",
"required": [
"fund"
],
"properties": {
"fund": {
"type": "string",
"description": "Fund name or slug, e.g. Berkshire Hathaway"
}
}
}Companies ranked by EquiReason's verdict, with band, score, the matched trend and the evidence count — optionally for one trend. Requires signing in; depth follows the plan.
| Argument | Type | Description |
|---|---|---|
| limit | integer | |
| trend | string | Optional trend_id from list_trends |
{
"type": "object",
"properties": {
"limit": {
"type": "integer",
"maximum": 50,
"minimum": 1
},
"trend": {
"type": "string",
"description": "Optional trend_id from list_trends"
}
}
}One trend: the industries it supports, its knock-on effects with their expected lag, the evidence count by source type, and the conditions that would end it.
| Argument | Type | Description |
|---|---|---|
| trend_id* | string | trend_id from list_trends |
{
"type": "object",
"required": [
"trend_id"
],
"properties": {
"trend_id": {
"type": "string",
"description": "trend_id from list_trends"
}
}
}Companies with a given event in the last 7 days (or an earlier ISO week): guidance raised or cut, unplanned insider buying, executive changes, acquisitions, buybacks, layoffs. Each row quotes the filing or call.
| Argument | Type | Description |
|---|---|---|
| kind* | string | |
| week | string | Optional ISO week such as 2026-w44; omit for the last 7 days |
{
"type": "object",
"required": [
"kind"
],
"properties": {
"kind": {
"enum": [
"guidance",
"insider-buying",
"executive-changes",
"acquisitions",
"buybacks",
"layoffs"
],
"type": "string"
},
"week": {
"type": "string",
"description": "Optional ISO week such as 2026-w44; omit for the last 7 days"
}
}
}The institutional investors EquiReason tracks, with their latest 13F period, position count and reported value.
No arguments.
{
"type": "object",
"properties": {}
}The market trends EquiReason is following, with how many companies' filings describe each.
No arguments.
{
"type": "object",
"properties": {}
}Find US-listed companies covered by EquiReason by ticker or name. Returns ticker, name, sector and the company page.
| Argument | Type | Description |
|---|---|---|
| limit | integer | |
| query* | string | Ticker or part of the name |
{
"type": "object",
"required": [
"query"
],
"properties": {
"limit": {
"type": "integer",
"maximum": 25,
"minimum": 1
},
"query": {
"type": "string",
"description": "Ticker or part of the name"
}
}
}We read every tool's name, description and inputs the way the model will, looking for instructions hidden from you. A clean result means no warning signs, not a guarantee. Scanned Nov 2, 2026.