AI-analyzed SEC filings: filings, analysis, screening, 30-day signals, track record.
Maintain this server? Claim it
Call this server's tools from your browser. Nothing to install.
Requests go through mcptry because browsers can't call most MCP servers directly. Header values are sent to the server for that request only and are never stored or logged.
Tool list from our last check. Connect live to refresh it.
Return a company snapshot (financials, valuation, analyst data) and its most recent analyzed SEC filings by ticker.
Stock ticker, e.g. "MSFT"
This tool isn't marked read-only, so it may change something on the server or in an account you connected.
Return a company snapshot (financials, valuation, analyst data) and its most recent analyzed SEC filings by ticker.
| Argument | Type | Description |
|---|---|---|
| ticker* | string | Stock ticker, e.g. "MSFT" |
{
"type": "object",
"$schema": "https://json-schema.org/draft/2020-12/schema",
"required": [
"ticker"
],
"properties": {
"ticker": {
"type": "string",
"description": "Stock ticker, e.g. \"MSFT\""
}
}
}Return the full AI analysis for a single SEC filing by accession number: executive summary, concern level, sentiment, EPS surprise, predicted 30-day alpha, and (if available) the realized outcome.
| Argument | Type | Description |
|---|---|---|
| accession_number* | string | SEC accession number, dashed form e.g. "0000320193-24-000123" |
{
"type": "object",
"$schema": "https://json-schema.org/draft/2020-12/schema",
"required": [
"accession_number"
],
"properties": {
"accession_number": {
"type": "string",
"description": "SEC accession number, dashed form e.g. \"0000320193-24-000123\""
}
}
}Return the most recent SEC filings (10-K, 10-Q, 8-K) with AI analysis and 30-day alpha predictions. Optionally filter by ticker and/or form type.
| Argument | Type | Description |
|---|---|---|
| limit | integer | Max filings to return |
| ticker | string | Stock ticker, e.g. "AAPL" |
| filing_type | string | SEC form type |
{
"type": "object",
"$schema": "https://json-schema.org/draft/2020-12/schema",
"properties": {
"limit": {
"type": "integer",
"default": 10,
"maximum": 50,
"minimum": 1,
"description": "Max filings to return"
},
"ticker": {
"type": "string",
"description": "Stock ticker, e.g. \"AAPL\""
},
"filing_type": {
"enum": [
"10-K",
"10-Q",
"8-K",
"all"
],
"type": "string",
"description": "SEC form type"
}
}
}Return the model's validated track record from strict 90-day walk-forward cross-validation, plus a live count of filings in the database that already have a realized 30-day outcome available for evaluation.
No arguments.
{
"type": "object",
"$schema": "https://json-schema.org/draft/2020-12/schema",
"properties": {}
}Return the highest-conviction filing predictions from the last 90 days, ranked by |predicted 30-day alpha| weighted by confidence. These are the model's strongest current directional calls.
| Argument | Type | Description |
|---|---|---|
| limit | integer |
{
"type": "object",
"$schema": "https://json-schema.org/draft/2020-12/schema",
"properties": {
"limit": {
"type": "integer",
"default": 10,
"maximum": 50,
"minimum": 1
}
}
}Filter the tracked-company universe (800+ US companies, all S&P 500 constituents) by fundamentals: sector, minimum market cap, maximum P/E, minimum dividend yield, and minimum revenue growth. Mirrors the /screener tool. Returns matching companies with links to their pages.
| Argument | Type | Description |
|---|---|---|
| sort | string | Sort order |
| limit | integer | |
| max_pe | number | Maximum trailing P/E ratio |
| sector | string | Exact sector name, e.g. "Information Technology", "Financials", "Energy" |
| min_dividend_yield_pct | number | Minimum dividend yield in percent, e.g. 3 for 3% |
| min_revenue_growth_pct | number | Minimum TTM revenue growth in percent, e.g. 20 for 20% |
| min_market_cap_billions | number | Minimum market cap in USD billions |
{
"type": "object",
"$schema": "https://json-schema.org/draft/2020-12/schema",
"properties": {
"sort": {
"enum": [
"marketcap",
"yield",
"pe",
"growth"
],
"type": "string",
"default": "marketcap",
"description": "Sort order"
},
"limit": {
"type": "integer",
"default": 25,
"maximum": 50,
"minimum": 1
},
"max_pe": {
"type": "number",
"minimum": 0,
"description": "Maximum trailing P/E ratio"
},
"sector": {
"type": "string",
"description": "Exact sector name, e.g. \"Information Technology\", \"Financials\", \"Energy\""
},
"min_dividend_yield_pct": {
"type": "number",
"minimum": 0,
"description": "Minimum dividend yield in percent, e.g. 3 for 3%"
},
"min_revenue_growth_pct": {
"type": "number",
"description": "Minimum TTM revenue growth in percent, e.g. 20 for 20%"
},
"min_market_cap_billions": {
"type": "number",
"minimum": 0,
"description": "Minimum market cap in USD billions"
}
}
}Search tracked companies by ticker or name. Returns matching tickers with company names and sectors.
| Argument | Type | Description |
|---|---|---|
| limit | integer | |
| query* | string | Ticker prefix or company name fragment |
{
"type": "object",
"$schema": "https://json-schema.org/draft/2020-12/schema",
"required": [
"query"
],
"properties": {
"limit": {
"type": "integer",
"default": 10,
"maximum": 25,
"minimum": 1
},
"query": {
"type": "string",
"minLength": 1,
"description": "Ticker prefix or company name fragment"
}
}
}