Equibles
Eliminates manual data aggregation across fragmented financial sources and enables AI agents to execute research, compliance, and investment workflows with v…
Self-hosted, open-source financial data MCP server for AI agents — SEC filings, XBRL financials, 13F holdings, insider & congressional trades, short interest, FRED, CFTC/CBOE and daily prices across 64 MCP tools. Equibles Cloud adds earnings call transcripts, live quotes, options chains with Greeks, guidance and a screener.
- Extract financial metrics from SEC filings to analyze company performance trends
- Query insider trading data to identify significant executive stock transactions
- Retrieve FRED economic indicators for macroeconomic context in investment analysis
Eliminates manual data aggregation across fragmented financial sources and enables AI agents to execute research, compliance, and investment workflows with verified SEC/regulatory data without third-party vendor lock-in.
Engineering teams building fintech platforms, trading systems, or compliance automation requiring programmatic access to institutional-grade financial datasets.
https://github.com/daniel3303/Equibles
By daniel3303
How to Get It
claude plugins install daniel3303/Equibles
Tip: Paste this into a Claude Code conversation. Verify command matches your Claude Code version.
Auto-generated from the tool's public listing — not hands-on verified. Cross-check against the source repo's README before running.
After installing, paste this into Claude:
Help me extract financial metrics from SEC filings to analyze company performance trends
Trust Signals Auto-scanned
Community Pulse New
- Equibles – Open-source, self-hosted mini Bloomberg Terminal for AI agents — Hacker News · 1 pts
- Predicting short interest from FINRA daily short volume shows 0.414 correlation — Hacker News · 1 pts
2 mentions across 1 sources
Reviewer notes
Auto-scanned review. These are observations, not a security certification.
Scored from trust signals (evidence-eval-v1): 199 GitHub stars; contributors unknown; last commit 0d ago; license AGPL-3.0.
Things to check
- Scanned, not hands-on tested — this entry was auto-scanned from public metadata (GitHub metrics, license, security flags). No reviewer has run it, and no tool-specific limitations have been documented yet.
- License (AGPL-3.0) may restrict commercial use. Check with your legal team.
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Data shown here comes from public APIs and automated scanning. Reviewer notes reflect one person's experience. This is not a security certification or legal recommendation. Always evaluate tools according to your own organization's policies.
Evaluation
Scored from trust signals (evidence-eval-v1): 199 GitHub stars; contributors unknown; last commit 0d ago; license AGPL-3.0.