Equibles

它能帮你做什么

我们还没有为它写通俗的介绍。下面是我们从注册中心读取到的事实。

• 连接方式: 在云端运行
• 传输方式: Streamable HTTP
• 分类: 会计、财务与税务
• 你需要填写：Authorization

安装

选择你使用的 AI 应用，然后复制设置。

你需要

• 在云端运行无需安装任何东西，通过互联网连接

你用的是哪个应用？

claude mcp add --transport http equibles https://mcp.equibles.com/mcp --header 'Authorization: Bearer {api_key}'

{
  "mcpServers": {
    "equibles": {
      "url": "https://mcp.equibles.com/mcp",
      "headers": {
        "Authorization": "Bearer {api_key}"
      }
    }
  }
}

{
  "servers": {
    "equibles": {
      "type": "http",
      "url": "https://mcp.equibles.com/mcp",
      "headers": {
        "Authorization": "Bearer {api_key}"
      }
    }
  }
}

你的选择通过 Cookie 保存在这台设备上，无需账户。

需要你填写的值

• Authorization 机密 HTTP header
  Bearer API key (eq_...). Required unless your client signs in over OAuth; tool calls without either are rejected. Free tier: 100 requests/day.

这些设置是根据作者在注册中心的条目生成的。如果 README 的写法不同，请以 README 为准。

它能做什么

工具名称和描述与服务器在 2026年11月8日 报告的完全一致。这些内容由作者撰写，不是我们写的；我们以纯文本形式显示。

• GetLatestClosingPrices

  Get each ticker's newest traded, settled daily close (USD for US listings; a MIC:TICKER listing on another exchange in its own trading currency, named in a note), with one-session change, volume, and trailing 52-week closing range. Rows can have different dates while a session se

• GetCftcPositioning

  Get Commitments of Traders (COT) positioning data for a specific futures contract. Shows commercial and non-commercial positions over time. Values are contract counts from the legacy futures-only COT report (positions as of each Tuesday, published Friday). Use SearchCftcMarkets t

• AddPortfolioLot

  Record a user-confirmed purchase or sale in the caller's portfolio. Never infer or guess the instrument, quantity, price or date. For stock, pass ticker; a listing on another exchange is its MIC:TICKER symbol (e.g. XPAR:AIR, as ScreenStocks returns it). For an option, pass both i

• GetMarketStatus

  Get the current US equity market status (NYSE/Nasdaq), evaluated in America/New_York: whether the market is open, the current session (pre-market, regular, after-hours, or closed), whether today is a full-day holiday or a 1:00 p.m. ET early close, today's regular and extended (pr

• GetMarketWideCongressionalActivity

  Get the stocks members of Congress traded most over a trailing window, aggregated across EVERY member and ticker — 'what did Congress buy this week' without needing a ticker or a member name. The window is anchored on the DISCLOSURE (filing) date because the STOCK Act's general o

• GetEuropeanDirectorTransactions

  Get the director and related-person (PDMR) transactions a regulator published for one listing outside the US, written MIC:TICKER (e.g. XSTO:VOLV-B). Coverage today is Sweden's Finansinspektionen register, matched by the issuer's LEI or the security's ISIN, so rows can include the

• GetTranscriptPhraseTrend

  Count how often a word or phrase comes up on a company's last earnings calls, oldest first: mentions per call, the rate per 10,000 words, the split between prepared remarks and Q&A where the call states its hand-off to questions, and one or two short quotes. Whole-word and case-i

• GetWebDataFeed

  Get the latest independently verified stored result for one of the caller's trackers, or the latest retained result at or before a requested timestamp. This is read-only, never triggers a live run, and preserves the last good result after a newer failure. To create or manage a tr

• ScreenStocks

  Screen listed stocks with optional min/max bounds for price, market cap, institutional ownership, 13F holder signals (conviction, crowding, private-fund adviser ownership, active holders' share change, holder tenure and price versus the holders' estimated cost), short data, insid

• GetHolderTargets

  Shareholder targeting for a stock: the 13F filers of the newest closed quarter that hold its holder-overlap peers (operating companies whose active holders overlap most, funds excluded) but hold no class of the stock itself, ranked by the money they have in those peers. A stock w

• GetFundProfile

  Get a registered fund's profile and largest stored holdings from its latest SEC Form NPORT-P report. Accepts a profile ID, SEC series ID, stored ticker, or verified alias from SearchFunds. Returns registrant, series, assets, reported and stored holding counts, and the largest sto

• GetInvestorEventTranscript

  Get the speaker-labelled transcript of a specific investor event (earnings call, conference, investor day) by its event id — every speaker turn in order, attributed to the real person (executive or analyst) with their role when the resolution is trusted; unverified voices show as

• GetInstitutionConsensusHoldings

  Combine 2-25 institutions' 13F portfolios on their latest common report date. Ranks stocks by holder count, then combined value. Published values normally use report-date closing prices, may fall back to filer values, and can be zero when unavailable. Set minInstitutions to 2 or

• SearchListings

  Find exchange listings by company name or ticker (query), by ISIN (isin), or list every listing of one exchange or country, across the US and other exchanges. Each row gives the symbol other tools accept (a bare ticker for a US listing, MIC:TICKER such as XETR:SIE for another exc

• GetEuropeanShortPositions

  Get the net short positions disclosed to European regulators for one listing outside the US, written MIC:TICKER (e.g. XPAR:UBI, XAMS:ASML), matched by that security's ISIN, or the issuer's LEI for issuer-level sources: individual holder disclosures from registers such as France's

• SearchInstitutions

  Search the tracked 13F filer set by institution name or SEC CIK. Search first requires every punctuation-independent query word anywhere in the filed name, then broadens to any word only when no strict row matches. Verified brand aliases such as Fidelity, Vanguard, and BlackRock

• GetShortInterest

  Get bi-monthly short interest history for an exact stock or ETF listing from FINRA. Shows the reported short position, change from the previous settlement, average daily volume, and days to cover per settlement date. Share counts are restated onto today's split basis so the serie

• GetPutCallRatios

  Get CBOE put/call ratio data showing market sentiment. Available types: Total (all exchange), Equity, Index, Vix, Etp. High ratios (>1.0) indicate bearish sentiment; low ratios (<0.7) indicate bullish sentiment. Volumes are contract counts. Data available from November 2006 to pr

• ListInvestorEvents

  List a company's investor events, newest first: earnings calls plus conferences, investor days and shareholder meetings. Each row gives the event id, type, UTC start, title, fiscal period (earnings calls only), status, and each material's status (available, pending, notPublished,

• GetOptionTermStructure

  Compare the nearest upcoming expirations side by side: at-the-money implied volatility, the at-the-money straddle's mid as a market-implied expected move, put/call ratios and max pain for each. An expiration that could not be read stays in the table, marked. Nothing here is a for

• GetCongressionalTrades

  Get congressional securities transactions for a specific ticker (newest first, last year by default). Shows which members of Congress reported a purchase or sale, with transaction and filing dates; amounts are disclosed ranges, not exact values, and Asset identifies the filed ins

• GetInstitutionCloneBacktest

  Backtest how cloning an institutional filer's reported 13F portfolio would have performed against a market benchmark, either over a trailing window (windowYears) or an explicit fromDate/toDate range. Reconstructs the filer's portfolio at each quarterly 13F snapshot, rebalances on

• CompareInstitutionPortfolios

  Compare two institutions' 13F portfolios on their latest common report date. Returns Jaccard and dollar-weighted overlap, portfolio totals, and shared or unique positions. Published values normally use report-date closing prices, may fall back to filer values, and can be zero whe

• GetValuationMultiplesHistory

  Get up to ~10 years of quarterly EV/Revenue, EV/EBIT, EV/EBITDA, P/E, Price/Sales and Price/Book, with P/FFO and P/AFFO for REITs and EV/Adjusted EBITDA for verified filers. Each row is recomputed at its filing date from facts then available and that day's raw close; non-GAAP cel

• GetUpcomingInvestorEvents

  Get upcoming investor-relations events for a stock — earnings webcasts, conference appearances, presentations, and shareholder meetings — scraped from the company's IR website. Returns events scheduled from now onward, soonest first, optionally filtered by event type. Also states

• GetDividendHistory

  Get the stored declared cash dividends of an exact stock or ETF listing, newest first. Each row gives the ex-dividend date and cash amount per share: in USD for a US listing, and in the listing's trading currency for a listing on another exchange (MIC:TICKER). Date filters apply

• UpdatePortfolioLot

  Correct a lot the USER already recorded: a mistyped quantity, price, trade date, note or exchange rate. Only the fields you pass change; the rest are left alone. The instrument itself cannot be edited: a lot on the wrong stock or the wrong contract is a different holding, so remo

• GetShortInterestSnapshot

  Market-wide snapshot of the latest FINRA bi-monthly short interest settlement — one row per exact listed security, sorted by days to cover (descending) by default. FINRA caps days to cover at 999.99: capped rows are a sentinel (almost always illiquid names with a tiny average-dai

• GetOptionChainSummary

  Get one expiration's positioning from the live chain: open interest and volume by side with put/call ratios, max pain, at-the-money implied volatility, the at-the-money straddle's mid as a market-implied expected move, 25-delta skew, the strikes with the most unsigned gamma, and

• GetValuationMultiples

  Get current EV/Revenue, EV/EBIT, P/E, Price/Sales and Price/Book with peer median, quartiles and sample size; REITs add verified company-stated P/FFO and P/AFFO, and a filer with a verified reconciliation adds EV over its stated Adjusted EBITDA. TTM flows use four discrete fiscal

• GetFormDOfferings

  Get recent exempt securities offerings (private placements) for a company from SEC Form D notices. Each Form D reports a Regulation D offering, showing the issuer, the date of first sale, the total offering amount (a dollar figure or "Indefinite"), the amounts sold and remaining,

• GetFundsHoldingStock

  Get the registered investment companies (mutual funds and ETFs) holding an exact stock or ETF listing, from SEC Form NPORT-P portfolio reports. The listed security's authoritative CUSIP (or, for a listing on another exchange written MIC:TICKER, its ISIN) is matched against the ho

• GetHolderMix

  Who holds a stock or ETF listing, by kind of 13F filer, quarter by quarter: each bucket's share of 13F common shares, its like-for-like change, and new and exited filers. Split by holder type (regulatory records, never names), measured style, turnover, horizon, 13F book size, cli

• GetEarningsCallEvent

  Get the earnings-call event for a company's fiscal quarter: one record grouping the call's audio, transcript, slide deck and 8-K earnings release. Returns the event id, title, call date, status, each artefact's status (available, pending, notPublished, failed, notAttempted, noCal

• GetIndexChanges

  Get the companies that have joined or left a major US stock index, newest first. Changes are derived by comparing consecutive constituent lists from the funds that track the index, so each one is dated to the window between two reports rather than to an announcement: a daily hold

• GetEtfProfile

  Get ETF settled performance, SEC assets, allocation and top holdings. For this exact ETF ticker, use GetStockPrices or GetLatestClosingPrices for prices, GetLiveQuote for entitled intraday quotes, GetOptionExpirations/GetOptionChain/GetOptionContract/GetOptionContractHistory for

• GetRevenueBreakdown

  Get a company's revenue disaggregated by business segment, geography and product/service — plus operating income by segment when the issuer tags it, so segment profitability and margins are answerable — from the dimensional XBRL facts the issuer tags in its own filings. Annual fi

• GetHolderTypeFlows

  Market-wide 13F money flows for a closed quarter by kind of filer: what each bucket bought and sold, net flow, net flow as % of its prior 13F book, and net buyers vs sellers. Buckets: holder type (regulatory records, never names), measured style, turnover, horizon, book size, cli

• GetGovernmentContracts

  Get federal government contract awards won by a specific public company: US federal awards (from USAspending.gov) or Government of Canada contracts (from its proactive publication of contracts over C$10,000). Shows the award (action) date, recipient named by the government, award

• GetCorrelatedStocks

  Get the stocks whose daily price returns are most (or least) correlated with one stock — Pearson correlation of daily log returns on comparable raw closes (dividends excluded), computed over the trading days both stocks priced, never on raw price levels. Scope picks the candidate

• GetAverageTrueRange

  Average True Range (ATR) for a stock. Wilder's volatility measure built from the True Range (max of high-low, |high-prev_close|, |low-prev_close|) and smoothed recursively. Higher ATR means wider daily moves; commonly used for position sizing and stop placement. ATR is denominate

• GetOwnershipSummary

  Get who owns a stock, as shares and % of shares outstanding: 13F institutions, insiders (Forms 3, 4, 5, single-class issuers only), 13D/13G blocks no 13F report already holds, and the remaining float, flagged rather than clipped when negative. Registered funds are shown but never

• GetMyPortfolio

  Get the caller's saved portfolios, and those colleagues shared with the caller's organization, including stock and option lots, cost basis, realized and unrealized profit, and watched instruments. Omit portfolio to list portfolios; if exactly one exists it is returned in full. Pa

• CreateMyPortfolio

  Create a new, empty portfolio in the USER's own Equibles account, then add holdings to it with AddPortfolioLot. Ask the user before creating one, since it is their account. Names are unique within an account, and re-creating a name that already exists is rejected rather than merg

• SearchFunds

  Search the tracked SEC Form NPORT-P fund directory by fund name, ticker, SEC series ID, or registrant. Returns one canonical profile per series with ticker, registration type, latest report date, assets, and reported-versus-stored holding counts. Exact stored tickers outrank veri

• SuggestToolImprovement

  Suggest the smallest actionable contract improvement to an existing Equibles tool you actually called when it worked as documented but lacked a useful operation, filter, parameter or output option. Answer the user first; this records a future improvement and does not change the c

• GetEtfHoldings

  Get an ETF's stored portfolio holdings, largest position first: a US fund's latest SEC Form NPORT-P report (coverage full, partial, or unknown when counts are missing or inconsistent), or, for a fund on another exchange named MIC:TICKER, the fund sponsor's published portfolio fil

• GetEarningsCallTranscript

  Get the speaker-labelled transcript of a company's earnings call for a fiscal quarter — every speaker turn in order, attributed to the real person (executive or sell-side analyst) with their role at the time. Identities appear only when the resolution is trusted (auto-resolved or

• GetIpoFeed

  Get the US S-1/F-1 registration pipeline, newest filing activity first. Rows distinguish Primary, Resale, DirectListing, NonOffering and Unknown transactions; terms come from the newest effective prospectus or latest filing and never a superseded document. Results include lifecyc

• GetShareholderVoteResults

  Get a company's shareholder meeting vote results from its SEC 8-K Item 5.07 filings, latest meeting first: for each matter (each director nominee on its own row) the For, Against, Abstain, Withheld and broker non-vote counts as printed, the stated outcome and its quote, and the s

• GetIndexForecast

  Apply an index's published entry rules and return candidates with rule-by-rule evidence. S&P results are SCREENS because a committee chooses additions; the S&P 500 adds versioned 90-day empirical join probabilities for eligible candidates and exit probabilities for every member.

• GetLatestEconomicIndicators

  Get the latest values for key economic indicators across categories: interest rates, yield spreads, inflation, employment, GDP, money supply, sentiment, housing, exchange rates, and market indicators. Each row shows a series' latest stored observation with its date, plus the prev

• GetInstitutionQuarterlyActivity

  Get an institution's quarterly position-change activity — Initiated / Increased / Reduced / Exited stocks diffed against the immediately prior quarter. Common shares, put/call positions and principal amounts are separate rows labelled by Type. Returns the buckets as one markdown

• GetTopHolders

  Get the top institutional holders (fund managers) of an exact stock or ETF listing from SEC 13F-HR filings. Returns a ranked list by shares held, including published position value and percentage of total institutional 13F shares (not of shares outstanding). Values normally use r

• ClosePortfolioLot

  Record that the USER sold (or covered, or let expire) all or part of a lot, at a price and on a date. The lot moves out of the open positions and its realized profit is kept. Ask the user for the closing price and date; never guess them from a market quote. Closing PART of a lot

• GetEarningsCallToneAndThemes

  Get the AI-scored insights for a company's recent earnings calls — the management-tone read (a net tone score and a hedging score) and the call's key themes with their computed mention counts and per-theme tone. Newest call first. Verifier-approved — only scored and approved call

• GetOptionChainSession

  Get one session's bars across one expiration, by strike: open, high, low, close, volume, VWAP and trades for every contract, active or expired. Use it for how a chain traded on a past date; GetOptionExpirations with expired=true lists past expirations. A larger expiration returns

• SearchCftcMarkets

  Search the tracked CFTC futures contracts by name, market code, common contract name, or standard futures symbol, or omit the query to list every tracked contract. Coverage is a curated set of ~35 major contracts across Agriculture, Energy, Metals, Equity Indices, Interest Rates,

• GetEarningsCallThemeHistory

  Track how a company's earnings-call themes move quarter over quarter: a theme by fiscal-quarter table of mention counts and tone across its last scored calls, oldest first, with each theme's status on the latest call (new, recurring, dropped, or unknown where an unscored quarter

• GetIndexComposition

  Get the current constituent list of a major US or Canadian stock index: S&P 500, S&P MidCap 400, S&P SmallCap 600, Nasdaq-100, Russell 1000, Russell 2000, the Dow Jones Industrial Average, the S&P/TSX 60, S&P/TSX Composite, S&P/TSX Venture Composite and the S&P/TSX capped sector

基础检查i

我们检查的是任何人都能看到的信息；我们没有阅读代码。不适用的检查项不计入总数。 · 检查于 2026年11月10日

• ✓ 通过

  作者与仓库一致

  注册名称已通过 GitHub 账户 daniel3303 验证，该账户拥有此仓库

• … 尚未检查

  仍在维护

  我们还没有从 GitHub 读取这个仓库

• … 尚未检查

  有许可证

  我们还没有从 GitHub 读取这个仓库

• ✓ 通过

  端点有响应

  在 851 毫秒内响应（HTTP 200）

• – 不适用

  使用 OAuth 登录

  无需登录

• ✓ 通过

  工具描述中没有隐藏指令

  已读取 60 个工具描述，未发现针对 AI 的隐藏指令

与“会计、财务与税务”中的其他服务器比较i

• 星标数多于此分类中其他 3059 个服务器的 0%
• 发布到注册中心的时间比此分类中其他 3059 个服务器的 49% 更新
• 基础检查结果等于或优于此分类中其他 3059 个服务器的 100%

与注册中心里这个分类中所有活跃的服务器比较。只有当发布者拥有该仓库时，星标数才计入。

替代选择

同一分类中其他作者的服务器，按星标数排序。

如何看卡片：↓ 每周下载量i★ GitHub 星标i三大支柱：评价 · 检查 · 使用情况i更新 = 最新版本发布到注册中心的时间i

作者的 README

gemini extensions install https://github.com/daniel3303/stock-market-mcp-server

codex plugin marketplace add daniel3303/stock-market-mcp-server

{

claude mcp add --transport http equibles https://mcp.equibles.com/mcp

/plugin install equibles --marketplace daniel3303/stock-market-mcp-server

claude mcp add-json equibles '{"type":"http","url":"https://mcp.equibles.com/mcp","headers":{"Authorization":"Bearer eq_your_api_key"}}' --scope user

{ "mcpServers": { "equibles": { "url": "https://mcp.equibles.com/mcp", "headers": { "Authorization": "Bearer eq_your_api_key" } } } }

code --add-mcp '{"name":"equibles","type":"http","url":"https://mcp.equibles.com/mcp"}'

{ "servers": { "equibles": { "type": "http", "url": "https://mcp.equibles.com/mcp", "headers": { "Authorization": "Bearer eq_your_api_key" } } } }