Finance Toolkit
500+ transparent financial methods calculated from raw statements, not third-party endpoints.
Description from the maker (original English)
Simulated investment committee: 27 investor lenses read the same filings, debate, and a PM decides.
These three are never merged into one score: opinions, measurements and popularity are different things.
We have not written a plain-language summary for this one yet. Below are the facts we read from the registry.
Pick the AI app you use, then copy the settings.
You need
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Pick your app above. We remember it, so next time the button says “Install in …”.
Open Claude Desktop → Settings → Developer → Edit Config, and paste this into claude_desktop_config.json
{
"mcpServers": {
"alphacouncil-agent": {
"command": "npx",
"args": [
"-y",
"alphacouncil-agent"
]
}
}
}Run this in your terminal
claude mcp add alphacouncil-agent -- npx -y alphacouncil-agentPaste into .cursor/mcp.json in your project, or ~/.cursor/mcp.json
{
"mcpServers": {
"alphacouncil-agent": {
"command": "npx",
"args": [
"-y",
"alphacouncil-agent"
]
}
}
}Your browser asks to open the app, then the app shows the settings and asks you to confirm. Key values are left empty for you to fill in.
Paste into .vscode/mcp.json in your project
{
"servers": {
"alphacouncil-agent": {
"type": "stdio",
"command": "npx",
"args": [
"-y",
"alphacouncil-agent"
]
}
}
}Your browser asks to open the app, then the app shows the settings and asks you to confirm. Key values are left empty for you to fill in.
This one runs on your computer, and ChatGPT can only connect to servers on the internet. Pick another app.
Your choice stays on this device in a cookie; no account needed.
These settings are generated from the maker’s registry entry. If the README says otherwise, follow the README.
Runs on your computer; the tool list appears in your AI app after you install it.
We check information anyone can see; we have not read the code. Checks that do not apply are left out of the count. · Checked Nov 8, 2026
The registry name was verified with the GitHub account Zhao73, which owns the repo
We have not read this repo from GitHub yet
We have not read this repo from GitHub yet
This one runs on your computer; there is no internet endpoint
Runs on your computer and uses local settings instead
Runs on your computer; we can only read tool lists from internet endpoints
Compared with every active server in this category in the registry. Stars count only when the publisher owns the repo.
It passed 1 of 1 applicable basic checks. We have not read the code. Before adding a key or token, see what access the server asks for and use a key with only the permissions you need.
The registry does not list a required key, though some servers ask you to sign in on first use.
It runs on your computer. Your AI app starts it when needed, and data does not pass through the maker’s servers (unless it calls an online service itself).
The GitHub repo last changed –, and the latest version (1.0.15) reached the registry 3 months ago.
Apps that support MCP, such as Claude Desktop, Claude Code, Cursor and VS Code. You also need Node.js on your computer.
In the same category: Finance Toolkit, SolidInvoice, Korea Tax Calculator
Servers in the same category from other makers, sorted by stars.
Reading a card:★ GitHub starsiThree pillars: reviews · checks · usageiUpdated = latest version published to the registryi
500+ transparent financial methods calculated from raw statements, not third-party endpoints.
Create and send invoices and quotes, manage clients, and track payments in SolidInvoice.
Korean tax calculation and tax-audit judgment MCP: 96 tools with statutory citations.
Copied from the maker’s repo as written. PopNx MCP has not reviewed or endorsed it. HTML, images and scripts are removed. Links lead off this site.
One request becomes sourced evidence, competing method views, a bull/bear challenge, and a portfolio-manager verdict.
English · 中文 · 日本語
Install · Try the data layer · See how calls expand · Read a report
v1.7: concise setup with remembered choices, conclusions first, expanded daily history and full method-dependency checks. Fresh confirmation is still required. Upgrade details and data-source boundaries.
Question → sourced evidence → frozen method stances → Bull/Bear challenge → PM decision + saved audit
Historical UI recording (MP4) · Historical report artifact (SOX, Chinese)
The recording predates the current 26-seat candidate. It demonstrates an earlier interface only—not current timing, method fidelity, data accuracy, four-code-host validation, or ChatGPT Work validation.
AlphaCouncil turns a ticker question into a reviewable research process. Parallel evidence workers gather public sources, selected investment-method seats interpret the same dated facts, bull and bear challenge the case, and a portfolio manager records the decision and its invalidation conditions. Missing inputs stay visible instead of being filled with guesses.
The same repository supports Codex, Claude Code, OpenCode, and Grok Build, plus a tool-only ChatGPT Work developer-mode gateway. It classifies companies, ETFs, and market indices before research so a basket is not analyzed as if it were an operating company.
Prerequisite: Node.js 18 or newer. Install with these two shell commands:
codex plugin marketplace add Zhao73/alphacouncil-agent
codex plugin add alphacouncil-agent@alphacouncil
Plugins load when Codex starts. Fully quit and restart Codex, open a new session, then enter this in the Codex composer:
@alphacouncil-agent analyze AAPL
For ChatGPT Work developer mode, Claude Code, OpenCode, Grok Build, Windows, troubleshooting, and the optional global npm command, use the [complete install guide](docs/INSTALL.md).
Check the keyless public-data layer before starting a council:
# Codex
@alphacouncil-agent AAPL news
/alpha AAPL news
This check starts no council workers and requires no data-vendor key. For bounded research in Codex, use @alphacouncil-agent AAPL quick; on the three slash-command hosts, use /alpha AAPL quick.
AlphaCouncil shows the work plan first. Full research asks separately for method seats, evidence breadth, and depth; the user confirms them before workers start. Full tiers use 15 / 30 / 60 minute ceilings—never a hidden token or currency estimate.
| Run | Model-call structure | Time ceiling |
|---|---|---|
| Data check | Keyless tools only; no council workers and no additional model fan-out | Outside the council tiers |
| Quick research | 4 evidence workers in parallel → 1–4 method seats in parallel → Bull and Bear in parallel → PM | 10 minutes |
| Full — fast | 8 core or exactly 11 all-scope evidence workers start together; each selected method stance is frozen deterministically before one isolated explanation worker; 3 debate rounds → PM | 15 minutes |
| Full — normal | Same confirmed roster, frozen-stance sequence, 3 debate rounds, and PM, with a larger depth envelope | 30 minutes |
| Full — slow | Same confirmed roster and stages with the largest depth envelope | 60 minutes |
These are queue-to-terminal persistence ceilings, not measured completion times. They guarantee an explicit terminal record even when work is incomplete; a successful live fast run within 15 minutes has not yet been demonstrated across the four hosts. Fast keeps the full contract but uses an auditable stage-aware reasoning profile and one shared lifecycle budget per primary/retry/repair chain; retries cannot silently double a seat's cap.
When an instrument classification and typed-fact coverage are already available, the selector also shows an eight-family advisory method match derived from all 26 physical pack manifests. An explicit objective and holding horizon additionally calibrate the match and separate directional, non-voting risk, and context-only contributions; out_of_scope is never a negative vote. For a one-year directional request, the PM maps sourced base-case total return to one published rating rubric instead of counting conservative method seats; the server binds the frozen price/currency and recomputes that return from a same-currency target plus income. An out_of_scope seat remains visible in the method bench but is structurally absent from the PM rating path. It is only a prefill: every pack remains selectable, no run starts without explicit confirmation, and a missing classification produces no guessed default. The output represents AI-generated method simulations—not human experts, independent models, or a promise of profit. See method-panel recommendation and seat evidence.
Only the slow run with all methods and all evidence workers enables the additional verification path; the other full tiers do not claim that extra check.
| Benefit | What it changes |
|---|---|
| A council, not one answer | Evidence specialists, method seats, opposing cases, and a PM expose where agreement comes from. |
| A stance before the story | Each selected full-run method stance is fixed from structured inputs before its isolated explanation is written. |
| Claims you can trace | Material report claims must point to source IDs; missing evidence remains a stated gap. |
| Disagreement that survives synthesis | Three cross-examination rounds and persisted minority or opposing reports keep the losing case available for review. |
| The right research path for the asset | Companies use issuer evidence; ETFs use dated holdings look-through; indices use aggregate methodology. The first data check is keyless. |
This compares workflow shapes, not named products. A particular tool may implement a different design.
| Review concern | Single-model reply or common shared-context flow | AlphaCouncil |
|---|---|---|
| Correlated errors | One shared context can carry an early mistake into every later step | Evidence seats and opposing paths run in isolated workers; they may still use the same provider or model and are not independent models |
| Position formation | The position can be composed together with its explanation | A structured stance is frozen before explanatory prose |
| Source trace | Traceability depends on the prompt and host | Every material claim is required to carry a source ID |
| Minority view | Dissent can be folded into the final summary | Minority and opposing reports remain surfaced as review artifacts |
The method-seat formulas are AI-authored reconstructions of published methods, pending human review. The named practitioners have not reviewed or endorsed these seats. They are not impersonations, independent models, or validated replicas. A stance is a structured argument to check against its inputs and sources—not a validated investment model.
Current source evidence boundary: 26 provisional method seats, 0 validated method models, 0/8 registered-and-completed canonical evaluation runs, and 0/4 live-host end-to-end runs. Passing source tests does not change those zeros.
AlphaCouncil is for education and research only. It is not investment advice, a recommendation, or a solicitation. AI-generated analysis can be incomplete, outdated, or wrong. Verify the evidence yourself and consult a licensed professional before making an investment decision. The authors accept no liability for losses.
npm run terminal after npm ci --prefix terminal.npm run tui and npm run guiRuntime outputs are written outside the repository under ~/.alphacouncil-agent/runs/ /.
Evidence first. Disagreement visible. Decisions reviewable.
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