Finance Toolkit
500+ transparent financial methods calculated from raw statements, not third-party endpoints.
제작자가 쓴 설명(영어 원문)
Free financial data from eleven sources behind six verbs, point-in-time where the source allows.
이 세 가지는 절대 하나의 점수로 합치지 않아요. 의견, 측정, 인기는 서로 다른 것이니까요.
이 서버는 아직 쉬운 말로 된 요약을 쓰지 못했어요. 아래는 레지스트리에서 읽어 온 사실이에요.
쓰고 있는 AI 앱을 고른 다음 설정을 복사하세요.
VINTAGE_USER_AGENT, FRED_API_KEY, VINTAGE_CACHE_DIR비밀로 표시된 값은 내 계정의 열쇠예요. 절대 다른 사람과 공유하거나 채팅에 붙여 넣지 마세요.
필요한 것
어떤 앱을 쓰세요?
위에서 앱을 고르세요. 기억해 두었다가 다음부터는 버튼에 “…에 설치”라고 표시해요.
Claude Desktop → Settings → Developer → Edit Config를 열고 claude_desktop_config.json에 이 내용을 붙여 넣으세요
{
"mcpServers": {
"vintage": {
"command": "uvx",
"args": [
"vintage-mcp"
],
"env": {
"VINTAGE_USER_AGENT": "your-value",
"FRED_API_KEY": "your-value",
"VINTAGE_CACHE_DIR": "your-value"
}
}
}
}터미널에서 이 명령어를 실행하세요
claude mcp add vintage --env VINTAGE_USER_AGENT=your-value --env FRED_API_KEY=your-value --env VINTAGE_CACHE_DIR=your-value -- uvx vintage-mcp실행하기 전에 빈 값을 채워 주세요.
프로젝트의 .cursor/mcp.json 또는 ~/.cursor/mcp.json에 붙여 넣으세요
{
"mcpServers": {
"vintage": {
"command": "uvx",
"args": [
"vintage-mcp"
],
"env": {
"VINTAGE_USER_AGENT": "your-value",
"FRED_API_KEY": "your-value",
"VINTAGE_CACHE_DIR": "your-value"
}
}
}
}브라우저가 앱을 열지 물어본 다음, 앱이 설정을 보여 주고 확인을 요청해요. 키 값은 비워 두니 직접 입력하세요.
프로젝트의 .vscode/mcp.json에 붙여 넣으세요
{
"servers": {
"vintage": {
"type": "stdio",
"command": "uvx",
"args": [
"vintage-mcp"
],
"env": {
"VINTAGE_USER_AGENT": "your-value",
"FRED_API_KEY": "your-value",
"VINTAGE_CACHE_DIR": "your-value"
}
}
}
}브라우저가 앱을 열지 물어본 다음, 앱이 설정을 보여 주고 확인을 요청해요. 키 값은 비워 두니 직접 입력하세요.
이 서버는 내 컴퓨터에서 실행되는데, ChatGPT는 인터넷에 있는 서버에만 연결할 수 있어요. 다른 앱을 고르세요.
선택한 앱은 이 기기의 쿠키에만 저장돼요. 계정은 필요 없어요.
VINTAGE_USER_AGENT envVINTAGE_CACHE_DIR env이 설정은 제작자의 레지스트리 정보로 만들었어요. README와 다르면 README를 따르세요.
내 컴퓨터에서 실행돼요. 설치하면 AI 앱에 도구 목록이 나타나요.
누구나 볼 수 있는 정보를 점검했고, 코드는 읽지 않았어요. 해당하지 않는 항목은 개수에서 뺐어요. · 2026년 11월 7일 점검
레지스트리 이름이 GitHub 계정 RezaSoleymanifar 기준으로 확인되었고, 이 계정이 저장소를 소유하고 있어요
아직 GitHub에서 이 저장소를 읽어 오지 않았어요
아직 GitHub에서 이 저장소를 읽어 오지 않았어요
내 컴퓨터에서 실행되는 서버라 인터넷 엔드포인트가 없어요
내 컴퓨터에서 실행되며, 대신 로컬 설정을 사용해요
내 컴퓨터에서 실행돼요. 도구 목록은 인터넷 엔드포인트가 있는 서버에서만 읽을 수 있어요
레지스트리에서 이 카테고리의 활성 서버 전체와 비교했어요. 스타는 게시자가 저장소를 소유한 경우에만 세요.
해당하는 기본 점검 1개 중 1개를 통과했어요. 코드는 읽지 않았어요. 키나 토큰을 넣기 전에 서버가 어떤 권한을 요구하는지 확인하고, 꼭 필요한 권한만 있는 키를 쓰세요.
입력해야 할 값: FRED_API_KEY
내 컴퓨터에서 실행돼요. AI 앱이 필요할 때 실행하고, 데이터는 제작자의 서버를 거치지 않아요(서버 자체가 온라인 서비스를 호출하는 경우는 제외).
GitHub 저장소는 마지막으로 – 변경됐고, 최신 버전(0.9.0)은 3개월 전 레지스트리에 올라왔어요.
Claude Desktop, Claude Code, Cursor, VS Code처럼 MCP를 지원하는 앱에서 쓸 수 있어요. 내 컴퓨터에 Python (uv)도 있어야 해요.
같은 카테고리에는: Finance Toolkit, SolidInvoice, Korea Tax Calculator
같은 카테고리에서 다른 제작자가 만든 서버예요. 스타 순으로 정렬했어요.
카드 보는 법:★ GitHub 스타i세 기둥: 리뷰 · 점검 · 사용 정도i업데이트 = 최신 버전을 레지스트리에 공개한 날i
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.
제작자의 저장소에서 쓰인 그대로 가져왔어요. PopNx MCP가 검토하거나 보증한 내용이 아니에요. HTML, 이미지, 스크립트는 제거했어요. 링크를 누르면 이 사이트를 벗어나요.
Free financial data exists and is scattered across twenty APIs with twenty shapes. Everyone rebuilds the same glue, badly, and quietly ends up backtesting on restated figures and survivor biased universes.
Vintage is that glue, written once, served over MCP. It hosts no data. It connects, normalizes, and serves structured financial data from the web.
A research terminal that costs $0 and won't lie to you about your Sharpe.
rezasoleymanifar.github.io/vintage
Two of four scenes — see the full reel on the site .
Claude Code
claude mcp add vintage -s user -- uvx vintage-mcp
Claude Desktop / any MCP client — add to your config file:
{
"mcpServers": { "vintage": { "command": "uvx", "args": ["vintage-mcp"] } } }
Claude Desktop config lives at %APPDATA%\Claude\claude_desktop_config.json (Windows) or ~/Library/Application Support/Claude/claude_desktop_config.json (macOS). Restart the app afterwards. MCP servers load once at startup.
Needs uv. If you'd rather use pip: pip install vintage-mcp and set the command to vintage.
Everything works with zero configuration. These make it work better:
| Variable | Why |
|---|---|
VINTAGE_USER_AGENT | SEC EDGAR asks for a real contact. "Your Name your@email.com". |
FRED_API_KEY | Free key — unlocks 800k macro series with first-release vintages. |
VINTAGE_CACHE_DIR | Defaults to ~/.cache/vintage. |
Set them under "env" in the same config block:
{
"mcpServers": { "vintage": { "command": "uvx", "args": ["vintage-mcp"], "env": { "VINTAGE_USER_AGENT": "Jane Quant jane@example.com", "FRED_API_KEY": "..." } } } }
Your key stays in this file. It is read by the server process and is never passed through the model or written into the conversation.
The same data, without the server. Everything is synchronous and returns pandas, including inside Jupyter where a loop is already running.
import vintage as v
v.prices("AAPL", start="2020-01-01") # daily prices, with known_at v.panel(["AAPL", "MSFT", "JNJ"]) # dates x tickers v.fundamentals("AAPL", "us-gaap:Assets", as_of="2020-01-01") v.restatements("AAPL", "us-gaap:Assets") # periods reported twice, differently v.factors("ff3") # Ken French, wide v.macro("DGS10", as_of="2008-09-15") # ALFRED first-release vintage v.claim("Mom12m") # what the paper claimed v.claims(price_only=True) # the 56 replicable with free data v.crypto("BTC-USD") v.short_volume("AAPL") v.sentiment("wallstreetbets")
known_at is kept as a column on every frame rather than dropped for tidiness — losing it is how a point-in-time dataset quietly becomes an ordinary one. Pass as_of and rows published after that date are gone before you see them.
Once installed, ask your assistant:
*"What was Apple's total assets as of January 2020 — and has it been restated since?"*
*"Backtest 12-1 momentum on the Dow 30 since 2010."*
*"Now try short-term reversal instead. Did the alpha survive?"*
The third question is the one that matters. Every answer carries the worst held-out path next to the headline Sharpe.
Every value carries both:
observed_at — what period the number describesknown_at — when it first became publicA backtest may only use rows whose known_at precedes the trade date. That is structural, not a setting: the panel is indexed on known_at, so any slice of it is automatically point-in-time. There is no flag to turn it off.
Sources that cannot supply an honest known_at are flagged UNKNOWN_VINTAGE rather than given a fabricated date.
All six say the same thing: the data you have today is not what people saw back then.
Source is a parameter, never a separate tool. Twenty more sources adds zero tools.
| Verb | Does |
|---|---|
resolve | Any identifier → the entity key everything else accepts |
discover | Plain-English search across every source's catalog |
fetch | The workhorse. Any field, any source, with as_of |
events | Filing timeline with exact public timestamps |
backtest | Cross-sectional signal → returns, costs, held-out paths |
benchmark | Your returns → correlation and alpha vs published factors |
Plus status for cache size, keys, and how many specs you have tried.
Vintage implements the backtest-validation literature rather than inventing its own statistics. Execution realism is a different problem, already solved by LEAN and Nautilus Trader — Vintage runs before that, at the stage where most ideas should die.
| Technique | Source | Status |
|---|---|---|
Point-in-time panel indexed on known_at | structural, no flag to disable | ✅ shipped |
| Costs charged on turnover, always | no zero-cost mode exists | ✅ shipped |
| Deflated Sharpe Ratio | Bailey & López de Prado (2014) | ✅ shipped |
| Session trial ledger feeding the deflation | Bailey & López de Prado (2014) | ✅ shipped |
| Probability of Backtest Overfitting, via CSCV | Bailey, Borwein, López de Prado & Zhu (2017) | ⏳ planned |
| Purged k-fold CV with embargo | *Advances in Financial Machine Learning*, ch. 7 | ⏳ planned |
| Combinatorial purged cross-validation | *Advances in Financial Machine Learning*, ch. 12 | ⏳ planned |
| Minimum Backtest Length | Bailey, Borwein, López de Prado & Zhu (2014) | ⏳ planned |
| Newey–West adjustment for autocorrelated returns | Newey & West (1987) | ⏳ planned |
| Square-root market impact | Almgren et al. (2005) | ⏳ planned |
Citations are references, not endorsements — none of these authors is affiliated with Vintage. Anything marked planned is not in the code yet, and the backtest response says so at runtime rather than in the footnotes.
100 years, July 1926 to this morning 331 published anomalies, with claims 18 sources, six verbs 10,398 ticker-mapped US filers 800k+ macro series with vintages
A century of market history, twenty-two sources, and twenty of them need no key at all. The Fama-French factors start in July 1926 and the SEC filing stream runs to this morning — Vintage covers both ends from the same six verbs.
Most of these are the primary source — not a reseller, not a scraper. The filings come from the regulator that receives them, the macro series from the central bank that publishes them, and the factors from the university that computes them.
@remove all emojis and just print list of soruceswith icons for them.
| Source | Standing | Covers | Key | Point-in-time |
|---|---|---|---|---|
| SEC EDGAR XBRL | Primary · US regulator | Every concept every US filer has tagged, with accession number and filing date on each figure. Restatements arrive as rows, never as an overwrite. | none | ✅ native filing dates |
| SEC filings stream | Primary · US regulator | 8-K, 10-K, 10-Q, Form 4, 13D/G — timestamped to the second EDGAR accepted them. | none | ✅ exact timestamps |
| FRED / ALFRED | Primary · central bank | Federal Reserve Bank of St. Louis. ALFRED keeps first releases, so you can ask what CPI looked like *that morning*. | free | ✅ first-release vintages |
| Ken French Data Library | Primary · academic | Dartmouth. FF3, FF5, momentum, daily FF3, 49 industry portfolios — from where the authors publish them. | none | ❌ rebuilt each release |
| Open Source Asset Pricing | Primary · academic | Chen & Zimmermann. 331 published predictors with claimed return, t-stat, sample window and an implementable definition. openap:Mom12m returns Jegadeesh-Titman's 1.31%/mo, t=3.74. | none | ✅ claims dated to publication year |
| SEC Form 13F | Primary · US regulator | Institutional equity holdings for every manager over $100m. Quarter end and filing date are up to 45 days apart and both are kept, so as_of returns the book that was actually public. | none | ✅ quarter end vs filing date |
| SEC Form 25 | Primary · US regulator | Every delisting on record — 36,830 filings across 11,614 companies. The correction for a universe built from names that still exist. | none | ✅ filing dates, never revised |
| SEC XBRL frames | Primary · US regulator | One concept across every filer in a single call. 6,289 companies in 840 KB — the shape a cross-sectional sort needs. | none | ❌ carries the accession, not its date |
| US Treasury | Primary · US government | The par yield curve, 14 tenors from one month
앞부분만 보여 드려요. 나머지는 저장소에서 읽어 보세요