Finance Toolkit
500+ transparent financial methods calculated from raw statements, not third-party endpoints.
作者提供的说明(英文原文)
CLI + MCP server for SEC 13F institutional holdings, insider trading, and smart money convergence.
这三项永远不会合并成一个分数:意见、测量和人气是不同的东西。
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。
选择你使用的 AI 应用,然后复制设置。
ALPHASMO_API_KEY标为机密的值是你账户的钥匙。千万不要分享给别人,也不要粘贴到聊天里。
你需要
你用的是哪个应用?
在上方选择你的应用。我们会记住它,下次按钮会显示“安装到 …”。
打开 Claude Desktop → Settings → Developer → Edit Config,把下面的内容粘贴到 claude_desktop_config.json
{
"mcpServers": {
"alphasmo-tools": {
"command": "npx",
"args": [
"-y",
"alphasmo",
"mcp"
],
"env": {
"ALPHASMO_API_KEY": "your-value"
}
}
}
}在终端中运行这条命令
claude mcp add alphasmo-tools --env ALPHASMO_API_KEY=your-value -- npx -y alphasmo mcp运行前请先填写空着的值。
粘贴到项目中的 .cursor/mcp.json,或 ~/.cursor/mcp.json
{
"mcpServers": {
"alphasmo-tools": {
"command": "npx",
"args": [
"-y",
"alphasmo",
"mcp"
],
"env": {
"ALPHASMO_API_KEY": "your-value"
}
}
}
}浏览器会先询问是否打开应用,然后应用会显示设置并请你确认。密钥的值会留空,由你自己填写。
粘贴到项目中的 .vscode/mcp.json
{
"servers": {
"alphasmo-tools": {
"type": "stdio",
"command": "npx",
"args": [
"-y",
"alphasmo",
"mcp"
],
"env": {
"ALPHASMO_API_KEY": "your-value"
}
}
}
}浏览器会先询问是否打开应用,然后应用会显示设置并请你确认。密钥的值会留空,由你自己填写。
这个服务器在你的电脑上运行,而 ChatGPT 只能连接互联网上的服务器。请选择其他应用。
你的选择通过 Cookie 保存在这台设备上,无需账户。
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。
它在你的电脑上运行;安装后,工具列表会显示在你的 AI 应用中。
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6日
注册名称已通过 GitHub 账户 alphasmo 验证,该账户拥有此仓库
我们还没有从 GitHub 读取这个仓库
我们还没有从 GitHub 读取这个仓库
它在你的电脑上运行,没有互联网端点
在你的电脑上运行,改用本地设置
它在你的电脑上运行;我们只能读取互联网端点的工具列表
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。
它在 1 项适用的基础检查中通过了 1 项。我们没有阅读代码。在添加密钥或令牌之前,请先看看这个服务器要求哪些权限,并使用只具备所需权限的密钥。
你需要填写:ALPHASMO_API_KEY
它在你的电脑上运行。你的 AI 应用会在需要时启动它,数据不会经过作者的服务器(除非它自己调用在线服务)。
GitHub 仓库最后更新于–,最新版本(0.2.1)于4个月前进入注册中心。
支持 MCP 的应用,例如 Claude Desktop、Claude Code、Cursor 和 VS Code。你的电脑上还需要有 Node.js。
同一分类中有:Finance Toolkit, SolidInvoice, Korea Tax Calculator
同一分类中其他作者的服务器,按星标数排序。
如何看卡片:★ 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
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: 95 tools with statutory citations.
按原文从作者的仓库复制。PopNx MCP 没有审查或背书其内容。HTML、图片和脚本已被移除。链接会离开本站。
CLI + [MCP server](https://modelcontextprotocol.io) for [AlphaSMO](https://alphasmo.com) — SEC EDGAR 13F institutional holdings, Form 4 insider trading, and "smart money convergence" signals (tickers where hedge funds *and* company insiders are buying at the same time), queryable from your terminal, your scripts, or any MCP-compatible AI agent (Claude, ChatGPT, Cursor, etc.).
No signup, no API key, no setup — try it right now:
npx alphasmo stocks flows --limit 10
Example output:
┌────────┬──────────────────────────────┬────────────────────┬──────────────┬──────────────┐
│ ticker │ issuer │ net flow (USD) │ avg weight % │ institutions │ ├────────┼──────────────────────────────┼────────────────────┼──────────────┼──────────────┤ │ BRK-A │ BERKSHIRE HATHAWAY INC-CL A │ 247,455,256,379 │ 1.42 │ 1418 │ ├────────┼──────────────────────────────┼────────────────────┼──────────────┼──────────────┤ │ AZN │ AstraZeneca PLC │ 148,465,847,587.12 │ 0.47 │ 1309 │ ├────────┼──────────────────────────────┼────────────────────┼──────────────┼──────────────┤ │ XOM │ EXXON MOBIL CORP │ 138,784,059,363.77 │ 0.78 │ 4716 │ ├────────┼──────────────────────────────┼────────────────────┼──────────────┼──────────────┤ │ CVX │ CHEVRON CORP │ 77,783,933,645.44 │ 0.6 │ 4261 │ ├────────┼──────────────────────────────┼────────────────────┼──────────────┼──────────────┤ │ JNJ │ JOHNSON & JOHNSON │ 64,498,075,844.9 │ 0.76 │ 4603 │ ├────────┼──────────────────────────────┼────────────────────┼──────────────┼──────────────┤ │ SNDK │ SANDISK CORP │ 58,662,972,096.01 │ 0.65 │ 1172 │ ├────────┼──────────────────────────────┼────────────────────┼──────────────┼──────────────┤ │ MU │ MICRON TECHNOLOGY INC │ 55,374,569,969.23 │ 0.7 │ 2993 │ ├────────┼──────────────────────────────┼────────────────────┼──────────────┼──────────────┤ │ AMAT │ APPLIED MATERIALS INC │ 48,790,109,328.41 │ 0.52 │ 2931 │ ├────────┼──────────────────────────────┼────────────────────┼──────────────┼──────────────┤ │ EEM │ ISHARES MSCI EMERGING MARKET │ 48,211,222,155.7 │ 0.59 │ 1637 │ ├────────┼──────────────────────────────┼────────────────────┼──────────────┼──────────────┤ │ CAT │ CATERPILLAR INC │ 46,035,710,179.58 │ 0.5 │ 3724 │ └────────┴──────────────────────────────┴────────────────────┴──────────────┴──────────────┘
## Why AlphaSMO
"What is smart money buying right now?" → alphasmo convergence
"What does Berkshire Hathaway hold?" → alphasmo institutions holdings berkshire-hathaway-inc "Are insiders buying or selling NVDA?" → alphasmo insider summary NVDA "Which stocks are institutions dumping?" → alphasmo stocks flows --direction sell
Wire the MCP server into Claude Desktop, Claude Code, Cursor, or any MCP client (see below) and ask these in plain English — no code required.
npx alphasmo institutions search "Berkshire"
npx alphasmo stocks get AAPL npx alphasmo convergence -l 5
No install step required — npx fetches and runs it. Or install globally:
npm install -g alphasmo
alphasmo --help
| Command | What it returns | |||
|---|---|---|---|---|
| `alphasmo institutions search [-l\ | --limit]` | Search 13F institutions by name | ||
| `alphasmo institutions list [-l\ | --limit] [-o\ | --offset]` | Paginate the full institution universe (no query) | |
alphasmo institutions get | Full institution detail, sector weights | |||
alphasmo institutions holdings | Latest 13F holdings for one institution | |||
alphasmo stocks get | Full stock detail — holder count, flows, top holders (identifier = ticker or CUSIP) | |||
| `alphasmo stocks flows [-d\ | --direction buy\ | sell] [-l\ | --limit]` | Stocks ranked by net institutional buy/sell flow |
alphasmo insider trades | Recent individual Form 4 insider trades for one ticker | |||
alphasmo insider summary | Insider confidence scores (30d/90d) for one ticker | |||
| `alphasmo convergence [-l\ | --limit] [--min-confidence] [--days]` | Tickers where 13F institutions *and* insiders are both buying — the flagship signal | ||
alphasmo mcp | Start the MCP server over stdio |
Global flags on every command: --api-key (env ALPHASMO_API_KEY), --base-url (env ALPHASMO_BASE_URL), -f/--format json|compact|table|csv, --json (shorthand for --format json), --csv (shorthand for --format csv).
Output format auto-detects your context — no flag needed in the common case:
263,095,703,570).jq or feed to an agent.--format/--json/--csv always override the auto-detection either way.alphasmo stocks flows --csv > flows.csv
alphasmo insider trades AAPL --csv | column -s, -t
Errors go to stderr with a distinct exit code (2 not found, 3 auth, 4 rate limit, 5 unexpected response shape, 1 other), so scripts can branch without string-matching.
Anonymous requests are rate-limited by IP. Sign up and mint a free key at [alphasmo.com/developer](https://alphasmo.com/developer), then:
alphasmo convergence --api-key ask_live_...
export ALPHASMO_API_KEY=ask_live_...
claude mcp add (recommended)If you're using Claude Code, register the server with one command:
claude mcp add alphasmo -- npx -y alphasmo@latest mcp
Add -e ALPHASMO_API_KEY=ask_live_... before the -- to raise your rate limit. Run claude mcp list to confirm it's connected.
For Claude Desktop, Cursor, or any other MCP client, add this to your config file directly:
{
"mcpServers": { "alphasmo": { "command": "npx", "args": ["alphasmo", "mcp"], "env": { "ALPHASMO_API_KEY": "optional-your-key-here" } } } }
Both options work anonymously out of the box, at lower rate limits than with a key. Tools exposed: search_institutions, get_institution_profile, get_institution_holdings, get_stock_overview, get_stock_flows, get_insider_activity, get_smart_money_convergence.
Full endpoint reference: alphasmo.com/developer/docs.
import { AlphasmoClient } from "alphasmo";
const client = new AlphasmoClient(); // no apiKey needed to try it console.log(await client.getSmartMoneyConvergence({ limit: 5 }));
npm install alphasmo
A Python client + MCP server is also available — see alphasmo.com/developer for setup.
Deepen your understanding of institutional holdings and SEC filing dynamics:
MIT