company_info
Get detailed company information including sector, financials, and valuation metrics.
Returns company description, sector, industry, market cap, P/E ratio, revenue, profit margins, and other fundamental data.
LABSCO SUMMARY
The analysis layer, not just the data feed.
Most free market APIs hand back raw series and leave the maths to you; here the indicators, risk ratios and correlations are computed server-side, so a question like whether a position is overbought or how badly two holdings move together is one call rather than a spreadsheet. Two limits worth knowing before you lean on it: quotes come from Yahoo Finance through yfinance rather than an exchange feed, and responses are cached, so a 60-second-old quote is by design.
What it is
A market data and analysis server built on Yahoo Finance and CoinGecko, with the indicators calculated locally rather than fetched. It covers a single ticker, a basket, or a whole portfolio, and answers with numbers plus a plain-English read of what they say.
What you get
- Quotes for one ticker or a batch, with change, volume, 52-week range, P/E and market cap, plus a company's sector, industry, revenue and margins
- Crypto by CoinGecko id: price, market cap, 1h/24h/7d change, all-time-high data and supply, the top coins by market cap, today's trending coins, and a search that finds the id from a name or symbol
- Technical analysis on a ticker — RSI, MACD, Bollinger Bands, SMA 20/50/200, EMA 12/26 — with Golden Cross, Death Cross and overbought/oversold flagged rather than left to be read off
- OHLCV history over a chosen period and interval, with min, max, average price and total volume summarised
- Assets compared side by side on return and volatility over the same window
- Portfolio analysis from SYMBOL:SHARES pairs: current value, weight distribution, sector breakdown and per-position performance
- Risk metrics for a symbol against a benchmark — 95% Value-at-Risk, annualised Sharpe and Sortino, Beta and maximum drawdown
- A correlation matrix of pairwise Pearson correlations across a basket, which is the number diversification actually turns on
- A market snapshot — S&P 500, NASDAQ, Dow, Russell 2000 and the VIX with the day's biggest movers — and the 11 GICS sectors ranked by return through their SPDR ETFs
- Earnings dates with EPS estimate against actual for recent quarters, and the option chain with strikes, volume, open interest, implied volatility and Greeks where available
Requirements
Nothing to sign up for when you run it yourself: no API key for either stocks or crypto. Python 3.11 or newer, started over stdio as uvx --from financekit-mcp financekit, or pip install financekit-mcp and run financekit. Stock data comes from Yahoo Finance through yfinance and crypto from CoinGecko's free tier, with responses cached — quotes 60s, crypto 2 minutes, history 1 hour, company info 24 hours. A hosted endpoint on MCPize is the alternative to running it: it asks for an MCPize sign-in and is metered by calls per month, with a free tier of 100. MIT.
Setup effort
One command — uvx --from financekit-mcp financekit
USE CASES
01
Deciding whether a stock is stretched right now
Run the full indicator set on the ticker and read the flags — RSI level, MACD momentum, position inside the Bollinger Bands, and whether a Golden or Death Cross has printed.
02
Choosing between two names
Compare them over the same window on return and volatility, then look at each one's risk profile against a benchmark rather than at price alone.
03
Checking whether a portfolio is as diversified as it looks
Break the holdings down by weight and sector, then read the pairwise correlations — positions in different sectors that move together are the ones the sector breakdown hides.
04
Preparing for an earnings date
Find the next reporting date and how recent quarters landed against estimates, then read the chain for that expiry with implied volatility and open interest.
05
Taking the market's temperature before opening anything
Read the major indices and the VIX in one call, then see which of the 11 sectors are leading and which are being sold.
06
Looking into a coin you only know by ticker
Search for the CoinGecko id first, then pull its price, market cap, supply and recent momentum, or check what is trending before picking one.
17 tools
Counted once with only startup setup. Other versions, modes or optional credentials may expose a different list.
compare_assets
Compare performance of multiple stocks/assets over a period.
Returns side-by-side comparison of returns, volatility, and key metrics to help decide between investment options.
correlation_matrix
Compute correlation matrix between multiple assets.
Returns pairwise Pearson correlations. Useful for portfolio diversification analysis — lower correlations = better diversification. Correlations near 1 = assets move together (less diversification benefit).
crypto_price
Get current price, market cap, volume, and price changes for a cryptocurrency.
Returns comprehensive market data including 1h/24h/7d price changes, ATH data, supply info, and market cap rank. Use the CoinGecko ID (e.g., 'bitcoin' not 'BTC'). Use search_crypto to find IDs.
crypto_search
Search for a cryptocurrency by name or symbol. Returns CoinGecko IDs needed for other tools.
crypto_top_coins
Get the top cryptocurrencies ranked by market cap.
crypto_trending
Get the top 10 trending cryptocurrencies on CoinGecko right now.
Shows coins with the most search interest in the last 24 hours.
earnings_calendar
Get upcoming and recent earnings dates for a stock.
Returns next earnings date, EPS estimates vs actuals for recent quarters, and revenue data. Critical for event-driven trading.
market_overview
Get a snapshot of the major market indices, VIX, and top stock movers.
Returns current values and daily change for S&P 500, NASDAQ, DOW, and Russell 2000, the VIX fear/greed indicator, top 5 gainers and losers from a watchlist of 15 major stocks, and an overall market sentiment classification (Risk-on, Risk-off, etc.).
multi_quote
Get quotes for multiple stocks at once. Provide comma-separated symbols.
options_chain
Get options chain (calls and puts) for a stock.
Returns available expirations and, if one is specified or the nearest is used, the full chain with strikes, volumes, open interest, implied volatility, and greeks (when available).
portfolio_analysis
Analyze a stock portfolio — total value, allocation, performance, and diversification.
Provide holdings as 'SYMBOL:SHARES' pairs (e.g., 'AAPL:10,MSFT:5,GOOGL:3'). Returns current portfolio value, weight distribution, sector breakdown, and individual position details.
price_history
Get historical price data (OHLCV) for a ticker.
Returns open, high, low, close, and volume for each period, plus summary statistics (min, max, avg price, total volume).
risk_metrics
Calculate advanced risk metrics: VaR, Sharpe, Sortino, Beta, Max Drawdown.
Professional-grade risk analysis for any stock or ETF. Returns Value-at-Risk (95%), Sharpe ratio (annualized), Sortino ratio, Beta vs benchmark, and maximum drawdown.
sector_rotation
Sector performance ranking via SPDR sector ETFs.
Returns performance of all 11 GICS sectors ranked by return. Useful for identifying market leadership and rotation trends.
stock_quote
Get the current stock price, change, volume, and key metrics for a ticker.
Returns real-time market data including price, daily change, 52-week range, P/E ratio, market cap, and more.
technical_analysis
Run a comprehensive technical analysis on a ticker.
Calculates RSI, MACD, Bollinger Bands, SMA (20/50/200), EMA (12/26), and detects patterns like Golden Cross/Death Cross and overbought/oversold conditions.
Returns all indicators with their current values plus a plain-English summary of signals.
BEFORE YOU INSTALL
What to know first
Tools you get
17 tools when we connected. The documentation's table lists 12; risk_metrics, correlation_matrix, earnings_calendar, options_chain and sector_rotation are the other five. On the hosted route Free gets 5 basic tools, Hobby most tools, Pro everything; self-hosted has full access.
CONTEXT COST
Light Standing cost
Rated by the size of the 17 tool definitions that ride along on every turn, not by how many there are
INSTALLATION
Connect your client
Server setup
uvx
TERMINAL
uvx --from financekit-mcp financekitHosted endpoint
ENDPOINT URL
https://financekit-mcp.mcpize.run/mcpAdd this hosted endpoint to your MCP client, then sign in.
MCP Clients
Any MCP client — hosted
ANY MCP CLIENT — HOSTED · JSON
{
"mcpServers": {
"financekit": {
"url": "https://financekit-mcp.mcpize.run/mcp"
}
}
}MCPize asks you to sign in with an MCPize account (OAuth) the first time a client connects; the free tier allows 100 calls a month. Running it yourself needs no account.
Claude Code
CLAUDE CODE · TERMINAL
claude mcp add financekit -- uvx --from financekit-mcp financekitClaude Desktop, Cursor, Windsurf
JSON
{
"mcpServers": {
"financekit": {
"command": "uvx",
"args": [
"--from",
"financekit-mcp",
"financekit"
]
}
}
}pip install
PIP INSTALL · TERMINAL
pip install financekit-mcp
financekitFrom source
FROM SOURCE · TERMINAL
git clone https://github.com/vdalhambra/financekit-mcp.git
cd financekit-mcp
uv sync
uv run financekitClaude Desktop — Smithery
CLAUDE DESKTOP — SMITHERY · TERMINAL
npx -y @smithery/cli install @vdalhambra/financekit --client claude
