Overview

Title: investor-agent: A Financial Analysis MCP Server

How to Use:
The investor-agent is a Model Context Protocol (MCP) server that provides financial insights and analysis. It integrates with tools like yfinance for market data retrieval and can be combined with brokerage platforms like tasty-agent for trade execution. Installation is done via uvx, and it supports various tools for ticker information, financial data, and historical trends.

Key Features:

• Retrieves detailed ticker reports, including company overview, news, and analyst recommendations.
• Provides options data with high open interest and historical price trends.
• Fetches financial statements (income, balance sheet, cash flow) in millions USD.
• Offers institutional ownership, earnings history, and insider trading activity.
• Supports debugging via MCP inspector and log monitoring.

Use Cases:

• Financial analysis for investors and traders.
• Integration with LLMs for real-time market insights.
• Combining with brokerage MCP servers for automated trading strategies.
• Researching stock performance, institutional holdings, and insider activity.