FinanceToolkit

What it does

FinanceToolkit provides a comprehensive suite of financial analysis tools, connecting AI to deep market data for fundamental and technical analysis. It allows AI to perform complex financial modeling, ratio analysis, and risk assessment on global equities and options.

Tools

• search_instruments: Find financial symbols across various exchanges.
• get_stock_screener: Filter companies based on market cap, price, beta, and dividends.
• collect_efficiency_ratios: Retrieve asset turnover and inventory metrics.
• collect_liquidity_ratios: Analyze short-term financial health via current and quick ratios.
• collect_profitability_ratios: Calculate gross, operating, and net profit margins.
• collect_solvency_ratios: Assess long-term debt and financial leverage.
• collect_valuation_ratios: Compute P/E, PEG, and Enterprise Value metrics.
• get_intrinsic_valuation: Perform Discounted Cash Flow (DCF) analysis.
• collect_first_order_greeks: Get Delta, Vega, Theta, and Rho for options.
• get_sharpe_ratio: Calculate risk-adjusted returns for portfolios.

Installation

{
  "mcpServers": {
    "financetoolkit": {
      "command": "python3",
      "args": ["-m", "financetoolkit_mcp"]
    }
  }
}

Supported hosts

• Claude Desktop