Analyze stocks with Claude or ChatGPT

Our advice: start with free data. Use EdgarTools for filings and Alpha Vantage for prices and financials, then add TradingView if you already pay for it. Use AI to summarize and compare, and make decisions yourself. This is not financial advice.

Our pick: alpha_vantage_mcp

1. 1

   Connect a data source

   Pick one from the list below and use the install box on its page. Alpha Vantage needs a free key from Alpha Vantage. EdgarTools needs no key, only your name and email set in the config, as the SEC asks.

   Uses alpha_vantage_mcp, EdgarTools

2. 2

   Start with the filings

   Our advice: ask for quotes and section names so you can check each claim against the filing.

   PromptCopy

   Read the latest 10-K for this company. Summarize what the business sells, how it makes money, its top 5 risk factors and any change since last year. Quote the page or section for each point.

   Uses EdgarTools

3. 3

   Compare numbers

   Finance Toolkit calculates ratios from raw statements with open formulas, which helps you see how a number is built. It needs a Financial Modeling Prep key.

   PromptCopy

   Compare revenue growth, operating margin and debt to equity for these three companies over the last 5 years. Show the formula and the source for each figure.

   Uses Finance Toolkit, alpha_vantage_mcp

4. 4

   Ask for the case against

   Our advice: ask for the bear case too. It makes you read the risks instead of only the good news.

   PromptCopy

   Give me the strongest argument against this company, using only the data above. Separate facts from opinion.

5. 5

   Check dates, sources and what is missing

   Check the date on every figure. Ask the assistant what data it could not find. This is research, not financial advice, and you should speak to a licensed adviser for decisions about your money.

   Tip: Our advice: tools can lag, so confirm any price you act on at your broker or exchange. TradingView says market data in its beta is delayed.

   Uses TradingView MCP Server

1. 1
   alpha_vantage_mcpOfficialHosted or LocalOAuth

   Alpha Vantage's own server. Prices, company financials, news sentiment, indicators like RSI, and economic series. Reads only.

   Free keyCost
2. 2T
   TradingView MCP ServerOfficialHostedOAuth

   TradingView's server for screens, news, fundamentals, filings, watchlists and alerts. Needs a paid Essential plan or higher. Data is delayed and it cannot trade.

   Paid planCost
3. 3
   mcp_massiveOfficialHosted or LocalOAuth

   Massive.com's server for its market data API. What you can query depends on your Massive plan, and the README marks it experimental.

   By planCost
4. 4
   EdgarToolsLocalNo sign-in

   Reads SEC EDGAR filings: financials, filing text, insider trades and fund holdings. Runs on your computer with no key.

   FreeCost
5. 5
   Finance ToolkitHosted or LocalAPI key

   Calculates ratios and valuation figures with open formulas. Needs a Financial Modeling Prep API key.

   Needs data keyCost

Plan: Depends on the connector. Directory apps vary by plan, region and workspace; custom MCP servers need Business or Enterprise/Edu on web, per OpenAI.

Plan: Any plan that lets you add the connector. Alpha Vantage is listed in Claude's connector directory.