Conversational Stock Analysis via MCP

The Problem

Personal stock analysis requires jumping between multiple tools: charting platforms for technical analysis, spreadsheets for portfolio tracking, screeners for finding opportunities, separate research sources for fundamentals.

Each context switch breaks focus. It's impossible to have a coherent conversation about investment decisions when data lives in 5 different places.

The Solution

MCP server that brings comprehensive stock analysis directly into Claude Desktop as native tools. Ask questions in natural language, get analysis with full context.

Pre-Seeded Database

520 S&P 500 stocks with technical screening data ready on first startup. No manual data collection, no API key configuration for basic use.

39+ Analysis Tools

Organized into logical groups:

Data & Technical Analysis

• Historical prices with intelligent caching
• RSI, MACD, Bollinger Bands, SMA/EMA
• Full technical analysis in one call

Stock Screening (Pre-calculated)

• Bullish momentum setups
• Bearish/short setups
• Supply/demand breakouts

Portfolio Management

• Add positions with automatic cost averaging
• Live P&L, unrealized gains
• Correlation analysis across holdings

AI Research Agents

• Parallel research with 400+ models via OpenRouter
• Deep company analysis
• Multi-source sentiment

Backtesting

• Execute strategy backtests
• A/B test strategies
• Walk-forward optimization

Technical Highlights

Multi-transport MCP — SSE, HTTP Streamable, STDIO for any MCP client (Claude Desktop, Cursor, Continue.dev).

Intelligent caching — Redis with in-memory fallback, database caching for expensive API calls.

Parallel screening — 4x speedup on stock screening with concurrent execution.

Adaptive timeouts — 120s-600s based on research complexity, prevents hung requests.

Smart model selection — OpenRouter integration auto-selects optimal model per task (40-60% cost savings).

Zero-config startup — SQLite default, PostgreSQL optional, works without Redis.

Workflow Example

In Claude Desktop:

"Analyze NVDA technically and compare to my portfolio"

"Screen for bullish momentum stocks in tech sector"

"Backtest RSI strategy on SPY for 2024"

"Research Apple's competitive position with sentiment analysis"

All analysis happens in natural dialogue. No context switching.

Results

• 39+ tools available in Claude Desktop
• 520 S&P 500 stocks pre-seeded with screening data
• Sub-second technical analysis responses (cached)
• 7-256x speedup on research tasks vs sequential
• 40-60% cost reduction with smart model selection
• 84% test coverage with 93 tests

Key Differentiators

Personal-use focused — no auth, no billing, no multi-tenant complexity.

Conversation-native — all analysis happens in natural dialogue with Claude.

Portfolio-aware — tools auto-detect your holdings, give position-aware recommendations.

Research-grade — not just data retrieval, actual AI-powered analysis and synthesis.

Personal tool demonstrating MCP server architecture. Available as reference for custom MCP development.