Valuein MCP Server

Single-ticker end-to-end institutional research brief in markdown — fundamentals, valuation, ratios, capital allocation, peer comparison, recent catalysts, and SEC lineage. Three depth modes: 'quick' (≈3 tool calls — snapshot), 'full' (≈8 calls — default institutional brief), 'forensic' (≈11 calls — adds restatement audit + fact-level SEC verification). Renders as an artifact users can export to Word/PDF directly from Claude Desktop or claude.ai. PIT-safe via as_of_date for backtests.

PM idea-generation workflow. Builds a survivorship-free universe via index_membership.parquet, ranks it on a chosen factor objective (quality, value, growth, or balanced), QCs the top 3 with a period-over-period change check, and hands off shortlist members to equity_research_brief for full write-ups. Renders as a markdown shortlist artifact. Survivorship-free historical screening via as_of_date.

Systematic 5-year analysis of a company's operational efficiency and competitive moat. Chains fundamentals → valuation metrics → peer comparables to produce a structured teardown covering revenue quality, margin trends, ROIC vs WACC spread, and relative positioning vs sector peers.

Produces a structured relative-value memo comparing a company to its closest peers. Chains search_companies → peer_comparables → valuation_metrics → financial_ratios to output an investment-committee-ready comparison table with ROIC, valuation multiples, and capital efficiency.

Evaluates capital structure safety and dividend sustainability for portfolio risk-adjusted sizing. Chains fundamentals → capital_allocation → valuation_metrics → financial_ratios (leverage/liquidity) to produce a structured risk scorecard.

Evaluates management's capital allocation decisions over a multi-year period. Chains capital_allocation_profile → valuation_metrics → financial_ratios to produce a management-quality scorecard: does management create value with retained earnings?

Sets up a bias-free quantitative backtest by defining the historical universe and providing Parquet URLs for bulk data access. Chains get_pit_universe → get_compute_ready_stream to produce ready-to-run Python/DuckDB code.

Guides construction of a quantitative factor (Quality, Value, Momentum) across a sector universe using ratio.parquet data. Chains get_pit_universe → get_financial_ratios → get_compute_ready_stream to produce normalized factor scores.

Comprehensive ratio profile for a single company spanning all 7 ratio categories (profitability, liquidity, leverage, efficiency, per_share, owner_earnings, valuation). Includes TTM and 5-year annual history with trend analysis.

Cross-sectional ratio ranking across a sector to surface the highest-quality or best-value companies. Chains get_pit_universe → get_compute_ready_stream to screen the full sector using pipeline-computed ratios.

Single-ticker smart-money brief: composite flow score, top holders (classified), 13F deltas, blockholder alerts, and insider sentiment overlay. Three depth modes: 'quick' (3 composites only), 'standard' (default, + 13F + blockholders), 'deep' (+ insider transactions + company fundamentals for fundamental context). Renders as an exportable markdown artifact. Institutional tier only.

Event-driven surveillance for activist target / takeover candidates. Surfaces filers flipping 13G → 13D within the lookback window (the strongest activist signal in the dataset), then cross-references defensive insider activity and 8-K item 1.01 filings to check whether a corporate response is already in motion. Banker / event-driven desk workflow. Institutional tier only.

Hedge-fund-grade earnings-quality red-flag brief for a single ticker. Chains forensic_audit (deterministic Beneish M + Altman Z' + Sloan accruals) → restatement diff → Risk-Factor delta to surface fraud / quality concerns. Output: structured red-flag list with citation to specific XBRL tags + 10-K accessions.

PM digest: 13F + insider activity across the caller's watchlist. Surfaces top fund accumulators, recent insider clusters, and 13D/13G activist filings worth investigating. Institutional tier (full plan) only.

Daily overnight digest: material SEC filings across the caller's watchlist since the last close. Ranks by likely impact (M-score change candidates, 8-K item types, amendment flags).

Pre-earnings pulse for a single ticker. Pulls last 8 quarters of fundamentals + the existing get_earnings_signals trend + management-credibility cross-check (promise-vs-delivery on key segments). Output: 1-page pre-read for an analyst attending the call.

Daily/weekly sweep for 10-K/A and 10-Q/A amendments across a watchlist (or the caller's full ticker set). Surfaces amendments that materially changed reported revenue, cash flow, or earnings — the highest-signal restatement events for a forensic analyst.

Detect new SC 13D / 13G filings across the watchlist and pull the activist's historical playbook stats. Surfaces 13G→13D conversions (the strongest 'going active' signal). Institutional tier.

End-to-end idea-generation pipeline: screen → forensic audit → save thesis for the top N candidates. Produces both the screening result + a saved thesis on each conviction name. Wraps existing screen_universe + forensic_audit + save_thesis.

End-of-week diagnostic on the caller's saved theses: which are still on track (positive directional momentum) vs. broken (signals diverging from view). Runs score_thesis_outcome over the active set and produces a top-3-issues list.

Comprehensive sector / industry landscape brief — market dynamics, top 5–10 players, competitive structure, valuation context, and investment debate. Distinct from sector_ratio_screen (which is just a screen) and screen_and_shortlist (single-theme idea generation) — this is full sector context. Adapted from anthropics/financial-services equity-research/sector-overview.

Disciplined forward-DCF construction for a single ticker — pulls fundamentals, justifies each assumption against history + peers, calls compute_dcf, and renders the full per-share value + 5×5 sensitivity grid. Wraps Valuein's existing compute_dcf math tool with verify-at-each-step discipline. Adapted from anthropics/financial-services financial-analysis/dcf-model.