iflow-mcp_saidsurucu-value-investing-mcp 0.1.0
Warren Buffett value investing MCP server for US stocks
Requires Python: >=3.10

# Value Investing MCP

Warren Buffett value investing MCP server for US stock markets.

## Quick Start (Remote MCP)

**No installation required!**

**Remote MCP URL:** `https://value-investing.fastmcp.app/mcp`

### Claude Desktop

1. Open Claude Desktop **Settings → Connectors → Add Custom Connector**
2. Enter:
   - **Name:** `Value Investing MCP`
   - **URL:** `https://value-investing.fastmcp.app/mcp`
3. Click **Add**
4. Start using! 🎉

---

## Local Installation (Optional)

### Prerequisites

**Windows:**
- [Python 3.11+](https://www.python.org/downloads/) (check "Add Python to PATH")
- [Git](https://git-scm.com/downloads/win)
- [Microsoft Visual C++ Redistributable](https://learn.microsoft.com/en-us/cpp/windows/latest-supported-vc-redist)
- `uv`: Run in PowerShell:
  ```
  powershell -ExecutionPolicy ByPass -c "irm https://astral.sh/uv/install.ps1 | iex"
  ```

**Mac/Linux:**
- Python 3.11+
- `uv`: Run in Terminal:
  ```
  curl -LsSf https://astral.sh/uv/install.sh | sh
  ```

### Claude Desktop

1. Open Claude Desktop **Settings → Developer → Edit Config**
2. Add to `claude_desktop_config.json`:

```json
{
  "mcpServers": {
    "Value Investing MCP": {
      "command": "uvx",
      "args": [
        "--from", "git+https://github.com/saidsurucu/value-investing-mcp",
        "value-investing-mcp"
      ]
    }
  }
}
```

3. Restart Claude Desktop

### Other MCP Clients (5ire, etc.)

**Command:**
```
uvx --from git+https://github.com/saidsurucu/value-investing-mcp value-investing-mcp
```

---

## Features

### 17 MCP Tools

**Core Calculations (0-7):**

| # | Tool | Description |
|---|------|-------------|
| 0 | Ticker Search | Find stock ticker symbols by company name (SEC EDGAR) |
| 1 | Owner Earnings | Calculate true economic earnings (NI + D&A - CapEx - ΔWC) |
| 2 | Intrinsic Value | 10-year DCF with Buffett parameters |
| 3 | Moat Score | Economic moat assessment (10 factors, 0-100) |
| 4 | Margin of Safety | Risk-adjusted buy signals with moat thresholds |
| 5 | Position Sizing | Modified Kelly Criterion (max 15% position) |
| 6 | Buffett Indicator | Market valuation (Total Market Cap / GDP) |
| 7 | Complete Analysis | All-in-one comprehensive stock analysis |

**Raw Data Access (8-11):**

| # | Tool | Description |
|---|------|-------------|
| 8 | Financial Statements | Balance Sheet, Income Statement, Cash Flow |
| 9 | Company Info | Profile, sector, industry, market cap |
| 10 | Historical Prices | OHLCV price data with flexible periods |
| 11 | Analyst Estimates | Growth estimates, price targets, EPS forecasts |

**Consolidated Analysis (12-16):**

| # | Tool | Description |
|---|------|-------------|
| 12 | Stock Screener | Filter stocks with 96 equity filters |
| 13 | Ownership Analysis | Insider & institutional ownership patterns |
| 14 | Dividend Analysis | 5-factor dividend safety scoring |
| 15 | Analyst Ratings | Consensus, price targets, earnings estimates |
| 16 | Risk Metrics | Multi-dimensional risk assessment (Altman Z-Score) |

---

## Data Sources

- **SEC EDGAR**: Company ticker lookup
- **Yahoo Finance**: Stock financials, prices, analyst estimates
- **World Bank API**: GDP data for terminal growth rates
- **yfscreen**: Stock screening filters

## Markets Supported

US markets only (NASDAQ, NYSE, S&P 500)

## License

MIT License