Best AI Investing Skills & Finance MCP Servers
Compare independently reviewed open-source finance skills, MCP servers and installation guides for Claude, Cursor and research agents.
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Use a read-only MCP server, API tool or workflow template.
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Best Open-Source Investing Agent Skills
Independent reviews ranked by maintenance, adoption, installability, data quality and research safety.
Scores combine public adoption, recent maintenance, installation clarity, source quality and read-only safety. SkillNav popularity is not treated as an individual skill like count.
15 reviewed skills
Finance Skills
A mature collection of Agent Skills for financial analysis, data providers and read-only market research.
Read reviewClaude Trading Skills
A deeply maintained equity research and trading-analysis skill library with tests, workflows and specialist agents.
Read reviewAwesome Finance Skills
A bilingual suite for real-time news, stock data, sentiment, signal tracking and report generation.
Read reviewMaverickMCP
A professional-grade personal stock-analysis MCP server with technical, screening and portfolio capabilities.
Read reviewInvestment Guru Skill
A Chinese-first analysis framework that applies methods associated with more than twenty investing masters.
Read reviewSEC EDGAR MCP
A community MCP package that turns SEC filings and company facts into agent-callable research tools.
Read reviewFinancial Datasets MCP Server
An MCP server for income statements, balance sheets, cash flow, prices and company news.
Read reviewyfinance MCP
An actively released MCP wrapper for Yahoo Finance data, news, screeners and charts.
Read reviewPE/PB Historical Valuation Skill
A focused BaoStock tool that calculates ten-year PE and PB valuation percentiles for A-shares.
Read reviewStock Research Framework
A nine-part stock-research checklist covering business, financials, competition, valuation, macro and sentiment.
Read reviewFinResearchClaw
An automation skill for event studies, factor models, accounting regressions and valuation-research pipelines.
Read reviewAI Stock Analyst
An A-share analyst skill using AkShare for quotes, indicators, valuation, news and scored reports.
Read reviewAkShare A-Stock Quant Skill
A broad AkShare-based quantitative data skill for prices, financials, flows, sectors, IPOs and margin data.
Read reviewA-Share Technical Indicators
A BaoStock-powered skill for K-lines, moving averages, MACD, KDJ, RSI, Bollinger Bands and CCI.
Read reviewAkShare Fund Analysis
A China mutual-fund skill for NAV, disclosed holdings, estimates, fund lists and aggregated exposure.
Read reviewWeekly discoveries
High-signal open-source skills and APIs found and scored by our weekly research process.
4 reviewed skills
OpenBB MCP Server
An MCP server that brings the vast financial data ecosystem of OpenBB directly to AI agents like Claude and Cursor.
Read reviewFinRobot
An open-source multi-agent framework that utilizes large language models to automate complex financial analysis, including equity research and report generation.
Read reviewxbtlin/ai-berkshire
An AI-era value investing research framework based on the methodologies of Buffett, Munger, Duan Yongping, and Li Lu, featuring multi-agent parallel research.
Read reviewmicrosoft/qlib
An AI-oriented quant investment platform for machine learning-based research, covering data processing, model training, and backtesting.
Read reviewSetup guides, comparisons and workflows
Focused guides for high-intent questions about installing and using investing skills.
How to Install Finance Skills for Claude Code
A practical, security-first setup guide for connecting Finance Skills to Claude Code.
How to Install Finance Skills for Cursor
A practical, security-first setup guide for connecting Finance Skills to Cursor.
How to Install Finance Skills for Codex CLI
A practical, security-first setup guide for connecting Finance Skills to Codex CLI.
How to Install Awesome Finance Skills for Claude Code
A practical, security-first setup guide for connecting Awesome Finance Skills to Claude Code.
How to Install Awesome Finance Skills for Cursor
A practical, security-first setup guide for connecting Awesome Finance Skills to Cursor.
How to Install Awesome Finance Skills for Codex CLI
A practical, security-first setup guide for connecting Awesome Finance Skills to Codex CLI.
How to Install Claude Trading Skills for Claude Code
A practical, security-first setup guide for connecting Claude Trading Skills to Claude Code.
How to Install Claude Trading Skills for Cursor
A practical, security-first setup guide for connecting Claude Trading Skills to Cursor.
How to Install Financial Datasets MCP Server for Claude Desktop
A practical, security-first setup guide for connecting Financial Datasets MCP Server to Claude Desktop.
How to Install Financial Datasets MCP Server for Cursor
A practical, security-first setup guide for connecting Financial Datasets MCP Server to Cursor.
How to Install MaverickMCP for Claude Desktop
A practical, security-first setup guide for connecting MaverickMCP to Claude Desktop.
How to Install MaverickMCP for Cursor
A practical, security-first setup guide for connecting MaverickMCP to Cursor.
How to Install yfinance MCP for Claude Desktop
A practical, security-first setup guide for connecting yfinance MCP to Claude Desktop.
How to Install yfinance MCP for Cursor
A practical, security-first setup guide for connecting yfinance MCP to Cursor.
How to Install SEC EDGAR MCP for Claude Desktop
A practical, security-first setup guide for connecting SEC EDGAR MCP to Claude Desktop.
How to Install SEC EDGAR MCP for Cursor
A practical, security-first setup guide for connecting SEC EDGAR MCP to Cursor.
Agent setup templates
Claude Desktop
Connect local or packaged MCP servers and expose finance tools in desktop conversations.
Open guideMCPCursor
Add financial tools to Cursor agents through project or user-level MCP configuration.
Open guideTools + MCPLangChain
Wrap finance functions as typed tools or load them from an MCP server.
Open guideFunction tools + MCPOpenAI Agents SDK
Expose a typed Python function or an MCP server as a callable agent tool.
Open guideAI Agent + tool noden8n
Connect an AI Agent node to HTTP Request, workflow or MCP Client tools without writing a full app.
Open guideAgent-ready investing skills
SEC EDGAR Agent Skill
Give an agent direct, citation-friendly access to company submissions and filing history.
Open guideMacroeconomic dataFRED Macro Agent Skill
Let an agent retrieve macro time series for rates, inflation, employment and liquidity research.
Open guideSecurity mappingOpenFIGI Mapping Skill
Help an agent resolve tickers, ISINs and exchange context into normalized security identifiers.
Open guideReal-time & market dataAlpha Vantage Market Skill
Add quotes, market time series and selected company data to a personal investment agent.
Open guideReal-time & market dataFinnhub Stock Data Skill
Give an agent a simple interface for quotes, company profiles, news and market events.
Open guideResearch & screeningOpenBB Research Skill
Use OpenBB as a common research layer across public, licensed and proprietary data providers.
Open guideResearch & screeningyfinance Agent Skill
Prototype an agent that can inspect price history, company metadata and corporate events.
Open guideMCP serversSEC EDGAR MCP Server
Install a maintained community MCP package that exposes SEC filings and financial facts as ready-made tools.
Open guide