io.github.kkfir13/valuedge

up checked 2026-11-11T09:38:18.050Z

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Publisher-provided title

ValuEdge Stock Research MCP

Publisher-provided description

Read-only stock research; OAuth unlocks your own portfolio, watchlist, and Smart Alerts.

Summary by lookupd

Lets agents research stocks and ETFs, screen candidates, and manage a user's portfolio, watchlists, and dividend tracking after OAuth.

Install

Claude Code, remote (streamable-http)

claude mcp add --transport http valuedge https://valuedge.app/mcp

Codex, remote (streamable-http)

codex mcp add valuedge --url https://valuedge.app/mcp

Cursor, remote (streamable-http) → .cursor/mcp.json

{
  "mcpServers": {
    "valuedge": {
      "url": "https://valuedge.app/mcp"
    }
  }
}

Other clients: docs. Or tell your agent: Set up lookupd for me: read https://lookupd.com/agent.md and follow it.

Tools (22 tools)

Publisher-provided text

• search_securities Use this when the user gives an ambiguous company name or ticker and you need to resolve it before valuation or comparison. Search is limited to the ValuEdge-su
• get_stock_valuation Use this when the user asks for one stock's ValuEdge fair value, current price, margin of safety, valuation method, assumptions, confidence, or valuation risk.
• get_stock_fundamentals Use this when the user asks for a stock's ValuEdge financial history, profitability, growth, balance-sheet evidence, business quality, or data coverage. An opti
• get_stock_technicals Use this when the user requests verified daily technical analysis of one confirmed stock: SMA 20/50/200, RSI 14, trend states, momentum, price performance, ATR,
• compare_stocks Use this when the user asks to compare two to six confirmed stocks on current price, canonical fair value, margin of safety, confidence, valuation risk, and fai
• screen_stocks Use this when the user asks to screen supported U.S.-listed stocks by valuation, growth, profitability, dividends, size, or quality. Search ValuEdge's bounded N
• get_my_portfolio Use this when the authenticated user asks to review their own ValuEdge portfolio, holdings, market value, fair-value coverage, allocation, concentration, or ris
• analyze_my_portfolio Use this when the authenticated user asks for their own portfolio concentration, sector or currency allocation, fair-value coverage, or risk context. Explain ev
• list_my_portfolio_transactions List transaction IDs and exact position records in the signed-in user's portfolios. Only manual records can be edited; brokerage and imported records remain rea
• record_my_portfolio_transaction Record a historical or current manual BUY or SELL in the signed-in user's ValuEdge portfolio, without placing an actual trade. Creating a new portfolio through
• edit_my_portfolio_transaction Adjust quantity and entry price of one exact manually recorded BUY transaction by its ID. This changes displayed manual holdings and is not a brokerage trade. C
• remove_my_portfolio_transaction Permanently remove one exact owned manually recorded BUY or SELL transaction. Obtain explicit confirmation from the user and use the transaction ID from the led
• remove_my_portfolio_holding Permanently remove all manual transaction records for one holding in one portfolio. Ask for explicit user confirmation and list the affected history first. Mixe
• get_my_watchlist Use this when the authenticated user asks to review their own ValuEdge watchlist, including current price, canonical fair value, margin of safety, quality signa
• get_my_smart_alerts Use this when the authenticated user asks to review their own ValuEdge Smart Alerts and the valuation context behind them. Never exposes another user's alerts o
• list_my_watchlists List the authenticated user's ValuEdge Watchlist folders, including the default folder's ID. This is read-only. Choose an ID before writing to a non-default fol
• add_to_my_watchlist Add one verified stock or ETF to my ValuEdge Watchlist. Requires explicit per-client Watchlist write permission granted in ValuEdge. If multiple active listings
• remove_from_my_watchlist Remove a saved ValuEdge Watchlist item, not a holding or broker position. Use an owned row_id when available, or an exact ticker and optional folder ID. Require
• create_my_watchlist Create a named ValuEdge Watchlist folder. Requires per-client Watchlist write consent and an active Trial or Unlimited entitlement; this does not change holding
• rename_my_watchlist Rename one owned ValuEdge Watchlist folder, leaving its contents and IDs intact. Requires separate OAuth client Watchlist write consent.
• get_dividend_calendar Use this when the user asks for a stock's dividend calendar, historical payouts, ex-dividend dates, upcoming known payment dates, or dividend per share. Returns
• get_my_dividend_tracker Use this when the signed-in user asks about Dividend Hub, portfolio dividend tracker, projected annual dividend income, yield, growth, payout coverage, dividend

Details

• Version: 1.0.0
• Transports: streamable-http
• Uptime (7 days): 100%
• Median latency: 560 ms
• First indexed: 2026-11-01T09:37:48.216Z
• Last seen in registry: 2026-11-01T09:37:48.216Z
• Website: https://valuedge.app/connect

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