Equibles

Scrapes SEC, FINRA, FRED and CFTC data into your own Postgres and serves it over MCP.

Last updated

From
$9.99/mo
Free tier
Yes
Latency
Eod
Non-US markets
No

What it is

Equibles is a financial-data MCP server that holds its own data. Run docker compose up and a worker starts scraping SEC EDGAR filings and XBRL facts, 13F holdings, insider Forms 3/4/5 and 144, congressional disclosures, FINRA short volume, SEC fails-to-deliver, FRED series, CFTC Commitments of Traders, CBOE VIX and put/call ratios, USAspending contracts, the FDA advisory calendar and daily Yahoo OHLCV into a local Postgres. Sixty-two MCP tools then serve that database to Claude, ChatGPT, Cursor or anything else that speaks MCP, with no account and no key.

Most financial MCP servers wrap somebody's REST API and stop working the day your key lapses. This one ingests, so the rate limit is your hardware and the only keys involved are free ones from FINRA and the St. Louis Fed.

Pricing

Self-hosting costs nothing and is capped by nothing. The money is in the hosted server, which runs the same core plus data the project cannot produce locally. Free is $0 for 100 requests a day across MCP and REST, end-of-day only — intraday, live and option-chain calls return an upgrade link. Plus is $9.99/month for 10,000 requests a day and 15-minute delayed prices. Pro is $49.99/month, $19.99 for a first month, and adds real-time quotes and option chains, CSV export of advanced screens and distribution rights at 100,000 requests a day. The simple screener already exports CSV on the free tier. No annual billing, and requests pause at the cap rather than billing overage.

Data & coverage

US filings and agency feeds only. Backfill starts at January 2020 by default and can be pushed to 2000 or narrowed to a ticker list. Prices are end-of-day Yahoo OHLCV refreshed once every 24 hours; 13F holdings carry the statutory 45-day lag. Plan for 5 GB of disk and 2 GB of RAM to start, 10 GB and 4 GB as history accumulates, and an hour or two before the first sync stops looking sparse.

Integrations

MCP over HTTP for Claude Desktop, Claude Code, ChatGPT and Cursor; the hosted side adds a REST API and OAuth, so those clients connect without a key. Tools return markdown tables by default, or Graph Compact Format behind a header for clients paying by the token.

Limitations

  • Real-time quotes, option chains, earnings-call transcripts, guidance and the full-market screener are hosted-only. The self-hosted build is end-of-day, and the docs say outright it is not for live trading.
  • "Real-time" on the Pro plan is worth pinning down before you buy. The pricing page sells it that way, but the vendor's own July 2026 comparison post says the self-serve plans' quotes "ride the IEX feed rather than full SIP" and that its chains lag 15 minutes, with real-time chains and top-of-book sold to desks through sales. The two pages disagree; ask which you get.
  • The only backtest is cloning a 13F filer's portfolio against a benchmark — no strategy backtester, no order model, no broker.
  • You own the scrapers. Nothing is backfilled for you and a broken source is your morning.
  • AGPL-3.0, with a contributor agreement that lets the company relicense what you send it.

Alternatives

Vendor-run MCP servers from the data providers themselves — Massive, Financial Modeling Prep, Alpha Vantage — need a key with that vendor but nothing to run. Equibles is the trade in the other direction: hardware and sync time instead of a subscription, filings rather than ticks.

Specs

Interfaces
API, MCP server
Export
CSV, API
Asset classes
Stocks, ETF, Options, Futures, Indices, Mutual funds
Markets
US
Platforms
Web
AI features
Research
Capabilities
Screening, Backtesting, Portfolio tracking, News, Options analysis
Pricing verified
Capabilities verified
Coverage verified

Also worth comparing

  • Financial DatasetsUS fundamentals and filings for agents, over REST and a first-party hosted MCP server.
  • OpenBBOne Python API, REST app and MCP server over thirty other people's data feeds.
  • tradingview-mcpScreeners, technical analysis and backtests for any MCP client. No TradingView account.
  • MaverickMCPThirty-seven stock-analysis tools for any MCP client, on Yahoo data and no key.
  • TradingAgentsAnalyst, bull, bear, risk and portfolio-manager agents argue over one ticker.
  • Vibe-TradingA local finance research agent with 74 MCP tools, nine backtest engines and 14 brokers.

FAQ

Does Equibles need an API key from a data vendor?

No, and that is the point of it. The self-hosted build scrapes its sources directly — SEC EDGAR, Yahoo Finance, CBOE, CFTC, USAspending and the congressional disclosure feeds all work with no account at all. Only two scrapers want a key, FINRA short volume and FRED economic data, both free from the agencies; without them those two skip and everything else still runs.

What does self-hosting Equibles actually cost me?

Disk and patience. The documentation asks for about 5 GB of free disk to start and 10 GB or more as scrapers backfill, 2 GB of RAM minimum and 4 GB recommended, and roughly 15 minutes of setup plus an hour or two of unattended first sync. Semantic search over filings is opt-in and adds about 2.6 GB for the Ollama runtime and embedding model.

Is Equibles really free if there is a paid cloud?

The repository is AGPL-3.0 and free forever, and nothing is held back from it as a paid upgrade of the same data. What the hosted tiers sell is data the project cannot produce at home — licensed real-time quotes and option chains, recorded earnings calls, LLM-extracted KPIs — plus a corpus that is already backfilled.

How far back does the self-hosted data go?

January 2020 by default. Worker__MinSyncDate moves the start as far back as 2000-01-01 at the cost of disk and sync time, or forward for a faster first run, and Worker__TickersToSync narrows the backfill to a named ticker list instead of every US ticker.