Equibles
Financial research by browser, REST API and hosted MCP, with an AGPL self-hosted core
Last updated · Claimed — facts confirmed by the vendor
What it is
Equibles provides financial research through a browser portal, REST API and hosted MCP. It covers filings, earnings-call intelligence, ownership, financial statements, macro data and market research. The hosted service also offers screening and portfolio tracking. Availability differs by dataset and plan.
The AGPL-3.0 core can run with Docker on your own infrastructure. It ingests public records into a local database; Cloud adds managed datasets and account features. The core includes price charts and a 13F portfolio-clone backtest, not a general trading-strategy backtester.
Pricing
The structured price fields describe monthly Cloud plans checked on 6 October 2026.
data_latency: eod describes Free stock-price access through MCP/REST; it is not
a universal delay for every dataset. Paid plans have different quote access, and
the website displays live prices on every plan. Current terms are on the vendor's pricing page.
Data & coverage
US regulatory and issuer research remains the main coverage. Selected European exchange listings have identity and daily-price support in the open-source core; this does not imply full European fundamentals, options or MCP coverage. See the core's coverage table and the Cloud data-coverage page in the vendor's docs.
The asset-class tags denote research datasets: futures means CFTC positioning, and index coverage includes composition and changes. They do not imply futures execution or a universal live-price feed. Filings, holdings and transcripts have their own publication schedules and coverage gaps.
Integrations
The hosted endpoint is https://mcp.equibles.com/mcp, using Streamable HTTP.
OAuth-capable clients sign in with an Equibles account; API-key authentication
is also supported. Follow the vendor's client setup guide
for client-specific requirements. Discovery manifests are in
stock-market-mcp-server,
a separate repository from the AGPL core.
REST and CSV exports work with scripts and spreadsheets; there is no spreadsheet add-in or claim of a dedicated Python SDK in these fields. Scheduled Web Data Feeds are the automation feature, not automated brokerage execution.
Limitations
- Live quote and option access depends on the hosted plan.
- Portfolio operations can write account data.
- A 13F clone backtest is not a general strategy backtester.
- Self-hosting requires storage, synchronization and maintenance.
- European listing support is narrower than the US research offering.
- This card is a vendor-supplied factual update, not an independent hands-on review.
Alternatives
Alpha Vantage, Financial Modeling Prep and Massive are other financial-data services to compare against the datasets, latency, client authentication and usage limits you need.
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
- Charting, Screening, Backtesting, Automation, Portfolio tracking, News, Options analysis
- Pricing verified
- Capabilities verified
- Coverage verified
Also worth comparing
- Fiscal.ai — Filings, transcripts and 20-year financials, in a terminal or through an MCP server.
- Godel Terminal — A browser terminal with Bloomberg-style commands, real-time US quotes and SEC filings.
- Mesodian — Lessons, five 0–100 company scores and AI model portfolios for beginners, in euros.
- Stock Analysis — Five years of financials and a working screener, free and without an account.
- Wisesheets — Financials, estimates and live prices as worksheet functions in Excel and Google Sheets.
- YCharts — Advisor research and client reporting, priced by quote rather than published.
FAQ
Is the hosted service the same as the open-source build?
They share an open-source core, but Cloud adds managed datasets and account-based features. An AGPL license for the core does not make the hosted service or its data unrestricted.
Does Equibles execute trades?
No. It provides research, screening, a 13F portfolio-clone backtest and portfolio tracking, not brokerage execution.
Do MCP calls change anything?
Portfolio tools can create or change portfolios in the signed-in account. Research tools retrieve data; clients should request approval before portfolio changes.