StockScreen MCP服务器
一个模型上下文协议（MCP）服务器，通过雅虎财经提供全面的股票筛选功能。使LLM能够根据技术、基本面和期权标准筛选股票，并支持观察名单管理和结果存储。
特性
库存筛选
- 技术分析筛选
- 价格和数量过滤器 - 移动平均线（20、50、200 SMA） - RSI指标 - 平均真实范围（ATR） - 趋势分析（1d、5d、20d变化） - MA距离计算
- 基础筛查
- 市值过滤器 - 市盈率分析 - 股息收益率标准 - 收入增长指标 - ETF特定指标（资产管理规模、费用比率）
- 选项筛选
- 隐含波动率（IV）过滤器 - 期权数量和未平仓合约 - 卖出/买入比率分析 - 买卖价差评估 - 收益日期邻近检查
数据管理
- 监视列表创建和管理
- 筛查结果存储
- 默认符号类别
- 超级市值（>2000亿美元） - 大盘股（100亿至2000亿美元） - 中型股（20亿至100亿美元） - 小盘股（3亿至20亿美元） - 微型股（\<3亿美元） - ETF
安装
# Install dependencies
pip install -r requirements.txt
# Clone the repository
git clone https://github.com/twolven/mcp-stockscreen.git
cd mcp-stockscreen用法
- 添加到您的Claude配置中：
在你的 claude-desktop-config.json，将以下内容添加到 mcpServers 章节：
{
"mcpServers": {
"stockscreen": {
"command": "python",
"args": ["path/to/stockscreen.py"]
}
}
}将“path/to/stockscreen.py”替换为保存stockscreen.py文件的完整路径。
可用工具
可用工具
run_stock_screen
技术筛选标准
{
"screen_type": "technical",
"criteria": {
"min_price": float, # Minimum stock price
"max_price": float, # Maximum stock price
"min_volume": int, # Minimum average volume
"above_sma_200": bool, # Price above 200-day SMA
"above_sma_50": bool, # Price above 50-day SMA
"min_rsi": float, # Minimum RSI value
"max_rsi": float, # Maximum RSI value
"max_atr_pct": float, # Maximum ATR as percentage of price
"category": str # Optional: market cap category filter
},
"watchlist": str, # Optional: name of watchlist to screen
"save_result": str # Optional: name to save results
}基本筛选标准
{
"screen_type": "fundamental",
"criteria": {
"min_market_cap": float, # Minimum market capitalization
"min_pe": float, # Minimum P/E ratio
"max_pe": float, # Maximum P/E ratio
"min_dividend": float, # Minimum dividend yield (%)
"min_revenue_growth": float, # Minimum revenue growth rate
"category": str, # Optional: market cap category filter
# ETF-specific criteria
"min_aum": float, # Minimum assets under management
"max_expense_ratio": float, # Maximum expense ratio
"min_volume": float # Minimum trading volume
},
"watchlist": str, # Optional: name of watchlist to screen
"save_result": str # Optional: name to save results
}选项屏幕标准
{
"screen_type": "options",
"criteria": {
"min_iv": float, # Minimum implied volatility (%)
"max_iv": float, # Maximum implied volatility (%)
"min_option_volume": int, # Minimum options volume
"min_put_call_ratio": float, # Minimum put/call ratio
"max_spread": float, # Maximum bid-ask spread (%)
"min_days_to_earnings": int, # Minimum days until earnings
"max_days_to_earnings": int, # Maximum days until earnings
"category": str # Optional: market cap category filter
},
"watchlist": str, # Optional: name of watchlist to screen
"save_result": str # Optional: name to save results
}新闻筛选标准
{
"screen_type": "news",
"criteria": {
"keywords": List[str], # Keywords to search for in news
"exclude_keywords": List[str], # Keywords to exclude from results
"min_days": int, # Minimum days back to search
"max_days": int, # Maximum days back to search
"management_changes": bool, # Filter for management changes
"require_all_keywords": bool, # Require all keywords to match
"category": str # Optional: market cap category filter
},
"watchlist": str, # Optional: name of watchlist to screen
"save_result": str # Optional: name to save results
}
自定义屏幕标准
{
"screen_type": "custom",
"criteria": {
"category": str, # Optional: market cap category filter
"technical": {
# Any technical criteria from above
},
"fundamental": {
# Any fundamental criteria from above
},
"options": {
# Any options criteria from above
},
"news": {
# Any news criteria from above
}
},
"watchlist": str, # Optional: name of watchlist to screen
"save_result": str # Optional: name to save results
}类别值
可用于筛选的市值类别：
- “mega_cap”：超过2000亿美元
- “large_cap”：100亿至2000亿美元
- “mid_cap”：20亿至100亿美元
- “small_cap”：3亿至20亿美元
- “micro_cap”：\<3亿美元
- “etf”：etf工具
manage_watchlist
{
"action": str, # Required: "create", "update", "delete", "get"
"name": str, # Required: watchlist name (1-50 chars, alphanumeric with _ -)
"symbols": List[str] # Required for create/update: list of stock symbols
}get_screening_result
{
"name": str # Required: name of saved screening result
}响应格式
技术屏幕响应
{
"screen_type": "technical",
"criteria": dict, # Original criteria used
"matches": int, # Number of matching stocks
"results": [ # List of matching stocks
{
"symbol": str,
"price": float,
"volume": float,
"rsi": float,
"sma_20": float,
"sma_50": float,
"sma_200": float,
"atr": float,
"atr_pct": float,
"price_changes": {
"1d": float, # 1-day price change %
"5d": float, # 5-day price change %
"20d": float # 20-day price change %
},
"ma_distances": {
"pct_from_20sma": float,
"pct_from_50sma": float,
"pct_from_200sma": float
}
}
],
"rejected": [ # List of stocks that didn't match
{
"symbol": str,
"rejection_reasons": List[str]
}
],
"timestamp": str
}Claude使用提示
“我启用了提供库存筛选功能的库存筛选工具。您可以使用三个主要功能：
- 筛选各种标准类型的股票：
- 技术指标：价格、交易量、RSI、移动平均线、ATR - 基本面：市值、市盈率、股息、增长 - 选项：四、数量、收益日期 - 自定义：组合多个条件类型
- 管理监视列表：
- 创建和更新符号列表 - 删除现有监视列表 - 检索监视列表内容
- 访问已保存的筛选结果：
- 加载以前的屏幕结果 - 审查匹配的符号和标准
所有功能都包括错误处理、详细的市场数据和全面的响应。"
需求
- Python 3.12+
- MCP服务器
- 金融
- 熊猫
- 数值Python
- 异步IO
局限性
- 数据来源于雅虎财经，可能存在延迟
- 基于雅虎金融API限制的费率限制
- 选项数据可用性取决于市场时间
- 某些财务指标可能会延迟或不可用
贡献
欢迎投稿！请随时提交拉取请求。
许可证
此项目根据MIT许可证获得许可-请参阅 许可证 文件以获取详细信息。
作者
托德·沃尔文(https://github.com/twolven)
致谢
- 使用Anthropic的模型上下文协议（MCP）构建
- 数据由 雅虎财经
- 为与Anthropic的Claude一起使用而开发