Equibles

An open-source, self-hosted mini Bloomberg Terminal for AI agents. Scrapes, stores, and serves SEC filings, institutional holdings, insider trading, congressional trades, short data, economic indicators, and daily stock prices — and exposes it all via MCP so your AI assistant can query it directly.

Powers equibles.com.

See docs/ for the user guide and technical documentation.

What's Included

Domain	Data Source	Description
SEC Filings	SEC EDGAR	10-K, 10-Q, 8-K annual/quarterly/current reports with full-text search
Financial Statements	SEC XBRL	Parsed income statement, balance sheet, and cash flow facts per fiscal period
Holdings	SEC 13F-HR	Institutional ownership — who owns what, how much, and trend over time
Fund Filings	SEC NPORT / N-CEN / Form D	Fund portfolio holdings, registered-fund operations (service providers), and exempt offerings (private placements)
Investment Advisers	SEC Form ADV	SEC-registered advisers — assets under management, main office, employee count, fee structure
Insider Trading	SEC Form 3/4/144	Director, officer, and 10% owner transactions, plus proposed (Form 144) sales
Congressional Trading	House/Senate disclosures	Stock trades by members of Congress
Short Data	SEC / FINRA	Fails-to-deliver (SEC), daily short volume and short interest (FINRA)
Economic Indicators	FRED (Federal Reserve)	Interest rates, inflation, employment, GDP, yield spreads, and more
Stock Prices	Yahoo Finance	Daily OHLCV prices with technical indicators (SMA, RSI, MACD)
Futures Positioning	CFTC	Commitments of Traders (COT) data for 30+ futures contracts
Market Indicators	CBOE	VIX volatility index (1990+) and put/call ratios by category

Quick Start

Docker Compose (recommended)

The fastest way to get everything running. Requires Docker.

git clone https://github.com/daniel3303/Equibles.git
cd Equibles
cp .env.example .env
# Edit .env and set SEC_CONTACT_EMAIL (required by SEC EDGAR fair access policy)
docker compose up

This starts:

Service	Port	Description
db	5432	ParadeDB (PostgreSQL + pgvector + pg_search)
web	8080	Web portal for browsing data
mcp	8081	MCP server for AI assistants
worker	—	Scrapers (SEC, FINRA, Congress, FRED, Yahoo)

Data scraping starts automatically. SEC filings, holdings, insider trades, and congressional trades will begin populating within minutes.

Configuration

All settings can be configured via a .env file in the project root (recommended for Docker) or environment variables.

FINRA Short Data (free API key required):

The FINRA scraper (short volume and short interest) requires a free API key. Without it, the scraper skips gracefully and all other scrapers run normally. Fails-to-deliver data comes from SEC and works without FINRA credentials.

To get a key:

1. Go to the FINRA API Console and sign in (a Google account works)
2. Open the API Credentials menu and create a new API Key
3. Copy the Client ID and Client Secret
4. Set Finra__ClientId and Finra__ClientSecret in your .env file or environment variables

The older developer.finra.org "Teams & Apps" flow has been retired — use the API Console above.

FRED Economic Data (free API key required):

The FRED scraper requires a free API key from the Federal Reserve Bank of St. Louis. Without it, the scraper skips gracefully and all other scrapers run normally.

To get a key:

1. Register at fred.stlouisfed.org/docs/api/api_key.html
2. Copy the 32-character API key
3. Set Fred__ApiKey in your .env file or environment variables

Ticker Filtering (optional):

By default, all tickers are synced. To limit data syncing to specific stocks, set a single ticker list that applies to all scrapers:

# .env — sync only these tickers (applies to all scrapers)
Worker__TickersToSync__0=AAPL
Worker__TickersToSync__1=MSFT
Worker__TickersToSync__2=GOOGL

When not set, all stocks are synced.

Minimum Sync Date (optional):

By default, all scrapers start from January 2020. Set a more recent date for faster initial sync, or go as far back as 2000-01-01 for more historical data:

# .env — start syncing from 2024 instead of 2020
Worker__MinSyncDate=2024-01-01

Embedding (opt-in):

Setting	Default	Description
Embedding__Enabled	false	Set to true to enable vector embedding generation
Embedding__BaseUrl	—	Ollama or OpenAI-compatible endpoint (e.g., http://localhost:11434)
Embedding__ModelName	—	Model name (e.g., bge-m3)
Embedding__BatchSize	10	Texts per embedding batch

Update notifications (optional):

Setting	Default	Description
CHECK_FOR_UPDATES	true	When true, the web portal checks GitHub Releases and shows a banner when a newer version is available. Set to false to disable.

Authentication (optional):

Setting	Default	Description
AUTH_USERNAME	—	Web portal username (auth disabled if empty)
AUTH_PASSWORD	—	Web portal password (auth disabled if empty)
MCP_API_KEY	—	MCP server API key (auth disabled if empty)

When set, the web portal requires login and the MCP server requires Authorization: Bearer <key> header. When unset, everything is open access (default).

Updating

The web portal checks GitHub Releases on a schedule and shows a banner when a newer version is available (disable with CHECK_FOR_UPDATES=false). To update to the latest release:

Docker Compose:

git pull
docker compose up -d --build

From source:

git pull
dotnet build Equibles.sln

Database migrations are applied automatically on startup. Review the changelog for notable changes before upgrading.

Web Portal

The web portal at http://localhost:8080 provides a browser-based interface for exploring data:

• Stocks — Browse and search all tracked companies, view price charts with technical indicators (SMA, EMA, RSI, MACD, Bollinger Bands), golden/death-cross and price-streak badges, performance versus SPY, plus per-stock tabs for institutional holdings, short data, SEC filings, financial statements, insider trading, proposed (Form 144) sales, fund holdings (NPORT), fund operations (N-CEN), exempt offerings (Form D), and congressional trades
• Institutions — Browse institutional holders (hedge funds, asset managers), view detailed profiles with portfolio breakdowns, industry allocation, quarterly activity, backtesting, and side-by-side comparisons. Filers are scored on risk-adjusted performance (alpha vs. a benchmark) and a Smart Money Index page aggregates the highest-scoring funds into a consensus signal. Includes a holdings screener with filters (filer count, value, float %, location, AUM/position-count, industry) and CSV export
• Advisers — Browse SEC-registered investment advisers (/advisers), ranked by assets under management, with per-firm profiles (regulatory AUM, main office, employee count, fee structure)
• Insider Trading — Dashboard showing the top insider buys, sells, and biggest transactions over the last 90 days
• Short Activity — Most-shorted leaderboard (/most-shorted, ranked by FINRA short interest) and largest daily short volume (/short-volume), each with a date selector, server-side sort, and pagination
• Economy — Browse FRED economic indicators grouped by category (interest rates, inflation, employment, GDP, etc.) with charts and statistics
• Futures — CFTC Commitments of Traders positioning data for 30+ futures contracts (commodities, indices, currencies) with commercial/non-commercial position charts
• Market — CBOE market indicators: VIX volatility index with OHLC charts, put/call ratios (equity, index, total, VIX, ETP)
• Search — Global search across stocks, institutions, insiders, and congress members with category filtering and date ranges
• Status — System health, worker status, data counts, and error log

MCP Server

The MCP server exposes financial data tools for AI assistants (Claude, ChatGPT, etc.):

• Institutional Holdings — Top holders, ownership history, institution portfolios and summary, sector allocation, quarterly activity, most-held stocks, consensus holdings, fund overlap, market-wide 13F activity, institution search
• Insider Trading — Insider transactions, ownership summary, proposed (Form 144) sales, insider search
• Congressional Trading — Trades for a ticker, trades by one member, member search
• SEC Documents — Full-text search, semantic search, document browsing, keyword search within filings
• Financial Statements — XBRL fact time series per ticker, cross-ticker fact comparison, full income statement / balance sheet / cash flow per fiscal period
• Fund & Adviser Filings — Fund portfolio holdings (NPORT), registered-fund operations (N-CEN), exempt offerings (Form D), and SEC-registered investment-adviser lookup and search (Form ADV)
• Short Data — Daily short volume, market-wide largest daily short volume, bi-monthly short interest, and the latest short-interest snapshot across tickers
• Economic Indicators — FRED data lookup, latest macro snapshot, indicator search across categories
• Stock Prices — Daily OHLCV history with adjusted close, latest close across one or more tickers, and on-demand technical indicators (EMA, Stochastic Oscillator, Average True Range, On-Balance Volume, Bollinger Bands)
• Futures Positioning — COT positioning data, latest snapshot across all contracts, contract search
• Market Indicators — VIX historical data, put/call ratios by type (equity, index, total, VIX, ETP)

Connecting to Claude Desktop

Add this to your Claude Desktop config file (claude_desktop_config.json):

macOS: ~/Library/Application Support/Claude/claude_desktop_config.json Windows: %APPDATA%\Claude\claude_desktop_config.json

{
  "mcpServers": {
    "equibles": {
      "url": "http://localhost:8081/mcp"
    }
  }
}

Restart Claude Desktop and the Equibles tools will be available. You can then ask questions like "Who are the top institutional holders of AAPL?" or "Search Apple's latest 10-K for revenue growth discussion."

Connecting to Claude Code

Add the MCP server to Claude Code:

claude mcp add equibles --transport http http://localhost:8081/mcp

Connecting to ChatGPT Desktop

Add this to your ChatGPT Desktop config file:

macOS: ~/Library/Application Support/com.openai.chat/mcp.json Windows: %APPDATA%\com.openai.chat\mcp.json

{
  "servers": {
    "equibles": {
      "url": "http://localhost:8081/mcp"
    }
  }
}

Restart ChatGPT Desktop and the Equibles tools will be available.

Connecting to OpenClaw

In OpenClaw, add an MCP server with the URL http://localhost:8081/mcp (HTTP transport).

Other MCP Clients

Any MCP-compatible client can connect to http://localhost:8081/mcp (HTTP transport).

Vector Embeddings (advanced, opt-in)

Vector embeddings enable semantic search over SEC filings (e.g., "find revenue growth discussion in Apple's 10-K"). This requires downloading the Ollama runtime (~2GB) and the BGE-M3 model (~1.2GB).

docker compose --profile embedding up

This adds:

Service	Port	Description
embedding	11434	Ollama server with BGE-M3 model
worker-embedding	—	Worker with embedding generation enabled

Without the embedding profile, BM25 full-text search via ParadeDB still works out of the box — vector search is purely additive.

Screenshots

Stock Detail	Stocks
Economic Data	Economic Indicator Detail

Contributing

See CONTRIBUTING.md for development setup, project architecture, and how to extend the platform. Contributors must sign the Contributor License Agreement — this is handled automatically by a bot when you open a pull request.

License

AGPL-3.0

Author

Daniel Oliveira