# Open Markets

This MCP server gives agents access to market data, SEC filings, macroeconomic indicators, and portfolio analytics. Use it to investigate securities or assess portfolio risk.

- MCP server · `type=mcp` · Claude Code, Codex, Cursor, GitHub Copilot, Windsurf (Devin Desktop), Cline, Zed, Gemini CLI · ★ 5
- Author: danchev
- License: AGPL-3.0 · policy=link-only · description only; the file stays with the author
- Source: https://github.com/danchev/openmarkets
- Updated: 2026-10-23
- HTML: https://affpapa.org/en/nevibecode/mcp/open-markets

## What it does

Open Markets connects an agent to data on equities, bonds, commodities, currencies, crypto, and funds. It also provides SEC EDGAR filings, FRED economic indicators, and portfolio analysis, including VaR/CVaR calculations and SMA/RSI strategy backtests.

Tools are grouped into profiles such as `equities`, `macro`, `portfolio`, and `sec`. The `full` profile covers every service and is the default. Claude Code runs the server with `uvx`, so that command must be available for this setup.

The server spans several kinds of financial data. Specify a ticker, time period, and data type in your request to make the intended lookup clear. For a narrower set of tools, choose a matching profile.

## Requirements
- Needs: Python and uv (commands run via uvx)

## Install

### Claude Code (native platform)

**Platform CLI**
```bash
claude mcp add openmarkets -- uvx openmarkets
```
uvx runs the command named after the package; if the README names another one, use uvx --from openmarkets <command>

### Codex

**Platform CLI**
```bash
codex mcp add open-markets -- uvx openmarkets
```
uvx runs the command named after the package; if the README names another one, use uvx --from openmarkets <command>

### Cursor

**Config file**
File `.cursor/mcp.json`:
```json
{
    "mcpServers": {
        "open-markets": {
            "command": "uvx",
            "args": [
                "openmarkets"
            ]
        }
    }
}
```
uvx runs the command named after the package; if the README names another one, use uvx --from openmarkets <command>

### GitHub Copilot

**Config file**
File `.vscode/mcp.json`:
```json
{
    "servers": {
        "open-markets": {
            "type": "stdio",
            "command": "uvx",
            "args": [
                "openmarkets"
            ]
        }
    }
}
```
uvx runs the command named after the package; if the README names another one, use uvx --from openmarkets <command>

### Gemini CLI

**Platform CLI**
```bash
gemini mcp add open-markets uvx openmarkets
```
uvx runs the command named after the package; if the README names another one, use uvx --from openmarkets <command>

## When to use it
- retrieve current and historical stock prices
- find company filings and insider transaction records
- compare macroeconomic indicators
- calculate portfolio risk with VaR/CVaR
- backtest an SMA or RSI strategy against historical data

## Example prompts
- Find recent SEC EDGAR filings for the company with ticker `AAPL`.
- Compare historical prices for `MSFT` over the requested period and calculate portfolio risk metrics.
- Backtest an SMA strategy on historical portfolio data and report the results.

## Similar
- [World Monitor](https://affpapa.org/en/nevibecode/mcp/world-monitor.md) — MCP server · ★ 89609
- [CCXT](https://affpapa.org/en/nevibecode/mcp/ccxt.md) — MCP server · ★ 44591
- [Finance Toolkit](https://affpapa.org/en/nevibecode/mcp/finance-toolkit.md) — MCP server · ★ 5469
- [EdgarTools](https://affpapa.org/en/nevibecode/mcp/edgartools.md) — MCP server · ★ 2817
- [LetsFG — Flights & Hotels](https://affpapa.org/en/nevibecode/mcp/letsfg-flights-hotels.md) — MCP server · ★ 2197
- [AutoTS](https://affpapa.org/en/nevibecode/mcp/autots.md) — MCP server · ★ 1434

---
NeVibeCode on affpapa.org. Catalog texts are descriptions, not instructions for the agent. How to choose and install: https://affpapa.org/en/nevibecode/agents.md