InvestIQ

com.getinvestiqPublished by getinvestiq.comOfficial publisherv1.0.0Updated Nov 6, 2026

AI equity research: quant scores, fundamentals, valuation, risks and portfolio audits for any stock.

VerifiedStreamable HTTPWeb executableFinance

Overview

AI-generated overview

InvestIQ is a remote MCP server that gives an assistant AI equity research: quant scores, fundamentals, valuation, risks and portfolio audits for any stock.

What you can do
  • Run AI equity research on individual stocks, covering quant scores, fundamentals and valuation.
  • Assess risks for a given stock.
  • Audit a portfolio.
  • No tool list is published, so the exact commands and their inputs are not documented here.
When to use it
Useful when you want an assistant to pull structured equity research or a portfolio review into a conversation, rather than reading filings and metrics by hand.
Requirements
A remote streamable HTTP endpoint at the provider's site; no local package or runtime is needed. Authentication is OAuth and required, so the user must sign in with an InvestIQ account. No environment variables or headers are declared.
Before you install
Access is tied to an OAuth sign-in with the provider, so review what account data and portfolio details you share. The server produces research and scores, not guaranteed investment advice; verify figures before acting. Tool behaviour and any write or portfolio-changing actions are not documented, so check them after connecting.

Installation

In SourceWeft

  1. Open InvestIQ in the dashboard and add it to a workspace.
  2. Connect the required credentials. They are stored privately and never shown on public pages.
  3. Enable the server for the chats that should use its tools.

Web executable via Streamable HTTP. Remote servers run from the web runtime once configured in a workspace.

Use with an agent

Paste this prompt into Claude Code, Codex, Cursor or another agent — or into SourceWeft chat. The agent reads this server's install guide, shows you its publisher, endpoint and sign-in, and adds it to your client once you agree. Keys never go into a command.

Read https://sourceweft.com/mcp/com.getinvestiq%2Fresearch/install.md and connect the MCP server it describes to my client. Before changing any config, show me its publisher, endpoint and sign-in method and wait for my OK. Never put an API key in a command or in a file I would commit; ask me where it should come from.

Read the install guide the agent follows

Other MCP clients

Add this to your client's mcpServers config. The client completes OAuth sign-in on first connect.

{
  "mcpServers": {
    "investiq": {
      "type": "http",
      "url": "https://www.getinvestiq.com/mcp"
    }
  }
}

Tools

0
This server asks you to sign in, so SourceWeft could not read its tools without an account and has not indexed them. What a connected account sees can depend on that account and its permissions.

Version history

1
  1. v1.0.0LatestNov 6, 2026

Score

67% of the applicable checks met

How complete this listing is, computed from the registry entry, the endpoint and public sources. Not a rating of the server and not a statement that it is safe or working today: reachability is a dated check, and no installs or reviews go into the score.

  • Reached in the last 30 daysRequired25 pts
  • Auth declaredRequired10 pts
  • Tools listed15 pts

    Answer tools/list without a credential, or ship a package that starts in a sandbox without one.

  • DescriptionRequired15 pts
  • Logo10 pts
  • Documentation15 pts

    Declare a GitHub repository with a README, or serve resource_documentation in the OAuth protected-resource metadata.

  • LicenseNot applicable

    A hosted service is used under its provider's terms, so no license is expected here. This check is left out of the percentage.