Remote MCP server giving assistants free SweetValueLab valuation models for S&P 500 and Nasdaq-100 stocks, Treasury yields and 13F holdings.
What you can do
Look up covered US stocks by ticker or company name
Read one stock's price, headline model value, alternative model ranges and discount-rate inputs
Review the Treasury yield curve, risk-free rate, equity risk premium and a seven-factor sentiment gauge
Inspect a tracked manager's latest 13F portfolio, top positions and largest moves
Compare 13F consensus across managers: most-held, most-bought and most-sold stocks
When to use it
Useful when an assistant needs quick, free reference valuations, market context or institutional 13F positioning for large US stocks, for example in research or comparison questions where the user does not need live intraday prices.
Requirements
A remote streamable HTTP endpoint; no package, account, API key or environment variable is declared. Network access to the provider's API is required.
Before you install
Figures are model output recomputed nightly from public filings and end-of-day prices, not real-time quotes, so they can lag the market. Treat valuations and sentiment as informational rather than investment advice, and check the provider's terms before relying on them.
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.sweetvaluelab%2Fvaluation/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.
Find a US stock SweetValueLab covers (the S&P 500 and Nasdaq-100 constituents) by ticker or company name. Returns up to 10 matches with the ticker to pass to get_stock_valuation and the stock's page. SweetValueLab model output, recomputed nightly from public filings and end-of-day prices. Not real-time quotes, not investment advice.
Parametersqueryrequired
get_stock_valuation
Stock valuation vs models
One covered stock's valuation: the current price, the headline model value and how far the price is from it ("overvalued by 5% vs model"), every other model's value with its range, the valuation profile that chose the headline model, and the discount rate inputs. SweetValueLab model output, recomputed nightly from public filings and end-of-day prices. Not real-time quotes, not investment advice.
Parameterstickerrequired
get_market_context
Rates and market sentiment
The US Treasury yield curve (yields by tenor, curve shape, spreads, the 10-year real yield and breakeven, the last month's move), the risk-free rate and equity risk premium the valuation models discount with, and SweetValueLab's seven-factor market sentiment gauge. SweetValueLab model output, recomputed nightly from public filings and end-of-day prices. Not real-time quotes, not investment advice.
Takes no parameters.
get_investor_holdings
A manager's 13F holdings
One investment manager SweetValueLab tracks (Berkshire Hathaway, Pershing Square, Bridgewater and about 80 more) from its latest Form 13F filing on SEC EDGAR: the quarter and filing date, the portfolio's size, its 10 largest positions, and its 10 largest moves that quarter in past tense — bought, added, reduced or sold — with the shares before and after. Also when the next 13F is due. A 13F is filed up to 45 days after the quarter ends, so it shows what the manager held then. From public SEC filings, updated as managers file. Not investment advice.
Parametersmanagerrequired
get_13f_consensus
What the tracked managers hold in common
Across the investment managers SweetValueLab tracks, from their latest quarter of Form 13F filings: the 10 stocks the most managers hold, the 10 the most managers bought or added to on balance, and the 10 the most reduced or sold on balance, each with the count of managers and the dollars moved. From public SEC filings, updated as managers file. Not investment advice.
Takes no parameters.
Version history
1
v1.0.0LatestOct 14, 2026
Score
83%
83% 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 listedRequired15 pts
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.