EquiReason

com.equireason由 equireason.com 发布官方发布者v1.0.0更新于 Nov 3, 2026

美股研究:申报记录、申报事件、内部交易、13F;登录后可规划研究。

AI 翻译由 AI 模型根据下方的原文描述翻译,可能有误。

原文描述

US stock research: filed records, filing events, insider trades, 13F; plan research when signed in.

已验证Streamable HTTP可网页运行金融

概览

EquiReason 的托管 MCP 服务(api.equireason.com),由 equireason.com 发布;无需登录;Streamable HTTP;8 个工具。

暂无 AI 概览:以下信息来自注册中心条目和服务本身。

发布者
equireason.com
端点
api.equireason.com
最近检查

安装

在 SourceWeft 中

  1. 打开 控制台中的 EquiReason,将其添加到工作区。
  2. 为需要使用其工具的对话启用该服务。

Web executable,通过 Streamable HTTP。 远程服务在工作区中配置后即可从网页运行时运行。

交给智能体安装

把这段提示词粘贴到 Claude Code、Codex、Cursor 等智能体,或 SourceWeft 对话中。智能体会读取该服务器的安装指南,先向你展示发布者、端点和登录方式,经你同意后再把它添加到你的客户端。密钥不会写进任何命令。

阅读 https://sourceweft.com/mcp/com.equireason%2Fequireason/install.md,并按其中说明把这个 MCP 服务器接入我的客户端。修改任何配置之前,先告诉我它的发布者、端点和登录方式,等我确认。不要把 API 密钥写进命令或我会提交的文件;问我密钥应从哪里获取。

查看智能体所依据的安装指南

其他 MCP 客户端

把它添加到你客户端的 mcpServers 配置中。

{
  "mcpServers": {
    "equireason": {
      "type": "http",
      "url": "https://api.equireason.com/mcp"
    }
  }
}

工具

8

search_companies

Search companies

Find US-listed companies covered by EquiReason by ticker or name. Returns ticker, name, sector and the company page.

输入参数limitquery必填

get_company

Get a company's filed record

A company's filed record: annual income, balance-sheet and cash-flow lines from SEC XBRL, revenue mix by reported segment, the latest filings with plain-language summaries and links, Form 4 insider trades (planned vs unplanned), 13F holder counts by quarter, risk-factor changes and earnings-call dates. Signed in, it adds the research the user's plan includes: the verdict and its reasons, what would change it, valuation, prices and analyst estimates.

输入参数ticker必填

list_filing_events

List this week's filing events

Companies with a given event in the last 7 days (or an earlier ISO week): guidance raised or cut, unplanned insider buying, executive changes, acquisitions, buybacks, layoffs. Each row quotes the filing or call.

输入参数kind必填week

list_funds

List tracked funds

The institutional investors EquiReason tracks, with their latest 13F period, position count and reported value.

无需输入参数。

get_fund_holdings

Get a fund's 13F holdings

A tracked fund's latest 13F: positions with shares and reported value, what changed against the prior quarter, and positions it exited.

输入参数fund必填

get_trend

Get a market trend

One trend: the industries it supports, its knock-on effects with their expected lag, the evidence count by source type, and the conditions that would end it.

输入参数trend_id必填

get_opportunities

Rank opportunities

Companies ranked by EquiReason's verdict, with band, score, the matched trend and the evidence count — optionally for one trend. Requires signing in; depth follows the plan.

输入参数limittrend

版本历史

1
  1. v1.0.0最新Nov 3, 2026

评分

已满足适用检查项的 83%

该评分衡量此收录条目的完整程度,依据注册中心条目、端点与公开来源计算得出。它不是对服务器本身的评价,也不表示服务器安全或当前可用:可连通性是带日期的检查结果,评分也不包含安装量或用户评价。

  • 近 30 天内可连通必需25 分
  • 已声明认证方式必需10 分
  • 已列出工具必需15 分
  • 描述必需15 分
  • 图标10 分
  • 文档15 分

    请声明包含 README 的 GitHub 仓库,或在 OAuth 受保护资源元数据中提供 resource_documentation。

  • 许可证不适用

    托管服务按其提供方的条款使用,因此这里不要求许可证。此检查项不计入百分比。