MeritValue

com.meritvalue由 meritvalue.com 发布官方发布者v2.1.0更新于 Oct 24, 2026

Intrinsic stock value from SEC filings: DCF, EPV, Graham, moat signals. Deterministic, not guessed.

已验证Streamable HTTP可网页运行金融数据与分析

概览

AI 生成的概览

根据美国 SEC 申报文件计算股票内在价值与经营质量信号,涵盖 DCF、盈利能力价值、格雷厄姆和市盈率模型。

可以做什么
提供七个面向在美国 SEC 申报的公司的工具。get_thesis 返回经营质量与公允价值的综合结论;get_business_quality 返回投入资本回报率与资本成本的对比及股本变动历史;get_intrinsic_value 返回各估值模型的结论和公允价值区间,包括有意义的拒估结果。get_fundamentals 返回按财年归一化的数据及其 CIK、accession number 和 XBRL 标签,get_expected_return 按你提供的价格计算年化回报,search_companies 将公司名或部分股票代码解析为覆盖公司,screen_undervalued 按选定模型对公司排序。结果具有确定性,与供应商网站显示一致。
适用场景
当助手需要基于申报文件对美国上市公司做估值或经营质量分析,或需要把某个数字追溯到 SEC 来源时使用。在密钥套餐允许时,可用于按模型价值筛选候选公司。
运行要求
供应商主机上的远程 streamable HTTP 端点,无需本地运行时或软件包。清单未声明认证,但供应商的 API 密钥页面及筛选工具的计划限制说明意味着至少筛选功能需要 API 密钥。不含行情数据,计算预期回报时需由调用方提供价格。
安装前请注意
筛选功能需要已开通该功能的密钥;403 表示套餐限制,不应重试。服务器没有行情数据授权,从不返回实时报价,传入的价格必须来自用户或券商,不能猜测。估值是模型输出和信号,并非投资建议;被拒估的模型不应被当作缺失数据。境外申报公司以其本币报告。

安装

在 SourceWeft 中

  1. 打开 控制台中的 MeritValue,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.meritvalue%2Fmeritvalue/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": {
    "meritvalue": {
      "type": "http",
      "url": "https://mcp.meritvalue.com/mcp"
    }
  }
}

工具

7

get_thesis

Computed investment thesis

The thesis for a company, computed from its SEC filings: business quality and fair value in one breath. Deterministic — the same filings always produce the same sentences — and byte-identical to what meritvalue.com shows. Returns null when the filings support neither a moat read nor a fair value, rather than inventing one. Use this first when asked whether a company is worth owning.

输入参数ticker必填

get_business_quality

Moat and management signals

Is this a good business? Return on invested capital (or equity) against its cost of capital, and what management has done with the share count. Returns the year-by-year series as well as the averages, so the reading can be disputed without losing the evidence. These are signals, not verdicts — present them that way.

输入参数ticker必填

get_intrinsic_value

Intrinsic value across models

Every valuation model's verdict plus the fair-value range: DCF (5Y/10Y), earnings-power value, Graham number, P/E reversion. Refusals are included and are meaningful — a DCF declining to value a bank is a result, not a gap. Never present a refused model as missing data, and never substitute another model's number for it.

输入参数ticker必填

get_expected_return

Expected return at a given price

At a price you supply, the annual return the base case implies. MeritValue holds no market-data licence, so it never returns a live quote — the caller must provide the price. Ask the user for it, or have them check a broker; do not guess one, and do not present a guessed price as a real one.

输入参数price必填ticker必填

get_fundamentals

Fundamentals with filing provenance

Normalized fundamentals per fiscal year — revenue, earnings, cash flow, capex, debt, shares — each carrying the CIK, accession number and XBRL tag it came from. Use when the user wants the underlying numbers or asks where a figure came from. Foreign filers report in their home currency; read the currency field.

输入参数ticker必填

search_companies

Find a covered company

Resolve a company name or partial ticker to covered companies — 'coca cola' finds KO. Use this before the other tools when you have a name rather than a symbol. Coverage is US filers with SEC filings.

输入参数limitquery必填

screen_undervalued

Screen the covered universe

Rank covered companies by a chosen model's value. Requires a key with screening enabled — a 403 means the key lacks it, which is a plan limit and not an error to retry.

输入参数limitmodel

版本历史

1
  1. v2.1.0最新Sep 16, 2026

评分

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