Valuation Skills MCP Server

io.github.simonmak-ascentv0.1.1更新于 Oct 3, 2026

Valuation MCP: DCF/NAV/CCA, cost of capital, derivatives, credit risk, report review.

已验证STDIO仅桌面Files & StorageFinanceData & Analytics

概览

AI 生成的概览

一个本地 MCP 服务器，让助手执行 DCF、NAV、CCA 等财务估值、衍生品定价，并审查估值模型与报告。

功能
它提供估值工具，涵盖 DCF、NAV 与 CCA 方法、包含 Fama-French 五因子与 WACC 的资本成本计算、KMV 信用风险模型，以及期权、互换和可转债的衍生品定价。它还能审查 Excel 模型，分析 PDF、Word 与图片文档，并以资源形式提供机器可读的方法目录。它同时委派 startup-valuation 与 intangible-valuation 工具族，因此是两者的超集。
适用场景
当助手需要产出或核查公允价值工作时适合加入：对某只股票代码运行 DCF 或 NAV 估值、计算股权成本或 WACC、为衍生品定价、估算信用风险，或按准则审查已有的 Excel 估值模型。
运行要求
以 stdio 进程在本地运行，可用 uvx 从 fair-value[mcp] 包启动，或通过 pip 安装。需要 Python 3.8+ 及 yfinance、pandas、numpy、scipy、QuantLib-Python、openpyxl、pdfplumber、python-docx 等依赖。未声明任何账户、API 密钥或环境变量；市场数据通过网络从 yfinance 获取。
安装前请注意
审查 Excel、PDF、Word 或图片文档时会读取本地文件，因此只应指向你愿意暴露的目录。市场数据来自第三方服务 yfinance。输出是用于估值工作的分析性估算，并非投资建议，采用前应加以核对。

安装

在 SourceWeft 中

  1. 打开 控制台中的 Valuation Skills MCP Server，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。

Desktop only，通过 STDIO。 STDIO 服务会启动本地进程，因此需要 SourceWeft 桌面宿主。

其他 MCP 客户端

参照 仓库 中的启动说明。

README

Fair Value

[PyPI] [CI] [License: MIT] [MCP Registry]

Professional financial valuation system for OpenCode with IFRS/IVS compliance.

mcp-name: io.github.simonmak-ascent/fair-value

Overview

This project provides comprehensive financial valuation capabilities including:

  • DCF, NAV, and CCA valuations
  • Fama-French 5-Factor cost of equity
  • KMV credit risk model
  • Derivatives pricing (Options, Swaps, CB)
  • Excel model review and validation
  • PDF/Word/Image document analysis

Installation

bash
pip install -r requirements.txt   # dev workflow (unchanged)# or, as a package:pip install .                     # base librarypip install ".[mcp]"              # + MCP server dependencies (A-004)

The console command fair-value-mcp runs the MCP server (stdio; add --http for Streamable HTTP).

MCP Server

bash
# run locally without installing (stdio)uvx --from "fair-value[mcp]" fair-value-mcp
# or install and runpip install "fair-value[mcp]"fair-value-mcp            # stdiofair-value-mcp --http     # Streamable HTTP

The server exposes the native valuation, cost-of-capital, derivatives, credit-risk, and report-review tools, and delegates the startup-valuation and intangible-valuation tool families, so it is a strict superset of both.

Adoption target: ≥ 100 PyPI downloads and ≥ 1 directory listing within 90 days of the first release (tracked via the PyPI stats API and the directory listing).

Quick Start

python
from valuation_engine import run_valuation, review_report, scan_directory
# Run DCF valuationresult = run_valuation('9988.HK', 'dcf')
# Review Excel modelreview = review_report('/path/to/model.xlsx')
# Scan for valuation filesfiles = scan_directory('/path/to/reports/')

Module Structure

src/├── constants.py           # Standards references├── fetch_data.py          # Data fetching (yfinance)├── valuation/             # DCF, NAV, CCA├── cost_of_capital/       # WACC, FF5, KMV├── credit_risk/           # ECL calculations├── derivatives/            # Options, Swaps, CB├── report_review/          # Excel, PDF, Word, Image analysis└── output/                # Report formatting

Requirements

  • Python 3.8+
  • yfinance
  • pandas, numpy, scipy
  • QuantLib-Python
  • openpyxl
  • pdfplumber
  • python-docx

Documentation

See SKILL.md for the capability spec; the machine-readable method catalog is served by the MCP server at the valuation://methods resource, and a docs site is configured via mkdocs.yml.

Standards Compliance

  • IVS 2025
  • IFRS 13 (Fair Value Measurement)
  • IAS 36 (Impairment)
  • HKFRS 9 (ECL)

License

Released under the MIT License.

来源：README.md，提交 1f9d1bf

工具

0
工具元数据尚未被收录。

版本历史

1
  1. v0.1.1最新Oct 3, 2026