EquiReason

com.equireason由 equireason.com 發布官方發布者v1.0.0更新於 Nov 3, 2026

美股研究:申報記錄、申報事件、內部交易、13F;登入後可規劃研究。

AI 翻譯由 AI 模型根據下方的原文描述翻譯,可能有誤。

原文描述

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

已驗證Streamable HTTP可網頁執行金融

概覽

EquiReason 的託管 MCP 服務(api.equireason.com),由 equireason.com 發布;無需登入;Streamable HTTP;8 個工具。

暫無 AI 概覽:以下資訊來自註冊中心條目和服務本身。

發布者
equireason.com
端點
api.equireason.com
最近檢查

安裝

在 SourceWeft 中

  1. 開啟 儀表板中的 EquiReason,將其新增到工作區。
  2. 為需要使用其工具的對話啟用該服務。

Web executable,透過 Streamable HTTP。 遠端服務在工作區中設定後即可從網頁執行環境執行。

交給代理程式安裝

把這段提示詞貼上到 Claude Code、Codex、Cursor 等代理程式,或 SourceWeft 對話中。代理程式會讀取該伺服器的安裝指南,先向你展示發布者、端點和登入方式,經你同意後再把它新增到你的客戶端。金鑰不會寫進任何命令。

閱讀 https://sourceweft.com/mcp/com.equireason%2Fequireason/install.md,並按其中說明把這個 MCP 伺服器接入我的客戶端。修改任何設定之前,先告訴我它的發布者、端點和登入方式,等我確認。不要把 API 金鑰寫進命令或我會提交的檔案;問我金鑰應從哪裡取得。

檢視代理程式所依據的安裝指南

其他 MCP 客戶端

把它新增到你客戶端的 mcpServers 設定中。

{
  "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.

輸入參數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.

輸入參數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.

輸入參數kind必填week

list_funds

List tracked funds

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

無需輸入參數。

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.

輸入參數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.

輸入參數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.

輸入參數limittrend

版本歷史

1
  1. v1.0.0最新Nov 3, 2026

評分

已滿足適用檢查項的 83%

該評分衡量此收錄條目的完整程度,依據註冊中心條目、端點與公開來源計算得出。它不是對伺服器本身的評價,也不表示伺服器安全或目前可用:可連通性是帶日期的檢查結果,評分也不包含安裝量或使用者評價。

  • 近 30 天內可連通必需25 分
  • 已宣告認證方式必需10 分
  • 已列出工具必需15 分
  • 描述必需15 分
  • 圖示10 分
  • 文件15 分

    請宣告包含 README 的 GitHub 儲存庫,或在 OAuth 受保護資源後設資料中提供 resource_documentation。

  • 授權條款不適用

    託管服務按其提供方的條款使用,因此這裡不要求授權條款。此檢查項不計入百分比。