MeritValue

com.meritvalue由 meritvalue.com 發布官方發布者v2.1.0更新於 Oct 24, 2026

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

已驗證Streamable HTTP可網頁執行金融資料與分析

概覽

AI 產生的概覽

依美國 SEC 申報文件計算股票內在價值與經營品質訊號,涵蓋 DCF、盈餘能力價值、葛拉漢與本益比模型。

可以做什麼
提供七個針對在美國 SEC 申報之公司的工具。get_thesis 回傳經營品質與公允價值的綜合結論;get_business_quality 回傳投入資本報酬率與資本成本的對比及股數變動歷史;get_intrinsic_value 回傳各估值模型的結論與公允價值區間,包含有意義的拒絕估值結果。get_fundamentals 回傳依會計年度正規化的數據及其 CIK、accession number 與 XBRL 標籤,get_expected_return 依你提供的價格計算年化報酬,search_companies 將公司名稱或部分股票代號解析為涵蓋公司,screen_undervalued 依所選模型為公司排序。結果具確定性,與供應商網站顯示一致。
適用情境
當助理需要依申報文件對美國上市公司做估值或經營品質分析,或需要把某個數字追溯回 SEC 來源時使用。在金鑰方案允許時,可用於依模型價值篩選候選公司。
執行需求
供應商主機上的遠端 streamable HTTP 端點,不需本機執行環境或套件。清單未宣告驗證,但供應商的 API 金鑰頁面及篩選工具的方案限制說明意味著至少篩選功能需要 API 金鑰。不含行情資料,計算預期報酬時須由呼叫方提供價格。
安裝前請注意
篩選功能需要已開通該功能的金鑰;403 代表方案限制,不應重試。伺服器沒有行情資料授權,從不回傳即時報價,傳入的價格必須來自使用者或券商,不可猜測。估值是模型輸出與訊號,並非投資建議;被拒絕估值的模型不應視為資料缺漏。境外申報公司以其本國貨幣申報。

安裝

在 SourceWeft 中

  1. 開啟 儀表板中的 MeritValue,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.meritvalue%2Fmeritvalue/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": {
    "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.

輸入參數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.

輸入參數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.

輸入參數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.

輸入參數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.

輸入參數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.

輸入參數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.

輸入參數limitmodel

版本歷史

1
  1. v2.1.0最新Sep 16, 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。