OptimistFi

com.optimistfi由 optimistfi.com 發布官方發布者v1.30.1更新於 Nov 2, 2026

Perpetual futures across 40 venues, perps prop firms and sourced theses on 6,100+ US stocks.

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

遠端唯讀市場研究伺服器,讓助理取得 40 家交易所的永續合約資料、自營交易公司條款,以及 6,100 多檔美股的帶日期投資論點。

可以做什麼
  • 查詢永續合約:單一市場逐交易所比較、全市場資金費率價差、漲跌與爆倉、1 至 90 天歷史及訂單簿深度與大戶持倉
  • 研究永續合約自營交易公司:規則、扣除現行優惠碼後的挑戰價格、司法管轄區與平台,以及 OptimistFi 永續交易台的報導、追蹤交易員與錢包
  • 閱讀個股投資論點:含估值與最新季度的完整解讀、帶失效條件的長期論點、某項指標對論點的影響,以及帶日期的歷史紀錄
  • 比較兩家以上公司的估值與投資論點,並查看某日期以來的變化
  • 取得公司揭露與事件:8-K 文件、新聞稿、治理警訊、即將到來的財報與臨床試驗結果、股利、庫藏股與拆股
  • 查看內部人 Form 4 交易與美國眾議院 STOCK 法案國會議員交易,並將股票代號、名稱或 CIK 解析為標準公司
適用情境
適合使用者詢問各交易所永續合約的資金費率、槓桿、爆倉價位或持倉狀況,詢問自營交易公司規則與挑戰價格,或需要以申報文件、內部人與國會交易為依據、有來源且帶日期的美股投資論點時使用。
執行需求
遠端 Streamable HTTP 端點;不需 API 金鑰或帳號。用戶端須支援遠端 MCP 伺服器(如 Claude、Claude Code、Cursor、VS Code、ChatGPT 等),並需能連線至服務商端點。
安裝前請注意
唯讀且不執行交易,但提供的是市場資料與研究,並非個人化投資建議;論點與歷史紀錄應視為服務商帶日期的觀點。回覆內容來自第三方來源,行動前應自行查證。不要求任何憑證。

安裝

在 SourceWeft 中

  1. 開啟 儀表板中的 OptimistFi,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.optimistfi%2Foptimistfi/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": {
    "optimistfi": {
      "type": "http",
      "url": "https://mcp.optimistfi.com/mcp"
    }
  }
}

README

OptimistFi MCP Server

Market data and research for AI assistants: perpetual futures across 40 venues, the rules and pricing of 21 perps prop firms, and dated investment theses on more than 6,100 US equities.

https://mcp.optimistfi.com/mcp

Remote server over Streamable HTTP. Read-only. No API key or account required.

Coverage

Perpetual futures. Forty venues, including Hyperliquid and its builder markets, Lighter, Aster, dYdX, Paradex, gTrade, Ostium, Vest, Orderly, Kraken Futures, OKX and Bitget: approximately 1,560 assets and 9,400 markets across crypto, equity, index, commodity and FX perpetuals. For each market: funding on every venue, open interest, maximum leverage, liquidation levels from live Hyperliquid positions, large trades, order-book depth and the net positioning of Hyperliquid's largest accounts, with up to 90 days of history. Market-wide: cross-venue funding spreads, movers, liquidations, new listings and multi-day position builds.

Perps prop firms. Rules, account sizes and challenge pricing for 21 firms, sourced from each firm's published terms, with current discount codes and net pricing.

US equities. A dated investment thesis for more than 6,100 companies, with testable claims, the condition that would invalidate each, and an assessment against the latest filings. Supported by SEC filings, insider and congressional transactions, capital returns and the earnings calendar.

Every response is timestamped and attributed to its source.

Connect

Claude: available in Claude's connectors directory.

Claude Code

bash
claude mcp add --transport http optimistfi https://mcp.optimistfi.com/mcp

Cursor: install this repository as a plugin, or add to .cursor/mcp.json:

json
{ "mcpServers": { "optimistfi": { "url": "https://mcp.optimistfi.com/mcp" } } }

VS Code: add to .vscode/mcp.json:

json
{ "servers": { "optimistfi": { "type": "http", "url": "https://mcp.optimistfi.com/mcp" } } }

ChatGPT and other clients: add https://mcp.optimistfi.com/mcp as a remote MCP server.

Setup guides for each client: optimistfi.com/mcp/docs/clients

Tools

ToolTitleDescription
get_perpsPerpetual futuresA single market across venues: price and premium to the index or underlying equity, open interest, funding, maximum leverage, liquidation levels, large trades and positioning
get_perps_marketPerpetual futures — whole marketThe full market across approximately 1,600 assets: funding and cross-venue spreads, movers, open interest, liquidations, large trades, new listings, weekend pricing, large-account positioning, leverage and position builds
get_perps_historyPerpetual futures — historyA single market over 1 to 90 days: price, open interest, funding, taker flow, large-account net positioning and order-book depth
get_perps_deskPerps desk — news, traders and walletsPublished perps coverage with sources, tracked traders and the record of their calls, and covered Hyperliquid wallets
get_prop_firmsProp firms for perpetual futuresPerps prop firm rules, challenge pricing net of current codes, discount codes, jurisdictions, platforms, assets and maximum allocation
answerFinancial answerA complete read on a stock: the investment case, valuation from filed financials, and the latest quarter
get_thesisInvestment thesisThe investment case: testable claims, the condition that would invalidate each, the bear case, catalysts and current standing
get_thesis_impactThesis impact of an eventA metric's recent quarters assessed against the investment case
what_changedWhat changed recentlyDevelopments since a given date, assessed against the investment case: earnings, filings, insider activity, capital returns and price
get_track_recordTrack recordA dated record of each filing that met or held a thesis's invalidation condition
compareCompare companiesTwo or more companies compared on valuation and investment case
resolve_entityResolve a company or tickerResolves a ticker, name or CIK to the canonical company
get_filingsSEC filings & events8-K events, press releases, filing text and governance flags
get_calendarUpcoming dated eventsUpcoming earnings, projected from the company's filing history, and clinical trial readouts
get_capital_returnsDividends & buybacksDividend history, buyback authorizations against capital deployed, and splits
get_insider_tradesInsider transactionsForm 4 transactions: insider, role, transaction type, shares and value
get_congress_tradesCongressional tradesUS House disclosures under the STOCK Act, by ticker or by member

Parameters and response formats: optimistfi.com/mcp/docs

Example queries

  • Which venues offer BTC at 50x leverage, and where is liquidation?
  • How much BTC would be liquidated on a 5% decline, and where are the clusters?
  • How are Hyperliquid accounts above $1M positioned on BTC, ETH and HYPE?
  • Where is BTC funding lowest for a long position across venues?
  • Which perps prop firms offer a $50K challenge, and what is the net price after current codes?
  • Does the NVIDIA investment thesis hold after the latest 10-Q?

Registry

Official MCP Registry: com.optimistfi/optimistfi (server.json)

Legal

OptimistFi provides market data and research. The service does not execute transactions or provide personalized investment advice. See the methodology, disclosures and terms.

Contact: [email protected]

來源:README.md,提交 2d41da2

工具

17

what_changed

What changed recently

What has happened for a company since a date, read against its case: the latest quarter's earnings, filings and 8-K events, insider trades, capital returns, price move. Use when the user asks: what changed with X; catch me up on X. response_mode=plain for beginners. Not for: the standing case → get_thesis. Args: entity; since.

輸入參數sinceentity必填reading_levelresponse_mode

resolve_entity

Resolve a company or ticker

Resolve a ticker, company name or CIK to the canonical company (name, ticker, CIK, FIGI), confirming which company a name means before other tools run. Use when the user asks: which company is X; what's the ticker for X; is X listed. Args: query.

輸入參數query必填

get_calendar

Upcoming dated events

What is ahead for a company, nearest first: the next earnings date projected from its own filing cadence (held, not rolled, marked overdue when lapsed) and trial readouts. Use when the user asks: when does X report next; what's coming up for X. Not for: past events → get_filings; what the earnings were → answer. Args: entity; types; limit.

輸入參數limittypesentity必填

get_capital_returns

Dividends & buybacks

How a company returns capital: dividend-rate history with each raise or cut, buyback authorizations beside the cash actually spent, splits and name changes. Forward ex-dates are not served. Use when the user asks: did X raise its dividend; is X buying back stock; has X cut it. Args: entity; kind = dividends | buybacks | actions.

輸入參數kindlimitentity必填periods

get_filings

SEC filings & events

A company's own disclosures: filed 8-K events, its press releases, the text of those 8-Ks, and governance red flags (late filings, auditor changes, selling clusters). Use when the user asks: any red flags at X; what did X announce; latest 8-K from X. Not 10-K/10-Q sections. Args: entity; kind = events | press_releases | event_text | red_flags.

輸入參數endkindlimitstartentity必填

get_congress_trades

Congressional trades

US House stock-trade disclosures (STOCK Act) by ticker or by member, dated by transaction. Use when the user asks: which members of Congress traded X; what did a named member buy; is Congress selling X. Not for: company insiders → get_insider_trades. Args: ticker or member; limit.

輸入參數limitentitymembertickerchamber

answer

Financial answer

A stock's full read in one call: the standing investment case, valuation off its filed financials, and the latest quarter. Use when the user asks: is X a buy; is X cheap; what are X's earnings; how was X's quarter; did X beat. response_mode=plain for beginners. Not for: several companies → compare. Args: entity; response_mode.

輸入參數entity必填reading_levelresponse_mode

get_perps

Perpetual futures

One perp market right now, venue by venue: price and premium to the index or stock, open interest, funding, max leverage, liquidation levels, whale trades, positioning; a stock perp's weekend move. Use when the user asks: X funding rate; where do X longs get liquidated. Not for: trends or book depth → get_perps_history. Args: entity.

輸入參數modeentity必填max_age_s

get_perps_history

Perpetual futures — history

One perp market over time (1d to 90d): price, open interest, funding, taker buying vs selling, big accounts' net position; plus the latest book depth (±0.5/1/2%) and big accounts' P&L and leverage. Use when the user asks: X funding this week; are whales adding to X; how deep is X's book. Args: entity; window.

輸入參數entity必填window

get_prop_firms

Prop firms for perpetual futures

Perps prop firms from their own pages: rules, challenge prices and live codes, country, platforms, assets, max allocation; a named firm's on-chain hedge book, reserves or payouts. Use when the user asks: prop firm rules; X discount code; cheapest $50K challenge; can Propr pay. Args: firm; rule; account_usd; country; asset; on_chain; max_price_usd.

輸入參數firmruleassetcountryon_chainaccount_usdmax_price_usd

get_perps_desk

Perps desk — news, traders and wallets

OptimistFi's perps desk: its stories, the traders directory with checked calls, and the Hyperliquid wallets it covered. Use when the user asks: latest perps news on X; is trader Y worth following. Args: view; market; trader; wallet; limit.

輸入參數dexviewlimitmarkettraderwalletmax_age_s

get_perps_market

Perpetual futures — whole market

Perps market research and sized trade costs. trade/cost: BTC/ETH entry, holding and exit dollars from fresh books. Funding, OI, whales and advanced supplied-data studies. Use when the user asks: what does my position cost; where can I trade 100x. Not for: one market overview → get_perps. Args: view; workflow; parameters; market; venue.

輸入參數sideviewlimitvenuemarginmarketoffsetperiodprovenwindowmin_usdsection另有 6 個

compare

Compare companies

Two or more companies side by side: each one's valuation, investment case, and what supports or challenges it, so the comparison rests on the cases, not just ratios. Use when the user asks: X vs Y; which is the better buy; is X or Y more defensive. response_mode=plain for beginners. Not for: one company → answer. Args: entities (2-5).

輸入參數entities必填reading_levelresponse_mode

get_track_record

Track record

OptimistFi's dated track record on a company: each time a filing crossed or held its thesis's break condition. A crossing whose thesis predates the filing is a genuine call, dated before the event. Use when the user asks: has OptimistFi been right on X; did X's thesis break. response_mode=plain for beginners. Args: entity.

輸入參數entity必填reading_levelresponse_mode

get_thesis

Investment thesis

The standing investment case for a stock: the thesis, its testable claims with the condition that breaks each, the bear case, catalysts, whether it still holds. Use when the user asks: what's the bull case for X; what would break X's thesis; is X's story holding up. response_mode=plain for beginners. Not for: valuation → answer. Args: entity; view.

輸入參數viewentity必填reading_levelresponse_mode

get_thesis_impact

Thesis impact of an event

One metric's recent quarters read against the investment case: the claim it tests, whether it supports or challenges it, and what it cannot prove. item=earnings covers revenue, profit and EPS. Use when the user asks: what do X's earnings mean for the thesis. response_mode=plain for beginners. Not for: the full read → answer. Args: entity; item.

輸入參數itementity必填reading_levelresponse_mode

get_insider_trades

Insider transactions

Form 4 insider transactions for one company, newest first: who, role, code (P buy, S sell, A grant, M exercise, F tax), shares and dollar value. Use when the user asks: are insiders buying X; did X's CEO sell; insider activity at X. Not for: Congress → get_congress_trades. Args: entity; start; end; limit.

輸入參數endlimitstartentity必填

版本歷史

1
  1. v1.30.1最新Oct 19, 2026

評分

已滿足適用檢查項的 100%

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
  • 授權條款10 分