Ava Advisor

fund.ava由 ava.fund 發布官方發布者v1.0.1更新於 Nov 5, 2026

Your AI watches the markets so you can live your life. Financial intelligence for everybody.

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

Ava Advisor 讓 AI 助理接上結構化市場資料，用於選股篩選、新聞影響分析、總體經濟數據查詢與個人投資組合檢視。

可以做什麼
  • 依基本面、技術面與選擇權條件篩選股票與股息，並修改篩選公式
  • 讀取財務報表，以及股票、ETF、外匯、加密貨幣與商品的价格資訊
  • 搜尋新聞、取得市場脈動與分析師簡報，追蹤新聞對個股、主題與同業的影響
  • 瀏覽大趨勢主題、FRED 與世界銀行的總體經濟序列、貿易流與期貨持倉
  • 讀取自己的投資組合、播放清單與筆記，並建立或修改播放清單與筆記
適用情境
適合想讓助理用自然語言回答有結構化市場資料佐證的投資研究問題，例如篩選股票、說明某個類股為何波動，或查看自己的投資組合對本週新聞的曝險。
執行需求
遠端 streamable HTTP 端點，不需在本機安裝套件。需要 Ava Advisor 帳號並透過 OAuth 登入，或以 Bearer 權杖方式提供 API 金鑰（README 中的 Cursor 設定會從 AVA_ADVISOR_API_KEY 環境變數讀取）。需要能連線到該端點的網路。
安裝前請注意
需要帳號以及 OAuth 登入或 API 金鑰；金鑰應放在環境變數或密鑰儲存區，切勿提交到程式碼儲存庫。部分工具會變更帳號資料：建立播放清單、新增或移除播放清單項目、寫入筆記。服務會讀取你自己的投資組合、播放清單與筆記，提示內容與帳號資料會傳送給第三方服務商。其輸出被說明為 AI 分析，並非投資建議。

安裝

在 SourceWeft 中

  1. 開啟 儀表板中的 Ava Advisor，將其新增到工作區。
  2. 連接 所需的 憑證。它們會被私密儲存，絕不會在公開頁面上展示。
  3. 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/fund.ava%2Fava-advisor/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。 客戶端會在首次連接時完成 OAuth 登入。

{
  "mcpServers": {
    "ava-advisor": {
      "type": "http",
      "url": "https://mcp.ava.fund/mcp"
    }
  }
}

README

Ava Advisor MCP server

Your AI watches the markets so you can live your life.

Ava Advisor is a personal investment advisor for everybody. This MCP server connects your AI assistant (Claude, Cursor, or any client that supports remote MCP servers) to the same financial intelligence, so you can ask in plain words and get answers grounded in structured market data.

  • Screen stocks in plain words. "Biotech stocks with debt-to-equity below 3 that are turning profitable this year, showing a bullish divergence." Your AI turns that into one combined screen across fundamentals, technicals and options, and refines it as you talk.
  • Know why markets move. News is mapped to the stocks, themes and assets it actually affects, with the direction, the reason and the ripple to connected companies.
  • See the whole picture. A financial knowledge graph links themes, GICS sectors, peers, competitors and positioning.
  • Make it yours. Your AI can read your Ava Advisor portfolios, playlists and notes. Personalised alerts on what matters to you live in the Ava Advisor app at ava.fund.
Endpointhttps://mcp.ava.fund/mcp
TransportStreamable HTTP
AuthOAuth (sign in with your Ava Advisor account), or an API key as a Bearer token
Registryfund.ava/ava-advisor in the official MCP Registry

Ava Advisor provides AI analysis of available data. It is not investment advice.

Connect

Claude (claude.ai and Claude Desktop)

  1. Open Settings → Connectors → Add custom connector.
  2. Name it Ava Advisor and set the URL to https://mcp.ava.fund/mcp.
  3. Click Connect and sign in with your Ava Advisor account.

Claude Code

bash
claude mcp add --transport http ava-advisor https://mcp.ava.fund/mcp

Then run /mcp inside Claude Code to sign in. To use an API key instead, see configs/claude-code.sh.

Cursor

Add the server to ~/.cursor/mcp.json (or .cursor/mcp.json in a project). See configs/cursor.json, which reads your key from the AVA_ADVISOR_API_KEY environment variable.

Other MCP clients

Add a remote MCP server with the URL https://mcp.ava.fund/mcp (streamable HTTP). Clients that support MCP OAuth find the sign-in automatically from https://mcp.ava.fund/.well-known/oauth-protected-resource. Otherwise, send Authorization: Bearer <your API key>.

API keys

Sign up at ava.fund/console/auth/signup, then create a key at ava.fund/console/api-keys. Keep your key in an environment variable or your client's secret store. Never commit it to a repository.

Example prompts

  • "Find biotech stocks with debt-to-equity below 3 that are turning profitable this year."
  • "Which semiconductor stocks moved most on news this week, and why?"
  • "What's the ripple effect of the latest copper news on miners and EV makers?"
  • "How is my portfolio exposed to this week's news?"

Tools

35 tools, grouped by what they help you do.

Screening & fundamentals

ToolWhat it does
screen_unifiedCombined universe, fundamental, technical and options screen
edit_screenChange a screener formula by adding, removing or replacing conditions
screen_stocksCohort screener: winners, losers, most-talked-about
screen_dividendsIncome screener
financialsIncome statement, balance sheet and cash flow, with abnormality signals

News & impact

ToolWhat it does
pulseOne market-pulse read for an asset, theme, sector or market
briefA composed analyst brief: "how is doing right now?"
search_newsSemantic news search across stocks, FX, crypto, commodities, bond yields and rates
news_feedFiltered impact feed by theme, country, aspect, direction or news type
stock_impactHow news moved one company, per article, with the reason why
relationshipsCompetitors and peers from the news-derived relationship graph
private_moversPrivate and off-coverage companies the news moved within a theme

Themes

ToolWhat it does
list_themesBrowse the megatrend taxonomy
theme_summaryPre-composed brief for one megatrend theme
theme_playersInvestable member companies of a theme

Prices & markets

ToolWhat it does
stock_pricesPrice context for a stock, ETF, forex pair, crypto or commodity (split-adjusted)
stock_prices_batchThe same for up to 50 tickers
price_seriesSmall bounded price series for charts, plus headline numbers
options_sentimentWhat the US options market is saying about a name
options_scanFind stocks by an options-behaviour pattern
positioningFutures positioning (CFTC COT)
cot_extremesPositioning extremes across commodities, FX, rates and indices

Macro

ToolWhat it does
fred_seriesOne FRED macro series, feature-extracted
wb_seriesWorld Bank annual indicators by country
tradeTrade flows, partners and balances (UN Comtrade)

Your account (only your own data; ✎ = changes data)

ToolWhat it does
list_portfoliosList your portfolios
portfolio_contextAI-ready snapshot of one of your portfolios
list_playlistsList your playlists
create_playlist ✎Create a playlist
add_to_playlist ✎Add items to a playlist
remove_from_playlist ✎Remove items from a playlist
write_note ✎Save a note
query_notesSearch your notes
get_noteRead one note

Assist

ToolWhat it does
suggest_ctaOne or two data-backed "explore further" follow-ups

Security

See SECURITY.md. Report issues privately to [email protected].

Ava Advisor is built by Market Anyware Co., Ltd. · ava.fund

來源：README.md，提交 0246e34

工具

0
該伺服器需要登入，因此 SourceWeft 無法在沒有帳號的情況下讀取其工具，也未收錄。已連接帳號所能看到的內容可能因帳號及其權限而異。

版本歷史

1
  1. v1.0.1最新Nov 5, 2026

評分

已滿足適用檢查項的 75%

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15 分

    請讓伺服器在無憑證時回應 tools/list，或發布可在沙箱中無憑證啟動的軟體包。

  • 描述必需15 分
  • 圖示10 分
  • 文件15 分
  • 授權條款10 分

    請在儲存庫或註冊中心條目中宣告授權條款。