Alphasmo Tools

io.github.alphasmo由 GitHub 帳號 alphasmo 發布v0.2.1更新於 Nov 3, 2026

CLI + MCP server for SEC 13F institutional holdings, insider trading, and smart money convergence.

已驗證STDIO僅桌面金融資料與分析

概覽

AI 產生的概覽

本機 MCP 伺服器兼 CLI,讓 AI 助理查詢 SEC 13F 機構持股、Form 4 內部人交易與「聰明錢共振」訊號。

可以做什麼
  • 搜尋、列出並檢視 13F 機構檔案,含產業權重
  • 讀取某機構最新的 13F 持股
  • 依股票代號或 CUSIP 查詢個股的持有人數、資金流向與主要持有人
  • 依機構淨買入或淨賣出資金流排序股票
  • 查看某股票代號近期的內部人交易及 30/90 天內部人信心評分
  • 找出機構與內部人同時買進的股票代號(聰明錢共振)
適用情境
適合希望助理在對話中直接回答機構持股、內部人買賣動向,或對沖基金與公司內部人同時買進哪些股票等問題的情境。
執行需求
透過 npx(Node.js)以 stdio 在本機執行,指令為 alphasmo mcp。可匿名使用但速率受限,選用 ALPHASMO_API_KEY 可提高上限。需要能連線至服務商的遠端 API。
安裝前請注意
匿名請求依 IP 限速。選用的 ALPHASMO_API_KEY 為密鑰,透過環境變數傳入。查詢內容與股票代號會傳送至服務商的遠端 API。資料為 SEC 申報資訊,僅供參考,不構成投資建議。

安裝

在 SourceWeft 中

  1. 開啟 儀表板中的 Alphasmo Tools,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。

Desktop only,透過 STDIO。 STDIO 服務會啟動本機處理程序,因此需要 SourceWeft 桌面主機。

其他 MCP 客戶端

參照 儲存庫 中的啟動說明。

README

AlphaSMO — The Ultimate Smart Money API for AI

[npm version] [License: MIT]

CLI + MCP server for AlphaSMO — SEC EDGAR 13F institutional holdings, Form 4 insider trading, and "smart money convergence" signals (tickers where hedge funds and company insiders are buying at the same time), queryable from your terminal, your scripts, or any MCP-compatible AI agent (Claude, ChatGPT, Cursor, etc.).

No signup, no API key, no setup — try it right now:

bash
npx alphasmo stocks flows --limit 10

Example output:

text
┌────────┬──────────────────────────────┬────────────────────┬──────────────┬──────────────┐│ ticker │ issuer                       │ net flow (USD)     │ avg weight % │ institutions │├────────┼──────────────────────────────┼────────────────────┼──────────────┼──────────────┤│ BRK-A  │ BERKSHIRE HATHAWAY INC-CL A  │ 247,455,256,379    │ 1.42         │ 1418         │├────────┼──────────────────────────────┼────────────────────┼──────────────┼──────────────┤│ AZN    │ AstraZeneca PLC              │ 148,465,847,587.12 │ 0.47         │ 1309         │├────────┼──────────────────────────────┼────────────────────┼──────────────┼──────────────┤│ XOM    │ EXXON MOBIL CORP             │ 138,784,059,363.77 │ 0.78         │ 4716         │├────────┼──────────────────────────────┼────────────────────┼──────────────┼──────────────┤│ CVX    │ CHEVRON CORP                 │ 77,783,933,645.44  │ 0.6          │ 4261         │├────────┼──────────────────────────────┼────────────────────┼──────────────┼──────────────┤│ JNJ    │ JOHNSON & JOHNSON            │ 64,498,075,844.9   │ 0.76         │ 4603         │├────────┼──────────────────────────────┼────────────────────┼──────────────┼──────────────┤│ SNDK   │ SANDISK CORP                 │ 58,662,972,096.01  │ 0.65         │ 1172         │├────────┼──────────────────────────────┼────────────────────┼──────────────┼──────────────┤│ MU     │ MICRON TECHNOLOGY INC        │ 55,374,569,969.23  │ 0.7          │ 2993         │├────────┼──────────────────────────────┼────────────────────┼──────────────┼──────────────┤│ AMAT   │ APPLIED MATERIALS INC        │ 48,790,109,328.41  │ 0.52         │ 2931         │├────────┼──────────────────────────────┼────────────────────┼──────────────┼──────────────┤│ EEM    │ ISHARES MSCI EMERGING MARKET │ 48,211,222,155.7   │ 0.59         │ 1637         │├────────┼──────────────────────────────┼────────────────────┼──────────────┼──────────────┤│ CAT    │ CATERPILLAR INC              │ 46,035,710,179.58  │ 0.5          │ 3724         │└────────┴──────────────────────────────┴────────────────────┴──────────────┴──────────────┘

Why AlphaSMO

  • 📊 13F institutional holdings — every hedge fund and asset manager's quarterly SEC filings: AUM, positions, and behavioral "personality scores" (concentration, turnover, sector conviction). Read our guide on What Is a 13F Filing? and How to Read Institutional Holdings Changes.
  • 🕵️ Insider trading (Form 4 & 144) — officer/director/10%-owner buys and sells, with a confidence score per ticker. Learn more in What Is a Form 4 Filing? and What Is a Form 144 Filing?.
  • 🚀 Smart money convergence — the flagship signal: tickers where 13F institutions and company insiders are both buying right now.
  • 🤖 Built for AI agents — an MCP server out of the box, so Claude, ChatGPT, Cursor, or any MCP client can pull real financial data mid-conversation.
  • 🆓 Free anonymous tier — no signup required to try it; get a free API key any time to raise your rate limit.

Use cases

"What is smart money buying right now?"        → alphasmo convergence"What does Berkshire Hathaway hold?"            → alphasmo institutions holdings berkshire-hathaway-inc"Are insiders buying or selling NVDA?"          → alphasmo insider summary NVDA"Which stocks are institutions dumping?"        → alphasmo stocks flows --direction sell

Wire the MCP server into Claude Desktop, Claude Code, Cursor, or any MCP client (see below) and ask these in plain English — no code required.

CLI

bash
npx alphasmo institutions search "Berkshire"npx alphasmo stocks get AAPLnpx alphasmo convergence -l 5

No install step required — npx fetches and runs it. Or install globally:

bash
npm install -g alphasmoalphasmo --help

Commands

CommandWhat it returns
alphasmo institutions search <query> [-l|--limit]Search 13F institutions by name
alphasmo institutions list [-l|--limit] [-o|--offset]Paginate the full institution universe (no query)
alphasmo institutions get <slug>Full institution detail, sector weights
alphasmo institutions holdings <slug>Latest 13F holdings for one institution
alphasmo stocks get <identifier>Full stock detail — holder count, flows, top holders (identifier = ticker or CUSIP)
alphasmo stocks flows [-d|--direction buy|sell] [-l|--limit]Stocks ranked by net institutional buy/sell flow
alphasmo insider trades <ticker>Recent individual Form 4 insider trades for one ticker
alphasmo insider summary <ticker>Insider confidence scores (30d/90d) for one ticker
alphasmo convergence [-l|--limit] [--min-confidence] [--days]Tickers where 13F institutions and insiders are both buying — the flagship signal
alphasmo mcpStart the MCP server over stdio

Global flags on every command: --api-key <key> (env ALPHASMO_API_KEY), --base-url <url> (env ALPHASMO_BASE_URL), -f/--format json|compact|table|csv, --json (shorthand for --format json), --csv (shorthand for --format csv).

Output format auto-detects your context — no flag needed in the common case:

  • Typed directly in a terminal → a readable table, with numbers comma-formatted (263,095,703,570).
  • Piped, redirected, or spawned by a script/AI agent (stdout isn't a TTY) → JSON, safe to pipe into jq or feed to an agent.
  • --format/--json/--csv always override the auto-detection either way.
bash
alphasmo stocks flows --csv > flows.csvalphasmo insider trades AAPL --csv | column -s, -t

Errors go to stderr with a distinct exit code (2 not found, 3 auth, 4 rate limit, 5 unexpected response shape, 1 other), so scripts can branch without string-matching.

Get an API key

Anonymous requests are rate-limited by IP. Sign up and mint a free key at alphasmo.com/developer, then:

bash
alphasmo convergence --api-key ask_live_...# orexport ALPHASMO_API_KEY=ask_live_...

MCP server

Option 1: claude mcp add (recommended)

If you're using Claude Code, register the server with one command:

bash
claude mcp add alphasmo -- npx -y alphasmo@latest mcp

Add -e ALPHASMO_API_KEY=ask_live_... before the -- to raise your rate limit. Run claude mcp list to confirm it's connected.

Option 2: manual MCP client config

For Claude Desktop, Cursor, or any other MCP client, add this to your config file directly:

json
{  "mcpServers": {    "alphasmo": {      "command": "npx",      "args": ["alphasmo", "mcp"],      "env": { "ALPHASMO_API_KEY": "optional-your-key-here" }    }  }}

Both options work anonymously out of the box, at lower rate limits than with a key. Tools exposed: search_institutions, get_institution_profile, get_institution_holdings, get_stock_overview, get_stock_flows, get_insider_activity, get_smart_money_convergence.

Full endpoint reference: alphasmo.com/developer/docs.

Programmatic use

ts
import { AlphasmoClient } from "alphasmo";
const client = new AlphasmoClient(); // no apiKey needed to try itconsole.log(await client.getSmartMoneyConvergence({ limit: 5 }));
bash
npm install alphasmo

A Python client + MCP server is also available — see alphasmo.com/developer for setup.

Learn more

Educational Guides & SEC Filings Deep Dives

Deepen your understanding of institutional holdings and SEC filing dynamics:

License

MIT

來源:README.md,提交 758529a

工具

0
SourceWeft 尚未在沙箱中啟動過該軟體包,因此其工具未知。

版本歷史

1
  1. v0.2.1最新Sep 16, 2026

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