
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.
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
在 SourceWeft 中
- 開啟 儀表板中的 Alphasmo Tools,將其新增到工作區。
- 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
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:
Example output:
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
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
No install step required — npx fetches and runs it. Or install globally:
Commands
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
jqor feed to an agent. --format/--json/--csvalways override the auto-detection either way.
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:
MCP server
Option 1: claude mcp add (recommended)
If you're using Claude Code, register the server with one command:
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:
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
A Python client + MCP server is also available — see alphasmo.com/developer for setup.
Learn more
- alphasmo.com — the full web app: institution profiles, stock screeners, insider-trading leaderboards
- alphasmo.com/developer — get a free API key
- alphasmo.com/developer/docs — full public API reference
Educational Guides & SEC Filings Deep Dives
Deepen your understanding of institutional holdings and SEC filing dynamics:
- What Is a 13F Filing? — Beginner's guide to institutional holdings disclosures.
- What Is a Form 4 Filing? — How insider buying & selling gets reported.
- What Is a Form 144 Filing? — Understanding SEC pre-sale notices before insider dumps.
- 13D vs. 13G Beneficial Ownership — Uncovering 5% ownership filings and activist investor intent.
- How to Read Institutional Holdings Changes — Navigating 13F portfolio changes without being misled by stock splits or option mechanics.
License
MIT
來源:README.md,提交 758529a
工具
0版本歷史
1- v0.2.1最新Sep 16, 2026
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