Mcp Investment Agent
What is Mcp Investment Agent
mcp-investment-agent is an experimental project designed to learn about MCP and develop an intelligent agent capable of performing basic investment banking tasks.
Use cases
Use cases include analyzing company financials from SEC filings, generating buy/sell recommendations, performing sentiment analysis on market news, and answering general investment-related questions.
How to use
To use mcp-investment-agent, clone the repository from GitHub, navigate to the project directory, install the required packages using pip, and run the application with ‘python app.py’.
Key features
Key features include financial analysis of 10-K filings, summarization of key financial metrics, generation of investment recommendations, sentiment analysis of news articles, and the ability to respond to general financial queries using generative AI.
Where to use
mcp-investment-agent can be used in investment banking, financial analysis, and market research sectors, providing insights and recommendations based on financial data.
Clients Supporting MCP
The following are the main client software that supports the Model Context Protocol. Click the link to visit the official website for more information.
Overview
What is Mcp Investment Agent
mcp-investment-agent is an experimental project designed to learn about MCP and develop an intelligent agent capable of performing basic investment banking tasks.
Use cases
Use cases include analyzing company financials from SEC filings, generating buy/sell recommendations, performing sentiment analysis on market news, and answering general investment-related questions.
How to use
To use mcp-investment-agent, clone the repository from GitHub, navigate to the project directory, install the required packages using pip, and run the application with ‘python app.py’.
Key features
Key features include financial analysis of 10-K filings, summarization of key financial metrics, generation of investment recommendations, sentiment analysis of news articles, and the ability to respond to general financial queries using generative AI.
Where to use
mcp-investment-agent can be used in investment banking, financial analysis, and market research sectors, providing insights and recommendations based on financial data.
Clients Supporting MCP
The following are the main client software that supports the Model Context Protocol. Click the link to visit the official website for more information.
Content
💼 Investment Banking Assistant
An intelligent investment analysis assistant that performs the following:
- Extracts financial data from 10-K filings (via SEC EDGAR)
- Summarizes key metrics (e.g., Revenue, EPS, Free Cash Flow, ROE, P/E)
- Generates investment recommendations
- Provides sentiment analysis from recent news articles
- Responds to general-purpose financial queries with generative AI
📦 Features
-
🔍 Financial Analysis Agent
Parses latest 10-K filing, computes trends, and generates a buy/sell recommendation with justification. -
🧠 Generic AI Query Agent
Handles general investment banking queries using OpenAI. -
📰 Sentiment Analysis Agent
Fetches news from a public API and performs sentiment analysis to determine market tone (positive, neutral, or negative).
🚀 Setup Instructions
1. Clone the repository
git clone https://github.com/YOUR_USERNAME/investment-agent.git
cd investment-agent
pip install -r requirements.txt
python app.pyDev Tools Supporting MCP
The following are the main code editors that support the Model Context Protocol. Click the link to visit the official website for more information.
