What is Equibles?

This project runs a financial data server that AI assistants query through the Model Context Protocol. It gathers SEC filings, XBRL financial statements, institutional holdings from 13F reports, insider and congressional trades, short interest data, FRED economic indicators, CFTC futures positioning, CBOE volatility indexes, government contracts, FDA advisory meetings, and daily stock prices. The system runs via Docker Compose with a ParadeDB database, a web portal on port 8080, and an MCP server on port 8081. Optional Ollama embeddings add semantic search over filings. The core is free under AGPL-3.0; a cloud version adds earnings transcripts, live quotes, and options data. Requires a SEC contact email; FINRA and FRED API keys are optional.

Should you self-host Equibles?

Equibles scores 50/100 on selfhost.directory (how scoring works) and ranks #5 of 9 in Finance & Budgeting. It has 240 GitHub stars.

It shipped 12 stable releases in the past year. The latest, v1.6.1, came out on 22 August 2026. New versions land roughly every 4 days.

Setup is moderate: expect some configuration beyond a single command. It is AGPL-3.0-licensed and written mostly in C#.

Its closest alternative on selfhost.directory is openops (56/100, 1 080 stars). It scores higher overall, so compare the two before you pick. See Equibles vs openops side by side.

Features

13F Institutional Holdings
Congressional Trading
Economic Indicators (FRED)Requires free FRED API key
European Stock Listings
FDA Advisory Calendar
Futures Positioning (COT)
Government Contracts
Insider Trading
Market Indicators (VIX, Put/Call)
MCP Server
SEC Filings Search
Short Interest DataFINRA data requires free API key
Stock Prices & Technicals
Web Portal
XBRL Financial Statements

How to configure Equibles

AUTH_PASSWORDWeb portal password (auth disabled if empty)
Web portal password (auth disabled if empty)
AUTH_USERNAMEWeb portal username (auth disabled if empty)
Web portal username (auth disabled if empty)
CHECK_FOR_UPDATEStrueWhen true, the web portal checks GitHub Releases and shows a banner when a newer version is available
When true, the web portal checks GitHub Releases and shows a banner when a newer version is available
values: true, false
Embedding__ApiKeyBearer token if the embedding server requires one
Bearer token if the embedding server requires one
Embedding__BaseUrlEmbedding endpoint URL (e.g., http://localhost:11434)
Embedding endpoint URL (e.g., http://localhost:11434)
Embedding__BatchSize10Texts per embedding batch
Texts per embedding batch
Embedding__EnabledfalseEnable vector embedding generation for semantic search
Enable vector embedding generation for semantic search
values: true, false
Embedding__ModelNameModel name for embeddings (e.g., qwen3-embedding:0.6b)
Model name for embeddings (e.g., qwen3-embedding:0.6b)
Embedding__ProviderOllamaEmbedding provider: Ollama or OpenAI-compatible
Embedding provider: Ollama or OpenAI-compatible
values: Ollama, OpenAI
FinancialFactsPersistence__InsertBatchSize1000Batch size for financial fact persistence (default 1000)
Batch size for financial fact persistence (default 1000)
Finra__ClientIdFINRA API Client ID for short volume and short interest data
FINRA API Client ID for short volume and short interest data
Finra__ClientSecretFINRA API Client Secret for short volume and short interest data
FINRA API Client Secret for short volume and short interest data
Fred__ApiKeyFRED API key for economic data from Federal Reserve Bank of St. Louis
FRED API key for economic data from Federal Reserve Bank of St. Louis
MCP_API_KEYMCP server API key (auth disabled if empty)
MCP server API key (auth disabled if empty)
MINIMUM_LOG_LEVELWarningLogging level: Verbose, Debug, Information, Warning, Error, Fatal
Logging level: Verbose, Debug, Information, Warning, Error, Fatal
values: Verbose, Debug, Information, Warning, Error, Fatal
SEC_CONTACT_EMAILSEC requires a contact email in the User-Agent header for programmatic access to EDGAR
SEC requires a contact email in the User-Agent header for programmatic access to EDGAR
Worker__MinSyncDate2020-01-01How far back to sync data (default 2020-01-01, can go back to 2000-01-01)
How far back to sync data (default 2020-01-01, can go back to 2000-01-01)
Worker__TickersToSync__0Optional ticker filtering - sync only specific tickers (applies to all scrapers)
Optional ticker filtering - sync only specific tickers (applies to all scrapers)

FAQ

Is this financial advice?

No. Equibles and ALVIS provide data and research for informational purposes only and never place trades. Always do your own due diligence.

Do I need to create a password?

No. Signing in and signing up happen on the same page using a one-time email code, a passkey, or your Google account. If you're new, your account is created on the spot.

Where does the data come from?

Primary sources and regulators, parsed from original filings: SEC EDGAR, FINRA, Federal Reserve (FRED), CFTC and CBOE for US data, and regulators/exchanges like FCA, AMF, CNMV, HKEX and CNINFO for European, Chinese and Hong Kong listings.

Can I use the data in Excel or Google Sheets?

Yes, on every plan. A screen of the market comes back as a CSV that Excel's Power Query loads as a worksheet table and that Google Sheets reads with IMPORTDATA.

Which AI apps can I connect?

Claude, ChatGPT, Gemini and other compatible AI apps. Step-by-step connection guides are available in the documentation.

What can ALVIS do?

ALVIS is an AI analyst that researches across SEC filings, 13F holdings, insider and congress trades, short data, fundamentals, prices and earnings calls, then answers in plain English with a citation for every figure.