# Equibles

> A self-hosted server that feeds AI assistants with SEC filings, institutional holdings, insider trades, and market data via the Model Context Protocol.

- **Category:** Finance & Budgeting
- **Licence:** AGPL-3.0
- **Latest version:** v1.6.1
- **Open source:** oss
- **Languages:** C, HTML, C#
- **Platforms:** Docker Compose, Build from Source
- **Tags:** Mcp, Mcp Server, Ai Agents, LLM, Claude, Fintech, AI, Self Hosted, Finance, Market Data, Model Context Protocol, Artificial intelligence, Quantitative Finance, Stock Market, Congressional Trading, Financial Data, Insider Trading, Sec, Sec Filings, 13f Holdings, Short Interest, Fred Economic Data, Stock Prices, Xbrl, Earnings Calls, Options Trading

## Description

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.

## Links

- [Homepage](https://github.com/daniel3303/Equibles)
- [Website](https://equibles.com)
- [Documentation](https://equibles.com/docs)
- [GitHub Repository](https://github.com/daniel3303/Equibles)
- [MCP Server Documentation](https://equibles.com/mcp)
- [MCP Connection Guides](https://equibles.com/docs/mcp)
- [Pricing](https://equibles.com/pricing)
- [Blog](https://equibles.com/blog)
- [Twitter/X](https://x.com/EquiblesAI)
- [LinkedIn](https://www.linkedin.com/company/equibles/)

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Source: https://selfhost.directory/project/equibles