Fintech Research Toolkit#

Transform Claude Code into a professional equity research agent for global equity markets — all 100% free and self-hosted.

What This Skill Provides#

4 Command Families#

CommandPurposeExample/probeThematic discovery, supply-chain scanning, alt-plays"Screen US semiconductor stocks" or "Find HK EV supply chain"/diveSingle-company deep analysis"Dive into AAPL" or "Analyze 0700.HK business model"/trackPosition tracking, thesis validation, event radar"Track NVDA position" or "Monitor my HK portfolio"/landscapeMacro research across CN-HK-US"Compare US vs HK tech valuations"

24 Analysis Skills#

• 9 Anthropic official skills (Apache 2.0): initiating-coverage, earnings-preview, earnings-analysis, model-update, morning-note, catalyst-calendar, thesis-tracker, idea-generation, sector-overview
• 14 Community skills: themes, supply-chain, alt-plays, business-model, financial-forensics, earnings-scorecard, reporting-quality, management, watchlist, thesis-check, event-radar, yield-curve, trade-flows, labor-market

Free Data MCP Server#

A local MCP server ( mcp-server/server.py) providing 10 tools across three markets:

US Equities:

ToolData SourceFree Basisget_ticker_infoyfinanceOpen sourceget_price_historyyfinanceOpen sourcebatch_ticker_infoyfinanceOpen sourceget_sec_filingsSEC EDGAROfficial free APIget_macro_dataFREDOfficial free API

Hong Kong Equities:

ToolData SourceFree Basisget_ticker_infoyfinanceOpen sourceget_hkex_disclosuresHKEX NewsPublic accessget_ah_spreadyfinanceOpen source

Global / All Markets:

ToolData SourceFree Basisget_news_signalsNewsAPI + RSSFree tierfiscal_calendarLocal JSONSelf-maintainedrun_sqlSQLite cacheLocal

Market Coverage#

US Equities#

• yfinance: Quotes, fundamentals, history for all US tickers (AAPL, MSFT, GOOGL, NVDA, TSLA, META, etc.)
• SEC EDGAR: Official filings (10-K, 10-Q, 8-K)
• FRED: Treasury yields, Fed Funds, CPI, unemployment, DXY
• NewsAPI: US market news with sentiment

Hong Kong Equities#

• yfinance: Quotes, fundamentals, history for all .HK tickers
• HKEX News: Regulatory announcements scraping
• 65 Pre-configured tickers: Hang Seng Top 50 + tech leaders
• AH Spread: A-share vs H-share premium/discount
• Stock Connect: Northbound/southbound flow

A-Share Equities (via Connect)#

• AH Spread: Cross-market price comparison
• yfinance: Limited coverage via .SS / .SZ

Setup#

bash

git clone https://github.com/fredtai/Fintech-research.git
cd Fintech-research
pip install -r requirements.txt
claude
# /mcp to verify → then /probe, /dive, /track, /landscape

Optional API Keys (enhanced features, not required)#

• FRED_API_KEY — fred.stlouisfed.org (free) for US macro data
• NEWS_API_KEY — newsapi.org (free, 100 req/day) for global news

Personalization#

• .claude/mode.md — new or experienced
• .claude/style.md — depth(quick/balanced/deep), tone(professional/conversational), coverage(global/us-only/hk-only)

License#

Apache 2.0 — Community skills and scaffolding. Anthropic skills bundle is also Apache 2.0 (vendored from anthropics/financial-services).