MaverickMCP - Personal Stock Analysis MCP Server

MaverickMCP is a personal-use FastMCP server that provides financial data analysis, technical indicators, stock screening, and portfolio tracking tools directly to your Claude Desktop interface. Built for individual traders and investors, it runs entirely on your own machine with no authentication or billing complexity.

Core tools need no API key: market data comes from yfinance. Two optional extras add more: [backtesting] (VectorBT-powered strategy backtesting) and [research] (LangGraph-based deep research, bring-your-own LLM key).

Skip the setup — hosted version

Self-hosting MaverickMCP means Python, uv, and MCP client config (Redis and a research LLM key are optional). If you just want the analysis, Capital Companion is the hosted product built on the same engine: AI technical analysis, trade-plan review sheets with outcome tracking, and price alerts. 25 free analyses, no credit card.

Self-hosting instructions continue below.

Why MaverickMCP?

Key Benefits:

• No Setup Complexity: make dev gets the server running; no database migrations, no seed scripts, no API key required for core tools.
• Modern Python Tooling: Built with uv for fast dependency management.
• Claude Desktop Integration: Native MCP support via stdio or streamable HTTP.
• 37 Core Tools: Market data, technical analysis, screening, portfolio tracking with a risk dashboard, watchlists, and a trade journal.
• Optional Extras: 12 backtesting tools and 3 research tools, each fully opt-in via pip install/uv sync extras.
• Smart Caching: Tiered cache (memory, then Redis or SQLite) with graceful fallback when Redis isn't running.
• Open Source: MIT licensed.

Features

• Stock Data Access: Historical and real-time quotes with intelligent caching (yfinance, no API key required).
• Technical Analysis: RSI, MACD, support/resistance, and a combined full-analysis tool.
• Stock Screening: Maverick bullish, bearish, and supply/demand strategies, computed over the tickers you've already queried.
• Portfolio Tracking: Positions with average cost-basis, live P&L, a risk dashboard, watchlists, and a trade journal.
• Backtesting ([backtesting] extra): VectorBT engine, 12 rule-based strategy templates plus 8 ML strategy classes, optimization, walk-forward analysis, and Monte Carlo simulation.
• Research ([research] extra): LangGraph-based deep research over companies, sectors, and market sentiment, backed by Exa web search and a bring-your-own LLM.
• Multi-Transport Support: Streamable HTTP and STDIO.

Quick Start

Prerequisites

• Python 3.12+: Core runtime environment
• uv: Modern Python package manager (recommended)
• Redis (optional, for enhanced caching)
• PostgreSQL or SQLite (optional, for data persistence; SQLite is the default)

Installing uv (Recommended)

# macOS/Linux
curl -LsSf https://astral.sh/uv/install.sh | sh

# Windows
powershell -ExecutionPolicy ByPass -c "irm https://astral.sh/uv/install.ps1 | iex"

# Alternative: via pip
pip install uv

Installation

Note: v1.0.0 is not yet published to PyPI (registry rollout is in progress). Until it is, use Option 3 (from source). Options 1 and 2 are the intended usage once the package is published.

Option 1: Run without installing (uvx, once published)

# Runs the published maverick-mcp-server package via uvx, invoking its
# maverick-mcp console script
uvx --from maverick-mcp-server maverick-mcp --transport stdio

Option 2: pip install (once published)

pip install "maverick-mcp-server[backtesting,research]"
maverick-mcp --transport stdio

Drop [backtesting,research] for a smaller, core-only install (37 tools, no backtesting/research tools registered).

Option 3: From source with uv (for development)

# Clone the repository
git clone https://github.com/wshobson/maverick-mcp.git
cd maverick-mcp

# Install dependencies and create virtual environment in one command
uv sync --extra dev
# Or, for the full tool surface:
uv sync --extra dev --extra backtesting --extra research

# Copy environment template
cp .env.example .env
# Configure DATABASE_URL / LLM_PROVIDER / EXA_API_KEY as needed (all optional)

Start the Server

# One command to start everything
make dev

# The server is now running with:
# - Streamable HTTP endpoint: http://localhost:8003/mcp/

Connect to Claude Desktop

Recommended: STDIO connection

Claude Desktop works best with direct STDIO for local use:

{
  "mcpServers": {
    "maverick-mcp": {
      "command": "uvx",
      "args": [
        "--from",
        "maverick-mcp-server",
        "maverick-mcp",
        "--transport",
        "stdio"
      ]
    }
  }
}

Running from a local source checkout instead:

{
  "mcpServers": {
    "maverick-mcp": {
      "command": "uv",
      "args": [
        "run",
        "python",
        "-m",
        "maverick.server",
        "--transport",
        "stdio"
      ],
      "cwd": "/path/to/maverick-mcp"
    }
  }
}

[!WARNING] Windows Claude Desktop Users Claude Desktop on Windows currently has a bug where it ignores the "cwd" configuration parameter, which can cause the server to crash with a ModuleNotFoundError when running via uv.

To bypass this, wrap the command in cmd.exe to force the directory change:

"maverick-mcp": {
  "command": "cmd.exe",
  "args": [
    "/c",
    "cd /d C:\\Path\\To\\maverick-mcp && uv run python -m maverick.server --transport stdio"
  ]
}

Config File Location:

• macOS: ~/Library/Application Support/Claude/claude_desktop_config.json
• Windows: %APPDATA%\Claude\claude_desktop_config.json

Always restart Claude Desktop after making configuration changes.

Alternative: Streamable HTTP with mcp-remote

Start the server:

make dev

Then configure a bridge:

{
  "mcpServers": {
    "maverick-mcp": {
      "command": "npx",
      "args": ["-y", "mcp-remote", "http://localhost:8003/mcp/"]
    }
  }
}

That's it! MaverickMCP tools will now be available in your Claude Desktop interface.

Cursor IDE

Streamable HTTP bridge:

{
  "mcpServers": {
    "maverick-mcp": {
      "command": "npx",
      "args": ["-y", "mcp-remote", "http://localhost:8003/mcp/"]
    }
  }
}

Config Location: Cursor → Settings → MCP Servers

Claude Code CLI

HTTP transport:

claude mcp add --transport http maverick-mcp http://localhost:8003/mcp/

STDIO transport:

claude mcp add maverick-mcp uv run python -m maverick.server --transport stdio

Windsurf IDE

Streamable HTTP bridge:

{
  "mcpServers": {
    "maverick-mcp": {
      "command": "npx",
      "args": ["-y", "mcp-remote", "http://localhost:8003/mcp/"]
    }
  }
}

Config Location: Windsurf → Settings → Advanced Settings → MCP Servers

Why mcp-remote is Needed

The mcp-remote tool bridges clients that launch local STDIO commands to a server that is already running over HTTP:

• Without mcp-remote: Client tries STDIO → Server expects HTTP → Connection fails
• With mcp-remote: Client uses STDIO → mcp-remote converts to HTTP → Server receives HTTP → Success

Tools

MaverickMCP registers 37 core tools with a base install. Two optional extras add more. Every tool is read-only (readOnlyHint: true) unless noted otherwise. Full behavior detail lives in docs/ARCHITECTURE.md, docs/features/portfolio.md, docs/features/deep-research.md, and docs/api/backtesting.md.

Market Data (7)

Tool	Description
market_data_get_price_history	OHLCV price history for a ticker, smart-cached.
market_data_get_price_history_batch	Price history for multiple tickers at once.
market_data_get_quote	A single quote, TTL-cached.
market_data_get_stock_fundamentals	Valuation, financials, and trading stats.
market_data_get_market_overview	Indices, sector performance, top movers, and volatility.
market_data_get_chart_links	Static external chart links for a ticker.
market_data_clear_market_cache	Clear cached quotes (mutates cache state).

Technical Analysis (4)

Tool	Description
technical_get_rsi_analysis	RSI reading and signal label.
technical_get_macd_analysis	MACD reading, signal label, and crossover state.
technical_get_support_resistance	Support/resistance levels.
technical_get_full_technical_analysis	Full technical analysis: trend, outlook, every indicator.

Screening (6)

Tool	Description
screening_get_bullish	Top Maverick bullish-momentum results, latest snapshot.
screening_get_bearish	Top bearish setup results, latest snapshot.
screening_get_supply_demand	Top supply/demand breakout results, latest snapshot.
screening_get_all	Latest snapshot across all three screens.
screening_get_by_criteria	Bullish results filtered by arbitrary criteria.
screening_run_screens	Recompute one screen (or all three) and persist it (mutates).

Screens run over the local universe of tickers you've already queried via market-data tools; there is no pre-seeded S&P 500 database. See docs/runbooks/database-setup.md.

Portfolio (20)

Tool	Description
portfolio_add_position	Add/average into a position (mutates).
portfolio_get_my_portfolio	Full portfolio snapshot with live P&L.
portfolio_remove_position	Remove shares from a position (mutates).
portfolio_clear_portfolio	Remove every position; requires confirm=True (mutates).
portfolio_risk_adjusted_analysis	ATR-based position sizing/stop/target.
portfolio_compare_tickers	Side-by-side ticker comparison (auto-uses your portfolio).
portfolio_correlation_analysis	Correlation matrix and diversification metrics.
portfolio_get_risk_dashboard	Total value, sector exposure, and risk metrics.
portfolio_check_position_risk	Pre-trade risk check for a hypothetical trade.
portfolio_get_regime_adjusted_sizing	Position size scaled by detected market regime.
portfolio_get_risk_alerts	Current sector/position/portfolio risk alerts.
portfolio_watchlist_create	Create a named watchlist (mutates).
portfolio_watchlist_add	Add a ticker to a watchlist (mutates).
portfolio_watchlist_remove	Remove a ticker from a watchlist (mutates).
portfolio_watchlist_brief	Intelligence brief for every symbol on a watchlist.
portfolio_journal_add_trade	Log a new open trade (mutates).
portfolio_journal_close_trade	Close an open trade; PnL computed automatically (mutates).
portfolio_journal_list_trades	List journal trades, optionally filtered.
portfolio_journal_review	Full detail for a single journal trade.
portfolio_get_strategy_performance	Strategy performance analytics, with optional comparison.

All analysis tools auto-detect your portfolio positions when no explicit tickers are supplied. See docs/features/portfolio.md for the cost-basis method and precision rules.

Backtesting (12, [backtesting] extra)

Tool	Description
backtesting_run_backtest	Run a single-strategy backtest: metrics, trades, analysis.
backtesting_optimize_strategy	Grid-search a strategy's parameters.
backtesting_walk_forward_analysis	Rolling optimize/test windows to gauge robustness.
backtesting_monte_carlo_simulation	Bootstrap-resample trades for a return/drawdown distribution.
backtesting_compare_strategies	Backtest multiple strategies on the same symbol and rank them.
backtesting_list_strategies	List every rule-based strategy template with default parameters.
backtesting_backtest_portfolio	Backtest one strategy across multiple symbols.
backtesting_parse_strategy	Parse a natural-language description into a strategy + parameters (BYOK LLM).
backtesting_run_ml_strategy_backtest	Backtest an ML-enhanced strategy (adaptive, ensemble, regime-aware).
backtesting_train_ml_predictor	Train a random-forest ML predictor for trading signals.
backtesting_analyze_market_regimes	Detect bear/sideways/bull regimes for a symbol.
backtesting_create_strategy_ensemble	Backtest a weighted ensemble of base strategies.

12 rule-based strategy templates plus 8 ML strategy classes. Install with uv sync --extra backtesting or pip install "maverick-mcp-server[backtesting]". Absent the extra, the server still boots and registers zero backtesting_* tools.

Research (3, [research] extra)

Tool	Description
research_run_comprehensive	Comprehensive web-search-backed research on a financial topic.
research_analyze_company	Comprehensive research on a specific company.
research_analyze_sentiment	Market sentiment analysis for a topic or sector.

Requires EXA_API_KEY (web search) plus a configured BYOK LLM (LLM_PROVIDER/LLM_API_KEY/LLM_MODEL; see Configuration). Install with uv sync --extra research or pip install "maverick-mcp-server[research]". Absent the extra, the server still boots and registers zero research_* tools.

Resources

• portfolio://my-holdings - a passive AI-context snapshot of your default portfolio, automatically available to the assistant.

Prompts

• analyze_stock(ticker) - full technical + screening workflow for one ticker.
• review_portfolio(portfolio_name) - portfolio + risk review workflow.
• run_backtest_workflow(ticker, strategy) - strategy backtesting workflow (registered only with the [backtesting] extra).

Configuration

Configure MaverickMCP via .env file or environment variables. See .env.example for the complete, code-verified list.

Essential Settings:

• DATABASE_URL - PostgreSQL connection or sqlite:///maverick.db for SQLite (default).
• REDIS_HOST - enables Redis caching when set; caching falls back to in-memory/SQLite otherwise.
• LOG_LEVEL - Logging verbosity (default: INFO).

No API key is required to run the core server; stock data comes from yfinance.

Optional (research extra, bring your own key):

• LLM_PROVIDER - anthropic, openai, openrouter, or openai_compatible.
• LLM_API_KEY - API key for the configured LLM_PROVIDER.
• LLM_MODEL - Model name for the configured LLM_PROVIDER.
• LLM_BASE_URL - Base URL override, required when LLM_PROVIDER=openai_compatible.
• LLM_TEMPERATURE - Sampling temperature (default: 0.0).
• EXA_API_KEY - Web search for the research tools (get at exa.ai).

Migrating an older .env (legacy OPENROUTER_API_KEY-style auto-detection, TIINGO_API_KEY, etc.)? See docs/runbooks/migrating-to-v1.md.

Usage Examples

Once connected to Claude Desktop, use natural language:

Technical Analysis

"Show me the RSI and MACD analysis for NVDA"
"Identify support and resistance levels for MSFT"
"Get full technical analysis for AAPL"

Screening

"Run the Maverick bullish screen"
"Show me the top supply/demand breakout setups"

Portfolio

"Add 10 shares of AAPL I bought at $150.50"
"Show me my portfolio with current prices"
"Analyze correlation in my portfolio"  # Auto-detects your positions
"Get my risk dashboard"
"Add AAPL to my watchlist"

Backtesting ([backtesting] extra)

"Run a backtest on AAPL using the momentum strategy for the last 6 months"
"Compare mean reversion vs trend following strategies on SPY"
"Optimize the RSI strategy parameters for TSLA"

Research ([research] extra)

"Research the current state of the AI semiconductor industry"
"Provide comprehensive research on NVDA"
"Analyze market sentiment for the energy sector"

Development

Commands

make dev          # Start server (streamable HTTP transport)
make dev-stdio    # Start server (STDIO transport)
make stop         # Stop services

make test              # Unit tests (fast, default marker filter)
make test-all           # All tests, including integration/slow/external
make test-specific TEST=test_name
make test-watch         # Auto-run tests on file changes

make lint         # ruff check + lint-imports
make format       # ruff format + ruff check --fix
make typecheck     # pyright
make check          # lint + typecheck
make docs-check      # validate the documentation catalog

# Using uv directly
uv run pytest                 # Unit tests only
uv run pytest --cov=maverick  # With coverage
uv run pytest -m ""           # All tests (requires PostgreSQL/Redis for some)

uv run ruff check .    # Linting
uv run ruff format .   # Formatting
uv run ty check .      # Type checking (Astral's ty)

Docker (Optional)

For containerized deployment:

# Copy and configure environment
cp .env.example .env

# Using uv in Docker (recommended for faster builds)
docker build -t maverick-mcp-server .
docker run -p 8003:8000 --env-file .env maverick-mcp-server

# Or start with docker-compose
docker-compose up -d

Note: The Dockerfile uses uv for fast dependency installation. The image ships the [backtesting] and [research] extras by default; drop --extra backtesting --extra research from the uv sync line in the Dockerfile for a smaller, core-only image. There is no HTTP /health endpoint or HEALTHCHECK -- this is an MCP server, not a REST API.

Troubleshooting

Common Issues

Tools Disappearing in Claude Desktop:

• Solution: Ensure the streamable HTTP endpoint has a trailing slash: http://localhost:8003/mcp/
• The 307 redirect from /mcp to /mcp/ causes tool registration to fail
• Always use the exact configuration with trailing slash shown above

Research Tool Timeouts:

• Research tools have adaptive timeouts (120s-600s) based on requested depth
• Deep research may take several minutes depending on complexity
• Monitor progress in server logs with make tail-log

Research Tools Not Available:

• Ensure the research extra is installed: pip install "maverick-mcp-server[research]"
• Ensure LLM_PROVIDER, LLM_API_KEY, and LLM_MODEL are set in .env
• Ensure EXA_API_KEY is set for web search

Backtesting Tools Not Available:

• Ensure the backtesting extra is installed: pip install "maverick-mcp-server[backtesting]"

Empty screening results:

• There is no pre-seeded universe; fetch price history for the tickers you care about first (market_data_get_price_history), then run screening_run_screens. See docs/runbooks/database-setup.md.

# Common development issues
make tail-log          # View server logs
make stop              # Stop services if ports are in use
make clean             # Clean up cache files

# Quick fixes:
# Port 8003 in use → make stop
# Redis connection refused → brew services start redis / unset REDIS_HOST
# Tests failing → make test (unit tests only)

Extending MaverickMCP

Add custom financial analysis tools with simple decorators, following the same pattern used throughout maverick/:

@mcp.tool()
def my_custom_indicator(ticker: str, period: int = 14):
    """Calculate custom technical indicator."""
    # Your analysis logic here
    return {"ticker": ticker, "signal": "buy", "confidence": 0.85}

Getting Help

For issues or questions:

1. Check Documentation: Start with this README, AGENTS.md, and docs/INDEX.md.
2. Search Issues: Look through existing GitHub issues
3. Report Bugs: Create a new issue with details
4. Request Features: Suggest improvements via GitHub issues
5. Contribute: See our Contributing Guide for development setup

Acknowledgments

MaverickMCP builds on these excellent open-source projects:

• FastMCP - MCP framework powering the server
• yfinance - Market data access
• VectorBT - Backtesting engine ([backtesting] extra)
• LangGraph - Research workflow orchestration ([research] extra)
• pandas & NumPy - Data analysis
• The entire Python open-source community

License

MIT License - see LICENSE file for details. Free to use for personal and commercial purposes.

Support

If you find MaverickMCP useful:

• Star the repository
• Report bugs via GitHub issues
• Suggest features
• Improve documentation

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Built for traders and investors. Happy Trading!

Read the full build guide: How to Build an MCP Stock Analysis Server

Disclaimer

_{This software is for educational and informational purposes only. It is NOT financial advice.}

_{Investment Risk Warning: Past performance does not guarantee future results. All investments carry risk of loss, including total loss of capital. Technical analysis and screening results are not predictive of future performance. Market data may be delayed, inaccurate, or incomplete.}

_{No Professional Advice: This tool provides data analysis, not investment recommendations. Always consult with a qualified financial advisor before making investment decisions. The developers are not licensed financial advisors or investment professionals. Nothing in this software constitutes professional financial, investment, legal, or tax advice.}

_{Data and Accuracy: Market data provided by third-party sources (Yahoo Finance, and optionally Capital Companion/finviz for market movers). Data may contain errors, delays, or omissions. Technical indicators are mathematical calculations based on historical data. No warranty is made regarding data accuracy or completeness.}

_{Regulatory Compliance: US Users - This software is not registered with the SEC, CFTC, or other regulatory bodies. International Users - Check local financial software regulations before use. Users are responsible for compliance with all applicable laws and regulations. Some features may not be available in certain jurisdictions.}

_{Limitation of Liability: Developers disclaim all liability for investment losses or damages. Use this software at your own risk. No guarantee is made regarding software availability or functionality.}

_{By using MaverickMCP, you acknowledge these risks and agree to use the software for educational purposes only.}