MCP server for market data, SEC filings, macro and risk tooling across Webull, Saxo and IBKR — with order execution behind a human approval step the assistant cannot reach. 41 tools, filtered to what
An MCP server that gives an AI assistant read access to your real brokerage account and the market around it — and gives you, not the assistant, the only button that sends an order.
41 tools over Webull, Saxo, IBKR, Yahoo Finance, SEC EDGAR, BLS, the Federal Reserve and the BEA, plus a Streamlit dashboard that is the sole path to execution. The list is filtered to what your broker can actually serve, so a given account sees 39 or 40 of them.
The assistant can draft an order. It cannot place one. Drafts go to a local queue; sending requires a broker preview and your click in the dashboard. That path does not exist on the tool side, so no prompt can reach it.
Candles with overlays, a volume pane and the forecast cone. Weekends and market holidays are collapsed, so there are no blank stretches.
------ Prices Live OHLCV from Webull with a Yahoo fallback, behind an integrity gate that checks bar ordering, staleness in trading sessions, and OHLC sanity. Every price says which bar it came from and how old that bar is. Analysis 96 pinned technical indicators, volume profile with POC and value area, Black-Scholes greeks and implied volatility, backtesting, position sizing from an ATR-aware stop, portfolio concentration and correlation. Filings SEC EDGAR parsed rather than forwarded: Form 4 with transaction codes and 10b5-1 status, 8-K by item code, 13F, 13D/G, 144, NPORT, inline XBRL. One Form 4 is ~6,600 tokens of XML; the tool returns the answer instead. Macro Economic calendar from BLS, the Fed (FOMC, dot-plot meetings flagged) and BEA (PCE, GDP), each row carrying the print
From the project README.
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