ValuEdge — Stock Valuation & Portfolio Research

Read-only stock research: valuations, fundamentals, comparisons and bounded screening, free without sign-in. Private portfolio, watchlist and Smart Alerts require a paid ValuEdge Unlimited account and authentication. No trade execution.

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npx add-mcp 'https://valuedge.app/mcp'

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ValuEdge MCP Server

Connect ChatGPT, Claude, and other AI assistants to ValuEdge via MCP.

ValuEdge provides a remote Model Context Protocol (MCP) server that lets supported AI assistants securely use ValuEdge's public research tools and, after authentication, read only the signed-in Unlimited user's portfolio, watchlist, and Smart Alerts data.

Ask for public stock research without an account. Authenticate only when a private ValuEdge context is needed.

Remote MCP endpoint

Your ValuEdge MCP server URL

Use this URL in a supported MCP client

https://valuedge.app/mcp Copy MCP URL

The URL points to ValuEdge's remote MCP server. Authentication happens through the ValuEdge sign-in flow when your AI assistant connects.

Model Context Protocol

What is the ValuEdge MCP server?

ValuEdge MCP is the Model Context Protocol interface for ValuEdge. MCP is an open standard that gives AI applications a common way to discover and use tools exposed by external services. ValuEdge uses a remote MCP server so a supported AI assistant can request authorized investment data from ValuEdge on behalf of the signed-in user.

The current ValuEdge MCP connection is read-only. It is designed for portfolio analysis and stock valuation research, not for changing your ValuEdge account.

Server type

Remote MCP server

Access mode

Read-only

Data exposed

Portfolio, watchlist, canonical valuations

Compatible clients

ChatGPT, Claude, remote MCP clients

Learn about the Model Context Protocol

Connection flow

AI assistant

ValuEdge MCP

Your ValuEdge data

Access is tied to the ValuEdge user who completes the authentication flow.

Current data access

What ValuEdge MCP can give your AI assistant

Portfolio data

Let a supported AI assistant read portfolio data available to your signed-in ValuEdge account.

Watchlist data

Give the assistant access to your ValuEdge watchlist context for research and review.

Canonical valuations

Let the assistant work with the canonical valuation data ValuEdge exposes through its MCP tools.

Read-only by design

The current connection retrieves ValuEdge data for analysis. It does not modify your portfolio, watchlist, account, or saved ValuEdge data.

Build a stock screening prompt Explore ValuEdge portfolio MCP

Learn how ValuEdge's read-only tools access your signed-in portfolio.

Example prompts

What can I ask ChatGPT or Claude after connecting ValuEdge?

After enabling ValuEdge in a supported AI assistant, ask it to use ValuEdge explicitly. For example:

“Review my ValuEdge portfolio.”

“Show me my ValuEdge watchlist.”

“Use my ValuEdge valuation data to explain what deserves a closer look.”

“Use ValuEdge data to summarize the valuation picture across my portfolio.”

ChatGPT MCP

Connect ValuEdge MCP to ChatGPT

OpenAI currently exposes custom MCP connections through ChatGPT's apps/developer-mode experience. Availability and permissions depend on your ChatGPT plan and workspace settings.

1Open ChatGPT and go to Settings → Apps. Enable Developer mode if your plan or workspace requires it for custom MCP apps.
2Choose the option to create or add a custom app / MCP connection.
3Name it ValuEdge and paste the ValuEdge MCP server URL shown above.
4Let ChatGPT scan the available MCP tools, then complete the ValuEdge authentication prompt.
5In a chat, enable or select ValuEdge for the message and ask ChatGPT to use your ValuEdge data.

OpenAI's current MCP setup documentation

Claude MCP

Connect ValuEdge MCP to Claude

1In Claude, open Customize → Connectors.
2Click the + button and choose Add custom connector.
3Name the connector ValuEdge and paste the ValuEdge MCP server URL shown above.
4Add the connector, then complete the ValuEdge authentication flow when prompted.
5Enable ValuEdge from Claude's connector controls for the conversation and ask Claude to use it.

Anthropic's current remote MCP connector documentation

MCP-compatible apps

Use ValuEdge with other remote MCP clients

ValuEdge's connection is a remote MCP server. If another AI application supports authenticated remote MCP servers, use the same ValuEdge MCP URL, complete the ValuEdge sign-in flow, and enable the ValuEdge tools exposed by that client.

Exact setup steps vary by client, so follow that product's current documentation for adding a remote MCP server.

After product updates

Refresh ValuEdge when new MCP tools are released

AI assistants can cache an MCP server's tool list. When ValuEdge releases new MCP capabilities, refresh the ValuEdge app or connector so your assistant can discover the latest tools.

ChatGPT

1Open ValuEdge in ChatGPT's app settings.
2Use the available refresh action to rescan the MCP tools.
3Start a new message and select ValuEdge when fresh data is needed.

Claude

1Open Customize → Connectors and select ValuEdge.
2Refresh or reconnect the custom connector if its available tools changed.
3Enable ValuEdge in the conversation before asking Claude for fresh ValuEdge data.

Bring portfolio data into ValuEdge

Connect your brokerage to ValuEdge

If you want to connect supported brokerage accounts to ValuEdge, see the dedicated Broker Sync feature page for the current brokerage connection experience.

Explore Broker Sync

FAQ

ValuEdge MCP questions

What is the ValuEdge MCP server?

The ValuEdge MCP server is a read-only remote Model Context Protocol connection. Public stock search, valuation, fundamentals, comparison, and bounded screening are available without signing in; private portfolio, watchlist, and Smart Alerts tools require a ValuEdge Unlimited account.

What does MCP mean?

MCP stands for Model Context Protocol. It is an open standard that lets AI applications connect to external tools and data through a common protocol.

Which AI assistants can connect to ValuEdge MCP?

ValuEdge can connect to ChatGPT, Claude, and other AI applications that support remote MCP servers. Availability and setup options depend on the AI product and plan you use.

What ValuEdge data can an AI assistant access?

The current ValuEdge MCP connection is read-only. Public tools expose supported stock research; after authentication, Unlimited subscribers can expose only their own portfolio, watchlist, and Smart Alerts data.

Can the ValuEdge MCP server change my portfolio or account?

No. The current ValuEdge MCP connection is read-only. It is designed to let supported AI assistants retrieve ValuEdge data, not modify your ValuEdge account.

Do I need to copy an API key into ChatGPT or Claude?

No API key is displayed on this page. Add the ValuEdge MCP server URL to a supported AI assistant. Public research tools can run immediately; the assistant asks you to authenticate only when you request private ValuEdge data.

What happens when ValuEdge adds new MCP tools?

AI clients can cache the MCP tool list. After ValuEdge adds or changes MCP capabilities, refresh the ValuEdge app or connector in your AI assistant so it can discover the latest tools.

ValuEdge MCP access is tied to the ValuEdge user who authenticates the connection. You can disconnect ValuEdge at any time from the AI assistant's app or connector settings.

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Legal & Financial Disclaimer: ValuEdge, operated by lulu digital, is a financial data analytics and software platform, not a registered investment advisor, broker, or dealer. All data, calculators (including DCF models), and metrics provided on this site are for informational and educational purposes only and do not constitute financial, investment, or legal advice. Our platform provides quantitative tools based on user inputs and public market data. You are solely responsible for your own investment decisions. Never invest based solely on the data presented on this website. Payments are processed by Paddle.com Market Limited, our reseller and Merchant of Record.