ValuEdge — Stock Valuation & Portfolio Research

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Máy chủ MCP được lưu trữ

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

Cài vào Claude Code, Codex, Cursor và nhiều công cụ khác

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ValuEdge MCP Server

ValuEdge MCP for stock research and portfolio insights.

Connect ChatGPT, Claude, or another remote MCP client to ValuEdge's stock market MCP server. Five public tools find, screen, value, and compare stocks; signed-in Unlimited users can read their own portfolio, watchlist, and Smart Alerts.

The connection is read-only. Public research works without sign-in; personal data requires an authenticated Unlimited account.

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.

Explore Tools Workflows Prompt examples ChatGPT setup Claude setup FAQ

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

Public stock research; private portfolio, watchlist, and Smart Alerts for signed-in Unlimited accounts

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.

The complete toolset

Nine read-only tools for company research and your account

The live ValuEdge MCP exposes five public research tools and four personal-data tools. Public research runs without sign-in; personal-data tools require OAuth sign-in, an active Unlimited subscription, and can read only the account that authorized the connection.

Public company research

Search, evaluate, compare, and screen supported stocks.

  • Find a supported company or ticker search_securities

    Resolve a company name or an ambiguous symbol in the ValuEdge-supported security universe before researching it.

  • Inspect one stock's valuation get_stock_valuation

    Review current price, canonical fair value, margin of safety, valuation method, assumptions, confidence, and valuation risks.

  • Review financial fundamentals get_stock_fundamentals

    Explore financial history, profitability, growth, balance-sheet evidence, business quality, and data coverage.

  • Compare two to six companies compare_stocks

    Compare confirmed tickers across valuation, growth, quality, market metrics, assumptions, and coverage.

  • Screen a bounded set of candidates screen_stocks

    Choose presets for undervaluation, margin of safety, positive free cash flow, quality, dividends, large-cap value, compounders, or capitulation. Add supported market-cap, valuation, growth, profitability, yield, and quality filters; narrow by sector, limit (1–12), or sort within the candidate window.

Scope: NYSE/NASDAQ stocks in a 60-candidate window and at most 12 rows—not an exhaustive scan or arbitrary database query. Custom screens require valid canonical fair value and market cap of at least 300 million in listing currency. Growth percentages use decimal fractions (0.15 = 15%); check source dates and coverage in results.

Stock Screener MCP guide and prompt builder

Your private ValuEdge data

Personal tools work only for the signed-in Unlimited account that authorized MCP.

  • Read your portfolio get_my_portfolio

    Review your own holdings, market values, fair-value coverage, allocation, concentration, and risk context.

  • Analyze portfolio exposure analyze_my_portfolio

    Inspect your portfolio's concentration, sector and currency allocation, valuation coverage, and risk context.

  • Review your watchlist get_my_watchlist

    Read current price, canonical fair value, margin of safety, quality signals, and data freshness for your watchlist.

  • Read your Smart Alerts get_my_smart_alerts

    See your own alert states and related valuation context. This tool does not change alert settings or state.

Portfolio MCP guide

Read-only by design

The tools retrieve research data. They do not place trades or modify your portfolio, watchlist, Smart Alerts, or ValuEdge account.

Review ValuEdge plans

How the tools work together

Move from a question to the evidence

Research one company

Resolve an ambiguous name with search_securities, then inspect get_stock_valuation and get_stock_fundamentals for valuation and business evidence.

Screen, then compare

Use screen_stocks for a bounded candidate list; select companies to inspect individually or compare two to six confirmed tickers with compare_stocks.

Understand your portfolio

After signing in with Unlimited, review your holdings with get_my_portfolio and ask analyze_my_portfolio about concentration, allocations, coverage, and risk context.

Follow your own research

Use get_my_watchlist to review your followed stocks, then get_my_smart_alerts to read your alert states and their valuation context.

Example prompts

Ask for the research you need

Select ValuEdge in your assistant and name the work you want it to do. Public examples work without sign-in; personal-data examples prompt for an authenticated Unlimited connection.

Public stock research · no sign-in

  • “Find the supported ticker for a company, then explain its ValuEdge fair value and valuation assumptions.”
  • “Compare MSFT, GOOGL, and AMZN on valuation, growth, quality, and data coverage. Show evidence without choosing a universal winner.”
  • “Screen for quality compounders in Technology, return up to five candidates, then summarize valuation and fundamentals for each.”

Your account · sign-in + Unlimited

  • “Review my portfolio's holdings, allocation, concentration, fair-value coverage, and risk context.”
  • “Review my watchlist for current price, fair value, margin of safety, quality signals, and data freshness.”
  • “Summarize my Smart Alerts and their valuation context without changing any alert settings.”

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.

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

  1. 1In Claude, open Customize → Connectors.
  2. 2Click the + button and choose Add custom connector.
  3. 3Name the connector ValuEdge and paste the ValuEdge MCP server URL shown above.
  4. 4Add the connector, then complete the ValuEdge authentication flow when prompted.
  5. 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

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

Claude

  1. 1Open Customize → Connectors and select ValuEdge.
  2. 2Refresh or reconnect the custom connector if its available tools changed.
  3. 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. Its five public tools search securities, retrieve stock valuation and fundamentals, compare companies, and screen stocks without sign-in. Four private tools read the signed-in Unlimited user's portfolio, portfolio analysis, watchlist, and Smart Alerts.

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?

Public tools search securities, retrieve stock valuation and fundamentals, compare two to six companies, and run bounded stock screens. After OAuth sign-in, Unlimited subscribers can read only their own portfolio, portfolio analysis, 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.