2026-06-01 20:35 UTCIn-site rewrite5 min readUpdated: 2026-06-30 13:03 UTC

Equibles – Open-source, self-hosted mini Bloomberg Terminal for AI agents

Equibles is an open-source, self-hosted mini Bloomberg Terminal designed for AI agents. It scrapes, stores, and serves SEC filings, institutional holdings, insider trading, congressional trades, short data, economic indicators, and daily stock prices, and exposes them via MCP for direct AI assistant queries.

SourceHacker News AIAuthor: daniel3303

Notifications You must be signed in to change notification settings

Fork 15

Star 132

BranchesTags

Open more actions menu

Folders and files

NameName

Last commit message

Last commit date

Latest commit

History

3,138 Commits

.config

.github

docs

src

tests

.codespellignore

.codespellrc

.csharpierignore

.dockerignore

.editorconfig

.env.example

.git-blame-ignore-revs

.gitignore

.markdownlint.yaml

.pre-commit-config.yaml

CHANGELOG.md

CLA.md

CODE_OF_CONDUCT.md

CONTRIBUTING.md

Directory.Build.props

Directory.Packages.props

Equibles.sln

LICENSE

README.md

SECURITY.md

codecov.yml

coverage.runsettings

docker-compose.yml

glama.json

Repository files navigation

An open-source, self-hosted mini Bloomberg Terminal for AI agents. Scrapes, stores, and serves SEC filings, institutional holdings, insider trading, congressional trades, short data, economic indicators, and daily stock prices — and exposes it all via MCP so your AI assistant can query it directly.

Powers equibles.com.

See docs/ for the user guide and technical documentation.

What's Included

Domain Data Source Description

SEC Filings SEC EDGAR 10-K, 10-Q, 8-K annual/quarterly/current reports with full-text search

Holdings SEC 13F-HR Institutional ownership — who owns what, how much, and trend over time

Insider Trading SEC Form 3/4 Director, officer, and 10% owner transactions

Congressional Trading House/Senate disclosures Stock trades by members of Congress

Short Data SEC / FINRA Fails-to-deliver (SEC), daily short volume and short interest (FINRA)

Economic Indicators FRED (Federal Reserve) Interest rates, inflation, employment, GDP, yield spreads, and more

Stock Prices Yahoo Finance Daily OHLCV prices with technical indicators (SMA, RSI, MACD)

Futures Positioning CFTC Commitments of Traders (COT) data for 30+ futures contracts

Market Indicators CBOE VIX volatility index (1990+) and put/call ratios by category

Quick Start

Docker Compose (recommended)

The fastest way to get everything running. Requires Docker.

git clone https://github.com/daniel3303/Equibles.git cd Equibles cp .env.example .env

Edit .env and set SEC_CONTACT_EMAIL (required by SEC EDGAR fair access policy)

docker compose up

This starts:

Service Port Description

db 5432 ParadeDB (PostgreSQL + pgvector + pg_search)

web 8080 Web portal for browsing data

mcp 8081 MCP server for AI assistants

worker — Scrapers (SEC, FINRA, Congress, FRED, Yahoo)

Data scraping starts automatically. SEC filings, holdings, insider trades, and congressional trades will begin populating within minutes.

Configuration

All settings can be configured via a .env file in the project root (recommended for Docker) or environment variables.

FINRA Short Data (free API key required):

The FINRA scraper (short volume and short interest) requires a free API key. Without it, the scraper skips gracefully and all other scrapers run normally. Fails-to-deliver data comes from SEC and works without FINRA credentials.

To get a key:

Go to the FINRA API Console and sign in (a Google account works)

Open the API Credentials menu and create a new API Key

Copy the Client ID and Client Secret

Set FinraClientId and FinraClientSecret in your .env file or environment variables

The older developer.finra.org "Teams & Apps" flow has been retired — use the API Console above.

FRED Economic Data (free API key required):

The FRED scraper requires a free API key from the Federal Reserve Bank of St. Louis. Without it, the scraper skips gracefully and all other scrapers run normally.

To get a key:

Copy the 32-character API key

Set Fred__ApiKey in your .env file or environment variables

Ticker Filtering (optional):

By default, all tickers are synced. To limit data syncing to specific stocks, set a single ticker list that applies to all scrapers:

.env — sync only these tickers (applies to all scrapers)

WorkerTickersToSync0=AAPL WorkerTickersToSync1=MSFT WorkerTickersToSync2=GOOGL

When not set, all stocks are synced.

Minimum Sync Date (optional):

By default, all scrapers start from January 2020. Set a more recent date for faster initial sync, or go as far back as 2000-01-01 for more historical data:

.env — start syncing from 2024 instead of 2020

Worker__MinSyncDate=2024-01-01

Embedding (opt-in):

Setting Default Description

Embedding__Enabled false Set to true to enable vector embedding generation

Embedding__BaseUrl — Ollama or OpenAI-compatible endpoint (e.g., http://localhost:11434)

Embedding__ModelName — Model name (e.g., bge-m3)

Embedding__BatchSize 10 Texts per embedding batch

Update notifications (optional):

Setting Default Description

CHECK_FOR_UPDATES true When true, the web portal checks GitHub Releases and shows a banner when a newer version is available. Set to false to disable.

Authentication (optional):

Setting Default Description

AUTH_USERNAME — Web portal username (auth disabled if empty)

AUTH_PASSWORD — Web portal password (auth disabled if empty)

MCP_API_KEY — MCP server API key (auth disabled if empty)

When set, the web portal requires login and the MCP server requires Authorization: Bearer header. When unset, everything is open access (default).

Updating

The web portal checks GitHub Releases on a schedule and shows a banner when a newer version is available (disable with CHECK_FOR_UPDATES=false). To update to the latest release:

Docker Compose:

git pull docker compose up -d --build

From source:

git pull dotnet build Equibles.sln

Database migrations are applied automatically on startup. Review the changelog for notable changes before upgrading.

Web Portal

The web portal at http://localhost:8080 provides a browser-based interface for exploring data:

Stocks — Browse and search all tracked companies, view price charts with technical indicators (SMA, EMA, RSI, MACD), institutional holdings, short data, SEC filings, insider trading, and congressional trades per stock

Institutions — Browse institutional holders (hedge funds, asset managers), view detailed profiles with portfolio breakdowns, industry allocation, quarterly activity, backtesting, and side-by-side comparisons. Includes a holdings screener with filters (filer count, value, float %, industry) and CSV export

Insider Trading — Dashboard showing the top insider buys, sells, and biggest transactions over the last 90 days

Economy — Browse FRED economic indicators grouped by category (interest rates, inflation, employment, GDP, etc.) with charts and statistics

Futures — CFTC Commitments of Traders positioning data for 30+ futures contracts (commodities, indices, currencies) with commercial/non-commercial position charts

Market — CBOE market indicators: VIX volatility index with OHLC charts, put/call ratios (equity, index, total, VIX, ETP)

Search — Global search across stocks, institutions, insiders, and congress members with category filtering and date ranges

Status — System health, worker status, data counts, and error log

MCP Server

The MCP server exposes financial data tools for AI assistants (Claude, ChatGPT, etc.):

Institutional Holdings — Top holders, ownership history, institution portfolios, institution search

Insider Trading — Insider transactions, ownership summary, insider search

Congressional Trading — Trades for a ticker, trades by one member, member search

SEC Documents — Full-text search, semantic search, document browsing, keyword search within filings

Financial Statements — XBRL fact time series per ticker, cross-ticker fact comparison, full income statement / balance sheet / cash flow per fiscal period

Short Data — Daily short volume, bi-monthly short interest, and the latest short-interest snapshot across tickers

Economic Indicators — FRED data lookup, latest macro snapshot, indicator search across categories

Stock Prices — Daily OHLCV history with adjusted close, latest close across one or more tickers, and on-demand technical indicators (EMA, Stochastic Oscillator, Average True Range, On-Balance Volume)

Futures Positioning — COT positioning data, latest snapshot across all contracts, contract search

Market Indicators — VIX historical data, put/call ratios by type (equity, index, total, VIX, ETP)

Connecting to Claude Desktop

Add this to your Claude Desktop config file (claude_desktop_config.json):

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

{ "mcpServers": { "equibles": { "url": "http://localhost:8081/mcp" } } }

Restart Claude Desktop and the Equibles tools will be available. You can then ask questions like "Who are the top institutional holders of AAPL?" or "Search Apple's latest 10-K for revenue growth discussion."

Connecting to Claude Code

Add the MCP server to Claude Code:

claude mcp add equibles --transport http http://localhost:8081/mcp

Connecting to ChatGPT Desktop

Add this to your ChatGPT Desktop config file:

macOS: ~/Library/Application Support/com.openai.chat/mcp.json Windows: %APPDATA%\com.openai.chat\mcp.json

{ "servers": { "equibles": { "url": "http://localhost:8081/mcp" } } }

Restart ChatGPT Desktop and the Equibles tools will be available.

Connecting to OpenClaw

In OpenClaw, add an MCP server with the URL http://localhost:8081/mcp (HTTP transport).

Other MCP Clients

Any MCP-compatible client can connect to http://localhost:8081/mcp (HTTP transport).

Vector Embeddings (advanced, opt-in)

Vector embeddings enable semantic search over SEC filings (e.g., "find revenue growth discussion in Apple's 10-K"). This requires downloading the Ollama runtime (~2GB) and the BGE-M3 model (~1.2GB).

docker compose --profile embedding up

This adds:

Service Port Description

embedding 11434 Ollama server with BGE-M3 model

worker-embedding — Worker with embedding generation enabled

Without the embedding profile, BM25 full-text search via ParadeDB still works out of the box — vector search is purely additive.

Screenshots

Stock Detail

Stocks

Economic Data

Economic Indicator Detail

Contributing

See CONTRIBUTING.md for development setup, project architecture, and how to extend the platform. Contributors must sign the Contributor License Agreement — this is handled automatically by a bot when you open a pull request.

License

AGPL-3.0

Author

Daniel Oliveira

About

An open-source, self-hosted mini Bloomberg Terminal for AI agents — SEC filings, institutional holdings, insider trading, congressional trades, and short data from a single self-hosted stack.

equibles.com

Topics

dotnet

mcp

postgresql

self-hosted

financial-data

sec

finra

sec-filings

insider-trading

congressional-trading

institutional-holdings

short-data

Resources

Readme

License

AGPL-3.0 license

Code of conduct

Contributing

Security policy

Uh oh!

There was an error while loading. Please reload this page.

Activity

Stars

132 stars

Watchers

0 watching

Forks

15 forks

Report repository

Releases 4

v1.2.0

Latest

May 26, 2026

+ 3 releases

Packages 0

Uh oh!

There was an error while loading. Please reload this page.

Contributors

Uh oh!

There was an error while loading. Please reload this page.

Languages

C# 89.7%

HTML 9.6%

Other 0.7%