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

AI 服務暫時不可用，以下為來源正文，待恢復後補全翻譯。

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 3,138 Commits .config .config .github .github docs docs src src tests tests .codespellignore .codespellignore .codespellrc .codespellrc .csharpierignore .csharpierignore .dockerignore .dockerignore .editorconfig .editorconfig .env.example .env.example .git-blame-ignore-revs .git-blame-ignore-revs .gitignore .gitignore .markdownlint.yaml .markdownlint.yaml .pre-commit-config.yaml .pre-commit-config.yaml CHANGELOG.md CHANGELOG.md CLA.md CLA.md CODE_OF_CONDUCT.md CODE_OF_CONDUCT.md CONTRIBUTING.md CONTRIBUTING.md Directory.Build.props Directory.Build.props Directory.Packages.props Directory.Packages.props Equibles.sln Equibles.sln LICENSE LICENSE README.md README.md SECURITY.md SECURITY.md codecov.yml codecov.yml coverage.runsettings coverage.runsettings docker-compose.yml docker-compose.yml glama.json 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: Register at fred.stlouisfed.org/docs/api/api_key.html Copy the 32-character API key Set FredApiKey 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 WorkerMinSyncDate=2024-01-01 Embedding (opt-in): Setting Default Description EmbeddingEnabled false Set to true to enable vector embedding generation EmbeddingBaseUrl — Ollama or OpenAI-compatible endpoint (e.g., http://localhost:11434) EmbeddingModelName — Model name (e.g., bge-m3) EmbeddingBatchSize 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 Code of conduct Contributing Contributing Security policy 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%