Finviz

Provides stock screening, fundamental analysis, and technical insights using Finviz data via an MCP server.
  • python

8

GitHub Stars

python

Language

5 months ago

First Indexed

2 months ago

Catalog Refreshed

Documentation & install

Readme and setup notes from the catalogue, plus a client-ready config you can copy for your MCP host.

Installation

Add the following to your MCP client configuration file.

Configuration

View docs
{
  "mcpServers": {
    "tradermonty-finviz-mcp-server": {
      "command": "finviz-mcp-server",
      "args": [],
      "env": {
        "LOG_LEVEL": "INFO",
        "FINVIZ_API_KEY": "your_api_key_here",
        "RATE_LIMIT_REQUESTS_PER_MINUTE": "100"
      }
    }
  }
}

You deploy Finviz MCP Server to access powerful stock screening, fundamental analysis, and technical insights powered by Finviz data. This server lets you run, integrate, and automate MCP-backed queries from your client of choice, enabling efficient screening, comparison, and data-driven decision making.

How to use

You connect an MCP client to the Finviz MCP Server to perform stock screening, fundamentals retrieval, and technical analysis. Use the available tools to filter stocks by earnings timing, volume activity, trend strength, dividend growth, and ETF screening. Retrieve single or multiple stock fundamentals, compare sectors and industries, and monitor RSI, moving averages, volatility, and 52-week highs/lows. You can also access SEC filings via dedicated functions.

How to install

# Prerequisites
- Python 3.11 or higher
- Finviz Elite Subscription for full functionality
- Finviz API key (recommended for higher rate limits)

# 1. Clone the project
git clone <repository-url>
cd finviz-mcp-server

# 2. Create and activate a virtual environment
python3.11 -m venv venv

# macOS/Linux
source venv/bin/activate
# Windows
venv\\Scripts\activate

# 3. Install in development mode
pip install -e .

# 4. Configure environment variables
cp .env.example .env
# Edit .env and set your API key
FINVIZ_API_KEY=your_actual_api_key_here

You are ready to start the server after configuration.}

5. Start the server (stdio mode)

finviz-mcp-server


The server will start and listen for MCP client connections in standard I/O mode. Ensure your virtual environment is activated before starting. If you need to run with explicit environment variables, you can export them in your shell or supply a .env file as shown.

Additional configuration and usage notes

Configuration is driven by environment variables. The key variables you may set include the Finviz API key, server port, logging level, and rate limiting. You can also tailor how aggressively the server queries Finviz by adjusting the rate limit. The default port is 8080, and logging defaults to INFO.

Advanced usage and tools

The Finviz MCP Server exposes a collection of MCP tools for screening, fundamentals, and technical analysis. Use the functions described below to build complex strategies and data-driven workflows.

Security and credentials

Keep your Finviz Elite credentials and API keys secure. Use environment variables or a managed secret store. Do not commit keys to version control. If you are embedding keys in configuration files, ensure those files have restricted access.

Troubleshooting

If the server fails to start, verify that your Python version matches the required 3.11 or higher, ensure the virtual environment is activated, and confirm that the FINVIZ_API_KEY is set (even if optional for some features). Check logs for error messages and ensure network access to Finviz services if using API-based features.

Notes

This MCP server requires a Finviz Elite subscription for full functionality. Free Finviz accounts have limited access to screening features and data. For comprehensive stock screening capabilities, subscribe to Finviz Elite.

Available tools

earnings_screener

Find stocks with upcoming earnings announcements based on specified criteria such as market cap, price, volume, and sector filters.

volume_surge_screener

Identify stocks showing unusual volume and price movements with filters for market cap, price, relative volume, and SMA conditions.

get_stock_fundamentals

Retrieve fundamental data for a single stock, with selectable data fields like P/E, EPS, dividend yield, and market cap.

get_multiple_stocks_fundamentals

Fetch fundamental metrics for multiple tickers in a single call and specify which data fields to return.

earnings_premarket_screener

Screen for premarket earnings momentum using timing, market cap, price thresholds, and premarket data inclusion.

earnings_afterhours_screener

Screen for after-hours earnings reactions with timing, afterhours data inclusion, and market cap filters.

trend_reversion_screener

Identify trend reversal candidates using market cap, EPS growth, RSI, and sector filters.

uptrend_screener

Find strong uptrend stocks using SMA, relative volume, and price change criteria.

dividend_growth_screener

Screen for dividend growth opportunities by yield, growth rate, and ROE thresholds.

finviz_get_sec_filings

Retrieve SEC filings for a given ticker within a specified past window.

finviz_get_major_sec_filings

Retrieve major SEC filings (10-K, 10-Q, 8-K, etc.) within a past window.

finviz_get_insider_sec_filings

Retrieve insider trading related SEC filings within a past window.

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