ValuEdge Stock Research MCP

Connect Remote server

claude mcp add --transport http valuedge https://valuedge.app/mcp

{
  "mcpServers": {
    "valuedge": {
      "url": "https://valuedge.app/mcp"
    }
  }
}

{
  "servers": {
    "valuedge": {
      "type": "http",
      "url": "https://valuedge.app/mcp"
    }
  }
}

Settings > Connectors > Add custom connector
URL: https://valuedge.app/mcp

Tools 22 found in our last check

• search_securities

  Use this when the user gives an ambiguous company name or ticker and you need to resolve it before valuation or comparison. Search is limited to the ValuEdge-supported security universe.

• get_stock_valuation

  Use this when the user asks for one stock's ValuEdge fair value, current price, margin of safety, valuation method, assumptions, confidence, or valuation risk. official_fair_value_source identifies the upstream model/component, while valuation_method_label describes headline com…

• get_stock_fundamentals

  Use this when the user asks for a stock's ValuEdge financial history, profitability, growth, balance-sheet evidence, business quality, or data coverage. An optional history_limit requests up to 30 periods of selected metrics, current EPS consensus for at most three future fiscal…

• get_stock_technicals

  Use this when the user requests verified daily technical analysis of one confirmed stock: SMA 20/50/200, RSI 14, trend states, momentum, price performance, ATR, relative volume, and historical volatility. Requires ValuEdge OAuth and uses one unit from the existing account resear…

• compare_stocks

  Use this when the user asks to compare two to six confirmed stocks on current price, canonical fair value, margin of safety, confidence, valuation risk, and fair-value coverage. This tool compares valuation only; use get_stock_fundamentals separately for growth, profitability, o…

• screen_stocks

  Use this when the user asks to screen supported U.S.-listed stocks by valuation, growth, profitability, dividends, size, or quality. Search ValuEdge's bounded NYSE/NASDAQ research dataset using an available preset or supported filters. A signed-in ValuEdge account is required an…

• get_my_portfolio

  Use this when the authenticated user asks to review their own ValuEdge portfolio, holdings, market value, fair-value coverage, allocation, concentration, or risk context. Never accepts a user id and never returns another user's data.

• analyze_my_portfolio

  Use this when the authenticated user asks for their own portfolio concentration, sector or currency allocation, fair-value coverage, or risk context. Explain evidence and limitations without giving buy, sell, or hold instructions.

• list_my_portfolio_transactions

  List transaction IDs and exact position records in the signed-in user's portfolios. Only manual records can be edited; brokerage and imported records remain read-only. Use this before selecting a transaction to change or remove.

• record_my_portfolio_transaction

  Record a historical or current manual BUY or SELL in the signed-in user's ValuEdge portfolio, without placing an actual trade. Creating a new portfolio through its first transaction consumes a portfolio slot. Enforce current plan limits. Never write to broker-synced portfolios.

• edit_my_portfolio_transaction

  Adjust quantity and entry price of one exact manually recorded BUY transaction by its ID. This changes displayed manual holdings and is not a brokerage trade. Check the user's prior record and confirm the intended correction; synced and imported transactions cannot be changed.

• remove_my_portfolio_transaction

  Permanently remove one exact owned manually recorded BUY or SELL transaction. Obtain explicit confirmation from the user and use the transaction ID from the ledger. Never remove imported or broker-synced records.

• remove_my_portfolio_holding

  Permanently remove all manual transaction records for one holding in one portfolio. Ask for explicit user confirmation and list the affected history first. Mixed-source, legacy, CSV and synced broker holdings are blocked. This does not execute any sale or modify a broker.

• get_my_watchlist

  Use this when the authenticated user asks to review their own ValuEdge watchlist, including current price, canonical fair value, margin of safety, quality signals, and data freshness. Never accepts a user id.

• get_my_smart_alerts

  Use this when the authenticated user asks to review their own ValuEdge Smart Alerts and the valuation context behind them. Never exposes another user's alerts or changes alert state.

• list_my_watchlists

  List the authenticated user's ValuEdge Watchlist folders, including the default folder's ID. This is read-only. Choose an ID before writing to a non-default folder.

• add_to_my_watchlist

  Add one verified stock or ETF to my ValuEdge Watchlist. Requires explicit per-client Watchlist write permission granted in ValuEdge. If multiple active listings share a ticker, request exchange. Never modifies a portfolio or broker account.

• remove_from_my_watchlist

  Remove a saved ValuEdge Watchlist item, not a holding or broker position. Use an owned row_id when available, or an exact ticker and optional folder ID. Requires explicit Watchlist write permission and client confirmation.

• create_my_watchlist

  Create a named ValuEdge Watchlist folder. Requires per-client Watchlist write consent and an active Trial or Unlimited entitlement; this does not change holdings.

• rename_my_watchlist

  Rename one owned ValuEdge Watchlist folder, leaving its contents and IDs intact. Requires separate OAuth client Watchlist write consent.

• get_dividend_calendar

  Use this when the user asks for a stock's dividend calendar, historical payouts, ex-dividend dates, upcoming known payment dates, or dividend per share. Returns bounded source-observed events from ValuEdge Dividend Hub, with ex-date, payment date, per-share amount and market-dat…

• get_my_dividend_tracker

  Use this when the signed-in user asks about Dividend Hub, portfolio dividend tracker, projected annual dividend income, yield, growth, payout coverage, dividend safety, or which holdings pay dividends. Uses the canonical holdings-backed dividend profile and its verified FX conve…

Details

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