MCP Securities Analysis

============================================================ Stock Research Orchestrator ============================================================ Symbol: LEN Phases: all Date: 2026-01-09 12:15:48 ============================================================ ============================================================ Step 1: Ticker Validation ============================================================ ✓ Ticker 'LEN' validated ============================================================ Step 2: Work Directory Setup ============================================================ ✓ No old directories to clean up ✓ Created work directory: work/LEN_20260109 ✓ Created metadata file: work/LEN_20260109/00_metadata.json ============================================================ Step 3: Get Company Overview ============================================================ Fetching foundational company data for LEN... Getting company overview for LEN... ✓ Saved company overview to: work/LEN_20260109/02_fundamental/company_overview.json Company: Lennar Corporation Sector: Consumer Cyclical Industry: Residential Construction ✓ Company overview data ready ============================================================ Step 4: Execute Research Phases ============================================================ Phases to run: technical, fundamental, research, analysis, sec, wikipedia, report, deep, final ============================================================ Executing 6 data phases in parallel... ============================================================ ============================================================ Phase: TECHNICAL ============================================================ ============================================================ Phase: FUNDAMENTAL ============================================================ ============================================================ Phase: RESEARCH ============================================================ ============================================================ Phase: ANALYSIS ============================================================ ============================================================ Phase: SEC ============================================================ ============================================================ Phase: WIKIPEDIA ============================================================ ============================================================ Wikipedia Research Phase ============================================================ Symbol: LEN Company: Lennar Corporation Work Directory: work/LEN_20260109 ============================================================ Fetching Wikipedia data for Lennar Corporation... Found Wikipedia page: Lennar ✓ Saved Wikipedia summary to: work/LEN_20260109/06_wikipedia/wikipedia_summary.txt ✓ Saved Wikipedia metadata to: work/LEN_20260109/06_wikipedia/wikipedia_metadata.json ============================================================ Wikipedia Research Phase Complete ============================================================ Tasks completed: 1/1 ✓ All tasks completed successfully ✓ Phase 'wikipedia' completed successfully ============================================================ SEC Filings Research Phase ============================================================ Symbol: LEN Work Directory: work/LEN_20260109 ============================================================ Downloading 10-K filing for LEN... Fetching latest 10-K from SEC EDGAR... Parsing 10-K filing... ✓ Saved Item 1 to: work/LEN_20260109/05_sec/10k_item1.txt Length: 1,192 characters ✓ Saved metadata to: work/LEN_20260109/05_sec/10k_metadata.json ============================================================ SEC Research Phase Complete ============================================================ Tasks completed: 1/1 ✓ All tasks completed successfully ✓ Phase 'sec' completed successfully ============================================================ Fundamental Analysis Phase ============================================================ Symbol: LEN Work Directory: work/LEN_20260109 ============================================================ ⊘ Company overview already exists, skipping: work/LEN_20260109/02_fundamental/company_overview.json Getting financial statements for LEN... ✓ Saved income statement to: work/LEN_20260109/02_fundamental/income_statement.csv ✓ Saved balance sheet to: work/LEN_20260109/02_fundamental/balance_sheet.csv ✓ Saved cash flow to: work/LEN_20260109/02_fundamental/cash_flow.csv Calculating key ratios for LEN... Looking for peers at: work/LEN_20260109/01_technical/peers_list.json File exists: False ⊘ No peers list found Continuing with just the main symbol... ✓ Saved key ratios to: work/LEN_20260109/02_fundamental/key_ratios.csv Columns: Category, Metric, LEN Rows: 28 ratios Getting analyst recommendations for LEN... ✓ Saved analyst recommendations to: work/LEN_20260109/02_fundamental/analyst_recommendations.json Total recommendations: 4 Getting recent news for LEN... ✓ Saved news to: work/LEN_20260109/02_fundamental/news.json Total articles: 10 ============================================================ Fundamental Analysis Phase Complete ============================================================ Tasks completed: 5/5 ✓ All tasks completed successfully ✓ Phase 'fundamental' completed successfully ============================================================ Technical Analysis Phase ============================================================ Symbol: LEN Work Directory: work/LEN_20260109 ============================================================ Generating stock chart for LEN... YF.download() has changed argument auto_adjust default to True ✓ Saved chart to: work/LEN_20260109/01_technical/chart.png Running technical analysis for LEN... ✓ Saved technical analysis to: work/LEN_20260109/01_technical/technical_analysis.json Technical Analysis Summary: ------------------------------------------------------------ Technical Analysis for LEN: Trend Analysis: - Above 20 SMA: ✅ - Above 50 SMA: ❌ - Above 200 SMA: ❌ - 20/50 SMA Bullish Cross: ❌ - 50/200 SMA Bullish Cross: ✅ Momentum: - RSI (14): 58.57 - MACD Bullish: ✅ Latest Price: $116.96 Average True Range (14): 3.77 Average Volume (20D): 3,865,591 ------------------------------------------------------------ Getting peer companies for LEN... Auto-detecting peers using OpenBB... ✓ Saved peers list to: work/LEN_20260109/01_technical/peers_list.json ✓ Final peer list (10): DHI, CCL, CUK, STLA, ROL, TSCO, PHM, NVR, TOL, GELHY ============================================================ Technical Analysis Phase Complete ============================================================ Tasks completed: 3/3 ✓ All tasks completed successfully ✓ Phase 'technical' completed successfully ============================================================ Perplexity AI Research Phase ============================================================ Symbol: LEN Company: Lennar Corporation (LEN) Work Directory: work/LEN_20260109 ============================================================ Researching news stories for Lennar Corporation (LEN)... Querying Perplexity (attempt 1/3)... ✓ Received response (9081 characters) ✓ Saved news research to: work/LEN_20260109/03_research/news_stories.md Researching business profile for Lennar Corporation (LEN)... Querying Perplexity (attempt 1/3)... ✓ Received response (19841 characters) ✓ Saved business profile to: work/LEN_20260109/03_research/business_profile.md Researching executive profiles for Lennar Corporation (LEN)... Querying Perplexity (attempt 1/3)... ✓ Received response (15718 characters) ✓ Saved executive profiles to: work/LEN_20260109/03_research/executive_profiles.md ============================================================ Perplexity Research Phase Complete ============================================================ Tasks completed: 3/3 ✓ All tasks completed successfully ✓ Phase 'research' completed successfully ============================================================ Deep Analysis Research Phase ============================================================ Symbol: LEN Company: Lennar Corporation (LEN) Work Directory: work/LEN_20260109 ============================================================ Analyzing business model for Lennar Corporation (LEN)... Querying Perplexity (attempt 1/3)... ✓ Received response (15448 characters) ✓ Saved business model analysis to: work/LEN_20260109/04_analysis/business_model_analysis.md Analyzing competitive landscape for Lennar Corporation (LEN)... Querying Perplexity (attempt 1/3)... ✓ Received response (14039 characters) ✓ Saved competitive analysis to: work/LEN_20260109/04_analysis/competitive_analysis.md Analyzing recent news and risks for Lennar Corporation (LEN)... Querying Perplexity (attempt 1/3)... ✓ Received response (9767 characters) ✓ Saved risk analysis to: work/LEN_20260109/04_analysis/risk_analysis.md Generating investment thesis for Lennar Corporation (LEN)... Querying Perplexity (attempt 1/3)... ✓ Received response (14309 characters) ✓ Saved investment thesis to: work/LEN_20260109/04_analysis/investment_thesis.md ============================================================ Deep Analysis Phase Complete ============================================================ Tasks completed: 4/4 ✓ All tasks completed successfully ✓ Phase 'analysis' completed successfully ============================================================ Generating initial research report... ============================================================ ============================================================ Phase: REPORT ============================================================ ============================================================ Report Generation Phase ============================================================ Symbol: LEN Work Directory: work/LEN_20260109 Format: markdown Template: equity_research_report.md.j2 ============================================================ Generating markdown report... Using template: equity_research_report.md.j2 Symbol: LEN Company: Lennar Corporation ✓ Saved report to: work/LEN_20260109/research_report.md ============================================================ Report Generation Phase Complete ============================================================ ✓ Report generated successfully ✓ Phase 'report' completed successfully ============================================================ Running deep research with Claude API... This may take 30-60 seconds with extended thinking enabled... ============================================================ ============================================================ Phase: DEEP ============================================================ ============================================================ Deep Research Phase - Claude Agent SDK with MCP Tools ============================================================ Symbol: LEN Work Directory: work/LEN_20260109 Tools Enabled: True ============================================================ Loading research report... ✓ Loaded research report (62352 characters) ✓ Company: Lennar Corporation Analyzing LEN with Claude Sonnet 4.5... Advanced mode (MCP tools enabled) Configuring MCP servers... ✓ Loaded 1 MCP server configurations - stock-symbol-server Initializing Claude Agent SDK client... Model: claude-sonnet-4-5 MCP servers: 1 ✓ Claude Agent SDK client initialized Starting agentic research loop... This may take several minutes as Claude uses tools... ✓ Analysis complete (56513 characters) ✓ Tool usage recorded Saving outputs... ✓ Saved: work/LEN_20260109/08_deep_research/deep_research_output.md ✓ Saved: work/LEN_20260109/08_deep_research/deep_research_thinking.md ✓ Saved: work/LEN_20260109/08_deep_research/tool_usage.txt ============================================================ SUCCESS: Deep research completed! ============================================================ ✓ Phase 'deep' completed successfully ============================================================ Assembling final report with multi-format conversion... ============================================================ ============================================================ Phase: FINAL ============================================================ ============================================================ Final Report Assembly Phase ============================================================ Symbol: LEN Work Directory: work/LEN_20260109 ============================================================ Loading all research data... ✓ Data loaded Generating final report... ✓ Saved: work/LEN_20260109/final_report.md Converting to additional formats... ✓ Saved: work/LEN_20260109/final_report.docx (via pandoc) ✓ Saved: work/LEN_20260109/final_report.html (via pandoc) ============================================================ SUCCESS: Final report assembly completed! ============================================================ Outputs: - work/LEN_20260109/final_report.md - work/LEN_20260109/final_report.docx - work/LEN_20260109/final_report.html ✓ Phase 'final' completed successfully ============================================================ Research Complete ============================================================ Symbol: LEN Work directory: work/LEN_20260109 Phases completed: 9 Phases failed: 0 ✓ Completed phases: report, deep, final ============================================================ ✓ Research partially or fully completed ✓ See outputs in: work/LEN_20260109 (py) drucev@MacBook-Pro-3 ~/projects/MCP/mcpskills (master*) $ date Fri Jan 9 12:26:44 EST 2026