MCP server for CPZAI platform, enabling AI agents to manage trading strategies, run backtests, route orders across brokers, and access portfolios, risk analytics, and market data through natural language.
An MCP server that gives AI assistants access to SEC-registered financial advisor data, enabling searches by name, firm, or state, full profile lookups, disclosure history checks, and risk assessments.
MCP server that makes the CVI Platform a native tool for AI assistants, enabling stock screening, company analysis, and point-in-time research via natural language.
MCP server for quantitative portfolio optimization and analysis, providing tools for market data ingestion, covariance estimation, portfolio construction (mean-variance, Black-Litterman, HRP, CVaR, regularized), risk attribution, and statistical analysis to AI assistants.
MCP server for a wealth advisory assistant that enables client portfolio lookup, research search, compliance rule checks, and briefing synthesis via auditable agent tools.
MCP server for accessing SEC EDGAR filings. Connects AI assistants to company filings, financial statements, and insider trading data with exact numeric precision.
