Enables comprehensive financial analysis including structured products, portfolio optimization, risk analytics, and backtesting through Claude Desktop integration.
Provides 32 trading analysis tools for AI-powered market analysis, including real-time data, technical indicators, options Greeks, scanners, and Interactive Brokers portfolio management, all accessible via natural language in Claude Desktop.
Enables natural-language research across SEC filings, earnings call transcripts, company financials, stock and crypto market data, and prediction markets, returning structured, source-backed answers. It also exposes deep-research synthesis agents and live documentation search to Claude Desktop, Cursor, and other MCP clients.
Enables AI agents to perform variance analysis, generate reconciling driver bridges and three-statement forecasts, export Excel workbooks, and analyze SEC or private-company financial data locally with engine-verified calculations.
Enables users to analyze local Excel and CSV files through natural language queries and a web dashboard while keeping data local. It supports saving specific analyses as reusable tools and building a custom analytics toolkit within Claude Desktop.