Deep Values
Value investing for US stocks: SEC filings, 13F guru holdings, intrinsic value, AI briefings.
사용해야 할까요
품질 및 안전성
발견 사항 (28)
- HIGH
- MEDIUMguru_moves에서
- MEDIUMkeys_me에서
- MEDIUMcredits_packs에서
- MEDIUMcredits_checkout에서
- MEDIUMaccount에서
- MEDIUMai_context에서
- MEDIUMresearch에서
- MEDIUMintrinsic_value에서
- MEDIUMsmart_money_holdings에서
도구 정의와 프로토콜 준수에 대한 자동 분석을 기반으로 합니다.
컨텍스트 비용
이는 서버의 도구가 모델의 컨텍스트에 로드될 때마다 소비되는 대략적인 토큰 수입니다. 수치가 높을수록 다른 작업에 사용할 수 있는 주의가 줄어듭니다.
설치
원클릭 설치
`claude_desktop_config.json` 파일에 다음을 추가하세요:
{
"mcpServers": {
"deepvalues": {
"url": "https://app.deepvalues.ai/api/mcp"
}
}
}원격 엔드포인트
https://app.deepvalues.ai/api/mcpstreamable-http할 수 있는 일
도구 목록
도구 (25)
🟢keys_me
Returns the calling key, the exact balance of the ledger behind it (balanceMicro: integer micro-credits, 1 credit = $1.00 = 1,000,000), what is left in each daily quota bucket, and the environment. Free, and consumes no quota. (GET https://app.deepvalues.ai/api/v1/keys/me — free; needs a connected account or a dv_sk_ key)
입력 스키마
{
"type": "object",
"properties": {},
"additionalProperties": false
}🟢credits_packs
Lists the prepaid credit packs this key can buy (1 credit = $1.00). Free. (GET https://app.deepvalues.ai/api/v1/credits/checkout — free; needs a connected account or a dv_sk_ key)
입력 스키마
{
"type": "object",
"properties": {},
"additionalProperties": false
}🟢credits_checkout(pack)
Creates a one-time Stripe Checkout Session for a credit pack, bound to the calling live key’s account. When the payment completes the credits land on that balance; poll GET /keys/me. This is what a 402 `topUp.checkoutEndpoint` points at. Free, consumes no quota. (POST https://app.deepvalues.ai/api/v1/credits/checkout — free; needs a connected account or a dv_sk_ key)
입력 스키마
{
"type": "object",
"properties": {
"pack": {
"type": "string",
"description": "Credit pack to buy, e.g. \"1000\". The `credits_packs` tool lists the packs on sale."
}
},
"required": [
"pack"
],
"additionalProperties": false
}🟢account
Returns the calling key, its scopes, environment, and today's usage across all 3 buckets. Self-billing: counts as 1 metadata call. (GET https://app.deepvalues.ai/api/v1/account — free; needs a connected account or a dv_sk_ key)
입력 스키마
{
"type": "object",
"properties": {},
"additionalProperties": false
}🟢ai_context(ticker, token_budget)
Returns a system prompt + structured context block, scoped to one ticker. Drop it into OpenAI/Anthropic/any LLM SDK to ground your chatbot in current Deep Values data without months of plumbing. Bills 3 metadata units. (GET https://app.deepvalues.ai/api/v1/ai-context/{ticker} — 0.005 credits per call; works with no credentials up to 1 call(s)/day per address)
입력 스키마
{
"type": "object",
"properties": {
"ticker": {
"type": "string"
},
"token_budget": {
"type": "integer",
"minimum": 1000,
"maximum": 16000,
"default": 6000
}
},
"required": [
"ticker"
],
"additionalProperties": false
}🟢research(ticker, language)
The differentiated endpoint: full briefing, bull case, bear case, valuation, investment plan, fair-value range. Bills against your ai_research quota (50/day at $99/mo, $0.10 overage). Currently returns cached results only; fresh-trigger via API arriving next release. (GET https://app.deepvalues.ai/api/v1/research/{ticker} — 3 credits per call; needs a connected account or a dv_sk_ key)
입력 스키마
{
"type": "object",
"properties": {
"ticker": {
"type": "string"
},
"language": {
"type": "string",
"enum": [
"English",
"Chinese"
],
"default": "English"
}
},
"required": [
"ticker"
],
"additionalProperties": false
}🟢intrinsic_value(ticker)
DCF + Owner Earnings + Damodaran intrinsic value (GET https://app.deepvalues.ai/api/v1/intrinsic-value/{ticker} — 0.005 credits per call; works with no credentials up to 25 call(s)/day per address)
입력 스키마
{
"type": "object",
"properties": {
"ticker": {
"type": "string"
}
},
"required": [
"ticker"
],
"additionalProperties": false
}🟢smart_money_holdings(ticker, quarter_end)
Returns every guru from our 60-name roster who held the requested ticker as of the latest 13F-HR quarter (or a specific historical quarter). Each row includes shares, USD value, % of portfolio, and the auto-classified delta vs the prior quarter. (GET https://app.deepvalues.ai/api/v1/smart-money/holdings — 0.005 credits per call; works with no credentials up to 25 call(s)/day per address)
입력 스키마
{
"type": "object",
"properties": {
"ticker": {
"type": "string",
"pattern": "^[A-Z]{1,5}([.-][A-Z]{1,2})?$"
},
"quarter_end": {
"type": "string",
"format": "date",
"description": "ISO date; default = latest available"
}
},
"required": [
"ticker"
],
"additionalProperties": false
}🟢smart_money_changes(since, filed_since, min_position_usd, status)
All 13F position changes meeting the materiality threshold (new positions, full exits, ≥25% share-count shifts, OR ≥$100M position size) across our entire 60-guru roster, in the requested window. (GET https://app.deepvalues.ai/api/v1/smart-money/changes — 0.005 credits per call; works with no credentials up to 25 call(s)/day per address)
입력 스키마
{
"type": "object",
"properties": {
"since": {
"type": "string",
"description": "ISO date OR YYYY-QN format. Filters on the QUARTER a position belongs to (quarter_end), not on when it was filed."
},
"filed_since": {
"type": "string",
"format": "date",
"description": "Only rows that reached us on or after this date (each row carries filed_at). Use it to poll for genuinely new 13F filings; `since` alone cannot tell a filing from this week from one made months ago in the same quarter."
},
"min_position_usd": {
"type": "number"
},
"status": {
"type": "string",
"enum": [
"new",
"added",
"trimmed",
"exited"
]
}
},
"required": [
"since"
],
"additionalProperties": false
}🟢guru_moves(filed_since, slugs, limit)
The Follow the Pros feed. Every material 13F move — new position, full exit, a share count that moved by 25%, or a position of $100M or more — ordered by the date the filing became public, with a deterministic verdict line on each row. The verdict is identical for every caller: it compares the price when the investor traded, the price now and Deep Values' intrinsic value band, and it never predicts a return or recommends an action. Every row carries the company's legal name beside the ticker (`name`, e.g. "Occidental Petroleum"), or null where we hold none — null rather than the ticker echoed back, so a caller can tell a real name from a placeholder. Rows whose EDGAR filing date we do not yet hold fall back to when the row reached us and say so with filed_at_known: false. (GET https://app.deepvalues.ai/api/v1/gurus/moves — 0.005 credits per call; works with no credentials up to 25 call(s)/day per address)
입력 스키마
{
"type": "object",
"properties": {
"filed_since": {
"type": "string",
"format": "date",
"description": "Only moves filed on or after this date. Poll with it."
},
"slugs": {
"type": "string",
"description": "Comma-separated guru slugs; default is every guru."
},
"limit": {
"type": "integer",
"maximum": 200,
"default": 50
}
},
"additionalProperties": false
}🟢verdict(ticker, guru, quarter)
One guru's disclosed move in one ticker, with the sentence Deep Values publishes about it and every number behind it: the company's legal name beside the ticker (`name`, null where we hold none), the three dates (traded by, filed, seen), the quarter-end close, the current price, and the intrinsic value band. `value` is the callable band (the blend ±25%) and is null whenever the verdict is not a call; `estimates` always carries what the valuation methods actually said, their lowest and highest central estimate, so a reader told we cannot call it can see why. One of six deterministic states — below_value, inside_band, above_value, ran_ahead, too_uncertain, no_value — computed the same way for every caller. The band is Deep Values' blended intrinsic value plus or minus 25%, and `too_uncertain` ("Our estimates disagree too much to call this one.") replaces the three band states when the methods' own central estimates are more than 3x apart, or one of them is not positive: the blend still exists and is still returned in `value`, but it is not a range anyone should be told a price sits inside. It is distinct from `no_value`, which means no valuation was computed at all. (GET https://app.deepvalues.ai/api/v1/verdict/{ticker} — 0.005 credits per call; works with no credentials up to 25 call(s)/day per address)
입력 스키마
{
"type": "object",
"properties": {
"ticker": {
"type": "string"
},
"guru": {
"type": "string"
},
"quarter": {
"type": "string",
"format": "date",
"description": "Quarter end; default = the most recent quarter we hold."
}
},
"required": [
"ticker",
"guru"
],
"additionalProperties": false
}🟢mirror_brief(ticker, guru, quarter)
The same move as /verdict, flattened into a brief: what the investor did, when, at what price, against our value band, plus the verdict sentence. It carries NO quantity and NO instruction — `sizing` reads "not provided; the reader decides". It describes a public filing and a published value range; it is not advice and not a prediction. (GET https://app.deepvalues.ai/api/v1/mirror-brief/{ticker} — 0.005 credits per call; works with no credentials up to 25 call(s)/day per address)
입력 스키마
{
"type": "object",
"properties": {
"ticker": {
"type": "string"
},
"guru": {
"type": "string"
},
"quarter": {
"type": "string",
"format": "date"
}
},
"required": [
"ticker",
"guru"
],
"additionalProperties": false
}🟢gurus(style, limit)
60 hand-picked institutional investors — every name a serious value investor would recognize. Filter by style. (GET https://app.deepvalues.ai/api/v1/gurus — 0.005 credits per call; works with no credentials up to 25 call(s)/day per address)
입력 스키마
{
"type": "object",
"properties": {
"style": {
"type": "string",
"enum": [
"value",
"growth",
"activist",
"macro",
"quant"
]
},
"limit": {
"type": "integer",
"maximum": 200,
"default": 100
}
},
"additionalProperties": false
}🟢guru(slug)
One guru: bio + top holdings (GET https://app.deepvalues.ai/api/v1/gurus/{slug} — 0.005 credits per call; works with no credentials up to 25 call(s)/day per address)
입력 스키마
{
"type": "object",
"properties": {
"slug": {
"type": "string"
}
},
"required": [
"slug"
],
"additionalProperties": false
}🟢guru_portfolio(slug, as_of)
One guru's full portfolio at a quarter (GET https://app.deepvalues.ai/api/v1/gurus/{slug}/portfolio — 0.005 credits per call; works with no credentials up to 25 call(s)/day per address)
입력 스키마
{
"type": "object",
"properties": {
"slug": {
"type": "string"
},
"as_of": {
"type": "string",
"format": "date"
}
},
"required": [
"slug"
],
"additionalProperties": false
}🟢theses(ticker, min_conviction, sentiment, limit)
Public investment theses with structured metadata — sentiment, conviction, price target, anchored DVI run. Filter by ticker, conviction, or sentiment. (GET https://app.deepvalues.ai/api/v1/theses — 0.005 credits per call; works with no credentials up to 25 call(s)/day per address)
입력 스키마
{
"type": "object",
"properties": {
"ticker": {
"type": "string"
},
"min_conviction": {
"type": "integer",
"minimum": 1,
"maximum": 5
},
"sentiment": {
"type": "string",
"enum": [
"bullish",
"bearish",
"neutral"
]
},
"limit": {
"type": "integer",
"maximum": 200,
"default": 50
}
},
"additionalProperties": false
}🟢indicators_buffett(history_years)
US corporate equities ÷ GDP, with zones (significantly undervalued through significantly overvalued) and historical percentile. (GET https://app.deepvalues.ai/api/v1/indicators/buffett — 0.001 credits per call; works with no credentials up to 25 call(s)/day per address)
입력 스키마
{
"type": "object",
"properties": {
"history_years": {
"type": "integer",
"maximum": 50,
"default": 5
}
},
"additionalProperties": false
}🟢indicators_shiller_pe(history_years)
Shiller PE with historical percentile (GET https://app.deepvalues.ai/api/v1/indicators/shiller-pe — 0.001 credits per call; works with no credentials up to 25 call(s)/day per address)
입력 스키마
{
"type": "object",
"properties": {
"history_years": {
"type": "integer",
"maximum": 100,
"default": 5
}
},
"additionalProperties": false
}🟢sentiment(ticker, source, window)
Value-investor sentiment rollup (not WSB noise) (GET https://app.deepvalues.ai/api/v1/sentiment/{ticker} — 0.001 credits per call; works with no credentials up to 25 call(s)/day per address)
입력 스키마
{
"type": "object",
"properties": {
"ticker": {
"type": "string"
},
"source": {
"type": "string",
"enum": [
"reddit",
"stocktwits",
"combined"
],
"default": "combined"
},
"window": {
"type": "string",
"enum": [
"24h",
"7d",
"30d"
],
"default": "7d"
}
},
"required": [
"ticker"
],
"additionalProperties": false
}🟢news(ticker, since, sentiment)
Sentiment-scored news (GET https://app.deepvalues.ai/api/v1/news/{ticker} — 0.001 credits per call; works with no credentials up to 25 call(s)/day per address)
입력 스키마
{
"type": "object",
"properties": {
"ticker": {
"type": "string"
},
"since": {
"type": "string",
"format": "date"
},
"sentiment": {
"type": "string",
"enum": [
"bullish",
"bearish",
"neutral"
]
}
},
"required": [
"ticker"
],
"additionalProperties": false
}🟢companies_search(q, limit)
Company search (GET https://app.deepvalues.ai/api/v1/companies — 0.001 credits per call; works with no credentials up to 25 call(s)/day per address)
입력 스키마
{
"type": "object",
"properties": {
"q": {
"type": "string"
},
"limit": {
"type": "integer",
"maximum": 100,
"default": 20
}
},
"additionalProperties": false
}🟢company_overview(ticker)
Company overview (GET https://app.deepvalues.ai/api/v1/companies/{ticker}/overview — 0.001 credits per call; works with no credentials up to 25 call(s)/day per address)
입력 스키마
{
"type": "object",
"properties": {
"ticker": {
"type": "string"
}
},
"required": [
"ticker"
],
"additionalProperties": false
}🟢fundamentals(ticker, period, limit)
Income + balance + cashflow (GET https://app.deepvalues.ai/api/v1/fundamentals/{ticker} — 0.001 credits per call; works with no credentials up to 25 call(s)/day per address)
입력 스키마
{
"type": "object",
"properties": {
"ticker": {
"type": "string"
},
"period": {
"type": "string",
"enum": [
"annual",
"quarterly"
],
"default": "annual"
},
"limit": {
"type": "integer",
"maximum": 20,
"default": 5
}
},
"required": [
"ticker"
],
"additionalProperties": false
}🟢filings(ticker, form, limit)
SEC filings (10-K, 10-Q, 8-K, etc) (GET https://app.deepvalues.ai/api/v1/filings/{ticker} — 0.001 credits per call; works with no credentials up to 25 call(s)/day per address)
입력 스키마
{
"type": "object",
"properties": {
"ticker": {
"type": "string"
},
"form": {
"type": "string"
},
"limit": {
"type": "integer",
"maximum": 50,
"default": 10
}
},
"required": [
"ticker"
],
"additionalProperties": false
}🟢webhooks_list
List webhook subscriptions (GET https://app.deepvalues.ai/api/v1/webhooks — free; needs a connected account or a dv_sk_ key)
입력 스키마
{
"type": "object",
"properties": {},
"additionalProperties": false
}커뮤니티
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