TGMCharts

US stock fundamentals: SEC financial statements, valuation series, summaries, screens, chart images.

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品質與安全性

B
說明品質
100%
結構描述完整度
88%
命名品質
94%
汙染風險
40%
權限相符程度
100%
協定合規性
100%

發現項目(4)

  • HIGHTool poisoning patterns detected
  • MEDIUMTool description contains URL to non-standard domain在 get_metric_series 中
  • MEDIUMTool description contains URL to non-standard domain在 get_financial_statement 中
  • MEDIUMTool description contains URL to non-standard domain在 screen_stocks 中

根據工具定義與協定合規性的自動化分析。

上下文成本

~1,788Token(工具定義)
~1.8 KB典型回應大小
中等的注意力影響(128k 上下文的 1.40%)

這是每次將伺服器的工具載入模型上下文時所消耗的約略 token 數量。數量越高,可用於其他工作的注意力就越少。

安裝

一鍵安裝

將以下內容加入你的 `claude_desktop_config.json` 檔案:

{
  "mcpServers": {
    "tgmcharts": {
      "url": "https://tgmcharts.com/api/v1/mcp"
    }
  }
}

遠端端點

https://tgmcharts.com/api/v1/mcpstreamable-http

它能做什麼

工具清單

工具(7)

🟢 唯讀🟡 寫入🔴 刪除⚪ 未知
🟢get_stock_summary(symbol)

Compact fundamentals summary for one ticker (~5 KB): latest close, market cap, valuation ratios, margins, returns, dividend record, and 3/5/10-year growth CAGRs, with as-of dates and applicability notes. Null values are honest gaps or sector-inappropriate metrics — never zeros.

輸入結構描述

{
  "type": "object",
  "properties": {
    "symbol": {
      "type": "string",
      "description": "Ticker symbol, e.g. AAPL"
    }
  },
  "required": [
    "symbol"
  ]
}
🟢list_metrics

The full metric catalog: slug, label, unit, basis (daily/monthly/annual/quarterly/ttm — the stored sampling density, never overstated), methodology, and whether each metric is available as a JSON series (get_metric_series) and/or a chart render (get_chart).

輸入結構描述

{
  "type": "object",
  "properties": {}
}
🟢get_metric_series(symbol, metric, years, max_points)

Historical series for a TGMCharts-computed metric (daily valuation/yield lines, rolling TTM flows, quarterly margins). Points are even-time downsampled to max_points (default 120) to stay token-frugal — raw density is available at https://tgmcharts.com/api/v1/series/{symbol}/{metric}. points:null = intentionally withheld (sector-inappropriate, message included); [] = no stored history.

輸入結構描述

{
  "type": "object",
  "properties": {
    "symbol": {
      "type": "string",
      "description": "Ticker symbol, e.g. KO"
    },
    "metric": {
      "type": "string",
      "enum": [
        "pe-ratio",
        "ps-ratio",
        "pb-ratio",
        "pfcf-ratio",
        "pocf-ratio",
        "ev-ebitda",
        "ev-ebit",
        "ev-sales",
        "ev-fcf",
        "ev-assets",
        "earnings-yield",
        "fcf-yield",
        "ebitda-yield",
        "ocf-yield",
        "dividend-yield",
        "total-return",
        "roic",
        "revenue-ttm",
        "net-income-ttm",
        "fcf-ttm",
        "ebitda-ttm",
        "capex-ttm",
        "buybacks-ttm",
        "sbc-ttm",
        "rd-ttm",
        "gross-margin-quarterly",
        "operating-margin-quarterly",
        "net-margin-quarterly",
        "revenue",
        "net-income",
        "capex",
        "buybacks",
        "stock-based-comp",
        "r-and-d",
        "revenue-quarterly",
        "net-income-quarterly"
      ],
      "description": "Series-tier metric slug (see list_metrics)"
    },
    "years": {
      "type": "integer",
      "minimum": 2,
      "maximum": 20,
      "description": "Trailing window in years (default: full stored history)"
    },
    "max_points": {
      "type": "integer",
      "minimum": 10,
      "maximum": 500,
      "description": "Downsample cap (default 120)"
    }
  },
  "required": [
    "symbol",
    "metric"
  ]
}
🟢get_chart(symbol, metric, years, compare)

A ready-to-embed 1600×900 PNG chart of a metric's history in TGMCharts' house style (watermarked, as-of stamped). Returns the canonical URL — fetch or embed it directly (<img src=…>); it is edge-cached and needs no key. Sector-gated or empty histories render an honest explanation card rather than failing.

輸入結構描述

{
  "type": "object",
  "properties": {
    "symbol": {
      "type": "string",
      "description": "Ticker symbol, e.g. AAPL"
    },
    "metric": {
      "type": "string",
      "enum": [
        "pe-ratio",
        "ps-ratio",
        "pb-ratio",
        "pfcf-ratio",
        "pocf-ratio",
        "ev-ebitda",
        "ev-ebit",
        "ev-sales",
        "ev-fcf",
        "ev-assets",
        "earnings-yield",
        "fcf-yield",
        "ebitda-yield",
        "ocf-yield",
        "dividend-yield",
        "total-return",
        "roic",
        "revenue-ttm",
        "net-income-ttm",
        "fcf-ttm",
        "ebitda-ttm",
        "capex-ttm",
        "buybacks-ttm",
        "sbc-ttm",
        "rd-ttm",
        "gross-margin-quarterly",
        "operating-margin-quarterly",
        "net-margin-quarterly",
        "revenue",
        "net-income",
        "eps",
        "free-cash-flow",
        "ebitda",
        "capex",
        "buybacks",
        "stock-based-comp",
        "r-and-d",
        "gross-margin",
        "operating-margin",
        "profit-margin",
        "roe",
        "roa",
        "revenue-quarterly",
        "net-income-quarterly",
        "eps-quarterly",
        "fcf-quarterly"
      ],
      "description": "Chart-tier metric slug (see list_metrics)"
    },
    "years": {
      "type": "integer",
      "minimum": 2,
      "maximum": 20,
      "description": "Trailing window in years"
    },
    "compare": {
      "type": "string",
      "description": "Second ticker for grouped comparison bars (bar metrics only)"
    }
  },
  "required": [
    "symbol",
    "metric"
  ]
}
🟡get_financial_statement(symbol, statement, period, years, include_provenance)

Raw as-filed statement rows (income statement, balance sheet, or cash flow) sourced exclusively from SEC EDGAR XBRL company facts — public domain, latest-filed per period, honest nulls (never zero-filled, never vendor-backfilled). Derived quarters are disclosed. Token-frugal default: 5 fiscal years without per-value provenance; set include_provenance for the winning us-gaap tag + accession per value, or use https://tgmcharts.com/api/v1/statements/{symbol}/{statement} for full depth (30y, CSV).

輸入結構描述

{
  "type": "object",
  "properties": {
    "symbol": {
      "type": "string",
      "description": "Ticker symbol, e.g. AAPL"
    },
    "statement": {
      "type": "string",
      "enum": [
        "income-statement",
        "balance-sheet",
        "cash-flow"
      ],
      "description": "Which statement"
    },
    "period": {
      "type": "string",
      "enum": [
        "annual",
        "quarterly"
      ],
      "description": "annual (default) or quarterly"
    },
    "years": {
      "type": "integer",
      "minimum": 1,
      "maximum": 10,
      "description": "Trailing fiscal years of rows (default 5; quarterly serves 4×years)"
    },
    "include_provenance": {
      "type": "boolean",
      "description": "Include per-value provenance (us-gaap tag, accession, filed date). Default false to stay token-frugal."
    }
  },
  "required": [
    "symbol",
    "statement"
  ]
}
⚪compare_stocks(symbols)

Side-by-side headline fundamentals for 2–4 tickers (latest values with as-of context): market cap, close, P/E, P/S, margins, ROE, dividend yield, and 5-year revenue/EPS CAGRs. Uncovered symbols are reported honestly, not dropped silently.

輸入結構描述

{
  "type": "object",
  "properties": {
    "symbols": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "minItems": 2,
      "maxItems": 4,
      "description": "2–4 ticker symbols"
    }
  },
  "required": [
    "symbols"
  ]
}
⚪screen_stocks(filters, sortBy, sortOrder, limit, includeEtfs)

Filter and rank the covered universe (about 4,000 US-listed names) on fundamental fields (marketCap, peRatio, dividendYield, consecutiveYears, margins, 5y CAGRs, …). Returns at most 25 rows — the MCP tier's cap; the full screener lives at https://tgmcharts.com/screener.

輸入結構描述

{
  "type": "object",
  "properties": {
    "filters": {
      "type": "array",
      "maxItems": 5,
      "items": {
        "type": "object",
        "properties": {
          "field": {
            "type": "string",
            "enum": [
              "symbol",
              "name",
              "sector",
              "marketCap",
              "peRatio",
              "dividendYield",
              "consecutiveYears",
              "netProfitMargin",
              "grossMargin",
              "revenueGrowth",
              "debtToEquity",
              "priceChange1Y",
              "percentFrom52WeekHigh",
              "percentFrom52WeekLow",
              "revenueCagr5y",
              "netIncomeCagr5y",
              "epsCagr5y",
              "fcfCagr5y",
              "dividendsCagr5y"
            ],
            "description": "Field to filter on"
          },
          "operator": {
            "type": "string",
            "enum": [
              "gt",
              "gte",
              "lt",
              "lte",
              "eq",
              "neq"
            ]
          },
          "value": {
            "type": [
              "number",
              "string"
            ]
          }
        },
        "required": [
          "field",
          "operator",
          "value"
        ]
      }
    },
    "sortBy": {
      "type": "string",
      "enum": [
        "symbol",
        "name",
        "sector",
        "marketCap",
        "peRatio",
        "dividendYield",
        "consecutiveYears",
        "netProfitMargin",
        "grossMargin",
        "revenueGrowth",
        "debtToEquity",
        "priceChange1Y",
        "percentFrom52WeekHigh",
        "percentFrom52WeekLow",
        "revenueCagr5y",
        "netIncomeCagr5y",
        "epsCagr5y",
        "fcfCagr5y",
        "dividendsCagr5y"
      ],
      "description": "Sort field (default marketCap)"
    },
    "sortOrder": {
      "type": "string",
      "enum": [
        "asc",
        "desc"
      ],
      "description": "Default desc"
    },
    "limit": {
      "type": "integer",
      "minimum": 1,
      "maximum": 25,
      "description": "Rows to return (default 10, max 25)"
    },
    "includeEtfs": {
      "type": "boolean",
      "description": "Include ETFs (default false)"
    }
  }
}

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