TGMCharts
US stock fundamentals: SEC financial statements, valuation series, summaries, screens, chart images.
我該用這個嗎
品質與安全性
發現項目(4)
- HIGH
- MEDIUM在 get_metric_series 中
- MEDIUM在 get_financial_statement 中
- MEDIUM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
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)
🟢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)"
}
}
}社群
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