Equibles

An open-source, self-hosted mini Bloomberg Terminal for AI agents. Scrapes, stores, and serves SEC filings, institutional holdings, insider trading, congressional trades, short data, economic indicators, and daily stock prices — and exposes it all via MCP so your AI assistant can query it directly.

Powers equibles.com.

What's Included

Quick Start

Docker Compose (recommended)

The fastest way to get everything running. Requires Docker.

git clone https://github.com/daniel3303/Equibles.git
cd Equibles
cp .env.example .env
# Edit .env and set SEC_CONTACT_EMAIL (required by SEC EDGAR fair access policy)
docker compose up

This starts:

Data scraping starts automatically. SEC filings, holdings, insider trades, and congressional trades will begin populating within minutes.

Configuration

All settings can be configured via a .env file in the project root (recommended for Docker) or environment variables.

FINRA Short Data (free API key required):

The FINRA scraper (short volume and short interest) requires a free API key. Without it, the scraper skips gracefully and all other scrapers run normally. Fails-to-deliver data comes from SEC and works without FINRA credentials.

To get a key:

1. Go to the FINRA API Console and sign in (a Google account works)
2. Open the API Credentials menu and create a new API Key
3. Copy the Client ID and Client Secret
4. Set Finra__ClientId and Finra__ClientSecret in your .env file or environment variables

The older developer.finra.org "Teams & Apps" flow has been retired — use the API Console above.

FRED Economic Data (free API key required):

The FRED scraper requires a free API key from the Federal Reserve Bank of St. Louis. Without it, the scraper skips gracefully and all other scrapers run normally.

To get a key:

1. Register at fred.stlouisfed.org/docs/api/api_key.html
2. Copy the 32-character API key
3. Set Fred__ApiKey in your .env file or environment variables

Ticker Filtering (optional):

By default, all tickers are synced. To limit data syncing to specific stocks, set a single ticker list that applies to all scrapers:

# .env — sync only these tickers (applies to all scrapers)
Worker__TickersToSync__0=AAPL
Worker__TickersToSync__1=MSFT
Worker__TickersToSync__2=GOOGL

When not set, all stocks are synced.

Minimum Sync Date (optional):

By default, all scrapers start from January 2020. Set a more recent date for faster initial sync, or go as far back as 2000-01-01 for more historical data:

# .env — start syncing from 2024 instead of 2020
Worker__MinSyncDate=2024-01-01

Embedding (opt-in):

Update notifications (optional):

Authentication (optional):

When set, the web portal requires login and the MCP server requires Authorization: Bearer <key> header. When unset, everything is open access (default).

Updating

The web portal checks GitHub Releases on a schedule and shows a banner when a newer version is available (disable with CHECK_FOR_UPDATES=false). To update to the latest release:

Docker Compose:

git pull
docker compose up -d --build

From source:

git pull
dotnet build Equibles.sln

Database migrations are applied automatically on startup. Review the changelog for notable changes before upgrading.

Web Portal

The web portal at http://localhost:8080 provides a browser-based interface for exploring data:

• Stocks — Browse and search all tracked companies, view price charts with technical indicators (SMA, RSI, MACD), institutional holdings, short data, SEC filings, insider trading, and congressional trades per stock
• Economy — Browse FRED economic indicators grouped by category (interest rates, inflation, employment, GDP, etc.) with charts and statistics
• Futures — CFTC Commitments of Traders positioning data for 30+ futures contracts (commodities, indices, currencies) with commercial/non-commercial position charts
• Market — CBOE market indicators: VIX volatility index with OHLC charts, put/call ratios (equity, index, total, VIX, ETP)
• Status — System health, worker status, data counts, and error log

MCP Server

The MCP server exposes financial data tools for AI assistants (Claude, ChatGPT, etc.):

• Institutional Holdings — Top holders, ownership history, institution portfolios, institution search
• Insider Trading — Insider transactions, ownership summary, insider search
• SEC Documents — Full-text search, semantic search, document browsing, keyword search within filings
• Economic Indicators — FRED data lookup, latest macro snapshot, indicator search across categories
• Futures Positioning — COT positioning data, latest snapshot across all contracts, contract search
• Market Indicators — VIX historical data, put/call ratios by type (equity, index, total, VIX, ETP)

Connecting to Claude Desktop

Add this to your Claude Desktop config file (claude_desktop_config.json):

macOS: ~/Library/Application Support/Claude/claude_desktop_config.json Windows: %APPDATA%\Claude\claude_desktop_config.json

{
  "mcpServers": {
    "equibles": {
      "url": "http://localhost:8081/mcp"
    }
  }
}

Restart Claude Desktop and the Equibles tools will be available. You can then ask questions like "Who are the top institutional holders of AAPL?" or "Search Apple's latest 10-K for revenue growth discussion."

Connecting to Claude Code

Add the MCP server to Claude Code:

claude mcp add equibles --transport http http://localhost:8081/mcp

Connecting to ChatGPT Desktop

Add this to your ChatGPT Desktop config file:

macOS: ~/Library/Application Support/com.openai.chat/mcp.json Windows: %APPDATA%\com.openai.chat\mcp.json

{
  "servers": {
    "equibles": {
      "url": "http://localhost:8081/mcp"
    }
  }
}

Restart ChatGPT Desktop and the Equibles tools will be available.

Connecting to OpenClaw

In OpenClaw, add an MCP server with the URL http://localhost:8081/mcp (HTTP transport).

Other MCP Clients

Any MCP-compatible client can connect to http://localhost:8081/mcp (HTTP transport).

Vector Embeddings (advanced, opt-in)

Vector embeddings enable semantic search over SEC filings (e.g., "find revenue growth discussion in Apple's 10-K"). This requires downloading the Ollama runtime (~2GB) and the BGE-M3 model (~1.2GB).

docker compose --profile embedding up

This adds:

Without the embedding profile, BM25 full-text search via ParadeDB still works out of the box — vector search is purely additive.

Screenshots

Stock Detail	Stocks
Economic Data	Economic Indicator Detail

Contributing

See CONTRIBUTING.md for development setup, project architecture, and how to extend the platform.

License

AGPL-3.0

Author

Daniel Oliveira