# Equibles

> Equibles is a US stock-market research platform: SEC filings, earnings-call transcripts, ETF analysis, institutional and insider holdings, congressional trades, short data, fund holdings, prices and macro indicators — all parsed from primary regulatory sources — plus ALVIS, an AI analyst that reads across every dataset and cites every figure to the source filing. The data is available on the web, through a free MCP server (117 tools), and a REST API.

## What is Equibles?

Equibles structures financial data from authoritative US sources (SEC EDGAR, FINRA, FRED, CFTC, CBOE, and U.S. House/Senate disclosures) into one queryable platform for the US equity market. AI assistants — Claude, ChatGPT, Cursor, or any MCP client — can connect the MCP server to search filings, pull holdings, read earnings calls, and screen the market in real time. Every figure ALVIS reports is cited to the primary filing it came from; it says "I don't know" rather than guess.

## Datasets

- **SEC Filings & Documents**: Full text of 10-K, 10-Q, 8-K, 20-F, 6-K and more, searchable since 2000 by keyword and finance-tuned semantic search. Source: SEC EDGAR.
- **Earnings Calls**: Full quarterly-call transcripts with speaker attribution, plus extracted guidance and investor-relations events.
- **Financials, ETFs & Funds**: XBRL financial statements, exact-ticker ETF performance, and N-PORT / N-CEN fund assets, allocations and holdings. Sources: SEC and market data.
- **Institutional Holdings**: 13F positions — who holds what, position size, and change over time. Source: SEC.
- **Insider Trading**: Forms 3, 4, 5 & 144 — initial ownership, ownership updates, transactions, and proposed sales. Source: SEC.
- **Congress Trades**: Stock transactions disclosed by members of the U.S. House and Senate.
- **Short Data**: Daily short volume, bi-monthly short interest, and fails-to-deliver. Source: FINRA / SEC.
- **Prices & Technicals**: Daily OHLCV history with Bollinger Bands, ATR, stochastics and more.
- **Macro & Markets**: FRED economic indicators, CFTC futures positioning, and CBOE VIX / put-call ratios.

## Access methods

- **Web**: Browse any stock, screen the entire US market in plain English, and read filings and calls at https://equibles.com — no account required to browse.
- **ALVIS (AI analyst)**: Ask a research question in plain English; ALVIS plans the work, reads across every dataset, and answers with a citation for every figure. https://equibles.com/alvis
- **MCP server (free)**: Connect any MCP client to the same 117 tools ALVIS uses. Endpoint: https://mcp.equibles.com/mcp — overview at https://equibles.com/mcp
- **REST API**: The same data over HTTP/JSON at https://api.equibles.com/v1 (reference at https://equibles.com/docs).

- **Analyst estimates**: Verified issuer-published analyst consensus, including company, product and segment forecasts with source evidence. Coverage varies by issuer.

## MCP tools (117 total — representative examples)

- Screening & search: `ScreenStocks`, `SearchDocuments`, `SearchDocument`, `ReadDocumentLines`
- Ownership: `GetTopHolders`, `GetInstitutionalOwnershipHistory`, `GetInstitutionPortfolio`, `GetInsiderTransactions`, `GetInsiderSentimentScores`
- Congress: `GetCongressionalTrades`, `GetMemberTrades`, `GetMarketWideCongressionalActivity`
- Earnings & fundamentals: `GetEarningsBrief`, `GetEarningsCallToneAndThemes`, `GetGuidance`, `GetFinancialStatement`, `GetCompanyKpis`, `GetValuationMultiples`
- Short & derivatives: `GetShortInterest`, `GetShortVolume`, `GetShortSqueezeScores`, `GetFailsToDeliver`, `GetPutCallRatios`, `GetCftcPositioning`
- ETFs, funds & macro: `SearchEtfs`, `GetEtfProfile`, `GetEtfHoldings`, `GetFundProfile`, `GetFundsHoldingStock`, `GetEconomicIndicator`, `GetLatestClosingPrices`
- The full catalogue, with parameters and worked examples, is at https://equibles.com/docs

## Documentation

- [Documentation](https://equibles.com/docs): Setup guides, the full MCP tool reference, the REST API reference, and dataset schemas.
- [Docs index for LLMs](https://equibles.com/docs/llms.txt): The documentation as a plain link index.
- [Full docs for LLMs](https://equibles.com/docs/llms-full.txt): The entire documentation corpus as one Markdown file.
- [MCP connection guides](https://equibles.com/docs/mcp): Connect Claude, ChatGPT, Cursor and other clients.

## Key pages

- [Home](https://equibles.com/): Platform overview.
- [About](https://equibles.com/about): What Equibles is, who builds it, and how the data is sourced.
- [Research](https://equibles.com/research): Generated company analysis and original studies from Equibles Research, grounded in disclosed primary sources and documented methods; every company is linked to its data pages. RSS feed at https://equibles.com/research/feed.xml.
- [AI Screener](https://equibles.com/stocks/screener): Screen the entire US market in plain English.
- [ALVIS AI](https://equibles.com/alvis): The AI research analyst.
- [AI stock research platform](https://equibles.com/ai-stock-research): How ALVIS screens, investigates and cites primary financial sources.
- [MCP server](https://equibles.com/mcp): What the free financial-data MCP server offers and how to connect Claude, ChatGPT or any client.
- [SEC filings MCP server](https://equibles.com/mcp/sec-filings): Search, read and cite SEC filings from an MCP-connected AI client.
- [Institutional holdings API](https://equibles.com/institutional-holdings-api): Query SEC Form 13F ownership, institution portfolios and quarterly activity over REST or MCP.
- [Index composition](https://equibles.com/indexes): Current constituents and membership changes for the S&P 500/400/600, Russell 1000/2000, Nasdaq-100 and Dow, built from tracking funds' own disclosed holdings.
- [Index change forecasts](https://equibles.com/indexes/sp-500/forecast): The S&P 500 page estimates each eligible candidate's 90-day join probability and every current member's 90-day exit probability, names the stored model version, and separately identifies its turnover and exit-risk calibration sources. Rank-calibrated snapshots apply an observed removal-rank curve to current size inputs. The focused top five in each direction expands to the full stored list. S&P 400/600 remain candidate screens because their committee decides additions; Russell and Nasdaq-100 are rules-based projections. Available at /indexes/{slug}/forecast for sp-500, sp-400, sp-600, nasdaq-100, russell-1000 and russell-2000.
- [Datasets](https://equibles.com/data): Every dataset and how it is sourced.
- [Pricing](https://equibles.com/pricing): Free and Pro plans.

## Access & limits

- Browsing the web app requires no account.
- The MCP server and REST API authenticate with `eq_`-prefixed API keys (create one at https://equibles.com/dashboard/apikeys).
- Free tier: 100 requests per day, shared across the REST API and the MCP server. Pro raises the daily limit.
- Data is parsed from primary regulatory sources and refreshed continuously.