Articles
A selection of articles I have written connecting my open-source projects with my financial background. The goal is to explain financial theory and demonstrate its practical application within these projects.
How to Connect Claude to Live Financial Data for Stock Analysis
Claude cannot see today's prices or the latest financial statements on its own. With the free, hosted Finance Toolkit MCP server you connect Claude Desktop, claude.ai or Claude Code to live financial data and 500+ analysis methods in about a minute, no installation required.
The Research Team You Can't Afford to Hire: Equity Research for Family Offices with the FMP MCP Server
A practical look at running equity research diligence for a concentrated portfolio using the FMP MCP server in Claude Desktop, prompt by prompt.
Understanding Risk Exposure Across Major Indices
Compare Value at Risk, Conditional Value at Risk, maximum drawdown, skewness, and kurtosis across the S&P 500, Nasdaq 100, Dow Jones, Russell 2000, EAFE, and Emerging Markets with the Finance Toolkit.
Tracking Macroeconomic Indicators with the Finance Toolkit
Compare inflation, central bank policy rates, unemployment, and government debt across five major economies using the Finance Toolkit's Economics module, no API key required.
Competitor and Sector Analysis with the Finance Toolkit
Analyze the semiconductor sector from 2010 to 2025 using the Finance Toolkit. Track revenue shifts, gross margin divergence, and the two genuine competitive battles that define the industry: Intel vs AMD and NVIDIA vs AMD.
Screening for Undervalued Stocks with the Finance Toolkit
Learn how to build a systematic stock screen using the Finance Toolkit. Pull valuation multiples across a universe of stocks, apply multi-metric filters, and overlay profitability metrics to separate genuine value from value traps.
How Microsoft Has Changed Since Its IPO
Explore Microsoft's financial journey over 40 years using the Finance Toolkit. This article analyzes revenue, net income, and other key metrics to understand the company's transformation.
Introducing the Finance Toolkit MCP Server
Learn how the Finance Toolkit MCP server exposes 500+ financial methods to any AI assistant that supports the Model Context Protocol. This allows you to ask questions in plain English and receive structured answers without writing Python code.
Binomial Trees in the Finance Toolkit
Binomial trees are a popular method for pricing options and other derivatives. The Finance Toolkit includes a function for binomial trees, which can price European and American options. This article provides an overview of the binomial tree module and demonstrates its use in option pricing.