Insights
I write about financial theory and how it is applied in practice: fundamental analysis, macroeconomics, risk and derivatives, and how AI assistants can work with financial data. Most articles come with code you can run yourself with the Finance Toolkit.
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How I Host the Finance Toolkit MCP Server on a Mini PC
The hosted Finance Toolkit MCP server does not run in a cloud data center. It runs in a small Linux container on a Mini PC at home, managed by Proxmox, with Cloudflare as the only door to the outside world. This article walks through how that setup fits together and why it works well for an MCP server.
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How I Host the Finance Toolkit MCP Server on a Mini PC
The hosted Finance Toolkit MCP server does not run in a cloud data center. It runs in a small Linux container on a Mini PC at home, managed by Proxmox, with Cloudflare as the only door to the outside world. This article walks through how that setup fits together and why it works well for an MCP server.
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
The semiconductor sector from 2010 to 2025 through the Finance Toolkit: how revenue shifted, why gross margins drifted apart, and the two real competitive battles in the industry, Intel vs AMD and NVIDIA vs AMD.
Screening for Undervalued Stocks with the Finance Toolkit
How to build a systematic stock screen with the Finance Toolkit: pull valuation multiples across a universe of stocks, filter on several metrics at once and add profitability metrics to tell real value from value traps.
How Microsoft Has Changed Since Its IPO
Forty years of Microsoft's financials in the Finance Toolkit: revenue, net income and other key metrics, and what they show about how the company changed.
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.
Run the analysis yourself
Every calculation in these insights is done with the Finance Toolkit, an open-source Python library with 500+ financial methods. You can also ask an AI assistant to run it for you through its MCP server.