← ClaudeAtlas

market-datalisted

Reference guide for the two market-data connectors this plugin depends on — the FMP (Financial Modeling Prep) MCP connector for prices, fundamentals, news and screening, and the Interactive Brokers (IBKR) MCP connector for live brokerage positions, allocation and performance. Use when constructing a connector call, when unsure which tool or endpoint provides a metric, or when a connector is unavailable.
from68/claude-portfolio-management-skills · ★ 0 · AI & Automation · score 75
Install: claude install-skill from68/claude-portfolio-management-skills
# Market Data Connectors This plugin gets **all** market and portfolio data from two MCP connectors. Do not substitute scraped web pages, `yfinance`, or any other library for these — WebSearch is a supplement for narrative context only (news colour, management commentary), never a source of numbers that a connector can provide. | Need | Connector | | ---- | --------- | | Quotes, fundamentals, ratios, estimates, news, screening | **FMP** | | Your actual holdings, cash, allocation, performance, watchlists | **IBKR** | Both are configured by the user in Claude (Connectors / MCP settings), not by this plugin. This repository intentionally ships no `.mcp.json`. --- ## FMP connector Each FMP tool is a family: you pass an `endpoint` plus that endpoint's parameters. Endpoint names are exact strings — do not invent them. `period` is `"annual"` or `"quarter"`; `limit` caps the number of rows returned (rows come back newest-first). ### `quote` — live prices ``` quote(endpoint="quote", symbol="AAPL") quote(endpoint="batch-quote", symbols=["AAPL","MSFT"]) quote(endpoint="quote-short", symbol="AAPL") ``` `quote` returns price, change, day range, 52-week range, volume, average volume, market cap, trailing P/E, EPS, earnings announcement date, and previous close. ### `statements` — financials, ratios, metrics ``` statements(endpoint="income-statement", symbol="AAPL", period="annual", limit=5) statements(endpoint="balance-sheet-statement", symbol="AAPL", period="annual", lim