# Finance

Analyze real-time market data, financial statements, and SEC filings to make informed investment decisions. Track institutional ownership and insider trading activity to understand market sentiment. …

## Quick Start

```bash
# Connect this server (installs CLI if needed)
npx -y smithery mcp add lician/finance

# Browse available tools
npx -y smithery tool list lician/finance

# Get full schema for a tool
npx -y smithery tool get lician/finance get_stock_price

# Call a tool
npx -y smithery tool call lician/finance get_stock_price '{}'
```

## Direct MCP Connection

Endpoint: `https://finance--lician.run.tools`

## Tools (12)

- `get_stock_price` — Get current stock price, daily change, volume, and market cap for a ticker symbol
- `get_income_statement` — Get income statement data including revenue, gross profit, operating income, net income, and EPS
- `get_balance_sheet` — Get balance sheet data including assets, liabilities, equity, cash, and debt
- `get_cash_flow` — Get cash flow statement including operating, investing, financing flows and free cash flow
- `get_financial_metrics` — Get key ratios: P/E, P/B, ROE, ROA, debt-to-equity, margins, dividend yield
- `get_insider_trades` — Get SEC Form 4 insider trading activity - buys and sells by executives
- `get_institutional_holders` — Get 13F institutional ownership data showing major fund holders
- `get_investor_portfolio` — Get all holdings for a specific institutional investor from 13F filing
- `get_analyst_ratings` — Get analyst buy/hold/sell ratings and price targets
- `get_company_info` — Get company profile: sector, industry, description, CEO, employees
- `get_stock_news` — Get recent news articles about a stock or the market
- `get_sec_filings` — Get SEC filings: 10-K, 10-Q, 8-K reports

```bash
# Get full input/output schema for a tool
npx -y smithery tool get lician/finance <tool-name>
```