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Equibles

Equibles is an open-source, self-hosted financial-data MCP server that collects datasets and exposes them as tools for AI assistants. Its documented coverage includes SEC filings and XBRL financials, institutional holdings, insider and congressional trades, short data, economic indicators, market data and more.

Explore the practical guide ↓

Independent OpenViST project profile, based on linked sources.

Equibles — OpenViST project profile in MCP & Tooling.
OpenViST project illustration. See the linked sources for product details.
Understand the project

Practical overview

When it fits

Use Equibles when an AI assistant needs a self-hosted MCP connection to financial datasets, or when evaluating whether the hosted Equibles Cloud adds data types you need.

Who it is for

  • Developers connecting AI assistants to financial datasets through MCP.
  • Researchers building agent workflows around filings, holdings, trades or market indicators.
  • Teams willing to operate a Docker-based data collection and serving stack.

Documented uses

  • Retrieve and search SEC filings and query parsed financial statements.
  • Query institutional holdings and disclosed insider or congressional trades.
  • Access economic indicators, futures positioning, market indicators and daily prices through an AI assistant.
Before you choose

Requirements & limits

The open-source repository documents a self-hosted Docker setup. Equibles Cloud is described separately as a hosted offering.

  • The project is an MCP data server and collection stack, rather than a standalone assistant or financial-analysis interface.
  • The self-hosted core and Equibles Cloud have different documented data coverage; features such as earnings-call transcripts, live quotes and options chains are listed for Cloud.
  • SEC contact information is required for SEC EDGAR access; FINRA and FRED credentials are needed for their respective optional data collectors.
  • The repository identifies the project as open source under AGPL-3.0.

Check current requirements in the official documentation. Source-based guidance does not mean OpenViST has run or independently tested this project.

Source-based practical guide

Set up Equibles with Docker Compose

Prepare the self-hosted services and configure the SEC contact email required for SEC EDGAR access.

Before you start

  • Docker
  • A SEC contact email

Steps

  1. Clone the Equibles repository and change into its directory.

  2. Copy .env.example to .env.

  3. Set SEC_CONTACT_EMAIL in .env.

  4. Run the command below.

    Documented command
    docker compose up

Expected outcome

The documented Compose setup starts the database, web portal, MCP server and data-collection workers.

Guide limitations

  • FINRA short-data collection requires FINRA API credentials; without them, that scraper skips.
  • FRED economic-data collection requires a FRED API key; without it, that scraper skips.
Documentation 1 ↗
Evidence and transparency

Sources & review

Official repository ↗
Source record details
Source availability
Active
Sources checked
8 October 2026
Original website title
daniel3303/Equibles · Official homepage title · retained in its source language
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