Fintech Research

MCP Tools

100% free, self-hosted equity research toolkit for Claude Code with native Hong Kong stock support. Provides 24 analysis skills across 4 command families (/probe, /dive, /track, /landscape) backed by a local MCP server connecting to yfinance, HKEX, FRED, NewsAPI, and RSS — all free, zero subscription required. Supports .HK tickers, AH spread analysis, and HKEX regulatory filings.

Install

openclaw skills install fintech-research

Fintech Research Toolkit

Transform Claude Code into a professional equity research agent with native Hong Kong stock support — all 100% free and self-hosted.

What This Skill Provides

4 Command Families

Command	Purpose	Trigger Keywords
`/probe`	Thematic discovery, supply-chain scanning, alt-plays	"screen", "find ideas", "theme", "discover"
`/dive`	Single-company deep analysis	"analyze", "deep dive", "business model", "forensics"
`/track`	Position tracking, thesis validation, event radar	"monitor", "watchlist", "track", "thesis check"
`/landscape`	Macro research across CN-HK-US	"macro", "yield curve", "trade flows", "rates"

24 Analysis Skills

9 Anthropic official skills (Apache 2.0): initiating-coverage, earnings-preview, earnings-analysis, model-update, morning-note, catalyst-calendar, thesis-tracker, idea-generation, sector-overview
14 Community skills: themes, supply-chain, alt-plays, business-model, financial-forensics, earnings-scorecard, reporting-quality, management, watchlist, thesis-check, event-radar, yield-curve, trade-flows, labor-market

Free Data MCP Server

A local MCP server (mcp-server/server.py) providing 10 tools:

Tool	Data Source	Free Basis
`get_ticker_info`	yfinance	Open source
`get_price_history`	yfinance	Open source
`batch_ticker_info`	yfinance	Open source
`get_ah_spread`	yfinance	Open source
`get_hkex_disclosures`	HKEX News	Public access
`get_sec_filings`	SEC EDGAR	Official free API
`get_macro_data`	FRED	Official free API
`get_news_signals`	NewsAPI + RSS	Free tier
`fiscal_calendar`	Local JSON	Self-maintained
`run_sql`	SQLite cache	Local

HK Equity Support

65 pre-configured .HK tickers covering Hang Seng Top 50 + tech leaders
Tencent (0700.HK), Alibaba (9988.HK), Meituan (3690.HK), Xiaomi (1810.HK), BYD (1211.HK), Kuaishou (1024.HK), Li Auto (2015.HK), and more
AH spread analysis (A-share vs H-share premium/discount)
HKEX regulatory announcements scraping
Stock Connect flow context

Setup

# 1. Clone and install dependencies
git clone https://github.com/fredtai/Fintech-research.git
cd Fintech-research
pip install -r requirements.txt

# 2. Start Claude Code
claude

# 3. Verify MCP server is connected
/mcp

# 4. Start researching
/probe AI infrastructure in HK
/dive 0700.HK
/track 0700.HK
/landscape CN-HK-US rates

Optional API Keys

The toolkit works without any API keys for all core features. Optional keys for enhanced data:

FRED_API_KEY — Get a free key at fred.stlouisfed.org for macro data
NEWS_API_KEY — Get a free key at newsapi.org for news signals (100 req/day)

Customization

.claude/mode.md — new or experienced
.claude/style.md — Control depth (quick/balanced/deep), tone (professional/conversational), coverage (global/hk-only/us-only)

License

Apache 2.0 — Community skills and scaffolding. Anthropic skills bundle is also Apache 2.0 (vendored from anthropics/financial-services).