Equibles
An open-source, self-hosted mini Bloomberg Terminal for AI agents. Scrapes, stores, and serves SEC filings, institutional holdings, insider trading, congressional trades, short data, economic indicators, and daily stock prices — and exposes it all via MCP so your AI assistant can query it directly.
Powers equibles.com.
See docs/ for the user guide and technical documentation.
Prefer not to self-host? The MCP server also runs as a managed service at
https://mcp.equibles.com/mcpwith a free tier (100 requests/day). Per-client setup guides live at daniel3303/stock-market-mcp-server.
What's Included
| Domain | Data Source | Description |
|---|---|---|
| SEC Filings | SEC EDGAR | 10-K, 10-Q, 8-K annual/quarterly/current reports with full-text search |
| Financial Statements | SEC XBRL | Parsed income statement, balance sheet, and cash flow facts per fiscal period |
| Holdings | SEC 13F-HR | Institutional ownership — who owns what, how much, and trend over time |
| Fund Filings | SEC NPORT / N-CEN / Form D | Fund portfolio holdings, registered-fund operations (service providers), and exempt offerings (private placements) |
| Investment Advisers | SEC Form ADV | SEC-registered advisers — assets under management, main office, employee count, fee structure |
| Insider Trading | SEC Form 3/4/144 | Director, officer, and 10% owner transactions, plus proposed (Form 144) sales |
| Congressional Trading | House/Senate disclosures | Stock trades by members of Congress |
| Short Data | SEC / FINRA | Fails-to-deliver (SEC), daily short volume and short interest (FINRA) |
| Economic Indicators | FRED (Federal Reserve) | Interest rates, inflation, employment, GDP, yield spreads, and more |
| Stock Prices | Yahoo Finance | Daily OHLCV prices with technical indicators (SMA, RSI, MACD) |
| Futures Positioning | CFTC | Commitments of Traders (COT) data for 30+ futures contracts |
| Market Indicators | CBOE | VIX volatility index (1990+) and put/call ratios by category |
| Government Contracts | USAspending.gov | Federal contract awards to public companies — amounts, awarding agencies, dates, and NAICS/PSC codes |
| FDA Catalysts | FDA.gov | Advisory-committee (AdComm) meeting calendar — scheduled FDA panel dates, center, and title that act as regulatory catalysts for biotech/pharma stocks |
Quick Start
Docker Compose (recommended)
The fastest way to get everything running. Requires Docker.
git clone https://github.com/daniel3303/Equibles.git
cd Equibles
cp .env.example .env
# Edit .env and set SEC_CONTACT_EMAIL (required by SEC EDGAR fair access policy)
docker compose up
This starts:
| Service | Port | Description |
|---|---|---|
| db | 5432 | ParadeDB (PostgreSQL + pgvector + pg_search) |
| web | 8080 | Web portal for browsing data |
| mcp | 8081 | MCP server for AI assistants |
| worker | — | Scrapers (SEC, FINRA, Congress, FRED, Yahoo, CFTC, CBOE, USAspending, FDA) |
Data scraping starts automatically. SEC filings, holdings, insider trades, and congressional trades will begin populating within minutes.
Configuration
All settings can be configured via a .env file in the project root (recommended for Docker) or environment variables.
FINRA Short Data (free API key required):
The FINRA scraper (short volume and short interest) requires a free API key. Without it, the scraper skips gracefully and all other scrapers run normally. Fails-to-deliver data comes from SEC and works without FINRA credentials.
To get a key:
- Go to the FINRA API Console and sign in (a Google account works)
- Open the API Credentials menu and create a new API Key
- Copy the Client ID and Client Secret
- Set
Finra__ClientIdandFinra__ClientSecretin your.envfile or environment variables
The older
developer.finra.org"Teams & Apps" flow has been retired — use the API Console above.
FRED Economic Data (free API key required):
The FRED scraper requires a free API key from the Federal Reserve Bank of St. Louis. Without it, the scraper skips gracefully and all other scrapers run normally.
To get a key:
- Register at fred.stlouisfed.org/docs/api/api_key.html
- Copy the 32-character API key
- Set
Fred__ApiKeyin your.envfile or environment variables
Ticker Filtering (optional):
By default, all tickers are synced. To limit data syncing to specific stocks, set a single ticker list that applies to all scrapers:
# .env — sync only these tickers (applies to all scrapers)
Worker__TickersToSync__0=AAPL
Worker__TickersToSync__1=MSFT
Worker__TickersToSync__2=GOOGL
When not set, all stocks are synced.
Minimum Sync Date (optional):
By default, all scrapers start from January 2020. Set a more recent date for faster initial sync, or go as far back as 2000-01-01 for more historical data:
# .env — start syncing from 2024 instead of 2020
Worker__MinSyncDate=2024-01-01
Embedding (opt-in):
| Setting | Default | Description |
|---|---|---|
Embedding__Enabled |
false |
Set to true to enable vector embedding generation |
Embedding__Provider |
Ollama |
Ollama (/api/embed) or OpenAI (/v1/embeddings — vLLM, Text-Embeddings-Inference, or OpenAI) |
Embedding__BaseUrl |
— | Embedding endpoint (e.g., http://localhost:11434) |
Embedding__ModelName |
— | Model name (e.g., qwen3-embedding:0.6b) |
Embedding__ApiKey |
— | Bearer token, if the server requires one (e.g. vLLM --api-key) |
Embedding__BatchSize |
10 |
Texts per embedding batch |
Update notifications (optional):
| Setting | Default | Description |
|---|---|---|
CHECK_FOR_UPDATES |
true |
When true, the web portal checks GitHub Releases and shows a banner when a newer version is available. Set to false to disable. |
Authentication (optional):
| Setting | Default | Description |
|---|---|---|
AUTH_USERNAME |
— | Web portal username (auth disabled if empty) |
AUTH_PASSWORD |
— | Web portal password (auth disabled if empty) |
MCP_API_KEY |
— | MCP server API key (auth disabled if empty) |
When set, the web portal requires login and the MCP server requires Authorization: Bearer <key> header. When unset, everything is open access (default).
Updating
The web portal checks GitHub Releases on a schedule and shows a banner when a newer version is available (disable with CHECK_FOR_UPDATES=false). To update to the latest release:
Docker Compose:
git pull
docker compose up -d --build
From source:
git pull
dotnet build Equibles.sln
Database migrations are applied automatically on startup. Review the changelog for notable changes before upgrading.
Web Portal
The web portal at http://localhost:8080 provides a browser-based interface for exploring data:
- Stocks — Browse and search all tracked companies, view price charts with technical indicators (SMA, EMA, RSI, MACD, Bollinger Bands), golden/death-cross and price-streak badges, performance versus SPY, plus per-stock tabs for institutional holdings, short data, SEC filings, financial statements, insider trading, proposed (Form 144) sales, fund holdings (NPORT), fund operations (N-CEN), exempt offerings (Form D), and congressional trades
- Institutions — Browse institutional holders (hedge funds, asset managers), view detailed profiles with portfolio breakdowns, industry allocation, quarterly activity, backtesting, and side-by-side comparisons. Filers are scored on risk-adjusted performance (alpha vs. a benchmark) and a Smart Money Index page aggregates the highest-scoring funds into a consensus signal. Includes a holdings screener with filters (filer count, value, float %, location, AUM/position-count, industry) and CSV export
- Advisers — Browse SEC-registered investment advisers (
/advisers), ranked by assets under management, with per-firm profiles (regulatory AUM, main office, employee count, fee structure) - Insider Trading — Dashboard showing the top insider buys, sells, and biggest transactions over the last 90 days
- Short Activity — Most-shorted leaderboard (
/most-shorted, ranked by FINRA short interest) and largest daily short volume (/short-volume), each with a date selector, server-side sort, and pagination