I built an equity research workflow using MCP servers on Mac
u/Conscious-Track5313 ·
Reddit — r/algotrading
· May 05, 2026 at 04:32
· ⬆ 16 pts
· 💬 10 comments
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AI Summary
Summary
The author built an AI-powered equity research workflow on Mac using MCP servers (Yahoo Finance, EODHD, SEC EDGAR) to automate data collection, charting, and filing queries.
The key innovation is a knowledge base that automatically distills past research into markdown files, enabling context reuse for future analysis of the same company.
Quality assessment: This is not a trade thesis or deep-dive DD; it’s a tooling/process post. For actionable trade ideas, it is noise.
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Comments10
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I connected Yahoo Finance MCP + EODHD MCP (77 tools, OAuth) to a native Mac app I'm building. The model pulls earnings data, renders interactive tradingview + other popular forms of charts, builds sortable tables — all in one conversation.
Added SEC EDGAR as a built-in tool so it can query 10-K/10-Q filings directly. Combined with web search and yahoo-finance-mcp it handles most of what I used to do across 6 browser tabs by running multi-step agentic loop.
The part I'm most excited about: a Knowledge Base that auto-distills key findings from each conversation into an Obsidian style folder with .md files. So when I come back to research the same company later, the model already has context from my previous work.
Full walkthrough with screenshots: [https://elvean.app/blog/ai-equity-research-mac/](https://elvean.app/blog/ai-equity-research-mac/)
MCP servers used:
\- yahoo-finance-mcp (local, STDIO)
\- EODHD (remote, OAuth)
\- Financial Datasets (remote, OAuth)