methodiq-screener-mcp

MCP server for investment screening by methodology. Screen and score stocks using proven investment strategies: Benjamin Graham Value, Warren Buffett Quality, CAN SLIM Growth, Dividend Income, Momentum, and Deep Value Net-Net.

Tools

screen_by_methodology

Get the complete screening criteria for any methodology with thresholds, rationale, and implementation instructions for your broker/screener.

score_stock

Score a specific stock against a methodology. Provide financial metrics and get pass/fail on each criterion with an overall fit score.

compare_methodologies

Compare 2-4 methodologies side-by-side: philosophy, criteria, market conditions, historical performance, and which suits your risk profile.

portfolio_methodology_fit

Determine which methodology best describes your current portfolio's characteristics and find style-consistent additions.

Supported Methodologies

| Methodology | Founder | Key Metric | Time Horizon | |-------------|---------|------------|--------------| | Graham Value | Benjamin Graham | P/E < 15, P/B < 1.5, Graham Number | 1-5 years | | Buffett Quality | Warren Buffett | ROE > 15%, ROIC > 12%, Moat | 10+ years | | CAN SLIM | William O'Neil | EPS Growth > 25%, RS > 80 | Weeks-months | | Dividend Income | Dividend Aristocrats | Yield 2-6%, Growth > 7%, Payout < 60% | 10-30 years | | Momentum | Jegadeesh/AQR | 12M Return top decile, > 200 DMA | 1-12 months | | Deep Value Net-Net | Graham/Schloss | Price < 2/3 NCAV | 6-18 months |

Installation

npx methodiq-screener-mcp

Configuration

Claude Desktop

{
  "mcpServers": {
    "methodiq-screener": {
      "command": "npx",
      "args": ["-y", "methodiq-screener-mcp"]
    }
  }
}

Example Usage

Get Graham Value criteria:

Screen by graham-value methodology, large-cap only

Score a stock:

Score AAPL against buffett-quality: PE 28, ROE 147%, ROIC 56%, D/E 1.5, net margin 25%, revenue growth 8%

Compare strategies:

Compare graham-value vs buffett-quality vs dividend-income for a moderate investor

Analyze portfolio:

What methodology fits my portfolio: AAPL, MSFT, JNJ, PG, KO, BRK.B, V, UNH, HD, COST

License

MIT