# Equibles

> Equibles is a US stock-market research platform: SEC filings, earnings-call transcripts, institutional and insider holdings, congressional trades, short data, fund holdings, prices and macro indicators — all parsed from primary regulatory sources — plus ALVIS, an AI analyst that reads across every dataset and cites every figure to the source filing. The data is available on the web, through a free MCP server (87 tools), and a REST API.

## What is Equibles?

Equibles structures financial data from authoritative US sources (SEC EDGAR, FINRA, FRED, CFTC, CBOE, and U.S. House/Senate disclosures) into one queryable platform for the US equity market. AI assistants — Claude, ChatGPT, Cursor, or any MCP client — can connect the MCP server to search filings, pull holdings, read earnings calls, and screen the market in real time. Every figure ALVIS reports is cited to the primary filing it came from; it says "I don't know" rather than guess.

## Datasets

- **SEC Filings & Documents**: Full text of 10-K, 10-Q, 8-K, 20-F, 6-K and more, searchable since 2000 by keyword and finance-tuned semantic search. Source: SEC EDGAR.
- **Earnings Calls**: Full quarterly-call transcripts with speaker attribution, plus extracted guidance and investor-relations events.
- **Financials & Funds**: XBRL financial statements, revenue breakdowns, and N-PORT / N-CEN fund holdings. Source: SEC.
- **Institutional Holdings**: 13F positions — who holds what, position size, and change over time. Source: SEC.
- **Insider Trading**: Forms 3, 4 & 144 — officer and director buys, sells, and proposed sales. Source: SEC.
- **Congress Trades**: Stock transactions disclosed by members of the U.S. House and Senate.
- **Short Data**: Daily short volume, bi-monthly short interest, and fails-to-deliver. Source: FINRA / SEC.
- **Prices & Technicals**: Daily OHLCV history with Bollinger Bands, ATR, stochastics and more.
- **Macro & Markets**: FRED economic indicators, CFTC futures positioning, and CBOE VIX / put-call ratios.

## Access methods

- **Web**: Browse any stock, screen the entire US market in plain English, and read filings and calls at https://equibles.com — no account required to browse.
- **ALVIS (AI analyst)**: Ask a research question in plain English; ALVIS plans the work, reads across every dataset, and answers with a citation for every figure. https://equibles.com/alvis
- **MCP server (free)**: Connect any MCP client to the same 87 tools ALVIS uses. Endpoint: https://mcp.equibles.com/mcp
- **REST API**: The same data over HTTP/JSON at https://api.equibles.com/v1 (reference at https://equibles.com/docs).

## MCP tools (87 total — representative examples)

- Screening & search: `ScreenStocks`, `SearchDocuments`, `SearchCompanyDocuments`, `SearchDocumentKeyword`, `ReadDocumentLines`
- Ownership: `GetTopHolders`, `GetOwnershipHistory`, `GetInstitutionPortfolio`, `GetInsiderTransactions`, `GetInsiderSentimentScores`
- Congress: `GetCongressionalTrades`, `GetMemberTrades`, `GetMarketWideCongressionalActivity`
- Earnings & fundamentals: `GetEarningsBrief`, `GetCallInsights`, `GetGuidance`, `GetFinancialStatement`, `GetCompanyKpis`, `GetValuationMultiples`
- Short & derivatives: `GetShortInterest`, `GetShortVolume`, `GetShortSqueezeScores`, `GetFailsToDeliver`, `GetPutCallRatios`, `GetCftcPositioning`
- Funds & macro: `GetFundHoldings`, `GetFundsHoldingStock`, `GetEconomicIndicator`, `GetLatestPrices`
- The full catalogue, with parameters and worked examples, is at https://equibles.com/docs

## Documentation

- [Documentation](https://equibles.com/docs): Setup guides, the full MCP tool reference, the REST API reference, and dataset schemas.
- [Docs index for LLMs](https://equibles.com/docs/llms.txt): The documentation as a plain link index.
- [Full docs for LLMs](https://equibles.com/docs/llms-full.txt): The entire documentation corpus as one Markdown file.
- [MCP connection guides](https://equibles.com/docs/mcp): Connect Claude, ChatGPT, Cursor and other clients.

## Key pages

- [Home](https://equibles.com/): Platform overview.
- [Market Insights](https://equibles.com/insights): Data-driven research articles from Equibles Research — buybacks, institutional flows, single-stock theses; every figure computed from the filings, every company linked to its data pages. RSS feed at https://equibles.com/insights/feed.xml.
- [AI Screener](https://equibles.com/stocks/screener): Screen the entire US market in plain English.
- [ALVIS AI](https://equibles.com/alvis): The AI research analyst.
- [Datasets](https://equibles.com/data): Every dataset and how it is sourced.
- [Pricing](https://equibles.com/pricing): Free and Pro plans.

## Access & limits

- Browsing the web app requires no account.
- The MCP server and REST API authenticate with `eq_`-prefixed API keys (create one at https://equibles.com/dashboard/apikeys).
- Free tier: 100 requests per day, shared across the REST API and the MCP server. Pro raises the daily limit.
- Data is parsed from primary regulatory sources and refreshed continuously.