• DATA
  • FILTERS
  • RATIOS
  • HUMAN

How to analyze company fundamentals with your AI

Connect EOD Historical Data to your AI client to automate financial data collection. Your agent handles the heavy lifting of gathering raw numbers for your analysis.

Ask AI about this page

Short answer

How can I use AI to analyze company fundamentals?

Your AI uses this MCP to pull specific financial statements and ratios for any ticker. You get structured data for balance sheets and income statements to feed into your models. This setup gives you the raw numbers needed for deep dives.

The results of your research

Where your data lands

The AI pulls specific data points that you can use for modeling or screening.

DATA

Financial statements

The AI pulls balance sheets and income statements. You get the exact line items needed for valuation.

FILTERS

Custom stock screens

Your agent finds companies that meet your specific financial health requirements.

RATIOS

Health metrics

The AI gathers the ratios you need to judge liquidity and profitability.

HUMAN

Investment decisions

The AI provides the data, but you make the final call. It handles the math so you can focus on strategy.

The workflow

What your AI does when the data arrives.

The AI moves from broad market searches to specific line items without manual downloads.

  1. Find candidates

    Your agent scans the market for companies that fit your specific financial parameters.

    get_screener

  2. Pull specific data

    Once you pick a company, the AI grabs its individual financial statements.

    get_fundamentals

  3. Batch processing

    If you are comparing a whole sector, the AI pulls fundamentals for multiple tickers at once.

    get_bulk_fundamentals

  4. Synthesize findings

    The AI organizes the retrieved numbers into a readable format for your review.

    get_fundamentals

Try it

Copy these to start.

Use these prompts to trigger the data collection immediately.

Starting points

Swap the bracketed text with the specific tickers or metrics you want to investigate.

EOD Historical Data Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_kxZOkJSubmeQTY3mdS7xP2zjxfArLnIldXnE6cCC/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — EOD Historical Data capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "eod-historical-data-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_kxZOkJSubmeQTY3mdS7xP2zjxfArLnIldXnE6cCC/mcp"
    }
  }
}
Copy into chat04

  • Find all companies with a debt-to-equity ratio below 0.5 using the screener.

  • Get the latest income statement and balance sheet for AAPL.

  • Pull the fundamentals for MSFT, GOOGL, and AMZN to compare their margins.

  • Analyze the liquidity of TSLA by looking at its current ratio and cash position.

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect EOD Historical Data once, then ask.

One click connects the data to your client. Your credentials stay encrypted and secure on our side.

Connect EOD Historical Data to your AI

FAQ

How this task behaves

  • 01

    Can the AI execute trades based on these fundamentals?

    No. This MCP only provides data for analysis. It cannot place orders or interact with your brokerage.

  • 02

    Does the AI update my existing spreadsheets?

    No. The AI pulls data into your chat interface. You must manually move that data into your own files.

  • 03

    Can I screen for companies using custom formulas?

    Yes, you can use the screener tool to find companies that meet specific financial criteria.

  • 04

    Can the AI download PDF annual reports?

    No. The tools are limited to providing structured financial data like balance sheets and income statements.

  • 05

    Can I get data for multiple companies at once?

    Yes, you can use the bulk fundamentals tool to pull data for a list of tickers in one go.

  • More questions about EOD Historical Data? The Connector page answers them. See everything the EOD Historical Data Connector can do

Connect EOD Historical Data to Claude, Cursor, ChatGPT & more