Stop Copying 10-Ks Into Excel. Ask Claude Instead.

Get instant SEC-sourced answers for 5,000+ companies right in Claude Desktop

One-time 5-minute setup saves 10+ hours per week on investment research. Free 14-day trial, no credit card required.

Who This Is For

  • Retail investors who use Claude Desktop for research
  • Portfolio managers analyzing multiple companies daily
  • Value investors who read 10-Ks and calculate ROIC manually
  • Anyone spending 5+ hours/week on fundamental analysis

Not for you? If you're building an app, check out our Direct API instead. This MCP server is for asking questions, not building applications.

See It In Action

Here's a real investment research session:

Scenario: You're evaluating whether to buy Nvidia at current prices.

❌ Traditional approach (3 hours):

  1. Download last 8 quarterly 10-Qs from SEC EDGAR
  2. Extract revenue, gross margin, R&D spend manually
  3. Calculate trends in Excel
  4. Compare to AMD, Intel
  5. Build DCF model

✅ With MetricDuck MCP (3 minutes):

You:

"What's Nvidia's gross margin trend over the last 8 quarters?"

Claude: Returns data instantly with SEC sources

You:

"Compare to AMD and Intel"

Claude: Creates comparison table in seconds

You:

"Is Nvidia's R&D intensity increasing?"

Claude: Calculates R&D/Revenue ratio over time

You:

"Based on ROIC trends, is this sustainable?"

Claude: Synthesizes ROIC data + investment analysis

Outcome: Investment decision made in 3 minutes vs 3 hours.

What You Can Ask Claude

Investment Research

  • "Is Nvidia overvalued based on P/E vs ROIC trends?"
  • "Which tech stocks have improving gross margins?"
  • "Compare AAPL vs MSFT on ROE, ROIC, and FCF conversion"

Stock Screening

  • "Find software companies with ROIC > 25% and P/E < 30"
  • "Which retail stocks have declining inventory turnover?"

Deep Dives

  • "What's Costco's competitive moat based on 5-year ROIC?"
  • "Analyze Tesla's capital efficiency trends"
  • "Is Microsoft's cloud business margin expanding?"

Portfolio Monitoring

  • "Show me earnings releases from yesterday"
  • "Which of my holdings beat revenue estimates this quarter?"

Get Started in 30 Seconds

Works with Claude Code, Claude Desktop, Cursor, and Windsurf. Free tier included — no credit card required.

Set Up MCP Server →

9 tools, 5,500+ companies, 500 credits/day free. View tool reference

Pricing

Free UI

Browse data, validate quality. See what you're getting before paying. Guest mode: 20 companies/day.

Beta Founder - $25/month (Locked Forever)

For value investors who value their time

  • All 9 MCP tools, unlimited usage
  • 5-pass SEC filing intelligence (44 extraction targets)
  • All 5,000+ companies, 10+ years history
  • Computed metrics (ROIC, margins, TTM, ratios)
  • Peer comparison with 70+ metrics
  • Limited to first 100 users

ROI: 5-min setup saves 10+ hours/week on investment research

Bundle - $39/month

For investors who also build tools

  • Everything in AI Access
  • Direct API for building custom dashboards
  • Priority support (email, 48-hour SLA)
  • 14-day free trial (no credit card)

Use MCP for research, API for automation.

Beta Founder Pricing

First 100 users: $25/month forever (lifetime price lock)

Why MetricDuck?

  • Instant answers - Ask Claude, get SEC data in seconds (not hours)
  • No manual work - Never copy 10-K tables into Excel again
  • Comparable data - Cross-company analysis that "just works"
  • Computed metrics - ROIC, TTM, margins calculated for you
  • Time ROI - 5-min setup saves 10+ hours/week forever
  • Risk-free trial - 14 days free, cancel anytime

Built for investors who value their time more than $25/month.

Set Up MCP Server →

Free tier, no credit card required. 500 credits/day.