Shibui Finance
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Ask questions about 5,200+ US stocks in plain English. 64 years of prices, financials, technicals, and backtests.
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stock_data_query
Stock prices, earnings, revenue, P/E, dividends, filings, screener, comparisons Run a SQL query against 64 years of US stock market data. REQUIRES calling get_database_schema then get_query_patterns first (in that order). This tool has no schema or query patterns built in. Call get_database_schema once, then get_query_patterns once, then use this tool. Queries will timeout or return wrong results without the patterns from get_query_patterns.
get_database_schema
REQUIRED for US stock/financial queries, authoritative source, call FIRST Use this tool when the user asks about stock prices, revenue, earnings, earnings surprises (EPS estimates vs actuals), margins, P/E ratios, valuations, dividends, balance sheets, cash flow, technical indicators (RSI, MACD, SMA), stock screening, company comparisons, sector analysis, SEC filings, insider trading filings, or any analysis of US-exchange-listed companies. Covers 9,500+ NYSE and NASDAQ companies with 64 ye…
get_query_patterns
REQUIRED before stock_data_query, 22 SQL patterns prevent timeouts/wrong results Must be called once per session immediately after get_database_schema. Contains query patterns for time-series selection, return calculations, screening joins, window functions, backtesting, and performance optimization. Time-series queries will timeout or return wrong results without these patterns. After this tool returns, call stock_data_query to execute SQL.
load_fundamental_workflow
Load fundamental workflow for valuation, cash flow, margins, balance sheet. REQUIRES get_database_schema then get_query_patterns to be called first (in that order). Call BEFORE writing SQL when the user asks about company valuation, "is X a good buy", financial health, debt levels, profitability ratios, revenue trends, earnings quality, or any deep-dive company analysis. Can be combined with other workflow tools.
load_technical_workflow
Load technical workflow for RSI, MACD, SMA, Bollinger Bands, entry/exit. REQUIRES get_database_schema then get_query_patterns to be called first (in that order). Call BEFORE writing SQL when the user asks about RSI, MACD, moving averages, Bollinger Bands, support/resistance, overbought/oversold, momentum, trend, chart patterns, golden cross, entry/exit signals, or "is X oversold/overbought". Can be combined with other workflow tools.
load_screening_workflow
Load screening workflow to find, filter, scan, rank stocks, top N by.... REQUIRES get_database_schema then get_query_patterns to be called first (in that order). Call BEFORE writing SQL when the user asks to find, screen, scan, rank, or filter stocks — "find stocks that...", "top 10 by...", "best dividend stocks", value/growth screens, sector ranking, or any multi-factor selection. Can be combined with other workflow tools.
load_comparison_workflow
Load comparison workflow for X vs Y, peer analysis, relative valuation. REQUIRES get_database_schema then get_query_patterns to be called first (in that order). Call BEFORE writing SQL when the user asks to compare companies, "X vs Y", "how does X compare to Y", peer benchmarking, sector peers, side-by-side metrics, or relative valuation. Can be combined with other workflow tools.
load_earnings_workflow
Load earnings workflow for EPS surprises, beat/miss, estimates, revenue. REQUIRES get_database_schema then get_query_patterns to be called first (in that order). Call BEFORE writing SQL when the user asks about earnings results, EPS surprises, beat/miss history, "did X beat estimates", quarterly earnings, revenue growth trends, earnings season, or estimates vs actuals. Can be combined with other workflow tools.
load_backtesting_workflow
Load backtesting workflow for signal testing, forward returns, win rates. REQUIRES get_database_schema then get_query_patterns to be called first (in that order). Call BEFORE writing SQL when the user asks to backtest, test a strategy, check "what happens after X", compare forward returns, measure win rates, "is it better to buy when X vs Y", evaluate trading signals historically, or compute any hypothetical return over past data. Contains hard rules for survivorship bias, outlier handling, s…
load_filing_workflow
Load filing workflow for SEC/EDGAR metadata, 8-K events, 10-K/10-Q reports. REQUIRES get_database_schema then get_query_patterns to be called first (in that order). Call BEFORE writing SQL whenever the user asks about filing dates, filing activity, "who filed", "filed a form", filing frequency, SEC filings, EDGAR, 8-K events, 10-K/10-Q reports, proxy statements, or any query involving the sec_filings table (metadata - when/what type, not transaction detail). For insider transaction detail (sh…
load_insider_workflow
Load insider workflow for Form 3/4/5, insider buy/sell, cluster buy, 13D/G. REQUIRES get_database_schema then get_query_patterns to be called first (in that order). Call BEFORE writing SQL when the user asks about insider transactions, insider buying/selling, Form 3 initial holdings, Form 4/5 transactions, cluster buying, executive purchases, officer sales, 10b5-1 plans, activist stakes, 13D/G filings, beneficial ownership, "who is buying/selling", or "track this insider across companies". Ca…
export_to_excel
Export query results to a branded Shibui Finance Excel spreadsheet. Runs the same SQL query as stock_data_query but returns a downloadable Excel file instead of raw data. The spreadsheet includes branded headers, smart number formatting, and auto-fitted columns.
Shibui Finance - The financial grounding layer for Claude.
Shibui Finance is a free MCP server that connects Claude and ChatGPT to 64 years of US stock market data. You ask questions in plain English and get real, verifiable numbers back instead of hallucinated guesses. The database covers 9,900+ NYSE and NASDAQ companies with 31 million daily price records (1962 to present), quarterly and annual financial statements, 56 pre-calculated technical indicators, daily valuations including market cap and P/E ratios, and 6.4 million SEC filing records from EDGAR. Unlike traditional screeners that filter on current values only, Shibui lets you screen across time: check that a metric held every quarter for five years, detect acceleration in revenue growth, or study what happened to stock prices after specific events. Setup takes under two minutes, works on free and paid plans, and requires no API keys, no code, and no subscription.
New here? Start with thesetup and screening guides.
Connect Claude to stock market data in under 2 minutes.
Results may look different depending on your Claude settings - Claude can present output inline as text, as a markdown table, or as an interactive artifact. All formats contain the same data.
Real queries, real results - tested live against 64 years of US market data. Connect and run these yourself in minutes.
"Show me US stocks with a P/E under 12, return on equity above 20%, and a market cap over $5 billion. Sort by ROE."
A ranked table of large, profitable companies trading at bargain multiples - the classic value investor's starting point.
10 stocks - P/E < 12, ROE > 20%, mkt cap > $5B (sorted by ROE): Symbol Name P/E ROE Mkt Cap ──────────── ──────────────────────── ───── ────── ──────── BYD.NYSE Boyd Gaming 3.7 86.6% $6.7B BAH.NYSE Booz Allen Hamilton 11.8 75.1% $9.8B KSPI.NASDAQ Kaspi.kz 6.4 59.6% $14.8B VIRT.NYSE Virtu Financial 7.5 52.7% $8.2B PINS.NYSE Pinterest 6.5 51.5% $12.6B LNG.NYSE Cheniere Energy 11.9 49.4% $46.8B PGR.NYSE Progressive Corp 10.7 40.5% $120.4B ALL.NYSE Allstate 5.5 39.5% $54.3B PDD.NASDAQ PDD Holdings 10.5 30.5% $148.5B CHTR.NASDAQ Charter Communications 6.5 28.7% $30.7B
"Find large-cap stocks down more than 20% from their 52-week high, but still with a P/E between 5 and 20, ROE above 15%, and profit margins above 10%. Sort by biggest drawdown."
Quality companies on sale - the "blood in the streets" screen that contrarian investors dream about.
9 large-caps down >20% from 52-week highs - fundamentals still intact: Symbol Name Off High P/E ROE Margin ──────────── ──────────────── ───────── ───── ────── ────── PINS.NYSE Pinterest -55.5% 6.5 51.5% 49.0% GDDY.NYSE GoDaddy -53.2% 15.3 37.0% 17.0% INFY.NYSE Infosys -51.2% 19.0 32.7% 16.2% LULU.NASDAQ Lululemon -49.7% 12.0 41.0% 15.7% NVO.NYSE Novo Nordisk -49.4% 13.3 60.7% 33.1% PYPL.NASDAQ PayPal -47.6% 7.5 25.7% 15.8% ADBE.NASDAQ Adobe -42.9% 15.8 55.4% 30.0% ACN.NYSE Accenture -41.3% 18.3 25.0% 10.8% GIS.NYSE General Mills -33.7% 9.8 27.2% 13.5%
"Show me Apple's quarterly revenue and net income over the last 3 years. Include quarter-over-quarter growth rates."
A time-series table with growth rates - instant earnings call prep, no terminal needed.
Apple (AAPL) - quarterly revenue & net income, last 3 years: Quarter Revenue Net Income Rev QoQ NI QoQ ───────── ───────── ────────── ──────── ────── 2025-12 $143.8B $42.1B +40.3% +53.3% 2025-09 $102.5B $27.5B +9.0% +17.2% 2025-06 $94.0B $23.4B -1.4% -5.4% 2025-03 $95.4B $24.8B -23.3% -31.8% 2024-12 $124.3B $36.3B +30.9% +146.5% 2024-09 $94.9B $14.7B +10.7% -31.3% 2024-06 $85.8B $21.5B -5.5% -9.3% 2024-03 $90.8B $23.6B -24.1% -30.3% 2023-12 $119.6B $33.9B +33.6% +47.7% 2023-09 $89.5B $23.0B +9.4% +15.5% 2023-06 $81.8B $19.9B -13.7% -17.7%
"Which large-cap stocks have an RSI below 30 right now? Show me the sector, RSI, how far they are from their 200-day moving average, and trend strength (ADX). Sort by market cap."
Big, well-known companies in oversold territory - the kind of list contrarians and swing traders build watchlists from.
10 large-caps (mkt cap >$10B) with RSI < 30 right now: Symbol Name Mkt Cap RSI vs SMA200 ADX ───────────── ────────────────── ───────── ──── ───────── ──── TMO.NYSE Thermo Fisher $189.7B 28.3 +1.0% 42.7 CRM.NYSE Salesforce $178.8B 28.4 -25.8% 43.6 BX.NYSE Blackstone $161.6B 27.0 -21.7% 37.8 ACN.NYSE Accenture $139.1B 29.1 -19.6% 42.6 BKNG.NASDAQ Booking Holdings $134.2B 28.8 -22.9% 39.3 BSX.NYSE Boston Scientific $113.1B 28.4 -24.7% 36.3 PANW.NASDAQ Palo Alto Networks $113.1B 27.7 -22.8% 33.3 ADBE.NASDAQ Adobe $110.5B 29.1 -26.0% 47.9 INTU.NASDAQ Intuit $105.9B 20.9 -43.0% 61.8 ADP.NASDAQ ADP $85.8B 25.2 -24.1% 43.3
"Find profitable stocks where insiders own more than 10% of shares, short interest is under 5%, and Wall Street's target price is at least 15% above the current price. Sort by analyst upside."
Stocks where management has skin in the game, shorts aren't betting against them, and analysts see significant upside - a multi-signal conviction screen.
10 stocks - insider conviction + low short interest + analyst upside: Symbol Name Insider% P/E Upside ───────────── ──────────────── ──────── ──── ────── MORN.NASDAQ Morningstar 45.2% 17.7 76.0% PAYC.NYSE Paycom Software 11.9% 15.5 71.9% HLNE.NASDAQ Hamilton Lane 10.6% 20.1 66.1% FUTU.NASDAQ Futu Holdings 15.9% 17.1 49.3% PEGA.NASDAQ Pegasystems 46.2% 17.8 47.3% KSPI.NASDAQ Kaspi.kz 59.1% 6.4 46.7% BIRK.NYSE Birkenstock 14.2% 16.5 43.2% APO.NYSE Apollo Global 26.9% 18.3 34.6% CHKP.NASDAQ Check Point 23.2% 17.2 28.7% SMCI.NASDAQ Super Micro 16.4% 22.3 27.4%
"Show me the biggest positive earnings surprises in the last 6 months among companies with a market cap over $5 billion. Include EPS estimate, actual, and surprise percentage."
Well-known companies that massively beat Wall Street expectations - fuel for momentum and post-earnings drift strategies.
11 large-cap earnings surprises (mkt cap >$5B), last 6 months: Symbol Name Surprise% EPS Est EPS Act ───────────── ────────────────── ───────── ─────── ─────── ERIC.NASDAQ Ericsson +198.5% 0.12 0.36 LUMN.NYSE Lumen Technologies +187.5% -0.26 0.23 U.NYSE Unity Software +187.0% -0.23 0.20 VNOM.NASDAQ Viper Energy +181.1% 0.37 1.04 M.NYSE Macy's +169.2% -0.13 0.09 VAL.NYSE Valaris +167.7% 0.99 2.65 AFRM.NASDAQ Affirm Holdings +167.2% 0.27 0.72 EQR.NYSE Equity Residential +163.2% 0.38 1.00 MGM.NYSE MGM Resorts +160.4% 0.61 1.60 RBRK.NYSE Rubrik +158.8% -0.17 0.10 GFL.NYSE GFL Environmental +154.4% 0.14 0.36
"Compare Microsoft, Apple, Google, Amazon, and Meta on P/E ratio, profit margin, ROE, and revenue growth. Who's the best value right now?"
A side-by-side table of the Mag 5 with a reasoned take on relative value - the kind of analysis people pay for on Seeking Alpha.
Big Tech head-to-head - P/E, margins, ROE, revenue growth (Feb 2026): Symbol Name Mkt Cap P/E Margin ROE Rev Growth ─────── ────────── ────────── ───── ────── ────── ────────── GOOGL Alphabet $3,810B 29.2 32.8% 35.7% +18.0% AAPL Apple $3,759B 32.4 27.0% 152.0% +15.7% MSFT Microsoft $3,005B 25.3 39.0% 34.4% +16.7% AMZN Amazon $2,134B 27.7 10.8% 22.3% +13.6% META Meta $1,673B 28.2 30.1% 30.2% +23.8% MSFT has the lowest P/E at 25.3 and highest profit margins at 39%. AAPL leads on ROE (152%) driven by aggressive buybacks. META leads on revenue growth at +23.8% YoY.
"How does NVIDIA compare to the average Information Technology company on P/E, profit margin, and return on equity?"
NVIDIA's metrics alongside sector averages - instantly shows whether a stock is expensive or cheap relative to 712 peers.
NVIDIA vs 712 Information Technology peers: Metric NVDA IT Sector Avg Delta ────────────────── ──────── ───────────── ────────── P/E Ratio 46.7 38.9 +7.8 Profit Margin % 53.0% 45.6% +7.4pp ROE % 107.4% 19.0% +88.4pp NVIDIA trades at a premium on P/E but earns it - 5.7x the sector average ROE and 7pp higher profit margins.
"Over the last 5 years, what happened when large-cap stocks had an RSI below 30? What was the average return 30 days later?"
A statistical backtest across 15,000+ data points - the kind of hard evidence most investors never bother to check.
RSI < 30 backtest - large-caps (mkt cap >$10B), last 5 years: Metric Result ────────────────────── ────────── Total signals 15,329 Win rate 57.6% Avg 30-day return +1.75% Median 30-day return +1.78% Avg winning trade +9.96% Avg losing trade -9.40% Best return +541.0% Worst return -85.1% 57.6% win rate across 15,329 signals - measured, not adjusted for survivorship or delisting. Directional evidence, not a trade signal.
"Which large-cap stocks have gained the most in the last 30 days? Show the return, RSI, trend strength (ADX), and revenue growth."
The hottest large-cap movers with momentum and fundamental context - the daily scan active investors come back for.
Top large-cap (>$20B) gainers - last 30 days with momentum context: Symbol Name 1M Return RSI ADX Rev Growth ────────────── ─────────────── ───────── ──── ──── ────────── LITE.NASDAQ Lumentum +87.1% 79.9 39.2 +65.5% GLW.NYSE Corning +50.7% 75.2 45.6 +20.4% TER.NASDAQ Teradyne +45.0% 72.4 61.5 +43.9% XPO.NYSE XPO Logistics +43.8% 74.0 38.2 +4.6% SNDK.NASDAQ SanDisk +43.4% 65.6 48.1 +61.2% VRT.NYSE Vertiv Holdings +39.1% 71.7 36.0 +22.7% CIEN.NYSE Ciena +38.9% 75.8 19.8 +20.3% MT.NYSE ArcelorMittal +33.5% 70.0 50.8 +1.7% UI.NYSE Ubiquiti Networks +33.3% 73.6 36.4 +35.8% DE.NYSE Deere & Co +30.2% 81.5 57.6 +12.6% FDX.NYSE FedEx +29.1% 86.3 53.6 +13.9%
"If I bought QQQ after 5 consecutive red days, how would that have performed over the last 20 years compared to buying on any random day?"
Bucketed forward-return analysis - a real quant technique applied to a question every investor has asked but few have tested with data.
QQQ 5-consecutive-red-day study, 2006-2026: Drop Severity Signals Win Rate Avg 1Y vs Random Day ──────────────── ─────── ──────── ──────── ───────────── Shallow (0-2%) 5 75.0% +3.7% -13.3 pp Mild (2-4%) 17 100.0% +20.3% +3.2 pp Moderate (4-6%) 9 100.0% +19.7% +2.6 pp Deep (6-10%) 7 57.1% +20.2% +3.1 pp Severe (>10%) 4 100.0% +41.4% +24.4 pp Random-day baseline: +17.1% avg, 84.9% win rate (4,789 days). 42 signals total. Not adjusted for survivorship or delisting.
"Build a complete table of every NASDAQ-100 drawdown since 2000. For each episode show the peak and trough dates, how deep it fell, how long the decline lasted, and how long recovery took."
A complete drawdown catalog built from raw daily prices - the kind of market-structure reference that normally requires a data terminal subscription.Full reference table with all 19 episodes.
QQQ major drawdowns (>10% from peak), 2000-2026: Peak Trough Depth Intraday Decline Recovery ────────── ────────── ────── ──────── ─────── ──────── 2000-03-27 2002-10-09 -83.0% -83.2% 926 d 5,081 d 2018-08-29 2018-12-24 -23.2% -23.2% 117 d 114 d 2020-02-19 2020-03-16 -28.6% -30.4% 26 d 81 d 2021-11-19 2022-12-28 -35.6% -37.1% 404 d 352 d 2024-07-10 2024-08-07 -13.6% -15.8% 28 d 91 d 2025-02-19 2025-04-08 -22.9% -25.4% 48 d 77 d 2025-10-29 2026-03-30 -12.2% -12.6% 152 d 16 d 2026-06-02 2026-07-29 -11.3% -11.4% 57 d - 8 of 19 total episodes shown. Built from raw daily OHLCV. Depth = peak-to-trough on closing prices. Durations in calendar days. Recovery = days to new all-time high.
"Fact-check: does Apple stock tend to pull back in the 10 days before earnings and then drop after the announcement? Show each quarter's pre- and post-earnings moves."
Hypothesis testing with actual price data - testing a common market belief against 12 quarters of evidence instead of relying on intuition.
AAPL earnings pattern, last 12 quarters: Report Date Surprise Pre-10d Day After 5d After Month After ─────────── ──────── ──────── ───────── ──────── ─────────── 2026-07-30 +1.6% +1.5% -8.7% -7.6% - 2026-04-30 +3.6% +2.6% +3.7% +6.4% +13.4% 2026-01-29 +6.4% -1.4% +1.2% +7.6% +3.2% 2025-10-30 +4.5% +9.0% +0.2% +0.0% +5.0% 2025-07-31 +9.8% -0.5% -3.2% +5.3% +11.0% 2025-05-01 +1.9% +9.4% -3.4% -7.1% -5.1% 2025-01-30 +2.6% +0.6% -1.4% -2.6% -0.6% 2024-10-31 +2.1% -0.9% -3.1% -1.1% +4.1% 2024-08-01 +4.5% -0.9% -1.0% -3.9% +3.1% 2024-05-02 +2.0% +1.4% +8.3% +9.0% +14.6% 2024-02-01 +3.3% -2.2% +0.8% +2.1% -5.0% 2023-11-02 +5.0% -0.8% +1.5% +4.9% +8.9% Day-after drop in 6 of 12 quarters (avg -0.4%). Pre-earnings drift is split 6/6 up vs down. No reliable pattern found.
"Which large companies disclosed an executive or board change with the SEC in the last 45 days?"
A live feed of C-suite and boardroom changes at big companies - pulled straight from 8-K filings, each linking to the source document on EDGAR.
8-K filings reporting an executive/board change (item 5.02) - last 45 days, mkt cap >$20B: Symbol Name Mkt Cap Filed ──────────── ──────────── ─────── ────────── NVDA.NASDAQ NVIDIA $5,131B 2026-05-08 AAPL.NASDAQ Apple $4,581B 2026-04-20 MSFT.NASDAQ Microsoft $3,343B 2026-05-14 ORCL.NYSE Oracle $649B 2026-05-12 XOM.NYSE Exxon Mobil $605B 2026-05-04 INTC.NASDAQ Intel $573B 2026-04-24 MA.NYSE Mastercard $437B 2026-05-07 CVX.NYSE Chevron $364B 2026-05-29 C.NYSE Citigroup $220B 2026-05-21 VZ.NYSE Verizon $202B 2026-05-28 Each row links to the filing on sec.gov. 8-Ks are filed by the company itself.
"What has Apple filed with the SEC over the last two years? Break it down by form type."
A company's filing fingerprint at a glance - what's been disclosed and when, with a link to every document on EDGAR.
Apple (AAPL) - SEC filings by type, last 2 years: Form What it is Count Most recent ──────── ─────────────────────── ───── ─────────── 4 Insider transaction 82 2026-05-12 144 Proposed insider sale 30 2026-05-27 8-K Material event 20 2026-04-30 10-Q Quarterly report 6 2026-05-01 3 New insider 4 2026-03-06 DEF 14A Proxy statement 2 2026-01-08 10-K Annual report 2 2025-10-31 Metadata only - dates, form types, and links to EDGAR, not the filing contents.
Shibui Finance is a Claude integration. Add it as a connector - no config files, no CLI commands.
Works with all plans - Free, Pro, Max, Team, Enterprise
ClickCustomizein the sidebar, thenConnectors. Hit the+button and selectAdd custom connector.
Shibui Finance appears in your connectors list and is available in every new conversation.
None of this works if the numbers are wrong. These are real workflows running against a verified database - the kind of analysis that falls apart the moment Claude starts guessing.
"Score 70 stocks against a custom 7-factor model with compliance screening and allocate across equal-weight positions."
One prompt. 10 CTEs, 12 JOINs. Returns scored and ranked results.
"Run a 5-year rolling backtest of my screening strategy, comparing filtered stocks against the broad universe."
Annual performance comparison with 36 window functions. The kind of test most investors never run.
"Rank the US universe by composite Quality (40%) + Momentum (35%) + GARP (25%) score. Return the top 30."
Factor weights, universe filtering, and composite ranking across 9,900 stocks. One sentence.
"Screen the full US market for AAOIFI-compliant stocks. Debt-to-market-cap under 30%, non-permissible income under 5%, and interest-bearing securities under 30%. Exclude financials and alcohol."
Custom thresholds, full-universe scan, quarterly filing data. What Zoya does with a subscription,one prompt does herefor free.
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