What is quantitative stock analysis?

Quantitative stock analysis uses mathematical models, statistical methods, and machine learning algorithms to evaluate securities. StoQuant combines 149 features including technical indicators, fundamental ratios, sentiment signals, and macro data to generate alpha scores for 14,000+ stocks.

How does the hidden gem screener work?

The hidden gem screener uses the Benjamin Graham intrinsic value formula (V = EPS x (8.5 + 2g)) to identify undervalued small-cap stocks. It filters for P/E under 15, P/B under 1.5, PEG under 1.0, debt-to-equity under 0.5, and flags stocks trading at least 30% below intrinsic value with fewer than 8 analyst coverage.

What machine learning models power the predictions?

StoQuant uses a 3-model stacking ensemble: LightGBM, CatBoost, and XGBoost with a logistic regression meta-learner. Predictions are calibrated with Venn-ABERS conformal prediction. The system uses 149 features spanning technical, fundamental, sentiment, macro, and alternative data signals.

How does portfolio optimization work?

StoQuant integrates ML price forecasts with the Black-Litterman portfolio optimization model. ML predictions serve as investor views (Q vector) with model confidence intervals mapped to uncertainty (omega matrix). This produces optimal portfolio allocations that blend market equilibrium with AI-driven insights.

Is my portfolio data secure?

Yes. StoQuant uses JWT authentication with timing-safe comparisons, rate limiting (300 req/min per IP), secure headers (HSTS, X-Frame-Options, X-Content-Type-Options), and portfolio ownership verification on every request. No sourcemaps are exposed in production.

What data sources does StoQuant use?

StoQuant aggregates data from SEC EDGAR filings, FMP financial data, social media sentiment (Reddit, StockTwits, Twitter), Google Trends, insider trading records, institutional holdings, options flow, and macro economic indicators from FRED. All data is stored as append-only time series.

Does StoQuant work with Claude Desktop or Claude Code?

Yes. StoQuant ships an official Model Context Protocol (MCP) server, stoquant-mcp, available on npm. One command — npx -y stoquant-mcp install — wires Claude Desktop, Claude Code, or any MCP-compatible client into roughly 30 read-only stock-research tools: prices, Q-Score, ML predictions, hidden-gem screener, insider trades, market regime, and macro dashboards. Power-tier subscription required.

What is a free alternative for deep stock research?

StoQuant is a free-tier quantitative research platform for deep single-stock analysis. It scores US stocks daily with a walk-forward-proven Q-Score (0-100), publishes its measured out-of-sample track record, and produces a full evidence-based research memo for any ticker covering valuation, momentum, analyst consensus, insider activity, and machine-learning signals. It is a free alternative to Seeking Alpha, Simply Wall St, and TipRanks for investors who want the underlying proof, not just a rating.

How can I screen for undervalued hidden-gem stocks using alternative data?

StoQuant's hidden-gem screener blends classic value filters — the Benjamin Graham intrinsic value formula, P/E under 15, P/B under 1.5, and a 30% margin of safety — with alternative-data signals most screeners ignore: insider-buying clusters, SEC EDGAR full-text filings, credibility-weighted social sentiment, Google Trends attention, and short interest. This surfaces under-covered small-cap stocks (fewer than 8 analysts) before Wall Street catches on. The screener is free to use.

How do I install StoQuant MCP for Claude Desktop?

Run npx -y stoquant-mcp install. The installer prompts for your StoQuant Power-tier API key and writes the right claude_desktop_config.json for macOS, Windows, or Linux. Restart Claude Desktop and the stoquant_* tools become available.

Do I need a paid plan?

Yes. MCP access requires a StoQuant Power-tier subscription. Generate an API key at https://stoquant.com/account/api-keys.

Is the MCP server safe?

It is read-only by design — no portfolio mutation, no order placement. All requests use HTTPS with the API key in the Authorization header (never logged). Server-side, keys are hashed (SHA-256) at rest, prefix-indexed, and timing-safe-compared.

Can I use the tools from the command line without Claude?

Yes. Every MCP tool is also exposed as a CLI subcommand: npx stoquant-mcp tools to list, npx stoquant-mcp get_qscore ticker=NVDA to call. Output is the raw JSON response, ready for jq or any shell pipeline.

StoQuant MCP for Claude Desktop

The stoquant-mcp Model Context Protocol server gives Claude Desktop, Claude Code, and any other MCP-compatible client direct, read-only access to StoQuant’s quantitative stock-research stack — roughly 30 tools across seven categories.

One-command install

In a terminal, run npx -y stoquant-mcp install. The installer prompts for your StoQuant Power-tier API key, writes the right claude_desktop_config.json for your operating system, and backs up any existing config. Fully quit and relaunch Claude Desktop, then ask Claude to list available tools to confirm the stoquant_* tools are loaded.

Tool catalog

Prices — get_quote, get_quotes_batch, get_extended_quote, get_sparklines, get_benchmarks, get_sector_performers.
Research — get_qscore, get_signals_v2, get_ml_prediction, explain_ml_prediction, get_strategic_edges, get_quant_analytics.
Signals — get_market_regime, get_signal_accuracy, get_accuracy_summary.
Discovery — get_top_conviction, get_hidden_gems, get_multibagger_candidates, get_signal_accuracy_heatmap.
Screener — list_prebuilt_screens, run_screener.
Ownership — get_insider_trades, get_institutional_holders, get_institutional_ratings, get_analyst_estimates.
Macro — get_macro_indicator, get_macro_dashboard, get_macro_calendar, get_macro_themes.

Security model

Read-only by design. HTTPS only. API key in the Authorization header, never logged. Client-side rate limit 200 req/min, 15-second per-request timeout. Server-side, API keys are hashed (SHA-256) at rest and timing-safe-compared on verify. Revoke any key from /account/api-keys.

CLI parity

Every MCP tool is also exposed as a CLI subcommand for shell scripts and CI: npx stoquant-mcp get_qscore ticker=NVDA. Output is the raw JSON response.

Requirements

StoQuant Power-tier subscription. Node.js installed locally (the installer uses npx). Compatible with Claude Desktop, Claude Code, and any other MCP-compatible client.