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 3,500+ 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.

MCP server for stocks: 48 research tools for Claude Desktop

Use StoQuant's MCP server in Claude Desktop, Claude Code, or any MCP-compatible client. Query Q-Scores, insider filings, fundamentals, technical signals, and backtest any screen in natural language.

Bring StoQuant into your Claude workflow

The Model Context Protocol (MCP) lets you extend Claude with custom tools. StoQuant publishes an open-source MCP server with 48 stock-research endpoints: fetch Q-Scores, insider buys, smart-money consensus, SEC filings, technical patterns, earnings calendars, momentum leaders, regime alerts, and more. Ask Claude to "find undervalued tech stocks with positive insider activity" or "backtest a momentum screen from 2024 to now" — the server handles the API calls and data assembly. No paid plan required; free-tier accounts get 100 queries/day.

How it works

Install the MCP server on your machine — Run `npx -y stoquant-mcp install`. The installer configures the server in Claude Desktop settings or your MCP client's config file. One-time setup; no ongoing maintenance.
Authenticate with your StoQuant account — Use your free StoQuant login to authenticate. Each query against the server is counted toward your daily limit (100 free/day). Paid tiers unlock unlimited queries and priority access.
Use tools in Claude naturally — In Claude Desktop or Code, ask for stock analysis by name. Claude calls the MCP server in the background. Example: "Show me the top 5 Q-Score picks in tech with recent insider buys."

Related on StoQuant

Learn what the MCP server can do: Q-Score Methodology (stoquant.com/learn/q-score-methodology) and Walk-Forward Validation (stoquant.com/learn/walk-forward-validation). See sample picks: Today's Top Q-Score (stoquant.com/today/top-q-score).

FAQ

What is the Model Context Protocol (MCP)?

An open standard for connecting Claude (and other LLMs) to custom tools and data sources. MCP servers expose reusable functions that Claude can call in conversation, no API key sharing required.

Do I need to pay to use the StoQuant MCP server?

No. Free StoQuant accounts get 100 tool calls/day. Paid tiers unlock unlimited queries. The server is open-source; you can self-host and run as many queries as your server allows.

What tools does the StoQuant MCP server expose?

51 tools: fetch Q-Score/insider/fundamentals/technical signals, smart-money consensus and credibility, search niches, list breakouts, access SEC filings, query analyst ratings, detect regime changes, backtest screens, and more. Full list on the /mcp page.

How do I install the MCP server?

Run `npx -y stoquant-mcp install` on your terminal. The installer detects your OS and configures the server in Claude Desktop or your custom MCP client config. Restart Claude to activate.