MCP For Claude Marketplace
Quality Factor Strategy

Quality Factor Strategy MCP Connector for Claude

A+

A quantitative tool to identify high-quality stocks using fundamental metrics.

3 tools Official Updated Oct 1, 2026 Official Vinkius Partner
More Details Connect to Claude

This MCP server provides deterministic quantitative tools to capture the quality premium. It allows AI agents to compute composite quality scores using pillars like ROE, Debt-to-Equity, earnings stability, and dividend yield. Users can execute calculate_quality_scores to rank a universe of stocks, generate_trading_signals to determine long and short positions, and analyze_strategy_performance to evaluate risk metrics like quality beta and maximum drawdown.

financequantitativestocksfundamental-analysistrading-signals

3 tools expose this connector's capabilities to your AI agent.

calculate_quality_scores

Computes the composite quality score for a set of stocks based on provided fundamental data

analyze_strategy_performance

Evaluates the historical effectiveness of the quality factor and its risk characteristics

generate_trading_signals

Determines the buy, sell, and hold actions for the portfolio based on quality rankings

See how to talk to your AI agent using Quality Factor Strategy.

Calculate the quality scores for these stocks: [{'ticker': 'AAPL', 'roe': 0.25, 'debtToEquity': 1.5, 'earningsStability': 0.9, 'dividendYield': 0.01}, {'ticker': 'TSLA', 'roe': 0.15, 'debtToEquity': 0.5, 'earningsStability': 0.6, 'dividendYield': 0.0}] with equal weights.

{"scores": [{"ticker": "AAPL", "score": 0.75}, {"ticker": "TSLA", "score": 0.45}], "filteredStocks": ["AAPL", "TSLA"]}

Generate trading signals for these quality scores with a portfolio size of 1: [{'ticker': 'A', 'score': 0.9}, {'ticker': 'B', 'score': 0.5}, {'ticker': 'C', 'score': 0.1}]

{"longList": [{"ticker": "A", "weight": 1.0}], "shortList": [{"ticker": "C", "weight": 1.0}], "holdList": ["B"], "canTrade": true}

Analyze the performance of the strategy using these returns and spread history: [{'returns': 0.05}, {'returns': -0.02}] and [{'spread': 0.03}, {'spread': 0.01}]

{"qualitySpread": 0.02, "qualityBeta": 0.85, "maxDrawdown": 0.02, "benchmarkComparison": 0.015}

Scores are a weighted sum of ranks for ROE, inverse Debt-to-Equity, earnings stability, and dividend yield.

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