Finviz
Finviz provides market screening and research data through its official API for ELITE subscribers.
Verdict
Common use cases
- Pull options chains before earnings calls
- Track insider buying across sector watchlists
- Compare fund holdings quarter over quarter
- Monitor economic calendar for Fed events
- Retrieve SEC filings for compliance review
Integration
- Vendor
- Finviz
- Category
- developer-tools
- Auth
- API_KEY
- Tools
- 11
- Composio slug
finviz
Tools
- Get Options Chain
Return the options chain for one ticker, optionally restricted to an expiration date or strike price. Results use the export's dynamic columns and preserve all CSV values as strings. The response includes a bounded record prefix and the ful
- Get Portfolio
Return an existing Finviz portfolio using a configured portfolio URL or portfolio ID. Explicit fields override values parsed from portfolio_url. The response preserves CSV values as strings and includes a bounded record prefix and the full
- Get Stock History
Return OHLCV price history for one ticker at a selected bar timeframe and history range. Finviz does not support every timeframe and range combination. CSV values, including prices and volume, are preserved as strings. The response includes
- List Calendar
Return economic events, company earnings, or company dividends for an inclusive date range. Select the calendar with calendar_type. Results preserve dynamic CSV columns and string values and include a bounded record prefix plus the matching
- List Insider Transactions
Return recent market-wide or ticker-specific insider transactions, filtered to all transactions, purchases, or sales. Results preserve numeric-looking values and SEC links exactly as strings. The response includes a bounded record prefix an
- List Investor Holdings
Return a bounded prefix of one manager's or fund's complete unpaginated holdings export and report its full row count. Select the resource with investor_type and pass its Investor ID or combined slug. A truncated response has no continuatio
- List Investors
Return the institutional-manager or fund directory, optionally narrowed by name. Records preserve Investor ID for FINVIZ_LIST_INVESTOR_HOLDINGS. max_records returns a bounded prefix, and Finviz may cap the export itself, so the result is no
- List Latest Filings
Return the latest SEC filings for one ticker, optionally filtered by filing category and ordered by filing date, report date, or form. Results preserve all CSV cells, including filing and document links, exactly as strings. The response inc
- List Market Groups
Return aggregate Finviz market groups for a selected grouping and data view. Results use the export's dynamic columns and preserve all CSV values as strings. The response includes a bounded record prefix and the full export row count. A tru
- List News
Return market, stock, ETF, or crypto news from Finviz. Stock and ETF feeds can optionally be restricted to one ticker; market and crypto feeds are market-wide. Results use the export's dynamic CSV header and preserve every cell as a string.
- Screen Stocks
Return stocks from a configured Finviz screener URL or explicit screener controls. Explicit fields override values parsed from screener_url. Unknown filter codes may be silently ignored. The response preserves CSV values as strings and incl
Setup
Setup guide
- 11. In Switchy, open your workspace settings and navigate to the Integrations page. 2. Find Finviz in the MCP directory and click Connect. 3. You'll be prompted to paste your Finviz API key — retrieve it from your Finviz account dashboard under API Settings. 4. Grant the integration read access to market data, portfolios, and filings when prompted. 5. Click Save to complete the connection. 6. Open any Project and type '@Finviz get stock history for AAPL daily last 30 days' to test the integration. 7. If the response includes OHLCV data, the connection is live and ready for team use.
What teammates see: by default, memories from Finviz are scoped to the Project (PROJECT visibility) - you can mark any memory PRIVATE or share it ORG-wide.
Works well with
Top models
Compatibility data appears once enough Projects have used this MCP together with a given model.
How Switchy teams use it
Starter prompts
Options Chain Snapshot
@Finviz get the options chain for TSLA and show me all strikes expiring next Friday with their open interest and volume.
Insider Activity Report
@Finviz list insider transactions for NVDA over the past 60 days, filtered to purchases only, and summarize the largest buys.
Fund Holdings Comparison
@Finviz list the top 50 holdings for Vanguard Total Stock Market Index and compare them to Fidelity Contrafund's top holdings.
Earnings Calendar Prep
@Finviz list all company earnings between today and two weeks from now, then filter to tech sector tickers with market cap above 10B.
Historical Price Analysis
@Finviz get stock history for SPY daily bars for the last 90 days and calculate the 20-day moving average.
Example outputs
Illustrative - representative of the model's voice and quality, not literal recordings.
@finviz show me the options chain for NVDA expiring next month, focusing on calls near the current price
Here's the NVDA options chain for the March 2024 expiration. Calls clustered around the $875 strike show open interest of 12,400 contracts at the $880 strike (bid $42.10, ask $43.50) and 18,200 contracts at the $900 strike (bid $28.30, ask $29.80). Implied volatility ranges from 38% to 41% across these strikes. Volume today is heaviest at the $900 strike with 3,400 contracts traded. All prices and Greeks are preserved as strings from Finviz's CSV export.
This example demonstrates read-heavy market data retrieval. The MCP returns raw CSV strings without type coercion, so your prompt should specify how to interpret numeric fields. Finviz's free tier may limit refresh frequency; options data can be 15+ minutes delayed depending on your subscription level.
@finviz pull insider transactions for TSLA over the last 30 days and highlight any unusual selling patterns by executives
TSLA insider activity shows 8 transactions in the past 30 days. Notable: CFO Vaibhav Taneja sold 9,000 shares on Feb 12 at $193.57 (transaction value $1.74M, SEC Form 4). CEO Elon Musk exercised options and sold 22,000 shares on Feb 8 at $188.42 ($4.15M total). Director Kimbal Musk sold 5,500 shares on Feb 5 at $185.20 ($1.02M). All three transactions were planned 10b5-1 sales. No purchases recorded. SEC filing links and transaction codes are preserved as strings from the export.
This showcases filtering and transaction-level detail. The MCP surfaces insider activity that pairs well with AI analysis of patterns. Be aware that Finviz aggregates public SEC filings with a lag—recent transactions may not appear for 24-48 hours after the Form 4 is filed.
@finviz get the top 10 holdings for ARK Innovation ETF and compare their YTD performance against the fund's overall return
ARK Innovation ETF (managed by ARK Investment Management, Investor ID: 12345) holds 35 positions totaling $8.2B AUM. Top 10: TSLA (9.8%, $804M), COIN (8.2%, $673M), ROKU (7.1%, $582M), SHOP (6.4%, $525M), PATH (5.9%, $484M), CRSP (5.2%, $427M), TWLO (4.8%, $394M), DKNG (4.3%, $353M), U (3.9%, $320M), RBLX (3.7%, $304M). These 10 names represent 59.3% of the portfolio. The response includes share counts and market values as strings; you'll need to cross-reference with stock history data to calculate YTD returns for comparison.
This example pairs investor holdings with AI synthesis. The MCP returns a bounded prefix of the full export and reports total row count—large funds may have hundreds of positions. Combine this with FINVIZ_GET_STOCK_HISTORY to build performance comparisons, but note that each history call counts separately against rate limits.
Use-case deep-dives
When this MCP wins for tracking quarterly earnings at small funds
A 3-person investment research team runs weekly portfolio reviews during earnings season. They need to pull earnings dates, insider transactions, and institutional holdings for 40-60 tickers without switching tabs. The Finviz MCP handles this in one conversation: List Calendar for upcoming earnings, List Insider Transactions to flag executive sales, List Investor Holdings to see who's rotating out. The API key setup takes five minutes. The trade-off: Finviz's data is delayed 15 minutes and doesn't include real-time quotes, so this works for research workflows but not live trading. If your team reviews portfolios more than twice a week and holds under 100 positions, this MCP cuts the tab-switching overhead that kills momentum in standup calls.
When this MCP works for small-team regulatory watch
A 2-person compliance function at a fintech startup monitors 10-K and 8-K filings for 20 partner banks and payment processors. They used to check EDGAR manually every morning. The Finviz MCP's List Latest Filings tool pulls the last 30 days of filings for all 20 tickers in one prompt, filtered by form type, with direct links to the SEC documents. The team pastes the output into their tracking sheet and flags anything filed in the last 24 hours. The constraint: Finviz doesn't parse filing content, so you still read the PDFs yourself. This MCP is the right call if your watch list is under 50 tickers and you need a daily snapshot, not real-time alerts. Beyond that scale, a dedicated compliance feed beats this setup.
When this MCP fits single-name options research
A solo financial advisor builds covered-call and cash-secured-put strategies for 8-10 client accounts. She needs strike prices, expiration dates, and bid-ask spreads for 3-5 tickers per week. The Finviz MCP's Get Options Chain tool returns the full chain or filters to a specific expiration, all in CSV format she can drop into her spreadsheet models. The API key is free for her use case. The limit: Finviz doesn't stream Greeks or real-time pricing, so this works for research and client proposals, not live order entry. If you're running options strategies on under 20 tickers and your workflow is weekly, not intraday, this MCP replaces the manual export routine that eats 15 minutes every Monday morning.
Frequently asked
What does the Finviz MCP let me do in Switchy?
It pulls stock data, options chains, insider transactions, SEC filings, economic calendars, and institutional holdings directly into your Switchy workspace. You can query price history, earnings dates, portfolio snapshots, and investor positions without leaving the AI chat. All data comes back as structured CSV strings you can analyse or feed into other tools.
Do I need a paid Finviz account to use this MCP?
Yes. You need a Finviz Elite subscription and an API key. The MCP authenticates with that key, so free Finviz accounts won't work. Grab your key from your Finviz account settings, paste it into Switchy's connection form, and you're live. No OAuth dance required.
Can the Finviz MCP send alerts or execute trades?
No. It's read-only market data. You can query options chains, insider buys, and filing dates, but you can't set price alerts, place orders, or modify portfolios. If you need trade execution, connect a brokerage MCP separately or use Finviz data to inform manual trades elsewhere.
Why use this instead of just opening Finviz in a browser?
Because you can combine Finviz data with other MCPs in a single Switchy thread. Pull insider transactions, cross-reference them with GitHub commits from a public company repo, then draft a Slack summary—all without tab-switching. The MCP turns Finviz into a queryable data source, not a destination.
Who on my team should connect the Finviz MCP?
Whoever holds the Finviz Elite subscription and API key. That person connects it once in Switchy; then any team member can query it in shared threads. If multiple people have keys, connect one—Switchy doesn't need redundant connections, and each key counts against Finviz's rate limits.