About Investo
Investo is an MCP server in the Search category: aI investment-analysis MCP server (India-first: NSE/BSE + global): financials, ratios, peers, DCF, moat, risk, news and a 0-100 rating.
Install
git clone https://github.com/YashvantHange/InvestoThis server has no ConduID identity, so agent calls to it are not receipted. Pin the version you install and review the source before granting it credentials.
Tools (27)
ai_signalsCompact machine-readable digest (thesis, quality, confidence, ownership/growth signals, risk, valuation)
Parameters not published.
analyze_companyEverything above bundled into one report (with a confidence/provenance evidence layer); also auto-writes an HTML note and returns its `html_report_path` unless `emit_html=false`
Parameters not published.
buffett_checklistWarren-Buffett quality checklist: weighted 0–100 fit, per-criterion pass/warn/fail + reason, confidence & multi-year trend
Parameters not published.
compare_companiesHead-to-head across 2–6 named tickers (not a curated group)
Parameters not published.
compare_peersCompetitor comparison table
Parameters not published.
dcf_sensitivityIntrinsic value across a discount-rate × terminal-growth grid + the growth implied by today's price
Parameters not published.
dcf_valuationIntrinsic value, margin of safety, expected return
Parameters not published.
export_reportRender a full analysis to an HTML/PDF file (writes a file; path sandboxed)
Parameters not published.
fundamental_trendMulti-year revenue/profit/margin/EPS/ROE with per-year direction & health grade
Parameters not published.
get_company_profileSector, business summary, market cap, executives
Parameters not published.
Show all 27 tools
get_financialsIncome statement / balance sheet / cash flow
Parameters not published.
get_industry_intelligenceSub-domains, demand drivers, CAGR, risks
Parameters not published.
get_key_ratiosValuation, profitability, leverage, growth, cash-flow ratios
Parameters not published.
get_managementExecutives, holdings, capital allocation
Parameters not published.
get_newsCategorized recent headlines
Parameters not published.
get_sec_factsSEC EDGAR cross-check (US/ADR only)
Parameters not published.
growth_outlook5-year growth engine: ranked drivers (contribution %, risks), catalyst timeline, blended growth band
Parameters not published.
investment_thesisSynthesized pros/cons, quality grade, valuation stance & one-line verdict
Parameters not published.
moat_assessmentEconomic-moat signals + heuristic score
Parameters not published.
peer_group_directoryList the curated peer groups and their members
Parameters not published.
red_flagsAutomated deterioration warnings + overall risk level
Parameters not published.
relative_metricsKey metrics vs the peer-set median (industry proxy) with favourable-side percentiles
Parameters not published.
risk_assessmentRisk signals + heuristic score
Parameters not published.
score_company0–100 composite rating
Parameters not published.
search_companyResolve a name to an NSE/BSE/global ticker
Parameters not published.
shareholding_patternPromoter/FII/DII/public split + pledge, QoQ smart observations & ownership signal (NSE/BSE filings, Yahoo fallback)
Parameters not published.
technical_snapshotPrice/momentum context: 50/200-DMA + golden/death cross, RSI, volatility, drawdown, beta, 52-week position (context, not a signal)
Parameters not published.
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