What is the Maverick MCP Server?

Maverick is an MCP project maintained in the wshobson/maverick-mcp repository. The maintainer describes its purpose as “MaverickMCP is an open-source stock market MCP server for stock analysis, portfolio tracking, and Python backtesting. It connects an AI assistant to Yahoo Finance data…”. Read the project documentation for the complete scope.

Local setup

The project provides a local client configuration using uv. Follow the repository’s build and installation steps before copying it, and replace example paths with the paths on your own computer.

Source

Project documentation · Repository · Discovery listing. This profile records the public documentation checked on 2026-10-08.

Recorded tools

Check the linked publisher documentation and your connected client's tool list. Names and availability can vary with the server version and account permissions.

Tool	What it does
market_data_get_price_history	OHLCV price history for a ticker, stored locally and refreshed on access.
market_data_get_price_history_batch	Price history for multiple tickers at once.
market_data_get_quote	A single quote, cached briefly. Returns an error when Yahoo has no price for the ticker (delisted or unknown).
market_data_get_stock_fundamentals	Valuation, financials, and trading stats.
market_data_get_market_overview	Indices, sector performance, top movers, and volatility.
market_data_get_chart_links	Static external chart links for a ticker.
market_data_clear_market_cache	Clear cached quotes (mutates cache state).
technical_get_rsi_analysis	RSI reading and signal label.
technical_get_macd_analysis	MACD reading, signal label, and crossover state.
technical_get_support_resistance	Observed price extrema over the requested history.
technical_get_full_technical_analysis	Trend, outlook, and technical indicators.
screening_get_bullish	Top Maverick bullish-momentum results, latest snapshot.
screening_get_bearish	Top bearish setup results, latest snapshot.
screening_get_supply_demand	Top supply/demand breakout results, latest snapshot.
screening_get_all	Latest snapshot across all three screens.
screening_get_by_criteria	Bullish results filtered by arbitrary criteria.
screening_run_screens	Recompute one screen (or all three) and persist it (mutates).
portfolio_add_position	Add/average into a position (mutates).
portfolio_get_my_portfolio	Portfolio snapshot with P&L using current available quotes.
portfolio_remove_position	Remove shares from a position (mutates).
portfolio_clear_portfolio	Remove every position; requires confirm=True (mutates).
portfolio_risk_adjusted_analysis	ATR-based position sizing/stop/target.
portfolio_compare_tickers	Ticker comparison, using your portfolio when tickers are omitted.
portfolio_correlation_analysis	Correlation matrix and diversification metrics.
portfolio_get_risk_dashboard	Total value, sector exposure, and risk metrics.
portfolio_check_position_risk	Pre-trade risk check for a hypothetical trade.
portfolio_get_regime_adjusted_sizing	Position size scaled by detected market regime.
portfolio_get_risk_alerts	Current sector/position/portfolio risk alerts.
portfolio_watchlist_list	List watchlist IDs and names.
portfolio_watchlist_create	Create a named watchlist (mutates).
portfolio_watchlist_add	Add a ticker to a watchlist (mutates).
portfolio_watchlist_remove	Remove a ticker from a watchlist (mutates).
portfolio_watchlist_brief	Quotes and analysis for the symbols on a watchlist.
portfolio_journal_add_trade	Log a new open trade; optional ISO entry_date records a past trade (mutates).
portfolio_journal_close_trade	Close an open trade; profit or loss calculated automatically (mutates).
portfolio_journal_list_trades	List journal trades, optionally filtered.
portfolio_journal_review	Full detail for a single journal trade.
portfolio_get_strategy_performance	Strategy performance analytics, with optional comparison.
backtesting_run_backtest	Run a single-strategy backtest: metrics, trades, analysis.
backtesting_optimize_strategy	Grid-search a strategy's parameters.
backtesting_walk_forward_analysis	Rolling optimize/test windows to gauge robustness.
backtesting_monte_carlo_simulation	Bootstrap-resample trades for a return/drawdown distribution.
backtesting_compare_strategies	Backtest multiple strategies on the same symbol and rank them.
backtesting_list_strategies	List every rule-based strategy template with default parameters.
backtesting_backtest_portfolio	Backtest one strategy across multiple symbols.
backtesting_parse_strategy	Parse a natural-language description into a strategy + parameters (BYOK LLM).
backtesting_run_ml_strategy_backtest	Backtest a machine learning strategy (predictor, adaptive, ensemble, or regime).
backtesting_train_ml_predictor	Train a random-forest ML predictor for trading signals.
backtesting_analyze_market_regimes	Detect bear/sideways/bull regimes for a symbol.
backtesting_create_strategy_ensemble	Backtest a weighted ensemble of base strategies.
research_run_comprehensive	Web research on a financial topic, with source citations.
research_analyze_company	Company research, with source citations.
research_analyze_sentiment	Market sentiment analysis for a topic or sector.

How to install the Maverick MCP Server

{
  "mcpServers": {
    "maverick-mcp": {
      "command": "uv",
      "args": [
        "run",
        "--directory",
        "/absolute/path/to/maverick-mcp",
        "maverick-mcp",
        "--transport",
        "stdio"
      ]
    }
  }
}

From the project documentation. Replace placeholders and example paths before connecting.

Maverick MCP Server

What is the Maverick MCP Server?

Local setup

Source

Recorded tools

How to install the Maverick MCP Server

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