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alphasmo-tools

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The ultimate financial data CLI + MCP server for SEC EDGAR 13F filings, insider trading, and Smart Money convergence signals.

2 stars TypeScriptOthers Updated Aug 12, 2026
13ffintechmcpsec-filingsstock-analysis

Documentation

AlphaSMO — The Ultimate Smart Money API for AI

npm version
License: MIT

**CLI + MCP server for AlphaSMO** — SEC EDGAR 13F institutional holdings, Form 4 insider trading, and "smart money convergence" signals (tickers where hedge funds *and* company insiders are buying at the same time), queryable from your terminal, your scripts, or any MCP-compatible AI agent (Claude, ChatGPT, Cursor, etc.).

No signup, no API key, no setup — try it right now:

bash
npx alphasmo stocks flows --limit 10

Example output:

text
┌────────┬──────────────────────────────┬────────────────────┬──────────────┬──────────────┐
│ ticker │ issuer                       │ net flow (USD)     │ avg weight % │ institutions │
├────────┼──────────────────────────────┼────────────────────┼──────────────┼──────────────┤
│ BRK-A  │ BERKSHIRE HATHAWAY INC-CL A  │ 247,455,256,379    │ 1.42         │ 1418         │
├────────┼──────────────────────────────┼────────────────────┼──────────────┼──────────────┤
│ AZN    │ AstraZeneca PLC              │ 148,465,847,587.12 │ 0.47         │ 1309         │
├────────┼──────────────────────────────┼────────────────────┼──────────────┼──────────────┤
│ XOM    │ EXXON MOBIL CORP             │ 138,784,059,363.77 │ 0.78         │ 4716         │
├────────┼──────────────────────────────┼────────────────────┼──────────────┼──────────────┤
│ CVX    │ CHEVRON CORP                 │ 77,783,933,645.44  │ 0.6          │ 4261         │
├────────┼──────────────────────────────┼────────────────────┼──────────────┼──────────────┤
│ JNJ    │ JOHNSON & JOHNSON            │ 64,498,075,844.9   │ 0.76         │ 4603         │
├────────┼──────────────────────────────┼────────────────────┼──────────────┼──────────────┤
│ SNDK   │ SANDISK CORP                 │ 58,662,972,096.01  │ 0.65         │ 1172         │
├────────┼──────────────────────────────┼────────────────────┼──────────────┼──────────────┤
│ MU     │ MICRON TECHNOLOGY INC        │ 55,374,569,969.23  │ 0.7          │ 2993         │
├────────┼──────────────────────────────┼────────────────────┼──────────────┼──────────────┤
│ AMAT   │ APPLIED MATERIALS INC        │ 48,790,109,328.41  │ 0.52         │ 2931         │
├────────┼──────────────────────────────┼────────────────────┼──────────────┼──────────────┤
│ EEM    │ ISHARES MSCI EMERGING MARKET │ 48,211,222,155.7   │ 0.59         │ 1637         │
├────────┼──────────────────────────────┼────────────────────┼──────────────┼──────────────┤
│ CAT    │ CATERPILLAR INC              │ 46,035,710,179.58  │ 0.5          │ 3724         │
└────────┴──────────────────────────────┴────────────────────┴──────────────┴──────────────┘

Why AlphaSMO

  • 📊 13F institutional holdings — every hedge fund and asset manager's quarterly SEC filings: AUM, positions, and behavioral "personality scores" (concentration, turnover, sector conviction). Read our guide on What Is a 13F Filing? and How to Read Institutional Holdings Changes.
  • 🕵️ Insider trading (Form 4 & 144) — officer/director/10%-owner buys and sells, with a confidence score per ticker. Learn more in What Is a Form 4 Filing? and What Is a Form 144 Filing?.
  • 🚀 Smart money convergence — the flagship signal: tickers where 13F institutions *and* company insiders are both buying right now.
  • 🤖 Built for AI agents — an MCP server out of the box, so Claude, ChatGPT, Cursor, or any MCP client can pull real financial data mid-conversation.
  • 🆓 Free anonymous tier — no signup required to try it; get a free API key any time to raise your rate limit.

Use cases

code
"What is smart money buying right now?"        → alphasmo convergence
"What does Berkshire Hathaway hold?"            → alphasmo institutions holdings berkshire-hathaway-inc
"Are insiders buying or selling NVDA?"          → alphasmo insider summary NVDA
"Which stocks are institutions dumping?"        → alphasmo stocks flows --direction sell

Wire the MCP server into Claude Desktop, Claude Code, Cursor, or any MCP client (see below) and ask these in plain English — no code required.

CLI

bash
npx alphasmo institutions search "Berkshire"
npx alphasmo stocks get AAPL
npx alphasmo convergence -l 5

No install step required — `npx` fetches and runs it. Or install globally:

bash
npm install -g alphasmo
alphasmo --help

Commands

CommandWhat it returns
`alphasmo institutions search [-l\--limit]`Search 13F institutions by name
`alphasmo institutions list [-l\--limit] [-o\--offset]`Paginate the full institution universe (no query)
`alphasmo institutions get `Full institution detail, sector weights
`alphasmo institutions holdings `Latest 13F holdings for one institution
`alphasmo stocks get `Full stock detail — holder count, flows, top holders (identifier = ticker or CUSIP)
`alphasmo stocks flows [-d\--direction buy\sell] [-l\--limit]`Stocks ranked by net institutional buy/sell flow
`alphasmo insider trades `Recent individual Form 4 insider trades for one ticker
`alphasmo insider summary `Insider confidence scores (30d/90d) for one ticker
`alphasmo convergence [-l\--limit] [--min-confidence] [--days]`Tickers where 13F institutions *and* insiders are both buying — the flagship signal
`alphasmo mcp`Start the MCP server over stdio

Global flags on every command: `--api-key ` (env `ALPHASMO_API_KEY`), `--base-url ` (env `ALPHASMO_BASE_URL`), `-f`/`--format json|compact|table|csv`, `--json` (shorthand for `--format json`), `--csv` (shorthand for `--format csv`).

Output format auto-detects your context — no flag needed in the common case:

  • Typed directly in a terminal → a readable table, with numbers comma-formatted (`263,095,703,570`).
  • Piped, redirected, or spawned by a script/AI agent (stdout isn't a TTY) → JSON, safe to pipe into `jq` or feed to an agent.
  • `--format`/`--json`/`--csv` always override the auto-detection either way.
bash
alphasmo stocks flows --csv > flows.csv
alphasmo insider trades AAPL --csv | column -s, -t

Errors go to stderr with a distinct exit code (`2` not found, `3` auth, `4` rate limit, `5` unexpected response shape, `1` other), so scripts can branch without string-matching.

Get an API key

Anonymous requests are rate-limited by IP. Sign up and mint a free key at **alphasmo.com/developer**, then:

bash
alphasmo convergence --api-key ask_live_...
# or
export ALPHASMO_API_KEY=ask_live_...

MCP server

If you're using Claude Code, register the server with one command:

bash
claude mcp add alphasmo -- npx -y alphasmo@latest mcp

Add `-e ALPHASMO_API_KEY=ask_live_...` before the `--` to raise your rate limit. Run `claude mcp list` to confirm it's connected.

Option 2: manual MCP client config

For Claude Desktop, Cursor, or any other MCP client, add this to your config file directly:

json
{
  "mcpServers": {
    "alphasmo": {
      "command": "npx",
      "args": ["alphasmo", "mcp"],
      "env": { "ALPHASMO_API_KEY": "optional-your-key-here" }
    }
  }
}

Both options work anonymously out of the box, at lower rate limits than with a key. Tools exposed: `search_institutions`, `get_institution_profile`, `get_institution_holdings`, `get_stock_overview`, `get_stock_flows`, `get_insider_activity`, `get_smart_money_convergence`.

Full endpoint reference: alphasmo.com/developer/docs.

Programmatic use

ts
import { AlphasmoClient } from "alphasmo";

const client = new AlphasmoClient(); // no apiKey needed to try it
console.log(await client.getSmartMoneyConvergence({ limit: 5 }));
bash
npm install alphasmo

A Python client + MCP server is also available — see alphasmo.com/developer for setup.

Learn more

Educational Guides & SEC Filings Deep Dives

Deepen your understanding of institutional holdings and SEC filing dynamics:

License

MIT

Frequently asked questions

What is alphasmo-tools?

alphasmo-tools is The ultimate financial data CLI + MCP server for SEC EDGAR 13F filings, insider trading, and Smart Money convergence signals.

How do I install alphasmo-tools?

Open the GitHub repository and follow its README. Most MCP servers are added to your client's MCP config, then called by your agent.

Is alphasmo-tools open source?

Yes — it is hosted on GitHub at https://github.com/alphasmo/alphasmo-tools and has 2 stars.

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