Yesterday someone shipped a native Mac app that wires Yahoo Finance MCP, EODHD (77 financial tools, OAuth), and SEC EDGAR into a single AI conversation. Pull earnings data, render TradingView charts, build sortable tables. All in one place.
The part that actually matters? The memory layer.
The twist: Every research conversation auto-distills into an Obsidian-style folder of .md files. Next time you research the same company, the model already has context from your last session. Research that builds on itself instead of starting from scratch every time.
Here’s how the workflow runs:
- 📊 Ask about a company. The model pulls live data from Yahoo Finance MCP.
- Query SEC filings through built-in EDGAR access (10-K, 10-Q, whatever you need).
- Charts and sortable tables render inline in the conversation.
- 🗂️ The Knowledge Base captures key findings as .md files automatically.
- Return to the same company a week later with full prior context already loaded.
Pro tip: The real leverage isn’t the data sources. It’s the compounding memory. Most one-shot AI research tools start at zero every time. This one doesn’t.
Pro tip: EODHD brings 77 tools via OAuth. Start with Yahoo Finance (free, local STDIO) to validate the workflow before adding paid APIs.
🔗 Full walkthrough with screenshots at elvean.app/blog/ai-equity-research-mac
If you do any kind of equity research, this is worth 10 minutes of your time.
I built an equity research workflow using MCP servers on Mac
by u/Conscious-Track5313 in PromptEngineering