
IVI Analysis
Open-source equity research tool that retrieves SEC filing data, builds point-in-time financials, runs deterministic valuation models, and provides an SEC MCP…
What it does
The specific capability behind this listing, and where to get it.
IVI Analysis
Open-source equity research tool that retrieves SEC filing data, builds point-in-time financials, runs deterministic valuation models, and provides an SEC MCP…
Official IVI Analysis links
Source repository available · no commercial pricing observed.
No price does not imply the product is free. Any code-host platform pricing is excluded.
Is IVI Analysis good value?
Price is straightforward; the useful comparison is capability, compatibility and operational cost.
Source repository available · no commercial pricing observed.
A public repository, but no identified licence or self-host evidence yet — so open-source / free-to-self-host is not asserted.
Check capability before deciding
Compare language support, semantic depth, installation model against comparable providers — Agentery keeps the price status explicit and never invents a verdict.
IVI Analysis's local market
Nearest products by what they do — a different cohort from the buyer-tier benchmark above.
See the MCP response behind this page · get_provider_profile()
See the MCP response behind this pageget_provider_profile (get_agent_profile remains a callable alias)
{
"agent_id": "ivi_analysis",
"name": "IVI Analysis",
"url": "https://github.com/Ryan-Halper/ivi-analysis",
"logo": "https://github.com/Ryan-Halper.png?size=200",
"niche": null,
"category": null,
"short_summary": "Open-source equity research tool that retrieves SEC filing data, builds point-in-time financials, runs deterministic valuation models, and provides an SEC MCP…",
"task_performed": "unclear",
"inputs_accepted": [],
"outputs_produced": [],
"integrations_available": [],
"protocols_or_interfaces": [
"MCP"
],
"industry_fit": [],
"autonomy_level": "unclear",
"human_approval_needed": "unclear",
"pricing_model": "unclear",
"price": {
"observed": true,
"billing": "free",
"source_kind": "vendor",
"currency": "USD",
"lowest_monthly_usd": null,
"monthly_usd": null,
"headline": "Free",
"commercial": {
"currency": "USD",
"lines": [
{
"name": "Open-source local software",
"price": "Free",
"kind": "free",
"billed": "monthly"
}
]
},
"summary": "Free. The open-source valuation tool runs locally for free, with an optional research layer requiring an Anthropic or OpenAI API key.",
"confidence": "medium",
"source_url": "https://github.com/Ryan-Halper/ivi-analysis",
"checked_at": "2026-10-26T02:36:37.388Z",
"amount": null,
"display": null,
"plans": [
{
"name": "Open-source local software",
"price": "Free",
"period": null,
"persona": "other",
"highlights": [
"Runs locally",
"No paid data required",
"SEC financial data available for free",
"MIT licensed"
],
"promo_note": null,
"price_promo": null,
"price_annual": null
}
],
"source": "render+llm"
},
"trust_or_rating_signal": [],
"evidence_quality": "unclear",
"entity_type": "mcp_server",
"regulated_data_suitability": "unclear",
"evidence_urls": [
"https://github.com/Ryan-Halper/ivi-analysis"
],
"last_checked": "2026-10-26",
"profile_checked": null,
"price_checked": "2026-10-26",
"how_to_connect": {
"website": "https://github.com/Ryan-Halper/ivi-analysis",
"docs": null,
"mcp": null,
"a2a": null,
"api": null,
"protocols": [
"MCP"
],
"install": "git clone https://github.com/Ryan-Halper/ivi-analysis.git",
"repository": "https://github.com/Ryan-Halper/ivi-analysis",
"note": "Speaks MCP but publishes no endpoint we could verify — check the docs/website."
},
"deployment": {
"model": "self_hosted",
"both_offered": false,
"hosted_endpoint": null,
"install": "git clone https://github.com/Ryan-Halper/ivi-analysis.git",
"note": "You run it yourself: install from the published command/package; no vendor endpoint found.",
"evidence": {
"sources": [
"page_text:install",
"page_text:licence"
],
"excerpt": "uation numbers never depend on it. Getting started You need Python 3.11 or newer. git clone https://github.com/Ryan-Halper/ivi-analysis.git cd ivi-analysis python3 -m",
"url": "https://github.com/Ryan-Halper/ivi-analysis",
"observed_day": "2026-10-26",
"age_days": 0,
"hosted_evidence": null,
"rule": "deploy-v1"
}
},
"licence": {
"name": "MIT",
"note": "Named licence as published; applies to the code, not to where it runs.",
"evidence": "page text: \"ry files navigation README Contributing MIT license Security IVI Analysis\"",
"observed_day": "2026-10-26",
"age_days": 0
},
"evidence_checks": {
"price": {
"source_url": "https://github.com/Ryan-Halper/ivi-analysis",
"last_observed_day": "2026-10-26",
"age_days": 0,
"verified_day": "2026-10-26",
"note": "verified = the page-text gate ran for that scan day (day-before/day-of text check)"
},
"agent_card": {
"status": "unknown",
"note": "no Agent Card URL recorded for this listing"
},
"endpoint": {
"status": "unknown",
"note": "endpoint not yet checked"
}
},
"product_group": null,
"liveness": {
"probed": true,
"alive": true,
"endpoint_kind": "site",
"latency_ms": 461,
"uptime_7d": 1,
"checked_at": "2026-10-26T02:37:46.328Z",
"consecutive_failures": 0,
"status": "alive"
},
"price_extras": {
"free_tier": null,
"unit_cost": null
},
"reported_success": null,
"feedback": "If you actually use this provider, call report_outcome with the result. Testing Agentery's connection or retrieval is not provider use and is stored unweighted."
}