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IVI Analysis

↗ github.com/Ryan-Halper/ivi-analysis official repository

Open-source equity research tool that retrieves SEC filing data, builds point-in-time financials, runs deterministic valuation models, and provides an SEC MCP…

MCP serverSource repositoryRepository checked daily
Agentery price verdictNo pricing observedsource repository
SourcePublic repositorylicence not verified
Connection modelMCP serverMCP clients
Last observation—pricing pages rechecked daily
Website liveness26 Oct 2026alive · separate from pricing

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…

MCP

Official IVI Analysis links

Price status · observed daily

Source repository available · no commercial pricing observed.

No price does not imply the product is free. Any code-host platform pricing is excluded.

MCP

Is IVI Analysis good value?

Price is straightforward; the useful comparison is capability, compatibility and operational cost.

Source repository

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.

Observed commercial pricenone
Hosting model—
Price benchmarknot applicable
What to compare instead

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 full market →
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."
}