financial-advisor-munger 0.2.0

Charlie Munger AI for Investment Analysis - MCP Server and Web API

Charlie Munger Investment Analysis 🎯

"I'm not paid to be easy. I'm paid to be right." - Charlie Munger

AI-powered investment analysis using Charlie Munger's wisdom and framework. Available as both an MCP server for Claude Code and a universal Web API.

Features

• 🧠 Authentic Charlie Munger AI - Trained on Munger's actual investment philosophy
• ⚡ Kill-Switch Framework - Automatic rejection of bad investments
• 📊 100-Point Scoring System - Quantitative analysis with qualitative insights
• 🔍 Smart Company Search - Yahoo Finance API integration with fuzzy matching
• 🌍 International Coverage - Supports global exchanges (US, Europe, Asia)
• 💬 Conversational Follow-ups - Ask deeper questions about any analysis
• 📈 Multi-Stock Comparison - Rank investments head-to-head
• 🚀 Two Interfaces - MCP server + Web API

Quick Start

Install Package

# Basic installation (MCP server only)
pip install financial-advisor-munger

# With web API support
pip install financial-advisor-munger[web]

# Development version
pip install financial-advisor-munger[web,dev]

Option 1: MCP Server (Claude Code)

# Start MCP server
munger-mcp

# Configure in Claude Code MCP settings:
{
  "mcpServers": {
    "munger": {
      "command": "munger-mcp",
      "args": []
    }
  }
}

Then use in Claude Code:

Can you analyze Apple stock using Munger's framework?

Option 2: Web API (Universal)

# Start web API server
munger-web --port 8000

# Server runs at http://localhost:8000
# API docs at http://localhost:8000/docs

Python Example:

import requests

# Analyze a stock
response = requests.post("http://localhost:8000/analyze",
                        json={"symbol": "AAPL"})
analysis = response.json()

print(f"Recommendation: {analysis['analysis']['recommendation']}")
print(f"Munger Score: {analysis['analysis']['munger_score']}/100")
print(f"Reasoning: {analysis['analysis']['key_reasoning'][0]}")

JavaScript Example:

// Analyze Apple stock
fetch('http://localhost:8000/analyze', {
    method: 'POST',
    headers: {'Content-Type': 'application/json'},
    body: JSON.stringify({symbol: 'AAPL'})
})
.then(r => r.json())
.then(data => {
    console.log(`${data.analysis.recommendation}: ${data.analysis.munger_score}/100`);
    console.log(data.analysis.munger_voice);
});

cURL Example:

# Get Munger's take on Tesla
curl -X POST http://localhost:8000/analyze \
     -H "Content-Type: application/json" \
     -d '{"symbol": "TSLA"}'

API Endpoints

Endpoint	Method	Description
/analyze	POST	Full Munger analysis of a stock
/followup	POST	Ask follow-up questions
/compare	POST	Compare multiple stocks
/search	POST	Search for companies
/data/{symbol}	GET	Raw financial data
/health	GET	API health check

Docker Deployment

# Build and run
docker build -t munger-api .
docker run -p 8000:8000 munger-api

# Or use docker-compose
docker-compose up -d

Railway/Heroku Deployment

Railway:

# Deploy to Railway
railway login
railway init
railway add
railway deploy

Heroku:

# Deploy to Heroku
heroku create your-munger-api
git push heroku main

Environment Variables

# Optional configuration
MUNGER_API_HOST=0.0.0.0      # API host
MUNGER_API_PORT=8000         # API port
MUNGER_LOG_LEVEL=info        # Logging level
MUNGER_CACHE_TTL=300         # Cache duration (seconds)

Example Analysis Output

{
  "success": true,
  "symbol": "AAPL",
  "company": "Apple Inc.",
  "analysis": {
    "recommendation": "APPROVED",
    "munger_score": 85,
    "key_reasoning": [
      "Exceptional brand moat creates pricing power",
      "Capital-light ecosystem generates massive cash flows",
      "Management obsessed with capital efficiency"
    ],
    "munger_voice": "Apple's got something I respect: a business so good that even the government can't screw it up. When customers line up to pay premium prices for incremental improvements, you've got pricing power that would make John D. Rockefeller jealous...",
    "kill_switches": [],
    "follow_up_suggestions": [
      "what_could_go_wrong",
      "historical_context",
      "management_assessment"
    ]
  }
}

International Stocks

# European stocks
requests.post("/analyze", json={"symbol": "PNDORA.CO"})  # Pandora (Copenhagen)
requests.post("/analyze", json={"symbol": "NESN.SW"})    # Nestlé (Swiss)

# Asian stocks
requests.post("/analyze", json={"symbol": "7203.T"})     # Toyota (Tokyo)
requests.post("/analyze", json={"symbol": "0700.HK"})    # Tencent (Hong Kong)

Development

# Clone and setup
git clone https://github.com/user/financial-advisor-munger
cd financial-advisor-munger
pip install -e .[web,dev]

# Run tests
pytest

# Format code
black src/
ruff check src/

# Build package
python -m build

# Local development server
munger-web --reload --host 127.0.0.1

Contributing

1. Fork the repository
2. Create a feature branch
3. Add tests for new functionality
4. Ensure code passes black and ruff checks
5. Submit a pull request

License

MIT License - see LICENSE file.

Disclaimer

This tool provides AI-generated investment analysis for educational purposes. Not financial advice. Charlie Munger's actual opinions may vary. Past performance doesn't predict future results.

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"The big money is not in the buying and selling, but in the waiting." - Charlie Munger