suparich 0.1.0

Buffett-style value investing analysis as an MCP server for Claude Desktop

suparich

Buffett-style value investing analysis as an MCP server for Claude Desktop.

Ask Claude to analyze any stock using a disciplined framework based on Warren Buffett and Charlie Munger's principles. It screens for earnings yield, ROIC, and classifies opportunities into four actionable lists.

Install

pip install suparich

Configure Claude Desktop

Add to your Claude Desktop config (~/Library/Application Support/Claude/claude_desktop_config.json on macOS):

{
  "mcpServers": {
    "suparich": {
      "command": "suparich"
    }
  }
}

Restart Claude Desktop. You'll see the tools available in the MCP toolbar.

Tools

Tool	What it does
analyze_stock	Full analysis: earnings yield + ROIC + classification + guidance
calculate_earnings_yield	3-year avg operating income / enterprise value (threshold: >10%)
calculate_roic	5-year average ROIC (>15% good, >25% wonderful)
classify_investment	Assigns stock to List 1-4 based on quality + price
get_framework	Returns the complete investing framework reference

The Framework

Stocks are classified into four lists:

• List 1 - Good business at wonderful price (ROIC 15-25%, earnings yield >10%). Classical Graham value play, 3-5 year hold.
• List 2 - Wonderful business at fair price (ROIC >25%, fair valuation). Buy and hold forever, let quality compound.
• List 3 - FAT PITCH: wonderful business at wonderful price (ROIC >25%, earnings yield >10%). Rare. Size aggressively.
• List 4 - Wonderful business, overvalued (ROIC >25%, earnings yield <10%). Study now, buy when price drops.

If a stock doesn't pass both screens (ROIC >15% and earnings yield >10%), it's a pass.

Usage

Just ask Claude naturally:

"Analyze Apple as a value investment. Use their last 3 years of operating income and 5 years of ROIC data."

Claude will pull the financial data (via SEC EDGAR or other sources), feed it through the framework, and give you a classification with actionable guidance.

Development

git clone https://github.com/Owen-x-tech/suparich.git
cd suparich
pip install -e .
suparich  # starts the MCP server (waits for stdio input)

Disclaimer

This is an educational tool implementing a value investing framework. It is not financial advice. Always do your own research before making investment decisions. Past performance does not guarantee future results.

License

MIT