yahoo-finance-mcp MCP — 使用場景, 安裝 & 即時演示

為什麼要用

核心特性

No API key — uses Yahoo's public endpoints
Full OHLCV history with configurable period and interval
Annual + quarterly income, balance, cash flow statements
Options chains with all expirations
Analyst recommendations + upgrade/downgrade history

即時演示

實際使用效果

yahoo-finance.replay ▶ 就緒

0/0

安裝

選擇你的客戶端

~/Library/Application Support/Claude/claude_desktop_config.json · Windows: %APPDATA%\Claude\claude_desktop_config.json

{
  "mcpServers": {
    "yahoo-finance": {
      "command": "uvx",
      "args": [
        "yahoo-finance-mcp"
      ],
      "_inferred": true
    }
  }
}

開啟 Claude Desktop → Settings → Developer → Edit Config。儲存後重啟應用。

~/.cursor/mcp.json · .cursor/mcp.json

{
  "mcpServers": {
    "yahoo-finance": {
      "command": "uvx",
      "args": [
        "yahoo-finance-mcp"
      ],
      "_inferred": true
    }
  }
}

Cursor 使用與 Claude Desktop 相同的 mcpServers 格式。專案級設定優先於全域。

VS Code → Cline → MCP Servers → Edit

{
  "mcpServers": {
    "yahoo-finance": {
      "command": "uvx",
      "args": [
        "yahoo-finance-mcp"
      ],
      "_inferred": true
    }
  }
}

點擊 Cline 側欄中的 MCP Servers 圖示，然後選 "Edit Configuration"。

~/.codeium/windsurf/mcp_config.json

{
  "mcpServers": {
    "yahoo-finance": {
      "command": "uvx",
      "args": [
        "yahoo-finance-mcp"
      ],
      "_inferred": true
    }
  }
}

格式與 Claude Desktop 相同。重啟 Windsurf 生效。

~/.continue/config.json

{
  "mcpServers": [
    {
      "name": "yahoo-finance",
      "command": "uvx",
      "args": [
        "yahoo-finance-mcp"
      ]
    }
  ]
}

Continue 使用伺服器物件陣列，而非映射。

~/.config/zed/settings.json

{
  "context_servers": {
    "yahoo-finance": {
      "command": {
        "path": "uvx",
        "args": [
          "yahoo-finance-mcp"
        ]
      }
    }
  }
}

加入 context_servers。Zed 儲存後熱重載。

claude mcp add yahoo-finance -- uvx yahoo-finance-mcp

一行命令搞定。用 claude mcp list 驗證，claude mcp remove 移除。

使用場景

實戰用法： yahoo-finance-mcp

Get a quick snapshot on a stock

👤 Curious investors, finance students ⏱ ~3 min beginner

何時使用： You want a 30-second summary before reading deeper.

前置條件

yahoo-finance-mcp installed — uvx --from git+https://github.com/Alex2Yang97/yahoo-finance-mcp yahoo-finance-mcp

步驟

Basic info

Give me the current snapshot on NVDA — price, market cap, P/E, 52-week range.✓ 已複製

→ Clean data card
Recent news

Latest 5 news items on NVDA with headlines and publication dates.✓ 已複製

→ News feed
Analyst view

Show analyst recommendations trend and any rating changes in the last 60 days.✓ 已複製

→ Rating counts and recent changes

結果： A one-screen briefing for any ticker.

注意事項

Yahoo data is delayed/best-effort — don't use for real-time trading — For live decisions, use a paid data feed; this is for research
International tickers need exchange suffix (7203.T for Toyota) — Include the suffix explicitly when asking

搭配使用： notion

Compare fundamentals across several peers

👤 DIY investors doing homework ⏱ ~10 min intermediate

何時使用： You want a side-by-side before picking between similar names.

步驟

Pull statements

Compare MSFT, GOOGL, META on revenue growth, operating margin, and FCF for the last 4 annual filings.✓ 已複製

→ Comparison table
Normalize

Express everything as year-over-year % to make the comparison fair.✓ 已複製

→ Normalized view

結果： A peer comparison you can save for later.

Explore an options chain

👤 Options learners ⏱ ~10 min intermediate

何時使用： You want to see what contracts exist before paper-trading.

步驟

List expirations

Available option expirations for AAPL.✓ 已複製

→ Date list
Pull a chain

Get the AAPL options chain for the nearest monthly expiration. Calls only, strikes within 5% of spot.✓ 已複製

→ Filtered calls table

結果： A readable options view without an options-screener subscription.

Check dividend and split history

👤 Income-focused investors ⏱ ~5 min beginner

何時使用： Evaluating dividend consistency or adjusted-basis calculations.

步驟

Pull actions

Dividend and split history for KO for the last 20 years.✓ 已複製

→ Two timelines
Assess consistency

Any missed or cut dividends? Call it out.✓ 已複製

→ Narrative with specifics

結果： Data-grounded view of long-term dividend discipline.

組合

與其他 MCP 搭配，撬動十倍槓桿

yahoo-finance + notion

Build a watchlist dossier per ticker in Notion

For each ticker in my Notion Watchlist, pull the current snapshot + recent news + analyst ratings and append as a dated block.✓ 已複製

yahoo-finance + maverick

Pair Yahoo data with technical analysis from maverick-mcp

Get NVDA fundamentals from Yahoo and RSI/MACD from maverick-mcp; synthesize a pro/con memo.✓ 已複製

工具

此 MCP 暴露的能力

工具	輸入參數	何時呼叫	成本
get_historical_stock_prices	ticker: str, period?: str, interval?: str	Price history / backtests / charting	1 yahoo request
get_stock_info	ticker: str	Quick card on a stock	1 request
get_yahoo_finance_news	ticker: str	Headlines per ticker	1 request
get_stock_actions	ticker: str	Dividend/split timeline	1 request
get_financial_statement	ticker: str, type: income\|balance\|cashflow, annual\|quarterly	Fundamentals research	1 request
get_holder_info	ticker: str	Institutional/insider analysis	1 request
get_option_expiration_dates	ticker: str	Options workflow setup	1 request
get_option_chain	ticker: str, expiration: date	Examine contracts for an expiry	1 request
get_recommendations	ticker: str	Sentiment cross-check	1 request

成本與限制

運行它的成本

API 配額: Yahoo's public endpoints are best-effort; no official published limit — don't hammer
每次呼叫 Token 數: 200-2000 per response depending on depth
費用: Free
提示: Cache statement queries — they update quarterly, not hourly. Avoid polling.

安全

權限、密鑰、影響範圍

憑證儲存： None

資料出站： Queries to finance.yahoo.com (via yfinance library)

Yahoo can and does change endpoints; when the MCP breaks, update yfinance upstream.
Not for real-time trading — 15-20 min delay on most feeds.

故障排查

常見錯誤與修復

Empty data for ticker

Ticker symbol wrong or delisted; try the exchange-suffixed form (e.g. TSLA vs 'TSLA.BA' for BA listing).

驗證： Search yahoo finance web for the ticker

429 Too Many Requests

yfinance hit Yahoo's informal limits. Back off 5 min; avoid tight loops.

ImportError on yfinance

Reinstall with uvx --upgrade — yfinance version lag is common.

驗證： uvx --from ... yahoo-finance-mcp --help

替代方案

yahoo-finance-mcp 對比其他方案

替代方案	何時用它替代	權衡
maverick-mcp	You want technical analysis, screens, backtesting on top of data	Larger surface; requires Tiingo key
Alpaca / IEX Cloud MCPs	You need real-time and a paid SLA	Not free; different data shape

yahoo-finance-mcp