Metadata-Version: 2.4
Name: suparich
Version: 0.1.0
Summary: Buffett-style value investing analysis as an MCP server for Claude Desktop
Project-URL: Homepage, https://github.com/Owen-x-tech/suparich
Project-URL: Repository, https://github.com/Owen-x-tech/suparich
Project-URL: Issues, https://github.com/Owen-x-tech/suparich/issues
Author: Owen Taylor
License-Expression: MIT
License-File: LICENSE
Keywords: analysis,buffett,claude,mcp,value-investing
Classifier: Development Status :: 4 - Beta
Classifier: Intended Audience :: Financial and Insurance Industry
Classifier: License :: OSI Approved :: MIT License
Classifier: Programming Language :: Python :: 3
Classifier: Programming Language :: Python :: 3.10
Classifier: Programming Language :: Python :: 3.11
Classifier: Programming Language :: Python :: 3.12
Classifier: Programming Language :: Python :: 3.13
Classifier: Topic :: Office/Business :: Financial :: Investment
Requires-Python: >=3.10
Requires-Dist: mcp>=1.0.0
Description-Content-Type: text/markdown

# 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):

```json
{
  "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

```bash
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
