Install the package
Connect to Claude Desktop
Add this to yourclaude_desktop_config.json (find it at ~/Library/Application Support/Claude/ on macOS):
quantcontext appear in the tools panel.
Connect to Claude Code
Verify it’s working
Ask Claude:“Screen S&P 500 for value stocks with PE under 15 and ROE above 12%”Claude will call
screen_stocks and return a ranked list of candidates with actual market data. The first call downloads and caches market data (~10s). Subsequent calls use the cache (under 1s for screening, 3–8s for backtesting).
Try the full workflow
Screen for candidates
“Find S&P 500 stocks trading below 12x earnings with return on equity above 15%”
Backtest the strategy
“Backtest a strategy that buys those value stocks, monthly rebalance, over the last 2 years”
Cache location
Data is cached at~/.quantcontext/cache/. Total disk usage is ~50MB for full S&P 500 coverage.
