Build IPO comps, run the DCF cross-check, and draft the valuation memo in Claude on live SEC EDGAR and Alpha Vantage data. For ECM, equity research, and CFOs prepping to IPO.
Never used Claude? It is free and takes 30 seconds to open. Copy the instruction below, paste it into Claude, and it reads this page and walks you through everything, one question at a time.
A short instruction plus a link to this page lands on your clipboard. First copy asks for your email once. That unlocks every button across the whole library.
Free account, no card, 30 seconds. This tab stays open so you can come back.
Open claude.ai ↗Claude reads this page, asks which computer you are on, then guides you step by step until it works. If anything errors, tell Claude what you see, and it fixes it with you.
I want to actually INSTALL the real data stack so Claude builds IPO comps on live market data, not just paste numbers in by hand. Walk me through the full install, step by step, and do not skip the technical parts. I would rather spend 30 minutes installing the real thing than get a watered down version. Treat me like an ECM analyst, CFO, or fund analyst who has never used a Terminal, and define every command before I run it.
There are three paths. Recommend Path 1 (full delivery), and only fall back if I get stuck.
## Path 1 (RECOMMENDED, full delivery) — OpenBB live data inside Claude Desktop via MCP
This puts live market data tools directly inside Claude Desktop. Once installed, Claude can pull quotes, fundamentals, and comps itself. This is the real deliverable, not a shortcut.
Walk me through, ONE step at a time, waiting for me to confirm each:
1. **Install a Python toolchain.** Check if I have it: in Terminal run `python3 --version` (need 3.10 or 3.11). If missing, tell me to install from python.org. Then install `uv` (a fast Python runner) with `curl -LsSf https://astral.sh/uv/install.sh | sh` (macOS/Linux) or the documented Windows command. Define: Terminal = the black command window (macOS: Spotlight, type "Terminal"; Windows: "PowerShell").
2. **Install the OpenBB MCP server:** `pip install openbb-mcp-server` (this also pulls the OpenBB Platform). Explain: this is the bridge that lets Claude call live financial data.
3. **Get free data-provider keys** inside OpenBB (e.g. FMP, Polygon, or use what is free) and store them in `~/.openbb_platform/user_settings.json`. Tell me which free providers cover IPO comps and how to paste each key.
4. **Wire it into Claude Desktop.** Open Claude Desktop → Settings → Developer → Edit Config (this opens `claude_desktop_config.json`; macOS path `~/Library/Application Support/Claude/`). Add this server block exactly, then I save and fully restart Claude Desktop:
```json
{
"mcpServers": {
"openbb-mcp": {
"command": "uvx",
"args": ["--from", "openbb-mcp-server", "--with", "openbb", "openbb-mcp", "--transport", "stdio"]
}
}
}
```
5. **Confirm it worked:** after restart, Claude Desktop shows an "openbb-mcp" tool source (the slider/tools icon). Ask me to confirm I see it. Then have Claude pull one live quote to prove the connection before any valuation.
6. Pin **Opus 4.8**, create a private Project "IPO Valuation", then run prompt 01 of the vault, pick data source (A) LIVE, and run 02 to 10.
Reference: OpenBB MCP docs `docs.openbb.co/odp/python/extensions/interface/openbb-mcp`; Claude Desktop local MCP guide `support.claude.com/en/articles/10949351`.
## Path 2 (ADVANCED) — FinRobot autonomous agent pipeline
FinRobot is a separate open-source Python agent platform for end-to-end financial reports. It runs on its own (it calls an LLM API), it is NOT an MCP tool inside Claude. Offer this only if I want the heavier automated pipeline:
1. Requires **Python 3.10 or 3.11** (NOT 3.12). Confirm my version first.
2. `git clone https://github.com/AI4Finance-Foundation/FinRobot.git`, then `cd FinRobot` and `pip install -U finrobot` (or `pip install -e .` from the repo).
3. Config: rename `OAI_CONFIG_LIST_sample` → `OAI_CONFIG_LIST` and add the LLM API key; rename `config_api_keys_sample` → `config_api_keys` and add Finnhub + FinancialModelingPrep + SEC-API keys (partial functionality works with a subset).
4. Be honest with me: this is a power-user pipeline, separate from Claude. Most readers should stop at Path 1.
## Path 3 (QUICK START, 5 minutes, zero install) — Alpha Vantage + EDGAR by paste
If I want to run the prompts TODAY before installing anything:
1. Prove the feed: open `https://www.alphavantage.co/query?function=OVERVIEW&symbol=IBM&apikey=demo` in a browser; I should see IBM market cap, P/E, margins.
2. Get a free Alpha Vantage key at `alphavantage.co/support/#api-key` (free tier 25 calls/day, 5/min). Either add the Alpha Vantage MCP app in Claude, OR use the no-install paste method: Claude gives the exact URL per comp and I paste the result back.
3. SEC EDGAR (free, no key): S-1 full-text search at `efts.sec.gov`, financials at `data.sec.gov/api/xbrl/...` with a User-Agent header.
4. Pin Opus 4.8, private Project, run prompt 01 and pick the live or paste source.
## Path B — my firm's licensed data
If my firm pays for FactSet or S&P Capital IQ, enable the connector via **Claude for Financial Services** (Enterprise admin step), then run the same prompts with data source (D). Data stays under firm controls.
## Rules for walking me through this
- One step at a time. Tell me exactly what to type or click. Define every term once: Terminal, Python, pip, uv, uvx, MCP server, MCP config, API key, CIK, S-1, comp set, trading comps, precedent transactions, IPO discount, lock-up, `<review_gate>`, `{{TOKEN}}`.
- Do NOT water it down to avoid the Terminal. Delivery beats ease here. If a step fails, debug it with me (check Python version, check the config JSON is valid, fully quit and reopen Claude Desktop). Only drop to Path 3 if I explicitly want the no-install route.
- Never tell me a connection is "not possible." Give me the next diagnostic step.
- A named human signs the valuation. Claude builds the comps and the memo and ties every source; a person signs the number.
First message: ask me "Path 1 (install OpenBB live data into Claude, ~30 min, the real setup), or Path 3 (5-minute no-install quick start)? And what is your operating system, so I give you the exact commands?" Then start step 1.
When the data connection returns live data AND prompts 01 to 03 run on a real comp set, switch into "desk mode" and help me lock my comp universe and memo format so every deal runs the same way.Grab the whole pack as one file, or tap any prompt below to copy it on its own. Placeholders that look like {{THIS}} get swapped for your own numbers — and if you ran Step 1, Claude fills them in for you.
The code is public and free. The setup instruction above installs and wires it for you. You never need to open this link.
This is the IPO valuation work inside Claude on live market data and real filings — comparable set, trading and precedent comps, DCF cross-check, the price range with discount logic, S-1 read, and the valuation memo, every multiple tied to a pulled source — for a Claude seat instead of a $250K associate building comps at 2am or a $25K terminal.
The setup rail and every prompt above are free and stay free. The cost is your time, and the risk of wiring it wrong on live data.
Back to the prompts ↑We deliver a private ECM desk: the 10 prompts loaded into your Claude tenant, the live data connection wired (Alpha Vantage or your licensed FactSet/CapIQ), your comp universe and memo format built in, the S-1 read structured for your process, and a source-tie gate so no untied multiple reaches a banker or board — then handed over so you own it. You get Morgan Stanley-grade comps without the associate.
Book a build call →Prompt set authored by consultance.ai. Morgan Stanley and Goldman Sachs are referenced as the standard the desk matches, no affiliation implied. Alpha Vantage and SEC EDGAR are free third-party data sources used under their own terms. Your analysis stays in your own Claude tenant; we never see it. This is not investment advice; a named human signs every valuation before it is used.
Want this wired into your stack instead of running it yourself? That is our AI deal desk and finance automation service.
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IPO Valuation and Comps Builder is a finance and data build in the consultance.ai AI Build Library. Build IPO comps, run the DCF cross-check, and draft the valuation memo in Claude on live SEC EDGAR and Alpha Vantage data. For ECM, equity research, and CFOs prepping to IPO. It fits ECM and equity research analysts, CFOs and finance teams preparing to IPO, fund analysts, and corp dev teams who want Morgan Stanley grade comps without a banking associate or a $25K terminal. Setup difficulty is Medium, with 4 plain-English steps.
Build IPO comps, run the DCF cross-check, and draft the valuation memo in Claude on live SEC EDGAR and Alpha Vantage data. For ECM, equity research, and CFOs prepping to IPO.
It fits ECM and equity research analysts, CFOs and finance teams preparing to IPO, fund analysts, and corp dev teams who want Morgan Stanley grade comps without a banking associate or a $25K terminal.
Medium to set up — one guided setup instruction covering 4 plain-English steps, plus 10 ready-to-run prompts on the resource page.
We would deliver a private ECM desk: the 10 prompts loaded into your Claude tenant, the live data connection wired (Alpha Vantage or your licensed FactSet/CapIQ), your comp universe and memo format built in, the S-1 read structured for your process, and a source-tie gate so no untied multiple reaches a banker or board. Done with you, then handed over so you own it.
Prompt set authored by consultance.ai. Morgan Stanley and Goldman Sachs are referenced as the standard the desk matches, no affiliation implied. Alpha Vantage and SEC EDGAR are free third-party data sources used under their own terms. Your analysis stays in your own Claude tenant; we never see it. This is not investment advice; a named human signs every valuation before it is used.
IPO Valuation and Comps Builder is the starting point. On a free AI audit we map where it fits your stack and what consultance.ai would build around it.
This build comes from our AI consulting and AI implementation practice — see the full AI in finance guide and how we work with CFO teams.