HoldingsIntel MCP Server

Adds one type-discriminated entity to a saved list. Repeating an existing membership is idempotent; omitted notes are preserved and null clears them.

Creates an authenticated user's named saved list. Names cannot have leading or trailing whitespace, are case-insensitively unique, Watchlist is reserved, and retrying the same name returns the existing list.

Deletes an authenticated user's named saved list and its items. The protected default Watchlist cannot be deleted.

Returns one authenticated user's saved list with type-discriminated items. The protected default Watchlist supports stocks, funds and Congress members (politicians); named lists also support insiders.

Lists the authenticated user's protected default Watchlist and named saved lists, including each list's allowed item types and current count.

Removes one item from an authenticated user's saved list without deleting the list.

Updates notes on one authenticated user's saved-list item. Null clears notes.

Returns a filing-bound hedge-fund profile with current rating, DNA, and tracked-holdings in-profit enrichment when available. WHEN TO USE: User asks about a specific hedge fund's profile, performance, investing style, or recent disclosed moves. Examples: - "How is Renaissance Technologies performing?" - "What's Berkshire Hathaway's investing archetype?" - "What did Bridgewater buy last quarter?" WHEN NOT TO USE: - Use analyze_stock when the subject is a stock, not a fund - Use compare_funds to compare multiple funds - Use get_fund_holdings for all disclosed positions currently processed for the fund RETURNS: One filing-bound portfolio quarter with compact component-filing sources, AUM, position count, and moves; plus explicitly scoped current all-history rating, DNA, and tracked-holdings in-profit share when available. The performance estimate covers qualifying disclosed holdings, excludes exited and unpriceable positions, and is not a fund return. Missing enrichments are identified in data_status. VERIFICATION: Cite record-level `source_url` filing or disclosure links when present.

Returns a single politician's profile, trading performance, and notable trades, based on their official financial disclosures. WHEN TO USE: User asks how a specific member of Congress has performed as a trader, or wants their profile and recent activity. Examples: - "How good a trader is Nancy Pelosi?" - "What's Dan Crenshaw's track record?" - "Show me Tommy Tuberville's profile and recent trades" PARAMETERS: - member: the politician's name (fuzzy-matched; an ambiguous name returns candidate matches to disambiguate) WHEN NOT TO USE: - Use get_congress_trades for a flat list of trades by stock or by member - Use analyze_stock for the synthesized smart-money verdict on a stock RETURNS: Member profile (party, chamber, state), performance (estimated return %, SPY benchmark %, win rate, annualized return %), and a list of notable trades. VERIFICATION: Cite record-level `source_url` filing or disclosure links when present.

Returns the Smart Money Verdict for a single stock: a synthesized signal from 13F institutional positioning, Form 4 insider trades, 13D/13G activist filings, and STOCK Act congressional trades. WHEN TO USE: User asks about an individual stock's institutional positioning, smart money sentiment, hedge fund activity, insider buying/selling, or recent moves. Examples: - "Is smart money buying NVDA?" - "What do hedge funds think about META?" - "Has anyone famous been accumulating AAPL?" - "Show me institutional activity on TSLA" IDENTITY: Exact CUSIPs resolve directly (including explicit aliases). A ticker that maps to multiple canonical securities returns candidates instead of choosing one; retry with an exact CUSIP. WHEN NOT TO USE: - Use find_signals when the user is screening across multiple stocks ("show me stocks where smart money is bullish") - Use analyze_fund when the subject is a fund/hedge fund, not a stock - Use search_securities first for a company name or ambiguous identifier, then pass its ticker/CUSIP here RETURNS: Resolved security identity and listing-status detail, verdict label and confidence, four source-specific signals, the exact 13F quarter and per-stream disclosure-through dates, top holders, recent institutional moves, and the latest fetched Congress, OGE executive, Form 4, and 13D/G evidence. Reported-symbol-only evidence is labeled and remains visible but never affects the CUSIP-scoped score. VERIFICATION: Cite record-level `source_url` filing or disclosure links when present.

Returns every available changed 13F position for exactly one fund or one stock in one quarter, using cursor pagination. WHEN TO USE: The user asks what a fund bought, added to, trimmed, or exited; or which institutions changed a named stock position. PARAMETERS: - provide exactly one of cik_or_name or ticker_or_cusip - quarter: required YYYY-QN filing quarter - change_types: any unique subset of new, increased, decreased, exited - instrument_type: stocks, options, bonds, or all - cursor: pass the previous next_cursor to continue All filters are applied before pagination. Ticker scope expands only within one issuer prefix, exposes the exact CUSIP set used, and requires an exact CUSIP when ticker data collides across issuers. New/increased/decreased/exited map directly to filing-derived NEW/INCREASED/DECREASED/SOLD changes; unchanged positions are never included. WHEN NOT TO USE: - Use get_stock_holders for all active owners of one stock, including unchanged positions - Use get_fund_holdings for all currently processed positions in a fund's portfolio, including unchanged positions RETURNS: Deterministically paginated filing-derived changes with fund and security identity, current/prior position values, deltas, conviction, and quarter-end price provenance. No source-wide total is claimed. VERIFICATION: Cite record-level `source_url` filing or disclosure links when present.

Returns SEC Schedule 13D/13G large-ownership filings. With no identity filter, returns the global recent-filing feed; optionally filter by one stock or one filer. WHEN TO USE: User asks who has taken a big stake in a company, or whether an activist investor is involved. Examples: - "Who has a 5%+ stake in Tesla?" - "Is there an activist investor in NVDA?" - "Show recent active 13D/13G stakes" PARAMETERS: - ticker_or_cusip or filer: optional identity filter; provide at most one. Ticker collisions return candidates; use an exact CUSIP to disambiguate - classification: optional active, passive, structural, or unknown filter - filed_from / filed_to: optional inclusive SEC filing-date range (YYYY-MM-DD); filed_from must be on or before filed_to - limit / cursor: page size and opaque continuation cursor; an explicit limit above the caller's tier fails rather than being changed The result preserves unknown structural classifications instead of converting them to passive. WHEN NOT TO USE: - Use get_insider_trades for officer/director Form 4 trades - Use analyze_stock for the synthesized smart-money verdict RETURNS: Cursor-paginated stakes with canonical and source-reported security identity, filer, current and previous ownership, voting power, classification, form, stated purpose, filing identifiers, and source link. Stock filters include exact-CUSIP rows plus official subject-ticker evidence not yet linked to a CUSIP; those rows return cusip null and data_status identifies the limitation. VERIFICATION: Cite record-level `source_url` filing or disclosure links when present.

Backtests a disclosed hedge-fund cloning strategy across completed 13F disclosure intervals without look-ahead. WHEN TO USE: User wants to know how a fund-cloning strategy would have performed. Examples: - "Backtest cloning Renaissance's top 10 since 2023" - "What's the return on copying Pershing Square's portfolio?" - "How would I have done following Buffett's top 5?" PARAMETERS: - top_n: 5, 10, or 20 positions (default 5; anonymous/free support 5) - rank_by: conviction or weight - scenario: all / new_only / double_downs / high_conviction (anonymous/free support all) - start_quarter: optional historical start (paid default: 2018-Q1; anonymous/free default: latest 4 completed intervals) Unsupported top_n, scenario, or explicit anonymous/free history requests return access_limited and are never rewritten. RETURNS: Requested and effective history bounds, any quarter excluded because its effective disclosure left no positive holding interval, compact available/returned history scope, source-check time, filing-date methodology, disclosure dates, paired-position and used-SPY price-date ranges, complete-basket interval and cumulative returns, matching-date SPY comparisons, price coverage, and explicitly scoped summary statistics. A partial basket never becomes a headline return: its normalized priced-subset estimate is reported only when at least one position is paired, compounded results stay null, and data_status identifies the root gap. VERIFICATION: Cite record-level `source_url` filing or disclosure links when present.

Side-by-side comparison of 2-3 hedge funds on one real common 13F quarter: holding overlap (Jaccard similarity), DNA similarity, ratings, win rates, and common holdings. WHEN TO USE: User wants to compare hedge funds head-to-head. Examples: - "Compare Berkshire and Pershing Square" - "How similar are Renaissance and Two Sigma?" - "How do these funds' current disclosed holdings and research scores compare?" WHEN NOT TO USE: - Use analyze_fund when the user is asking about a single fund (no comparison needed) - Use search_filers only to discover candidates or resolve an ambiguous fund name; compare_funds resolves ordinary names directly PARAMETERS: Pro supports 2 funds; Pro+ and Enterprise support 3. Lower tiers receive access_limited without changing the input. RETURNS: The common portfolio quarter, per-fund component-filing sources, overlap matrix, explicitly scoped DNA/performance, ratings + AUM, the top 10 stocks held by 2+ compared funds, and the exact common-holding count. Missing enrichments are identified in data_status. VERIFICATION: Cite record-level `source_url` filing or disclosure links when present.

Returns official financial disclosures from Congress and the OGE executive-branch feed. It defaults to Congress; branch selects Congress, executive, or both. Optionally filter by one stock or one official filer. WHEN TO USE: User asks what Congress, a senator, a representative, or an executive-branch official disclosed buying or selling. Examples: - "What stocks did Nancy Pelosi trade?" - "What did Donald Trump disclose trading?" - "Has any member of Congress bought NVDA?" - "Show me recent congressional purchases" PARAMETERS: - ticker_or_cusip or member: optional identity filter; provide at most one. member resolves only against the selected branch; ambiguous names return candidates - branch: congress (default), executive (OGE), or all official disclosures - direction: optional buy, sell, or other filter - filed_from / filed_to: optional inclusive disclosure-date range (YYYY-MM-DD); filed_from must be on or before filed_to - limit / cursor: page size and opaque continuation cursor; an explicit limit above the caller's tier fails rather than being changed WHEN NOT TO USE: - Use analyze_politician for one member's full profile + trading performance - Use analyze_stock for the synthesized smart-money verdict on a stock RETURNS: Cursor-paginated House, Senate, and/or OGE disclosures (selected by branch) with canonical ticker and CUSIP when verified, the ticker printed in the official disclosure as separate source evidence, filer, chamber, native transaction type, buy/sell/other direction, dollar range, dates, instrument details, and source link. An unresolved official ticker is returned as disclosed_ticker while ticker and security_cusip remain null. VERIFICATION: Cite record-level `source_url` filing or disclosure links when present.

Searches funds by name and returns canonical CIKs for discovery or disambiguation. WHEN TO USE: The user asks to find funds, a partial name may match several funds, or a workflow specifically needs a canonical CIK. Examples: - "Find funds with Pershing in the name" - "Which Renaissance filer did you mean?" WHEN NOT TO USE: - Call analyze_fund or clone_fund directly for an ordinary fund name; those tools resolve names themselves - Call compare_funds directly for ordinary fund names RETURNS: Up to the requested limit (maximum 10) of matching funds, each with CIK + name + AUM + star rating. VERIFICATION: Cite record-level `source_url` filing or disclosure links when present.

Returns all disclosed positions currently processed for a hedge fund and quarter, paginated. WHEN TO USE: User wants every currently processed disclosed position for a fund, not just the headline moves or rating. Examples: - "List everything Berkshire Hathaway holds" - "Show me Pershing Square's full portfolio" - "What are all of Bridgewater's positions?" PARAMETERS: - cik_or_name: a CIK (e.g. "0001067983") or fund name (fuzzy-matched) - quarter: optional quarter (default: latest available) - limit: positions per page; an unsupported tier limit returns access_limited without changing the input - cursor: pass back the previous response's next_cursor to fetch the next page WHEN NOT TO USE: - Use analyze_fund for the rating, DNA archetype, and headline moves (not the full holdings list) - Use compare_funds to compare portfolios across funds RETURNS: Fund and filing context plus cursor-paginated filing-native positions, including security listing status/detail, shares/value/weight, prior-position deltas, conviction, filing-period and current price dates/sources, cost basis, P&L, and price-data-through. Missing optional price or metadata fields are identified in data_status. VERIFICATION: Cite record-level `source_url` filing or disclosure links when present.

Returns completed current corporate-insider non-derivative Form 4 transactions filed since August 24, 2026. With no identity filter, returns the global recent-filing feed; optionally filter by one stock or one insider. WHEN TO USE: User asks whether insiders are buying or selling a stock, or wants a specific executive's trades. Examples: - "Are insiders buying NVDA?" - "Did any executives sell Tesla recently?" - "Show recent open-market insider purchases" PARAMETERS: - ticker_or_cusip or insider_name: optional identity filter; provide at most one. Ticker collisions return candidates; use an exact CUSIP to disambiguate - direction: optional buy, sell, or other filter - trade_class: optional open_market, placement, grant_like, or other filter - filed_from / filed_to: optional inclusive SEC filing-date range (YYYY-MM-DD); dates before 2026-08-24 are rejected, and filed_from must be on or before filed_to - limit / cursor: page size and opaque continuation cursor; an explicit limit above the caller's tier fails rather than being changed WHEN NOT TO USE: - Use analyze_stock for the synthesized smart-money verdict (which already folds insider activity in) - Use get_activist_stakes for 5%+ ownership stake filings RETURNS: Cursor-paginated non-derivative Form 4 records across common and non-common securities, with native transaction code, buy/sell/other direction, SEC acquisition/disposition, security title/class, every reporting owner, asserted role, and Other-role detail, plus shares and their reported/indeterminate status, price, value and its calculation/net-proceeds basis, determinate post-transaction ownership, amendment status, period of report, original-submission date, filing identifiers, and source link. Joint filings—including SEC accessions split only because they exceed EDGAR's reporting-person limit—appear once per economic transaction with all owners, so counts and values are not inflated. An incomplete split group fails visibly instead of returning partial owners. P/S common-equity transactions are the only codes used in conviction scoring. Stock filters include exact-CUSIP rows plus official issuer-ticker evidence not yet linked to a CUSIP; those rows return cusip null and data_status identifies the limitation. When a stock or insider filter is present, unavailable_filings lists any filing in that scope and date range whose share quantity the SEC document does not make readable, each with its filing date, a one-sentence detail, and its SEC source link; it is empty for the global feed and never a blanket coverage warning. VERIFICATION: Cite record-level `source_url` filing or disclosure links when present.

Returns the current caller's authentication method, HoldingsIntel access tier, and exact daily MCP quota usage. This read-only status check does not consume daily quota. Anonymous callers receive quota=null; it never exposes keys, billing data, or another user's account.

Returns every processed 13F quarter with reported and prior-quarter filer counts, a default_ready selection heuristic, and whether the current caller can access that quarter. It never labels a quarter complete. latest is the newest default-ready quarter; latest_reported is the newest quarter with any processed filing. If the index cannot be loaded, returns source_unavailable rather than a successful empty result. WHEN TO USE: When you need to know which quarters can be passed as the optional 'quarter' parameter to other tools. Returns quickly; safe to call once per session. VERIFICATION: Cite record-level `source_url` filing or disclosure links when present.

Renames an authenticated user's named saved list. Names cannot have leading or trailing whitespace; the protected default Watchlist cannot be renamed, and no named list can be renamed to the reserved name Watchlist.

Searches stocks by ticker or company name and returns canonical security identities. WHEN TO USE: The user asks to find stocks, a company name is ambiguous, or a workflow specifically needs the canonical CUSIP. WHEN NOT TO USE: - Call analyze_stock directly for an ordinary ticker or CUSIP - Use find_signals when screening across stocks rather than resolving a single name RETURNS: Up to the requested limit (maximum 10) of matching securities, each with CUSIP + ticker + issuer + sector + listing status. VERIFICATION: Cite record-level `source_url` filing or disclosure links when present.

Screens for stocks or fund moves matching a signal type. Use this when the user wants a list, not a single stock. WHEN TO USE: User asks for a screen, list, or "what's interesting right now". Types: - convergence: stocks with institutional coverage where 2+ available filing-source signals align - conviction: highest-conviction recent moves - double_downs: positions increased while price fell - new_positions: fresh entries this quarter - smart_money_buying: stocks with strictly positive conviction-weighted institutional sentiment - early_birds: first-mover funds discovering new positions Examples: - "Show me stocks where smart money is converging" - "What are the highest conviction buys this quarter?" - "Which funds are doubling down into price weakness?" WHEN NOT TO USE: - Use analyze_stock when the user names a specific stock PARAMETERS: sector applies only to convergence; quarter is unavailable for convergence and otherwise defaults to the newest default-ready 13F quarter; min_score is unavailable for early_birds. smart_money_buying always requires conviction_weighted_sentiment > 0, even when min_score is omitted or zero. Unsupported combinations are rejected, never ignored. RETURNS: A cursor-paginated ranked list with the relevant score and source metrics, a filing period for quarter-bound types, and an exact total when the underlying dataset supports one. Convergence is a mixed-source snapshot; because its backing view exposes no exact common data-through date, provenance returns null and data_status states that limitation. VERIFICATION: Cite record-level `source_url` filing or disclosure links when present.

Returns every available active cash-equity 13F holder position for one stock and one quarter, using cursor pagination. WHEN TO USE: The user asks who owns a stock, which institutions hold it, how large each disclosed position is, or wants all currently processed holders for a quarter. PARAMETERS: - ticker_or_cusip: one ticker or exact CUSIP - quarter: required YYYY-QN filing quarter - cursor: pass the previous next_cursor to continue Ticker input is expanded only when every matching CUSIP belongs to the same issuer prefix; ticker collisions require an exact CUSIP. The exact set used is returned in security.scoped_cusips, while security.resolved_cusip identifies the row supplying listing status/detail. Each holder row remains a distinct disclosed CUSIP position; different share classes are never silently merged. Exited positions are excluded. WHEN NOT TO USE: - Use get_13f_activity for new, increased, decreased, or exited positions - Use get_fund_holdings for one fund's full portfolio RETURNS: Resolved security identity and listing-status detail plus deterministically paginated holder positions with fund identity, shares, value, portfolio weight, change, conviction, nullable valuation/cost/P&L estimates, and page-scoped price coverage. No source-wide total is claimed. VERIFICATION: Cite record-level `source_url` filing or disclosure links when present.