Welcome MCP Server

com.thebalancedinvestorclub/welcome

answering

Welcome is answering right now. Last checked 9 min ago. It exposes 57 tools.

The Balanced Investor Club, the thinking companion for the markets. Educational, not advice.

Uptime history 39 hours of history · worst hour 0%

39 hours agonow

34.1%

Uptime 24h

31 of 91 checks

Tools

read from the server

429 ms

Response time

average over 24h

open, no key

Access

streamable-http

Connect this server

Endpoint below is the one we actually reach during checks — not the one copied from a README. Last verified 9 min ago.

Claude Code Claude Desktop Codex Cursor VS Code

run in your terminal

claude mcp add welcome --transport http https://thebalancedinvestorclub.com/api/mcp/mcp

~/Library/Application Support/Claude/claude_desktop_config.json

{
  "mcpServers": {
    "welcome": {
      "url": "https://thebalancedinvestorclub.com/api/mcp/mcp"
    }
  }
}

~/.codex/config.toml

[mcp_servers.welcome]
url = "https://thebalancedinvestorclub.com/api/mcp/mcp"

.cursor/mcp.json

{
  "mcpServers": {
    "welcome": {
      "url": "https://thebalancedinvestorclub.com/api/mcp/mcp"
    }
  }
}

.vscode/mcp.json

{
  "mcpServers": {
    "welcome": {
      "url": "https://thebalancedinvestorclub.com/api/mcp/mcp"
    }
  }
}

Available tools 57

Read directly from the server with tools/list, grouped by what they act on. If a tool disappears, we record the date.

watchlist

add_to_watchlist

Add an instrument to one of your Stock Trackers. Stocks, ETFs, and crypto pairs are supported. Pre-checks for duplicates so you don't end up with the same ticker twice.

create_watchlist

Create a new Stock Tracker — a place for the instruments you want to keep an eye on. Names are unique per user.

delete_watchlist

Delete one of your Stock Trackers permanently, along with every instrument in it. If it was public, its followers lose it too. This cannot be undone.

get_watchlist_by_slug

Open a community watchlist by its slug — see the full list of constituents (tickers, sector, industry, asset type) plus follower count. Use the slug returned by `discover_community_watchlists`.

update_watchlist

Update one of your Stock Trackers — rename it, change the description, make it public or private, or change how often it alerts you. Only the fields you pass are changed.

market

get_market_calendar

Upcoming earnings and IPOs across the market, next three months. Filter to specific tickers and/or a date range to reach your coverage. Earnings carry analyst-estimate EPS when reported. IPOs carry exchange and price range when available.

get_market_movers

Top gainers, losers and most actively traded US tickers from the last completed session. Small illiquid names can dominate the gainers list — the volume column is there so you can judge. Movement is not merit.

get_market_pulse

A snapshot of where the market sits right now — random sample of strongly bullish vs strongly bearish names, plus aggregate counts. Great as an opener to ask 'what stands out today?'

list_market_moods

Browse Market Mood across instruments — The Balanced Investor Club's behavioural read on how short and long-term moving averages align. Educational, never predictive. Filter by sector, asset type, or mood label.

close_trade

Close an open trade in your Trading Journal with an exit reflection — exit price, date, and optionally how you felt and what you learned. Identify the trade by id, or by ticker if you have a single open position for it.

get_close_history

Daily close-price history for a stock, ETF, or crypto pair over a selected range. Summary stats by default (start, end, high close, low close, percent change). Optionally returns the most recent N daily closes.

earnings

get_earnings_estimates

Analyst earnings estimates for upcoming quarters AND fiscal years — EPS consensus, revenue, and analyst counts per horizon. Mirrors what the Market Hub shows. Estimates, not forecasts — they shift as each date nears.

get_earnings_transcript

Full earnings call transcript for a company and fiscal quarter — management remarks and the analyst Q&A, speaker by speaker. The primary source for guidance, segment color, and management tone. Long: use offset/limit to page through big calls.

instrument

get_instrument_overview

Everything we offer about a single instrument in one shot — identification, current Market Mood + price alignment, fundamentals (stocks) or holdings (ETFs), and recent news. Equivalent of opening the /analysis page on the website. Mood and price-alignment snapshots refresh on a daily cycle and can lag the latest close by one session.

get_instrument_popularity

How many community watchlists include a given ticker — a simple read on what the club is tracking.

ticker

check_ticker_in_my_watchlists

Quickly check whether a specific ticker is already in any watchlist you own or follow. Useful before adding it again.

get_ticker_metadata

Quick identity check on a ticker — name, sector, industry, exchange, asset type. Useful before going deeper.

trade

delete_trade

Take a trade out of your Trading Journal stats — for a mis-entry, a duplicate, or a practice trade you logged by mistake. The trade stops counting towards your win rate, P&L and emotion breakdown. The row itself is kept (the journal has no hard delete, by design), so the record of what you actually did stays honest.

update_trade

Update fields on an existing trade in your Trading Journal — entry price, quantity, thesis, notes, how you felt at entry, or the lesson you took from it. Identify the trade by id.

watchlists

get_my_watchlists

Read your private and followed watchlists at The Balanced Investor Club. Returns names, item counts, and how many people are following you on each.

search_my_watchlists

Search across your own watchlists, the curated/official ones, and shared community lists by name. Returns up to 5 matches per bucket.

about

about_us

Who we are. Philosophy, framework, what we are — and what we are NOT. The thinking companion for the markets.

balance

get_balance_sheet

Balance sheet for a stock — assets, liabilities and equity at each period end. Mirrors what the Market Hub shows. Stocks only.

briefing

get_my_briefing

Your daily briefing at The Balanced Investor Club — a read on your own activity: morning brief, journal counts, the instruments you follow, mood highlights, activity, and your learning journey. A mirror, never advice.

cash

get_cash_flow

Cash flow statement for a stock — cash generated and used across operating, investing and financing. Mirrors what the Market Hub shows. Stocks only.

cocreator

get_my_cocreator_status

Your Co-Creator status at The Balanced Investor Club — tier, days until renewal, monthly progress on the 2 feedback + 2 invite obligations, lifetime totals.

compare

compare_tickers

Side-by-side log-returns for up to 5 tickers — stocks, ETFs, crypto. Volatility, total return, max and min. Date-aligned.

crypto

get_crypto_price_alignment

How a crypto pair's price aligns with its short, medium, and long-term moving averages — and the resulting Market Mood. Educational, never predictive.

curated

get_curated_lists

Backtested cross-MA strategies tuned for a specific ticker by The Balanced Investor Club — short/medium/long moving-average periods plus 1-year return, 3-year Sharpe, and trade count. Educational read on what historically lined up; never advice.

discover

discover_community_watchlists

Browse public watchlists curated by our research team at The Balanced Investor Club. Filter by asset type or sort by what's popular.

dividends

get_dividends

Dividend history for a stock or distributing ETF — ex-dividend date, payment date, and amount per share. Mirrors what the Market Hub shows. Not applicable to crypto.

etf

get_etf_profile

Profile of an ETF — net assets, expense ratio, dividend yield, top holdings, and sector breakdown. Mirrors what the website shows in /analysis for ETFs.

follow_watchlist

Follow a public Stock Tracker so it shows up on your stock tracker page. Get updates when instruments are added or removed.

from

remove_from_watchlist

Remove an instrument from one of your Stock Trackers. This will remove the instrument from your stock tracker. This action cannot be undone.

fundamentals

get_fundamentals

Company fundamentals for a stock — market cap, P/E, EPS, dividend yield, 52-week range, and up to 20 quarters of EPS history vs analyst consensus. Mirrors what the website shows in /analysis.

import

import_trades

Import a batch of trades into your Trading Journal from a CSV export — Tradervue, TraderSync, Interactive Brokers, Degiro, or a generic CSV. Paste the CSV contents (including the header row). Columns are matched flexibly, so 'symbol'/'ticker', 'shares'/'quantity' and similar all work. Rows that can't be read are reported back rather than silently dropped.

income

get_income_statement

Income statement for a stock — revenue, costs, profit — the P&L, period by period. Mirrors what the Market Hub shows. Stocks only (not ETFs or crypto).

industry

get_industry_returns

Same idea as the sector view, narrower scope — average return for a single industry over the last year.

insider

get_insider_transactions

Recent insider transactions for a company — who bought or sold, role, shares, and price. Insider activity is context, not a signal: executives sell for many reasons.

institutional

get_institutional_holdings

Institutional ownership of a company — total holders, ownership percentage, how many increased vs decreased positions, and the largest holders. Quarterly 13F data: always at least one quarter behind.

instruments

search_instruments

Search The Balanced Investor Club's coverage universe across stocks, ETFs, and crypto. Type a ticker, company name, or coin name — same as the search box on the website.

journal

get_my_journal_stats

Pre-aggregated stats from your Trading Journal — counts, win rate, P&L, profit factor, and emotion analytics. A calm mirror, no judgement.

log

log_trade

Log a trade you've already made into your Trading Journal — ticker, direction, entry date, price, and quantity, plus an optional thesis and how you felt. This records a past decision; it never executes anything. Stocks, ETFs, and crypto only.

macro

get_macro_indicators

US economic indicators — rates, jobs, growth, energy, metals, agriculture, and markets. Latest reading per indicator plus the change from the prior period. Context behind the market, not a signal about any one stock.

mood

get_mood_for_ticker

Pull the current Market Mood for a single ticker — its history, how often the mood has shifted, and any patterns we've spotted. Educational only. Mood snapshots refresh on a daily cycle and can lag the latest close by one session; use get_close_history for the freshest price.

news

get_news

Recent news mentioning a ticker, with article-level sentiment. Mirrors what the website shows in /analysis.

price

get_price_alignment

How a stock or ETF's price aligns with its short, medium, and long-term moving averages — and the resulting Market Mood. Educational, never predictive. Snapshots refresh on a daily cycle and can lag the latest close by one session; use get_close_history for the freshest price.

pricing

get_pricing

Pricing tiers at The Balanced Investor Club — what each one unlocks. No sales pitch.

sector

get_sector_returns

Market-cap-weighted average return for a sector over the last year. Pre-computed daily from public market data. GICS names like 'Consumer Discretionary' or 'Information Technology' are accepted.

securities

list_securities_by

List every security inside a sector or industry — a way to map the surface before drilling. Returns ticker, name, sector, industry, and optionally market cap. Use this when the user asks 'what's in Technology?', 'show me the Banks industry', or to build a peer set by size for a comps analysis (sort='market_cap').

start

start_here

Start exploring The Balanced Investor Club. A calm orientation — what we are, what the community is watching right now, and what to try next. Recommended as your first call.

today

get_today_mood_changes

Mood TRANSITIONS today — instruments whose Market Mood label flipped in the last 24h (e.g. Bullish → Neutral). This is NOT price movers; mood changes only. If today is quiet, an empty result is normal — try `list_market_moods` with `only_with_changes` for the latest cycle of transitions across recent days.

trades

list_my_trades

Your trades from the Trading Journal at The Balanced Investor Club. Optionally filter by status or ticker. Set include_notes to read back the thesis and lesson you wrote on each trade. Your data, your patterns — never advice.

trust

get_my_trust_score

Your Trust Score and what built it — discipline, sizing, journaling, drawdown control. A read on your own behaviour, not a verdict.

unfollow

unfollow_watchlist

Stop following a public Stock Tracker. It disappears from your stock tracker page and you stop receiving its updates. Your own Stock Trackers are unaffected.

valuation

get_valuation_inputs

DCF building blocks for a stock in one call — current price, shares outstanding, beta, net debt, trailing FCF, 4-year FCF history and CAGR, revenue growth, and the 10-year Treasury as risk-free rate. The same pre-computed inputs the site's Valuation Lab uses; saves stitching five separate calls.

whoami

whoami

A quick hello — your name, plan, how long you've been with The Balanced Investor Club, and today's date from our servers. Call this before stamping a date on any deliverable: the date here is authoritative, and a date you recall is not.

Endpoints

URL	Transport	State	Latency	Checked
https://thebalancedinvestorclub.com/api/mcp/mcp	streamable-http	answering	571 ms	9 min ago

Welcome — questions

Answers built from our own checks of this server.

What can Welcome do?

It exposes 57 tools, read directly from the server on our last check. Among them: about_us, add_to_watchlist, check_ticker_in_my_watchlists, close_trade, compare_tickers, create_watchlist and 51 more. The full list with descriptions is on this page — we take it from the server itself via tools/list, not from a README. How MCP servers expose tools in the first place →

What is Welcome mostly used for?

Its tools cluster around watchlist, market and earnings. That is what this server is built to work with — the grouping comes from the actual tool names, not from a category we assigned.

Is Welcome working right now?

We send a real MCP handshake every 15 minutes. Over the last 24 hours 31 of 91 checks got a reply (34.1%), average response time 429 ms. The bar chart above shows every period we have measured.

How do I connect Welcome?

Copy the ready config from this page — we generate it for Claude Code, Claude Desktop, Codex, Cursor and VS Code, each with the file path that client actually reads. It is a remote server, so there is nothing to install — the client connects to the address.

Does Welcome need an API key?

No. Welcome completed a full MCP handshake with us as an anonymous client and listed its tools without asking for anything. All 57 of them are readable on this page. This is what we observed, not what the docs claim.

How fast is Welcome?

It answers our handshake in 429 ms on average, which is faster than 29% of all working MCP servers we measure. The comparison comes from our own checks across the whole registry, every 15 minutes.