ETF Research

Install

Works with Claude Code, Codex, VS Code, Cursor, Windsurf, Claude Desktop. Read the repository before you give any tool access to your data.

npx agentmarket install connector/myanptl-etf-research-mcp

About

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Permissions

What this server can do and what it asks for, from its tool list and install config. Checked Oct 25, 2026.

Tools

9 read · 0 write · 0 deleteRead-only

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Install scripts

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Runs as

Node.js package

Tools (9)

Read from the source code; the running server may differ. Descriptions are the server’s own words; hidden characters are shown as [U+…].

• compare_etfs

  Compare 2–5 ETFs side by side: price, expense ratio, AUM, YTD return, category.

• get_etf_full_holdings

  Every position an ETF holds, from its latest SEC Form N-PORT filing (not Yahoo). Returns the top positions by weight plus concentration: how many holdings make up half the fund, top-10 and top-25 weight, effective number of holdings, and breakdowns by asset type and country. Data is quarterly and about 60 days behind. Needs SEC_USER_AGENT set to a name and email.

• get_etf_holdings

  Get the top 10 holdings of an ETF with their portfolio weights, from Yahoo Finance. For every holding, straight from the fund's SEC filing, use get_etf_full_holdings.

• get_etf_overlap

  How much two ETFs hold the same things, from their full SEC N-PORT holdings. Returns weighted overlap (the share of each fund that is identical positions), how many holdings they share, and the biggest shared positions with each fund's weight. Use it to check whether owning both actually diversifies. Needs SEC_USER_AGENT set to a name and email.

• get_etf_performance

  Get historical price performance for an ETF over a given period (1m, 3m, 6m, 1y, 3y, 5y).

• get_etf_quote

  Get the current price, change, volume, and key stats for any ETF ticker (e.g. QQQM, VOO, VUG).

• get_etf_summary

  Get detailed fund info for an ETF: expense ratio, category, AUM, NAV, fund family, and inception date.

• get_similar_etfs

  Find ETFs similar to a given ticker based on Yahoo Finance's recommendation engine. Useful for discovering alternatives.

• search_etfs

  Search for ETFs by keyword or theme (e.g. 'AI', 'clean energy', 'small cap value'). Returns matching tickers and fund names.

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Open issues

1

Last commit

Oct 24, 2026 (7 days ago)

Last release

Sep 24, 2026 (1 month ago)

From GitHub (fetched Oct 24, 2026).

Details

Registry name

io.github.myanptl/etf-research-mcp

Version

1.3.1

Auth

No auth

Packages

npm etf-research-mcp

License

MIT

Repository

github.com/myanptl/etf-research-mcp

First seen

Oct 24, 2026

Last checked

Oct 24, 2026

Source

Official MCP Registrygithub-graphql