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Quantic Finance

Dividend portfolio tracking and planning for US and EU markets: income, safety, Spain-aware taxes.

Connector by quantic.financeOfficial · Domain verified by the MCP Registry

IndexedLicense unknownRemote (HTTP)
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Install

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

npx agentmarket install connector/quantic-finance-mcp

Asks which of your tools to add it to (Claude Code, Codex, Cursor, VS Code, Windsurf, Gemini CLI, Claude Desktop) and shows the change first. See https://agentmart.dev/cli.

Remote endpoint

  • https://quantic.finance/mcp Remote (HTTP)

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About

Dividend portfolio tracking and planning for US and EU markets: income, safety, Spain-aware taxes.

Reviews

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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
24 read · 0 write · 0 deleteRead-only
Secrets
None asked for
Install scripts
Nothing to install (hosted)
Runs as
Hosted (remote endpoint)

Tools by what they do 24

From the running server's own tool list (tools/list) on Oct 25, 2026.

Read 24 · Look things up without changing anything.

  • compare_stocks
  • dividend_calendar
  • dividend_changes
  • earnings_calendar
  • get_dividends
  • get_holdings
  • get_income_attribution
  • get_income_outlook
  • get_movements
  • get_options
  • get_performance
  • get_portfolio
Show 12 more tools
  • get_radar
  • get_realized
  • get_stock
  • get_stock_research
  • get_tax_report
  • get_upcoming_dividends
  • get_valuation
  • list_portfolios
  • list_stocks
  • screen_stocks
  • screen_wheel
  • search_stocks

Network hosts it talks to 1

  • quantic.finance · found in remote endpoint, install command

Tools (24)

As the server listed them on Oct 25, 2026. Descriptions are the server’s own words; hidden characters are shown as [U+…].

  • compare_stocksCompare stocksread-only

    Compare 2–4 stocks side by side (the /compare view): snapshot, dividend growth, Quantic reads, valuation, momentum, financial health, schedule and community metrics — with the winning column flagged per row (`best`). Pass a list of tickers, e.g. ["KO","PEP","MO"].

  • dividend_calendarUpcoming ex-dividend datesread-only

    Upcoming ex-dividend dates across the dividend universe over the next `days` days (default 45, max 120), soonest first. Public — buy before the ex-date to receive the next dividend. Each row also carries the forward annual dividend rate (`dividend_rate`, in `currency`: the provider's declared rate, or for a steady payer its last payment times payments per year — never the coming payment's own amount), the current yield as a percentage (`dividend_yield`, 2.84 = 2.84%), and the payment date (`pay_date`). Any of them is null when unknown, as the rate is for payers with an uneven interim and fina…

  • dividend_changesRecent dividend raises and cutsread-only

    Dividend raises and cuts Quantic saw over the last `days` days (default 7, max 90), newest first. Public. Each row is a change in the forward annual dividend rate: `old_rate` → `new_rate`, in `currency`, with `kind` "raise" or "cut". `detected_on` is the day Quantic first saw the new rate: near the declaration when the provider declares it, within a week of the first changed payment's ex-date when it comes from the payments. Never the company's declaration date. The log starts on 2026-10-14; nothing before that is in it.

  • earnings_calendarUpcoming earnings reportsread-only

    Upcoming earnings reports across the universe over the next `days` days (default 14, max 60), soonest first. Public — the same dates the stock pages show logged out. `estimated` is true when the date is the provider's projection from the previous cycle rather than one the company confirmed; word the two differently. `earnings_date_end` is set when only a window is known.

  • get_dividendsYour received dividendsread-only

    The signed-in user's received (paid) dividends, newest first. Each row carries the symbol, pay date, shares, per-share and gross amount, withholding tax, net amount and currency. Optionally filter by `symbol` (e.g. "AAPL") and a `from`/`to` date window (ISO-8601, e.g. "2024-01-01"), and/or pass `portfolio` (one of your portfolio names or slugs, case-insensitive — see `list_portfolios`) to narrow to that portfolio; omitted, dividends aggregate across all your portfolios (rows then carry a `portfolio` name when you have more than one). Private to the caller.

  • get_holdingsYour holdingsread-only

    The signed-in user's current holdings: each position's symbol, name, shares held, average cost per share, trading currency and sector. This is cost-basis data from the ledger (no live prices) — use `get_valuation` for current market value, gain/loss and yield. Optionally pass `portfolio` (one of your portfolio names or slugs, case-insensitive — see `list_portfolios`) to narrow to that portfolio; omitted, holdings aggregate across all your portfolios (rows then carry a `portfolio` name when you have more than one). Private to the caller.

  • get_income_attributionWhy your income changedread-only

    Why the signed-in user's dividend income changed: the trailing 12 months against the 12 before them, split into what the companies did, what the user did, what the tax office took and what the exchange rate moved. The four components sum to the headline change by construction, so they can be quoted together without reconciling them yourself. Each is in the user's preferred currency and **net of the withholding their broker recorded**, the same basis `get_income_outlook` reports. `organic` is the part that came from raises alone — income the companies added without the user putting in another…

  • get_income_outlookYour dividend income outlookread-only

    The signed-in user's forward dividend income outlook, in their preferred currency: projected annual income at the current rate (gross and net of estimated foreign withholding tax), the income-weighted trailing dividend growth, the current yield, the top income-contributing holdings (gross and net per holding, ranked on the net basis when withholding applies; with each one's growth, 5-year CAGR and consecutive-increase streak), and a year-by-year income projection (gross and net). Also `income_year` — the shape of a typical year: projected income per calendar month, which months sit below the …

  • get_movementsYour trades & cash movementsread-only

    The signed-in user's trades / cash movements (buys, sells, …), newest first. Each row carries the symbol, date, type, quantity, price, total amount, fee and currency. Optionally filter by `symbol` (e.g. "AAPL") and a `from`/`to` date window (ISO-8601, e.g. "2024-01-01"), and/or pass `portfolio` (one of your portfolio names or slugs, case-insensitive — see `list_portfolios`) to narrow to that portfolio; omitted, movements aggregate across all your portfolios (rows then carry a `portfolio` name when you have more than one). Private to the caller.

  • get_optionsYour options positionsread-only

    The signed-in user's options positions — the income "wheel" of sold puts and calls — newest first. Each row carries the symbol, put/call type, strike, expiry, contracts, premium collected, fees, status (open/expired/assigned/ closed), net premium, break-even price, annualized premium yield (ratio) and currency. Optionally filter by `symbol` (e.g. "AAPL") and `status` ("open", "history" for everything resolved, or "all"), and/or pass `portfolio` (one of your portfolio names or slugs, case-insensitive — see `list_portfolios`) to narrow to that portfolio; omitted, positions aggregate across all y…

  • get_performanceHow your portfolio has doneread-only

    How the signed-in user's portfolio has actually done — an annualized **money-weighted** return (XIRR) in their preferred currency, including dividends received and any sales, next to what the same money moved on the same days would have made in broad index funds. Money-weighted, not time-weighted: it counts *when* each amount went in, so money invested before a good year earns more of the credit than money added at the end. Every flow is converted at the exchange rate published on its own date, so currency movement is part of the answer — unlike `get_realized`, which deliberately never conver…

  • get_portfolioYour full portfolio snapshotread-only

    The signed-in user's complete portfolio snapshot in one call: current holdings (shares + average cost), dividends received, trades (movements) and radar watchlist with target prices. Their own private data, including amounts. Use this for a full overview/backup; for a specific slice (filtered dividends or movements, current market value, income projection) prefer the focused tools (`get_dividends`, `get_movements`, `get_valuation`, `get_income_outlook`). Optionally pass `portfolio` (one of your portfolio names or slugs, case-insensitive — see `list_portfolios`) to narrow to that portfolio; omi…

  • get_radarYour radar watchlistread-only

    The signed-in user's radar (watchlist): stocks they're tracking to buy or sell, with their target buy/sell prices, notes and currency. Private to the caller. Use `get_stock` to fetch the current price for any of these symbols.

  • get_realizedWhat your sales realizedread-only

    What the signed-in user's sales actually realized — the positions they've sold out of, and the partial sales of positions they still hold. Each row carries proceeds, the cost basis those proceeds consumed, and the **signed** `result` (negative when sold below the average cost), plus the holding window, trade count and dividends collected while held. Pass `status: "closed"` for only the positions that were fully sold out, or `portfolio` (a portfolio name or slug — see `list_portfolios`) to narrow to one; omitted, it covers every portfolio. Also returns per-currency totals. Results use **averag…

  • get_stockLook up a stockread-only

    Look up a stock or ETF by ticker (e.g. "KO", "SCHD"): its dividend profile, live quote, dividend safety, balance-sheet leverage, the momentum & value scores and the snowflake radar — and, for a signed-in caller, the full "Valuation & strategy" read (fair value, two-stage DDM, margin of safety, sector-relative rank, dividend doubling time, max drawdown).

Show 9 more tools
  • get_stock_researchStock research briefread-only

    Fetch Quantic's AI-generated research deep-dive for a stock — the narrative brief (overview, dividend history, safety, risks, watch items). Optional `locale` (falls back to English). Returns `found: false` when no article has been generated for the stock yet.

  • get_tax_reportYour tax year, assembledread-only

    A tax year assembled from the signed-in user's own ledger: the dividends received (gross, withheld at source, net — per payment and per source country) and the disposals made (matched first-in first-out, with Spain's two-month rule applied to losses). Foreign currency is converted to euros at the ECB's official daily reference rate for each date — a dividend at its pay date, and a sale's cost and proceeds at their own separate dates, so the currency movement between buying and selling is part of the result. Pass `year` (defaults to the last completed one). Private to the caller. **Beta, and …

  • get_upcoming_dividendsYour next dividendsread-only

    The signed-in user's next dividends: each holding, and each stock on their radar, whose ex-dividend date or payment date falls in the next `days` days (default 45, max 120), soonest first. Each item carries `ex_dividend_date` and `pay_date` (either can be null; an ex-date already past with the payment still to come means the dividend is already theirs), `per_share` (this payment per share: the forward annual rate over the payments a year, an estimate until declared) and `currency`. A holding (`held: true`) also carries its `shares` and `expected`, what it should pay gross, and `expected_net`,…

  • get_valuationYour portfolio valuationread-only

    The signed-in user's portfolio valued at current market prices, in their preferred display currency. Returns the total market value and cost basis (so total − cost is the unrealised gain/loss), the yield on cost and current yield, a sector breakdown, and a per-position list with each holding's market value, cost and forward annual dividend income. Income is reported both gross and net of estimated foreign withholding tax (from the user's tax residence), and the health block includes a per-country geography breakdown. Uses live quotes; positions whose price can't be resolved have null value/inc…

  • list_portfoliosYour portfoliosread-only

    The signed-in user's portfolios: each one's name and whether it is the default; publicly shared portfolios also carry their URL `slug`. Pass a name (or slug) as the `portfolio` param of the ledger tools (`get_holdings`, `get_portfolio`, `get_movements`, `get_dividends`, `get_options`, `get_valuation`, `get_income_outlook`) to narrow them to one portfolio; without it they aggregate across all portfolios. Private to the caller.

  • list_stocksCurated dividend listread-only

    Fetch a curated dividend list by `slug`. Slugs: dividend-aristocrats, dividend-kings, monthly-dividend-stocks, highest-yield-dividend-stocks, safest-reits, dividend-growth-stocks, low-debt-dividend-stocks, large-cap-safe-dividend-stocks, utility-dividend-stocks, healthcare-dividend-stocks, consumer-staples-dividend-stocks, energy-dividend-stocks, european-dividend-stocks, best-dividend-etfs, monthly-dividend-etfs, best-momentum-dividend-stocks, undervalued-dividend-stocks. Returns the list's title, intro and ranked stocks (compact rows — call get_stock for a full read). Set `eu_only` to keep …

  • screen_stocksScreen stocksread-only

    Find dividend stocks & ETFs matching criteria — the screener behind quantic.finance. Filter by `sector`, `currency`, yield range (`min_yield`/`max_yield`, on the 5-year average), `min_cagr5y`, `min_streak`, `frequency`, leverage (`max_de`), `min_current` ratio, `min_market_cap`, dividend-`safety` ("safe"/"watch"/"at_risk"), `min_rating` (Quantic's composite 0–10 read on the company), `type` ("equity"/"etf"), or the `aristocrat`/`reit`/`has_ffo`/`exclude_traps` toggles; `sort` by "quality" (the default — the 0–10 rating), "yield", "cagr5y", "streak", "ffo_payout_asc", "momentum" or "value". Ret…

  • screen_wheelWheel screenerread-only

    Options worth selling on the wheel, ranked by company quality first and premium second — the same order the `/options/wheel` screen uses. Two lenses via `side`: `"put"` (the default) lists quality dividend payers the caller does **not** hold, where a cash-secured put gets paid to wait for a price they'd accept; `"call"` lists holdings large enough to cover a contract once shares already pledged to open calls are set aside. Rows are **not priced** unless `price: true`. Listing costs nothing; pricing fetches a live option chain per symbol, so it is capped by `limit` (default 5, max 10) and sho…

  • search_stocksSearch dividend stocksread-only

    Search dividend stocks by ticker or company name (e.g. "coca", "AAPL"). Public — returns up to ~10 matches with their symbols.

Signals

Last release
Aug 26, 2026 (2 months ago)

Details

Registry name
finance.quantic/mcp
Version
1.0.0
Auth
Auth not stated
License
License unknown
Website
quantic.finance
First seen
Oct 24, 2026
Last checked
Oct 24, 2026
Source
Official MCP Registry
Cite this page

Quantic Finance MCP server. Agent Mart. https://agentmart.dev/connectors/quantic-finance-mcp (last updated 2026-10-24)