Delivers public regulatory and market data from 11 key sources such as FINRA, SEC, Census, FRED
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https://ai.fin-discovery.com/mcp32 Tools · 110 msSearchBrokerCheckSearch FINRA BrokerCheck for registered individual brokers and financial
representatives by name. Returns CRD number, current firm, registration
status, and whether the individual has any disclosures on record.
Use this tool when:
- You need to find the CRD number for a named advisor or rep
-…Search FINRA BrokerCheck for registered individual brokers and financial representatives by name. Returns CRD number, current firm, registration status, and whether the individual has any disclosures on record. Use this tool when: - You need to find the CRD number for a named advisor or rep -…
| Parameter | Typ | Beschreibung |
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SearchBrokerCheckFirmSearch FINRA BrokerCheck for broker-dealer firms by name. Returns firm
CRD, registration status, city, state, and disclosure flag.
Use this tool when:
- You need the CRD number for a broker-dealer firm (e.g. UBS, Raymond James)
- You want to distinguish between similarly named firms by locatio…Search FINRA BrokerCheck for broker-dealer firms by name. Returns firm CRD, registration status, city, state, and disclosure flag. Use this tool when: - You need the CRD number for a broker-dealer firm (e.g. UBS, Raymond James) - You want to distinguish between similarly named firms by locatio…
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GetBrokerCheckDetailRetrieve the full FINRA BrokerCheck profile for one individual using
their CRD number. Returns complete employment history, exam qualifications,
licenses held, and all disclosure details.
Use this tool when:
- You have a CRD (from SearchBrokerCheck) and want full profile detail
- You need emp…Retrieve the full FINRA BrokerCheck profile for one individual using their CRD number. Returns complete employment history, exam qualifications, licenses held, and all disclosure details. Use this tool when: - You have a CRD (from SearchBrokerCheck) and want full profile detail - You need emp…
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SearchIAPDFirmSearch the SEC Investment Adviser Public Disclosure (IAPD) database for
registered investment advisor (RIA) firms by name. Returns firm CRD,
registration status, AUM, employee count, state, and office city.
Use this tool when:
- You need the CRD or AUM for a named RIA firm
- You are looking u…Search the SEC Investment Adviser Public Disclosure (IAPD) database for registered investment advisor (RIA) firms by name. Returns firm CRD, registration status, AUM, employee count, state, and office city. Use this tool when: - You need the CRD or AUM for a named RIA firm - You are looking u…
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|---|---|---|
| params | — | — |
GetIAPDFirmDetailRetrieve the full Form ADV filing detail for one RIA firm by its CRD number.
Returns all Form ADV Part 1 fields: client types, advisory activities, fee
arrangements, custody information, office locations, and affiliated entities.
Use this tool when:
- You have a firm CRD (from SearchIAPDFirm)…Retrieve the full Form ADV filing detail for one RIA firm by its CRD number. Returns all Form ADV Part 1 fields: client types, advisory activities, fee arrangements, custody information, office locations, and affiliated entities. Use this tool when: - You have a firm CRD (from SearchIAPDFirm)…
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SearchEdgar13FSearch SEC EDGAR for 13F-HR institutional holdings filings by institution
name. Returns filing date, entity name, period of report, and accession
number. Any institution managing more than $100M in equity must file
quarterly 13Fs — this reveals their fund strategies and product usage.
Use this…Search SEC EDGAR for 13F-HR institutional holdings filings by institution name. Returns filing date, entity name, period of report, and accession number. Any institution managing more than $100M in equity must file quarterly 13Fs — this reveals their fund strategies and product usage. Use this…
| Parameter | Typ | Beschreibung |
|---|---|---|
| params | — | — |
GetEdgarCompanyFilingsRetrieve all SEC filings for a company or institution using its CIK
(Central Index Key). Returns every filing on record: form type, date,
accession number, and description. Useful for tracking all regulatory
disclosures from a specific institution over time.
Use this tool when:
- You have a C…Retrieve all SEC filings for a company or institution using its CIK (Central Index Key). Returns every filing on record: form type, date, accession number, and description. Useful for tracking all regulatory disclosures from a specific institution over time. Use this tool when: - You have a C…
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GetTerritoryWealthProfileRetrieve US Census American Community Survey (ACS) income and wealth proxy
data for a ZIP code or state. Returns median household income, median home
value, total household count, and the count and share of households earning
$100k or more — useful for scoring territory opportunity for financial…Retrieve US Census American Community Survey (ACS) income and wealth proxy data for a ZIP code or state. Returns median household income, median home value, total household count, and the count and share of households earning $100k or more — useful for scoring territory opportunity for financial…
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GetTickerInfoFetch the full Yahoo Finance profile for a stock, ETF, mutual fund, crypto,
or index. Returns name, sector, industry, market cap, P/E ratio, 52-week
range, beta, dividend yield, description, and 60+ other metadata fields.
Use this tool when:
- You need a quick summary of what a company or fund…Fetch the full Yahoo Finance profile for a stock, ETF, mutual fund, crypto, or index. Returns name, sector, industry, market cap, P/E ratio, 52-week range, beta, dividend yield, description, and 60+ other metadata fields. Use this tool when: - You need a quick summary of what a company or fund…
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|---|---|---|
| params | — | — |
GetPriceHistoryFetch OHLCV (Open, High, Low, Close, Volume) price history for one ticker.
Returns daily, weekly, monthly, or intraday bars over any period.
Use this tool when:
- You need historical price or volume data for a stock, ETF, or crypto
- You want to analyze performance over a specific time range…Fetch OHLCV (Open, High, Low, Close, Volume) price history for one ticker. Returns daily, weekly, monthly, or intraday bars over any period. Use this tool when: - You need historical price or volume data for a stock, ETF, or crypto - You want to analyze performance over a specific time range…
| Parameter | Typ | Beschreibung |
|---|---|---|
| params | — | — |
GetMultiTickerHistoryFetch OHLCV price history for multiple tickers in a single call.
Returns a flattened table with columns like 'AAPL_Close', 'SPY_Volume', etc.
Use this tool when:
- You are comparing performance across multiple securities
- You need correlated price data for a portfolio or basket of tickers
-…Fetch OHLCV price history for multiple tickers in a single call. Returns a flattened table with columns like 'AAPL_Close', 'SPY_Volume', etc. Use this tool when: - You are comparing performance across multiple securities - You need correlated price data for a portfolio or basket of tickers -…
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| params | — | — |
GetOptionsExpirationsList all available options expiry dates for a ticker. Use this before
calling GetOptionsChain to find a valid expiry date.
Use this tool when:
- You want to know which options contracts exist for a stock or ETF
- You need a specific expiry date to pass into GetOptionsChain
Source: Yahoo Fina…List all available options expiry dates for a ticker. Use this before calling GetOptionsChain to find a valid expiry date. Use this tool when: - You want to know which options contracts exist for a stock or ETF - You need a specific expiry date to pass into GetOptionsChain Source: Yahoo Fina…
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| params | — | — |
GetOptionsChainFetch the full options chain (calls and puts) for one expiry date.
Returns strike price, bid, ask, last price, implied volatility, open
interest, and volume for every contract.
Use this tool when:
- You are researching options strategies for a stock or ETF
- You need implied volatility across…Fetch the full options chain (calls and puts) for one expiry date. Returns strike price, bid, ask, last price, implied volatility, open interest, and volume for every contract. Use this tool when: - You are researching options strategies for a stock or ETF - You need implied volatility across…
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GetFinancialsFetch income statement, cash flow statement, or balance sheet for a stock.
Returns up to 4 years of annual data or 4 quarters of quarterly data,
transposed so each row is one reporting period.
Use this tool when:
- You need revenue, net income, EPS, or operating margins
- You want cash flow f…Fetch income statement, cash flow statement, or balance sheet for a stock. Returns up to 4 years of annual data or 4 quarters of quarterly data, transposed so each row is one reporting period. Use this tool when: - You need revenue, net income, EPS, or operating margins - You want cash flow f…
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| params | — | — |
GetEarningsHistoryFetch earnings history (EPS actual vs estimate, surprise %) and upcoming
earnings dates with consensus estimates. Also returns forward EPS estimates
by quarter and fiscal year.
Use this tool when:
- You want to see how a company has performed vs EPS expectations
- You need the next earnings d…Fetch earnings history (EPS actual vs estimate, surprise %) and upcoming earnings dates with consensus estimates. Also returns forward EPS estimates by quarter and fiscal year. Use this tool when: - You want to see how a company has performed vs EPS expectations - You need the next earnings d…
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| params | — | — |
GetAnalystRatingsFetch analyst buy/sell/hold consensus ratings, current price targets
(low, high, mean, median), and the full history of analyst upgrades
and downgrades with firm name, fromGrade, toGrade, and action.
Use this tool when:
- You want to know the current Wall Street consensus on a stock
- You nee…Fetch analyst buy/sell/hold consensus ratings, current price targets (low, high, mean, median), and the full history of analyst upgrades and downgrades with firm name, fromGrade, toGrade, and action. Use this tool when: - You want to know the current Wall Street consensus on a stock - You nee…
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| params | — | — |
GetHoldersFetch ownership data for a stock: top institutional holders, mutual fund
holders, and recent insider transactions (buys/sells by executives).
Use this tool when:
- You want to know which institutions or funds own a stock
- You are checking for insider buying or selling activity
- You need ins…Fetch ownership data for a stock: top institutional holders, mutual fund holders, and recent insider transactions (buys/sells by executives). Use this tool when: - You want to know which institutions or funds own a stock - You are checking for insider buying or selling activity - You need ins…
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|---|---|---|
| params | — | — |
GetDividendsAndSplitsFetch the full history of cash dividends, stock splits, and combined
corporate actions for a ticker. Returns date, amount/ratio for each event.
Use this tool when:
- You need dividend history or yield calculation inputs
- You are researching dividend growth over time
- You want to verify stoc…Fetch the full history of cash dividends, stock splits, and combined corporate actions for a ticker. Returns date, amount/ratio for each event. Use this tool when: - You need dividend history or yield calculation inputs - You are researching dividend growth over time - You want to verify stoc…
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|---|---|---|
| params | — | — |
GetFundProfileFetch ETF or mutual fund specific data: top holdings with weight %,
sector allocations, expense ratio, bond credit quality ratings,
and equity style characteristics.
Use this tool when:
- You need the top 10 holdings and their weights for an ETF or fund
- You want sector allocation breakdown…Fetch ETF or mutual fund specific data: top holdings with weight %, sector allocations, expense ratio, bond credit quality ratings, and equity style characteristics. Use this tool when: - You need the top 10 holdings and their weights for an ETF or fund - You want sector allocation breakdown…
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| params | — | — |
LookupTickerSearch for a Yahoo Finance ticker symbol by company name, fund name,
or keyword. Returns matching symbols with exchange and asset type.
Use this when you have a name but need the ticker symbol.
Use this tool when:
- You know a company name but not its ticker symbol
- You want to find the tick…Search for a Yahoo Finance ticker symbol by company name, fund name, or keyword. Returns matching symbols with exchange and asset type. Use this when you have a name but need the ticker symbol. Use this tool when: - You know a company name but not its ticker symbol - You want to find the tick…
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|---|---|---|
| params | — | — |
SearchFundsByCategorySearch SEC EDGAR for mutual fund and ETF filers by investment category or
keyword. Queries N-1A and 485BPOS (and N-2 for closed-end) prospectus filings.
Returns entity name, CIK, form type, and filing date.
PRIMARY USE: Step 1 of fee comparison. Feed the returned CIKs directly into
GetFundFees…Search SEC EDGAR for mutual fund and ETF filers by investment category or keyword. Queries N-1A and 485BPOS (and N-2 for closed-end) prospectus filings. Returns entity name, CIK, form type, and filing date. PRIMARY USE: Step 1 of fee comparison. Feed the returned CIKs directly into GetFundFees…
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| params | — | — |
GetFundFeesRetrieve expense ratios and fee breakdown for a mutual fund or ETF using
its SEC CIK. Reads structured XBRL data filed with prospectuses using the
SEC Risk/Return (rr:) taxonomy. Returns:
- net_expense_ratio — total annual cost to the investor (%)
- gross_expense_ratio — before waivers/reimburs…Retrieve expense ratios and fee breakdown for a mutual fund or ETF using its SEC CIK. Reads structured XBRL data filed with prospectuses using the SEC Risk/Return (rr:) taxonomy. Returns: - net_expense_ratio — total annual cost to the investor (%) - gross_expense_ratio — before waivers/reimburs…
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|---|---|---|
| params | — | — |
Get13FHoldingsFetch and parse the complete equity holdings table from a specific SEC 13F-HR
filing. Any institution managing more than $100M in US equities must file
quarterly — this reveals their exact portfolio positions.
Returns one record per position:
- name_of_issuer — company name (e.g. 'APPLE INC')…Fetch and parse the complete equity holdings table from a specific SEC 13F-HR filing. Any institution managing more than $100M in US equities must file quarterly — this reveals their exact portfolio positions. Returns one record per position: - name_of_issuer — company name (e.g. 'APPLE INC')…
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|---|---|---|
| params | — | — |
SearchIAPDIndividualSearch SEC IAPD (Investment Adviser Public Disclosure) for individual
investment advisor representatives (IARs) by name. Returns CRD number,
current employer, registration states, and exam history.
Use this tool when:
- You need to look up an individual financial advisor (not a firm)
- You wa…Search SEC IAPD (Investment Adviser Public Disclosure) for individual investment advisor representatives (IARs) by name. Returns CRD number, current employer, registration states, and exam history. Use this tool when: - You need to look up an individual financial advisor (not a firm) - You wa…
| Parameter | Typ | Beschreibung |
|---|---|---|
| params | — | — |
GetIAPDIndividualDetailRetrieve the full SEC IAPD profile for one individual investment advisor
representative using their CRD number. Returns complete registration history,
exam qualifications, employment history, and any disclosures.
Use this tool when:
- You have a CRD (from SearchIAPDIndividual) and need the ful…Retrieve the full SEC IAPD profile for one individual investment advisor representative using their CRD number. Returns complete registration history, exam qualifications, employment history, and any disclosures. Use this tool when: - You have a CRD (from SearchIAPDIndividual) and need the ful…
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|---|---|---|
| params | — | — |
SearchFredSeriesSearch the Federal Reserve Bank of St. Louis FRED database for economic
data series by keyword. Returns series ID, title, frequency, units,
seasonal adjustment, and date range.
Use this tool when:
- You need to find the right FRED series ID before fetching data
- You want to discover what mac…Search the Federal Reserve Bank of St. Louis FRED database for economic data series by keyword. Returns series ID, title, frequency, units, seasonal adjustment, and date range. Use this tool when: - You need to find the right FRED series ID before fetching data - You want to discover what mac…
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|---|---|---|
| params | — | — |
GetFredSeriesDataFetch time-series observation data from FRED for a specific economic
series. Returns date + value pairs with series metadata (title, units,
frequency). Use SearchFredSeries first if you don't know the series ID.
Use this tool when:
- You need historical macro data (rates, inflation, GDP, unemp…Fetch time-series observation data from FRED for a specific economic series. Returns date + value pairs with series metadata (title, units, frequency). Use SearchFredSeries first if you don't know the series ID. Use this tool when: - You need historical macro data (rates, inflation, GDP, unemp…
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MapInstrumentIdsMap financial instrument identifiers between different ID systems using
Bloomberg's OpenFIGI service. Converts between ticker symbols, ISINs,
CUSIPs, and FIGIs in a single call.
Use this tool when:
- You have a ticker and need the ISIN or CUSIP (or vice versa)
- You are normalizing instrument…Map financial instrument identifiers between different ID systems using Bloomberg's OpenFIGI service. Converts between ticker symbols, ISINs, CUSIPs, and FIGIs in a single call. Use this tool when: - You have a ticker and need the ISIN or CUSIP (or vice versa) - You are normalizing instrument…
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|---|---|---|
| params | — | — |
SearchFigiInstrumentsSearch Bloomberg OpenFIGI for financial instruments by name or keyword.
Returns FIGI, ticker, exchange, security type, and composite FIGI for
each matching instrument.
Use this tool when:
- You know the company name but not the ticker or FIGI
- You want to find all instruments (ETFs, options,…Search Bloomberg OpenFIGI for financial instruments by name or keyword. Returns FIGI, ticker, exchange, security type, and composite FIGI for each matching instrument. Use this tool when: - You know the company name but not the ticker or FIGI - You want to find all instruments (ETFs, options,…
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|---|---|---|
| params | — | — |
SearchLEISearch the Global Legal Entity Identifier Foundation (GLEIF) database
for Legal Entity Identifiers (LEIs) by entity name. Returns the 20-character
LEI code, legal name, registration status, legal address, and jurisdiction.
Use this tool when:
- You need the LEI for a financial institution or f…Search the Global Legal Entity Identifier Foundation (GLEIF) database for Legal Entity Identifiers (LEIs) by entity name. Returns the 20-character LEI code, legal name, registration status, legal address, and jurisdiction. Use this tool when: - You need the LEI for a financial institution or f…
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|---|---|---|
| params | — | — |
GetLEIDetailRetrieve the full GLEIF LEI record for one legal entity using its
20-character LEI code. Returns legal name, registration status, legal
address, headquarters address, managing LOU, and renewal dates.
Use this tool when:
- You have a LEI (from SearchLEI) and need full entity details
- You want…Retrieve the full GLEIF LEI record for one legal entity using its 20-character LEI code. Returns legal name, registration status, legal address, headquarters address, managing LOU, and renewal dates. Use this tool when: - You have a LEI (from SearchLEI) and need full entity details - You want…
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| params | — | — |
GetAdvisorBenchmarksReturn Kitces Research advisor practice benchmark data for independent
and RIA-affiliated financial advisors. Covers median and top-quartile
metrics across five categories:
- revenue: revenue per client, total firm revenue, growth rates
- fees: AUM fee schedules, retainer and hourly rates
- te…Return Kitces Research advisor practice benchmark data for independent and RIA-affiliated financial advisors. Covers median and top-quartile metrics across five categories: - revenue: revenue per client, total firm revenue, growth rates - fees: AUM fee schedules, retainer and hourly rates - te…
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| params | — | — |
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Delivers public regulatory and market data from 11 key sources such as FINRA, SEC, Census, FRED
Verlinkte Namen öffnen den Forge-Index aller Einträge, bei denen dieses Tool beobachtet wurde. Alle indexierten Tools durchsuchen.
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