Read-only value-investing fund, holdings, financial, options, and insider research.
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Verification confirms publisher identity (repo ownership), not code safety. The security scan covers known CVEs and suspicious install scripts.
Read from a real MCP initialize → tools/list handshake against the declared endpoint. No tool was ever invoked — tools/list is the read-only introspection call the protocol defines for this. It reflects what the server advertised at that moment; a hosted endpoint is not pinned to any version and can change without notice.
https://foliofact.com/mcp13 tools · 632mssearchBounded cross-domain search: funds by name, stocks by ticker/name, and insider transactions by owner. The same scopes the web search uses. A blank or missing query returns empty buckets, mirroring GET /api/v1/search.Bounded cross-domain search: funds by name, stocks by ticker/name, and insider transactions by owner. The same scopes the web search uses. A blank or missing query returns empty buckets, mirroring GET /api/v1/search.
| Parameter | Type | Description |
|---|---|---|
| query | string | Search query (fund names, tickers, insider names). |
get_fundOne fund's latest filing and its investors.One fund's latest filing and its investors.
| Parameter | Type | Description |
|---|---|---|
| slug* | string | Fund slug (URL identifier). |
fund_holdingsA fund's current portfolio positions with quarter-over-quarter change.A fund's current portfolio positions with quarter-over-quarter change.
| Parameter | Type | Description |
|---|---|---|
| slug* | string | Fund slug (URL identifier). |
fund_historyQuarter-by-quarter filing history and a summary (turnover, concentration, favorites).Quarter-by-quarter filing history and a summary (turnover, concentration, favorites).
| Parameter | Type | Description |
|---|---|---|
| slug* | string | Fund slug (URL identifier). |
get_stockOne company as held by tracked funds: holders, values, and last-quarter moves.One company as held by tracked funds: holders, values, and last-quarter moves.
| Parameter | Type | Description |
|---|---|---|
| ticker* | string | Stock ticker (dots allowed, e.g. BRK.A). |
get_investorOne investor's portfolio links (funds they run or back) and featured fund.One investor's portfolio links (funds they run or back) and featured fund.
| Parameter | Type | Description |
|---|---|---|
| slug* | string | Investor slug (URL identifier). |
insider_feedRecent Form 4/5 insider transactions across all held stocks, newest first. Filterable by transaction type and owner. Page 2+ requires FolioFact Pro.Recent Form 4/5 insider transactions across all held stocks, newest first. Filterable by transaction type and owner. Page 2+ requires FolioFact Pro.
| Parameter | Type | Description |
|---|---|---|
| filter | string | Transaction type filter. |
| q | string | Owner name query. |
| page | integer | Page number (deep pages require Pro). |
| per_page | integer | Rows per page. |
| sort | string | Sort column. |
| dir | string | Sort direction. |
fetch_pageFetches an allowlisted public page as markdown/text: published blog posts (/blog/:slug), static pages (e.g. /agents, /api-docs, /about), and the agent discovery doc (/llms.txt).Fetches an allowlisted public page as markdown/text: published blog posts (/blog/:slug), static pages (e.g. /agents, /api-docs, /about), and the agent discovery doc (/llms.txt).
| Parameter | Type | Description |
|---|---|---|
| path* | string | Public path, e.g. /blog/how-to-read-a-13f-without-overreading-it, /agents, or /llms.txt. |
stock_earningsThe latest cited AI Earnings Report for one stock (or a stable period with `period`). Requires FolioFact Pro.The latest cited AI Earnings Report for one stock (or a stable period with `period`). Requires FolioFact Pro.
| Parameter | Type | Description |
|---|---|---|
| ticker* | string | Stock ticker (dots allowed). |
| period | string | Optional stable report slug, for example 2026-03-31-quarter. |
| include_full | boolean | Request full Pro analysis (always returned to Pro callers). |
stock_financialsFinancial statements (yearly and quarterly) and the valuation summary (enterprise value, FCF/EV and OCF/EV yields). Requires FolioFact Pro.Financial statements (yearly and quarterly) and the valuation summary (enterprise value, FCF/EV and OCF/EV yields). Requires FolioFact Pro.
| Parameter | Type | Description |
|---|---|---|
| ticker* | string | Stock ticker (dots allowed). |
stock_insidersRecent Form 4/5 insider transactions for one company. Requires FolioFact Pro.Recent Form 4/5 insider transactions for one company. Requires FolioFact Pro.
| Parameter | Type | Description |
|---|---|---|
| ticker* | string | Stock ticker (dots allowed). |
stock_optionsDaily 30-day implied volatility history for one company. Requires FolioFact Pro.Daily 30-day implied volatility history for one company. Requires FolioFact Pro.
| Parameter | Type | Description |
|---|---|---|
| ticker* | string | Stock ticker (dots allowed). |
compare_stocksAligned multi-stock comparison: valuation, latest financial point, fund conviction, and insider activity. Requires FolioFact Pro.Aligned multi-stock comparison: valuation, latest financial point, fund conviction, and insider activity. Requires FolioFact Pro.
| Parameter | Type | Description |
|---|---|---|
| tickers* | string | Comma-separated tickers (2–6, dots allowed). |
| insider_window | string | Insider activity window. |
13 of 13 tools published a description.
Tool names and descriptions are written by the publisher and shown verbatim as inert text. They are the strings an MCP client passes to a model, so Forge scans them for prompt-injection patterns — any finding appears with the security scan above. “Privileged” is a keyword match on the tool name, not an audit of what the tool does: a benign-sounding name can still do anything.
Read-only value-investing fund, holdings, financial, options, and insider research.
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