# com.thebalancedinvestorclub/welcome The Balanced Investor Club, the thinking companion for the markets. Educational, not advice. - **Type:** MCP server - **Trust:** 60/100 (B), scored on the content rubric - **Verification:** community-indexed — nobody has claimed this listing - **Version:** 0.3.3 - **Author:** com.thebalancedinvestorclub - **License:** Unknown - **Endpoints:** streamable-http https://thebalancedinvestorclub.com/api/mcp/mcp - **Source:** https://thebalancedinvestorclub.com/api/mcp/mcp - **Endpoint health:** reachable (last checked 2026-10-02T08:27:14.188Z, 6 samples) — uptime is not a security property and is not part of the trust score - **Source link:** currently failing its liveness check - **Compatible clients:** claude-code, cursor, copilot, chatgpt, gemini (basis: transport) ## Trust 60/100 (B), scored on the content rubric - Publisher verified: no - Install scripts: nothing suspicious found - Prompt-injection scan: clean - Obfuscation scan: clean - Evidence age: 38 days ## Security scan - **Status:** clean - **Scanned:** 2026-08-28T22:40:20.742Z - **Version scanned:** live - **CVEs:** no coverage — this entry has no package coordinates to query OSV against, so "no known CVEs" is NOT asserted for it. ## Tools 57 declared. Observed from a live `tools/list` probe. - `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 you - `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 predi - `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 - `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 t - `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 'w - `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. Snapshot - `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. - `compare_tickers` — Side-by-side log-returns for up to 5 tickers — stocks, ETFs, crypto. Volatility, total return, max and min. Date-aligned. - `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. U - `get_ticker_metadata` — Quick identity check on a ticker — name, sector, industry, exchange, asset type. Useful before going deeper. - `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 - `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 'Inf - `get_industry_returns` — Same idea as the sector view, narrower scope — average return for a single industry over the last year. - `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). - `get_balance_sheet` — Balance sheet for a stock — assets, liabilities and equity at each period end. Mirrors what the Market Hub shows. Stocks only. - `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. - `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 cr - `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. E - `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. Cont - `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-e - `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 - `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). - `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, se - `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 rea - `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 - `get_institutional_holdings` — Institutional ownership of a company — total holders, ownership percentage, how many increased vs decreased positions, and the largest holders. Quarterly 13F da - `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. - `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 - `get_instrument_popularity` — How many community watchlists include a given ticker — a simple read on what the club is tracking. - `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 S - `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 - `get_news` — Recent news mentioning a ticker, with article-level sentiment. Mirrors what the website shows in /analysis. - `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. - `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 - `about_us` — Who we are. Philosophy, framework, what we are — and what we are NOT. The thinking companion for the markets. - `get_pricing` — Pricing tiers at The Balanced Investor Club — what each one unlocks. No sales pitch. - `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 an - `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. - `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. - …and 17 more ## Install **Verdict: review** — Installable, but 2 things to check first: No CVE coverage: this entry has no npm/PyPI coordinates to query OSV against, so "no known vulnerabilities" is not a claim that can be made about it. **Cautions** (coverage gaps and advisories — never blocking) - No CVE coverage: this entry has no npm/PyPI coordinates to query OSV against, so "no known vulnerabilities" is not a claim that can be made about it. - No publisher has proved control of this listing; it is indexed, not vouched for. **Config** (claude-code): ```json "{\n \"mcpServers\": {\n \"welcome\": {\n \"type\": \"http\",\n \"url\": \"https://thebalancedinvestorclub.com/api/mcp/mcp\"\n }\n }\n}" ``` ## Blast radius Extensive blast radius — deletes data; runs on someone else's infrastructure. - Floor 34, ceiling 58 (tier: extensive) - This is impact, not likelihood. A high radius is not a defect: a filesystem server is supposed to write files. It is never part of the trust score. ## Machine-readable views of this entry - Signed JSON: https://forgeregistry.com/api/v1/packages/com.thebalancedinvestorclub%2Fwelcome - Install plan: https://forgeregistry.com/api/v1/packages/com.thebalancedinvestorclub%2Fwelcome/install-plan - Alternatives: https://forgeregistry.com/api/v1/alternatives/com.thebalancedinvestorclub%2Fwelcome - HTML page: https://forgeregistry.com/registry/com.thebalancedinvestorclub%2Fwelcome - MCP: POST https://forgeregistry.com/api/mcp → `forge_get_package` / `forge_install_plan` ## About this document Generated by Forge (https://forgeregistry.com) — a compact rendering of the same record served, signed, at the JSON URL above. Trust and scan facts are the registry's own measurements; anything Forge did not measure is named as unmeasured rather than omitted.