mcpField
E
ETF Research

ETF Research

Local
github.com/myanptlFinance0Updated 1w ago
Repository

About ETF Research

ETF Research provides live ETF data for Claude, including quotes, performance, comparisons, holdings, and fund overlap. Its brief project description identifies no API key requirement.

Key features

  1. 01Live ETF quotes
  2. 02Performance data
  3. 03ETF comparisons
  4. 04Fund holdings
  5. 05Overlap analysis using SEC N-PORT

Use cases

  1. 01Compare QQQM and VUG
  2. 02Check overlap between VOO and VUG

MCP support

ETF Research is an MCP server for Claude. It exposes ETF quotes, performance, comparisons, holdings, and overlap data; the input does not specify its tools or transport.

Configuration

Local server config is the same for every client. Copy it into your client’s MCP config file.

mcp.json · Universal config
{
  "mcpServers": {
    "myanptl-etf-research": {
      "command": "npx",
      "args": [
        "-y",
        "etf-research-mcp"
      ],
      "env": {
        "SEC_USER_AGENT": "<SEC_USER_AGENT>"
      }
    }
  }
}
Run commandnpx -y etf-research-mcp
Environment variables to set
SEC_USER_AGENTYour name and email, e.g. "Jane Doe [email protected]". SEC requires it for the full-holdings and overlap tools. Other tools work without it.

Local servers need a runtime on your machine (e.g. Node.js 18+). Config file locations differ by client; see your client’s docs.

Packages
npmetf-research-mcp1.3.1

Tools

9

Saved tool list · updated 3w ago

ParameterTypeRequiredDescription
symbolstringYesETF ticker symbol (e.g. QQQM)

Details

From the project README

etf-research-mcp

Live ETF data for Claude. No API key needed.

claude mcp add etf-research --scope user -- npx -y etf-research-mcp

Then ask things like "compare QQQM and VUG" or "how much do VOO and VUG overlap".

Not financial advice. MIT licence.

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