ETF quotes, performance and comparisons, plus every holding and fund overlap from SEC N-PORT.
Quick Install
Automated & IDE SetupCopy the AI prompt to install this server into Claude Code, Cursor, or another agent — or use 1-click editor setup below.
One-click editor setup isn’t available for this listing yet — we don’t have a confirmed install command, and we’d rather show nothing than point your editor at the wrong package or host. Follow the project’s own setup instructions, linked above.
Manual Client & Custom JSON ConfigExpand JSON ▾
No confirmed setup config for this listing yet. We only publish a config block when the install details come from the project itself — its README, its docs, or a verified owner. We haven’t found those for ETF Research, and we’d rather show nothing than a guess you’d paste into your client. Follow the project’s own setup instructions for the current steps.
Documentation Overview
etf-research-mcp
MCP server for ETF research. Gives Claude tools for quotes, expense ratios, performance and fund comparisons from Yahoo Finance, plus every holding a fund owns straight from its SEC filing. Nothing to sign up for.
Tools
| Tool | What it does |
|---|---|
search_etfs | Discover ETFs by keyword or theme ("AI ETF", "dividend growth") |
get_etf_quote | Current price, change, volume, 52-week range, moving averages |
get_etf_summary | Expense ratio, AUM, NAV, fund family, beta, dividend yield |
get_etf_holdings | Top 10 holdings with weights, from Yahoo |
get_etf_full_holdings | Every holding, from the fund's latest SEC N-PORT filing, with concentration: how many stocks make up half the fund, top-10 and top-25 weight, asset and country mix |
get_etf_overlap | How much two ETFs hold the same stocks, weighted. Tells you whether owning both actually diversifies |
compare_etfs | Side-by-side comparison of 2–5 ETFs |
get_etf_performance | Price return and total return with dividends reinvested, over 1m / 3m / 6m / 1y / 3y / 5y |
get_similar_etfs | Find alternative ETFs similar to a given ticker |
Install
Claude Code
Claude Desktop
Add to claude_desktop_config.json (Settings → Developer → Edit Config):
Any MCP client
The server speaks MCP over stdio, so any client that can launch a command works:
Example prompts
"Find me AI-focused ETFs"
"Compare QQQM, VOO, and VUG expense ratios and YTD returns"
"What are the top 10 holdings of IJR?"
"How has QQQM performed over the last year?"
"What ETFs are similar to QQQM?"
"How much do QQQM and VUG overlap?"
"List every holding in SCHG and tell me how concentrated it is"
Data sources
Quotes, summaries and performance come from Yahoo Finance via yahoo-finance2. No sign-up, no key. Quotes are near-real-time.
Full holdings and overlap come from SEC Form N-PORT, the quarterly report where every US fund lists every position it holds. It's free and official, but public filings are about 60 days behind the quarter they cover, and funds set up as unit investment trusts (SPY, DIA) don't file it.
SEC asks every automated tool to identify itself with a contact, so these two tools need one setting, SEC_USER_AGENT, with your name and email. It's sent only to sec.gov:
Every other tool works without it.
Development
Test against a local build in Claude Code:
Built with
- @modelcontextprotocol/sdk
- yahoo-finance2
- SEC EDGAR
- TypeScript + Node 22+
Disclaimer
Market data is provided for research and education. Not investment advice.
License
MIT © Myan Patel
Related MCP Servers
Reviews
No reviews yet — be the first to share how this listing worked for you.
Frequently Asked Questions about ETF Research
AllMCPs Directory Badge
Showcase your server listing on GitHub or your project documentation. Embed this dynamic SVG badge to highlight official listing status and live engagement.
Badge Style:
Live Dynamic SVG Preview
Markdown (GitHub README)
[](https://allmcps.com/mcp/etf-research)HTML Embed
<a href="https://allmcps.com/mcp/etf-research"><img src="https://allmcps.com/api/badge/etf-research?style=directory" alt="ETF Research on AllMCPs" /></a>