Bulgarian pension fund analytics — NAV data, metrics, rankings, and benchmarks.
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 Pensiata - Bulgarian Pension Fund Analytics, 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.
Capabilities & Tool Schemas (8)
Inspect callable tools, capabilities, and parameters exposed to AI agents by Pensiata Bulgarian Pension Fund Analytics.
list_managersList pension fund management companies with AUM and supported schemes.
list_fundsList individual funds with metadata.
get_nav_seriesRetrieve NAV (Net Asset Value) time series for one or more funds.
compute_metricCompute a performance metric for one or more funds over a given period.
rankRank funds within a scheme by any metric.
list_benchmarksList available benchmark indices (S&P 500, Euro Stoxx 600, Gold, BG Inflation, etc.).
Documentation Overview
Pensiata MCP Server
A Model Context Protocol server providing analytics for Bulgarian pension funds — covering all three pillar II schemes (UPF, PPF, DPF).
Hosted at: https://mcp.pensiata.me/mcp (streamable HTTP transport)
Connect
Add to your MCP client configuration:
No API key required.
Tools
list_managers
List pension fund management companies with AUM and supported schemes.
| Parameter | Type | Description |
|---|---|---|
scheme_code | upf | ppf | dpf (optional) | Filter by scheme |
list_funds
List individual funds with metadata.
| Parameter | Type | Description |
|---|---|---|
scheme_code | upf | ppf | dpf (optional) | Filter by scheme |
active_only | bool (default: true) | Only active funds |
get_nav_series
Retrieve NAV (Net Asset Value) time series for one or more funds.
| Parameter | Type | Description |
|---|---|---|
fund_id | string (optional) | e.g. allianz:upf |
manager_slug | string (optional) | All funds for a manager |
scheme_code | upf | ppf | dpf (optional) | All funds in a scheme |
frequency | daily | weekly | monthly | Default: daily |
date_from | string (optional) | Start date (YYYY-MM-DD) |
date_to | string (optional) | End date (YYYY-MM-DD) |
compute_metric
Compute a performance metric for one or more funds over a given period.
| Parameter | Type | Description |
|---|---|---|
metric | string | Metric name (see below) |
period | string or object | e.g. "5y", "10y", "ytd", or {"date_from": "...", "date_to": "..."} |
fund_id | string (optional) | Specific fund |
manager_slug | string (optional) | All funds for a manager |
scheme_code | upf | ppf | dpf (optional) | All funds in a scheme |
benchmark_slug | string (optional) | Benchmark or fund ID for relative metrics |
frequency | daily | weekly | monthly | Default: daily |
risk_free_rate | number (optional) | Override risk-free rate |
risk_free_slug | string (optional) | Benchmark to use as risk-free rate |
rank
Rank funds within a scheme by any metric.
| Parameter | Type | Description |
|---|---|---|
scheme_code | upf | ppf | dpf | Required |
metric | string | Metric to rank by |
period | string or object | Time period |
order | desc | asc | Default: desc |
include_metrics | string[] (optional) | Additional metrics in output |
benchmark_slug | string (optional) | For relative metrics |
limit | int | Default: 50 |
offset | int | Default: 0 |
list_benchmarks
List available benchmark indices (S&P 500, Euro Stoxx 600, Gold, BG Inflation, etc.).
get_benchmark_series
Retrieve benchmark time series.
| Parameter | Type | Description |
|---|---|---|
benchmark_slug | string | e.g. sp500, bg_inflation, gold |
frequency | daily | weekly | monthly | Default: daily |
date_from | string (optional) | Start date |
date_to | string (optional) | End date |
list_metrics
List all available metric names.
Available Metrics
| Metric | Description |
|---|---|
return_total | Cumulative total return |
cagr | Compound annual growth rate |
real_cagr | Inflation-adjusted CAGR |
ytd_return | Year-to-date return |
volatility_ann | Annualized volatility |
downside_volatility_ann | Annualized downside volatility |
max_drawdown | Maximum drawdown |
sharpe | Sharpe ratio |
sortino | Sortino ratio |
calmar | Calmar ratio |
information_ratio | Information ratio (vs benchmark) |
tracking_error_ann | Annualized tracking error |
excess_return | Excess return vs benchmark |
correlation | Correlation with benchmark or another fund |
ulcer_index | Ulcer index |
consistency_score | Return consistency score |
Available Benchmarks
| Slug | Description |
|---|---|
sp500 | S&P 500 (USD) |
eurostoxx600 | STOXX Europe 600 (USD) |
gold | Gold (USD) |
bg_inflation | Bulgarian CPI Inflation |
us10y_gov_bond | US 10Y Government Bond (USD) |
de10y_gov_bond | German 10Y Government Bond (EUR) |
Coverage
- Schemes: UPF (Universal Pension Fund), PPF (Professional Pension Fund), DPF (Voluntary Pension Fund)
- Managers: 10 active + 2 historical pension management companies
- Data: Daily NAV data, some funds dating back to 2005
- Currency: BGN
Website
License
MIT
Related MCP Servers
Adoption & maintenance
Factual signals from GitHub, npm, and our automated checks — not a rating.
Last commit
6mo ago
Most recent push to the default branch.
Tools exposed
8
Callable tools this server registers over MCP.
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Frequently Asked Questions about Pensiata Bulgarian Pension Fund Analytics
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CategoryMonitoring
40Quality signal: Fair · 40/100How this signal is calculated ▾
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Documentation & tools20/30
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