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.
| 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 mcp add etf-research --scope user -- npx -y etf-research-mcp
Claude Desktop
Add to claude_desktop_config.json (Settings → Developer → Edit Config):
{
"mcpServers": {
"etf-research": {
"command": "npx",
"args": ["-y", "etf-research-mcp"]
}
}
}
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:
claude mcp add etf-research --scope user -e SEC_USER_AGENT="Jane Doe jane@example.com" -- npx -y etf-research-mcp
"etf-research": {
"command": "npx",
"args": ["-y", "etf-research-mcp"],
"env": { "SEC_USER_AGENT": "Jane Doe jane@example.com" }
}
Every other tool works without it.
Development
git clone https://github.com/myanptl/etf-research-mcp
cd etf-research-mcp
npm install
npm run build
npm start
npm run dev
Test against a local build in Claude Code:
claude mcp add etf-research-dev -- node /path/to/etf-research-mcp/dist/index.js
Built with
Disclaimer
Market data is provided for research and education. Not investment advice.
License
MIT © Myan Patel