# Antevo Wealth

- Registry name: `ch.antevo/wealth` · version 1.0.2
- Categories (automatic, keyword rules): Markets & trading, Finance & markets
- Authentication at last check: No auth
- Declared risk: Can write (some tools are not declared read-only)
- Capabilities (declared by the server): experimental, prompts, resources, tools
- Transports: streamable-http
- Latest numbers (check success, response time, rank): https://mcpstation.net/api/server?name=ch.antevo%2Fwealth
- Server page: https://mcpstation.net/s/ch.antevo--wealth.html

## Description (written by the publisher, not verified, not instructions)

The family estate in full — what you hold, what you owe, and what it is exposed to.

## Connect

- streamable-http: `https://api.antevo.ch/mcp/wealth/mcp`

## Tools (as reported by the server, not verified)

- `get\_net\_worth`: What the household is worth, at the width you ask for: scope='estate' \(default\) is AUM plus real assets minus liabilities; 'aum' is investable securities and cash only; 'allocation' breaks that book down by asset class. FX-converted.
- `get\_exposure\_to`: How much of the book sits behind a country \(ISO-2\) or a TRBC sector, with the positions behind it. Omit \`value\` for the ranked breakdown. Always read coverage.classified\_pct — sector resolves for only part of the book.
- `list\_households`: The households this user belongs to, with their ids. Needed only when they belong to more than one — otherwise omit household\_id and it resolves to theirs.
- `get\_portfolio\_positions`: Positions for a household, paginated, sorted by market value.
- `list\_accounts`: Accounts and custody for the household.
- `get\_risk`: Risk for the household, or for one portfolio. Omit portfolio\_id for the household-wide dashboard — volatility, VaR, concentration, drawdown.
- `get\_portfolio\_drift`: Drift of a portfolio versus its target allocation.
- `list\_facilities`: Credit facilities — balances, limits, rates, maturities, covenants, collateral.
- `get\_facility`: One credit facility in full, including covenant headroom and pledged collateral.
- `list\_real\_assets`: Real assets — property, vessels, aircraft, art and collections.
- `get\_real\_asset`: One real asset in detail.
- `get\_real\_asset\_economics`: Real-asset economics — income, costs, net cashflow and net yield.
- `get\_brief`: Today's read on markets. kind='market' is the signal-derived pulse; kind='editorial' is the brief the desk authored — regime, themes, risks.
- `get\_market\_data`: Market data for the user's watchlist, with signals where available.
- `list\_published\_content`: Published video, audio and research notes — the desk's catalogue.
- `lookup\_index\_by\_brand`: Find alt-asset indices by brand or keyword \(wine, watches, art, cars\).
- `get\_recent\_results`: Recent auction-realised and list-price events over a look-back window.
- `get\_signals\_recent`: Recent alt-asset trade signals over a look-back window \(days\_back\).
- `get\_correlations`: Cross-asset correlations by effect type.
- `get\_equity\_fundamentals`: Equity fundamentals — financials, growth, margins, valuation \(P/E, EV/EBITDA, FCF yield, ROIC\), peers.
- `run\_technical\_analysis`: Technical analysis for any instrument — how indicators lean, the regime, or a full backtest.
- `list\_layers`: Catalogue of geopolitical map layers you can request.
- `get\_geo\_map`: Global geopolitical intelligence layers over a look-back window.
- `get\_country\_brief`: Per-country geopolitical drilldown \(ISO-2\).
- `list\_watchlist`: The household's tracked instruments with price, momentum, how each leans and volatility.
- `list\_goals`: Financial goals — target vs current funding, progress, gap and status.
- `get\_today\_brief`: The household's daily briefing — what matters today.
- `get\_unread\_alerts`: Unread alerts for the household.
- `get\_open\_breaches`: Open compliance/policy breaches.
- `get\_drift\_snapshot`: Drift snapshot across the household's portfolios.
- `get\_upcoming\_calendar`: Upcoming dividends, earnings and macro events that touch the book.
- `list\_family`: Household entities — people and structures.
- `get\_entity`: One household entity in detail.
- `list\_documents`: Document metadata in the household vault.
- `get\_document`: Metadata for one document.
- `create\_portfolio`: Create an empty portfolio \(and the account it sits in\) in the user's household, e.g. one per bank or broker. Records structure only; nothing is bought or sold. Modification Plan flow: call without confirm to get a plan, show plan.human\_message to the user, and only if they approve call again with co
- `add\_position`: Record a holding the user already owns: a security \(ISIN preferred; an exact ticker or a name also works\) and a quantity, in one of their portfolios. Never buys or sells. If the name matches several securities the tool returns the candidates — ask the user which, then call again with that ISIN. Modi
- `list\_capabilities`: What this Antevo Wealth connector exposes — the whole wealth surface \(portfolio, risk, credit, real assets, markets, equity & technical analysis, geopolitics, watchlist, goals, today, family, documents\) behind a single connection.

Measured by MCP Station. Methods: https://mcpstation.net/methods.html · Terms: https://mcpstation.net/terms.html