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ETFIQ

com.etfiq/etfiq · v0.2.0

Measured by MCP Station

Description written by the publisher, not verified

Independent US ETF data and benchmarks for model portfolios, each figure with its source and date.

Connect

claude mcp add --transport http etfiq https://mcp.etfiq.com

{
  "mcpServers": {
    "etfiq": {
      "url": "https://mcp.etfiq.com"
    }
  }
}

Tools as reported by the server

• etf_search
  Find US listed ETFs by ticker, fund name, or a word from the name. Use this FIRST when the user names a fund loosely, then etf_profile with the ticker it returns. Refuses rather than returning a near match: a refusal says why, and for a fund it means ETFIQ does not publish it. A former ticker (SPLG)
• etf_profile
  Everything ETFIQ publishes about one fund: issuer, category, and each figure with its source and as-of date, plus a one sentence verdict on how it did against what its own label promises. benchmark is the fund's own benchmark as its page names it: its name, how it was set, and the fund's return, the
• etf_holdings
  What a fund holds, by weight, and how old that is. ALWAYS read lag_days before presenting it: an issuer file read today and a filing from two months ago both come back here and are not the same answer.
• etf_theme
  Every US listed fund in a theme, largest first, with what each charges and how much of it is already in the S&P 500. USE THIS for any "what X ETFs are there" or "top X ETFs" question: it returns the whole published set rather than a sample.
• etf_themes
  Every theme ETFIQ publishes and how many funds each holds. Call when unsure what a theme is called, then etf_theme.
• etfiq_page
  Read ANY published ETFIQ page as text: a theme hub, a ranking, a comparison of two funds, an issuer, a methodology note, a dated study. Takes a path like /themes/cyber or a full etfiq.com URL. This reaches all 40,000 pages, including everything the typed tools above do not cover, and returns the pag
• etfiq_sections
  What ETFIQ publishes, section by section, with a page count for each, and start_here: the main pages (fund flows, the weekly flows report, ETF model portfolios and benchmarks, the filed prediction-market and sports-team funds, issuers, methodology, rankings, the screener) with what each holds. Start
• etfiq_list
  The pages inside one section, optionally filtered to those whose address contains a word. Use after etfiq_sections to find a page, then etfiq_page to read it. The count returned is the whole matching set even when the list is capped.
• etf_screen
  Every fund matching some filters, each with its net assets and the source and date that figure came from. Filters: desk, issuer, max_fee_pct, min_assets_usd; and, from the ETFIQ screener, tracks (the index the funds track, such as "S&P 500"), min_yield_pct (12-month yield of at least that percent),
• etf_overlap
  How much of their weight two funds hold in common, as ETFIQ published it on the comparison page for that pair. Use when asked whether two ETFs are the same thing, or whether owning both adds anything. Refuses rather than estimating when the pair is not compared or either holdings book is incomplete.
• etfiq_as_of
  What ETFIQ published on a given date, from its frozen dated archive. Use when a question is about a past date, or when a figure needs to stay true after it is quoted: every other tool here answers about today and today moves overnight. Takes YYYY-MM-DD. Covers the pieces written that night, not an a
• etf_holders
  Which US listed ETFs hold a given company, ranked by how much of each fund it is. USE THIS for any "which ETFs hold X", "which fund holds the most X", or "how do I get exposure to X" question, where X is a company rather than a fund, and for "which bond ETFs hold X's debt". Takes a company name or i
• etf_rankings
  The ranked lists ETFIQ publishes, or one of them. Each ranks ONE published figure inside a stated set: the cheapest funds in a theme, the leveraged funds furthest from their stated multiple, the buffer funds closest to their cap. Call with no argument for the list.
• etf_flows
  Fund flows as ETFIQ publishes them, computed from each fund's daily change in shares outstanding times its NAV. With ticker: that fund's net flow over 1D, 1W, 1M, 3M, YTD and 1Y, each with its dates and its share of net assets at the window's start, its streak, and its filed N-PORT months. Without t
• etfiq_methodology
  How ETFIQ computes a figure, from the methodology page that says so: one page per desk (income, buffer, leverage, crypto, alternatives, themes), flows, scores, categories (how stock and bond funds are placed and which benchmark each is measured against), portfolio look-through, and the ETFIQ benchma
• find_page
  The designed ETFIQ pages that answer a question, best first, at most three: a fund, a comparison of two funds, the ETFs that hold a company, a ranking, a theme, a category, an issuer, the weekly flows report, a flows ranking, a dividend calendar, a screen, a benchmark, a model portfolio comparison,
• list_benchmarks
  The ETFIQ benchmarks: published, rules-based yardsticks for model portfolios, each a written rule over broad, low-cost ETFs, grouped in families (strategic, tax-aware, factor, income, tactical, thematic) by stock share. Filter by family, or by band (a name such as moderate, a stock share such as 60,
• get_benchmark
  One ETFIQ benchmark in full: its rule as the methodology states it, the funds and weights in force (with SEC series ids and each fund's expense ratio and its date), and every statistic ETFIQ computes for it by window (total return, return a year, volatility, maximum drawdown, Sharpe ratio, turnover,
• compare_to_benchmark
  Sets an allocation ETF, or a portfolio build_portfolio builds, beside an ETFIQ benchmark. With ticker (such as AOR): how the fund did against the benchmark for its band (set by its look-through stock share), over the same dates, as ETFIQ published it: total returns by window and the difference, risk
• build_portfolio
  Builds a custom portfolio of US listed ETFs from construction choices about the PORTFOLIO, and shows the rule it applied. TWO FORMS. Weights (ETFIQ custom construction rule, version 2): pass weights, the user's own percent for each asset class, adding to exactly 100, for example {"us-stocks": 40, "i

Tool changes

• 2026-10-20: etf_search, etf_profile, etf_holdings, etf_theme, etf_themes, etfiq_page, etfiq_sections, etfiq_list, etf_screen, etf_overlap, etfiq_as_of, etf_holders
• 2026-10-18: etf_search, etf_profile, etf_holdings, etf_theme, etf_themes, etfiq_page, etfiq_sections, etfiq_list, etf_screen, etf_overlap, etfiq_as_of, etf_holders
• 2026-10-18: etf_search, etf_profile, etf_holdings, etf_theme, etf_themes, etfiq_page, etfiq_sections, etfiq_list, etf_screen, etf_overlap, etfiq_as_of, etf_holders
• 2026-10-16: etf_search, etf_profile, etf_holdings, etf_theme, etf_themes, etfiq_page, etfiq_sections, etfiq_list, etf_screen, etf_overlap, etfiq_as_of, etf_holders

Website · JSON · Text for agents · Registry updated 2026-10-20