# ETFIQ

- Registry name: `com.etfiq/etfiq` · version 0.2.0
- Categories (automatic, keyword rules): Markets & trading, Finance & markets
- Authentication at last check: No auth
- Declared risk: Read-only (all tools declare readOnlyHint)
- Capabilities (declared by the server): tools
- Transports: streamable-http
- Latest numbers (check success, response time, rank): https://mcpstation.net/api/server?name=com.etfiq%2Fetfiq
- Server page: https://mcpstation.net/s/com.etfiq--etfiq.html

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

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

## Connect

- streamable-http: `https://mcp.etfiq.com`

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

- `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

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