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com.thebalancedinvestorclub/welcome

com.thebalancedinvestorclub/welcome · v0.3.3

Measured by MCP Station

Description written by the publisher, not verified

The Balanced Investor Club, the thinking companion for the markets. Educational, not advice.

Connect

claude mcp add --transport http welcome https://thebalancedinvestorclub.com/api/mcp/mcp

{
  "mcpServers": {
    "welcome": {
      "url": "https://thebalancedinvestorclub.com/api/mcp/mcp"
    }
  }
}

Tools as reported by the server

• start_here
  Start exploring The Balanced Investor Club. A calm orientation — what we are, what the community is watching right now, and what to try next. Recommended as your first call.
• list_market_moods
  Browse Market Mood across instruments — The Balanced Investor Club's behavioural read on how short and long-term moving averages align. Educational, never predictive. Filter by sector, asset type, or mood label.
• get_mood_for_ticker
  Pull the current Market Mood for a single ticker — its history, how often the mood has shifted, and any patterns we've spotted. Educational only. Mood snapshots refresh on a daily cycle and can lag the latest close by one session; use get_close_history for the freshest price.
• get_today_mood_changes
  Mood TRANSITIONS today — instruments whose Market Mood label flipped in the last 24h (e.g. Bullish → Neutral). This is NOT price movers; mood changes only. If today is quiet, an empty result is normal — try `list_market_moods` with `only_with_changes` for the latest cycle of transitions across recen
• get_market_pulse
  A snapshot of where the market sits right now — random sample of strongly bullish vs strongly bearish names, plus aggregate counts. Great as an opener to ask 'what stands out today?'
• get_price_alignment
  How a stock or ETF's price aligns with its short, medium, and long-term moving averages — and the resulting Market Mood. Educational, never predictive. Snapshots refresh on a daily cycle and can lag the latest close by one session; use get_close_history for the freshest price.
• get_crypto_price_alignment
  How a crypto pair's price aligns with its short, medium, and long-term moving averages — and the resulting Market Mood. Educational, never predictive.
• compare_tickers
  Side-by-side log-returns for up to 5 tickers — stocks, ETFs, crypto. Volatility, total return, max and min. Date-aligned.
• list_securities_by
  List every security inside a sector or industry — a way to map the surface before drilling. Returns ticker, name, sector, industry, and optionally market cap. Use this when the user asks 'what's in Technology?', 'show me the Banks industry', or to build a peer set by size for a comps analysis (sort=
• get_ticker_metadata
  Quick identity check on a ticker — name, sector, industry, exchange, asset type. Useful before going deeper.
• search_instruments
  Search The Balanced Investor Club's coverage universe across stocks, ETFs, and crypto. Type a ticker, company name, or coin name — same as the search box on the website.
• get_sector_returns
  Market-cap-weighted average return for a sector over the last year. Pre-computed daily from public market data. GICS names like 'Consumer Discretionary' or 'Information Technology' are accepted.
• get_industry_returns
  Same idea as the sector view, narrower scope — average return for a single industry over the last year.
• get_income_statement
  Income statement for a stock — revenue, costs, profit — the P&L, period by period. Mirrors what the Market Hub shows. Stocks only (not ETFs or crypto).
• get_balance_sheet
  Balance sheet for a stock — assets, liabilities and equity at each period end. Mirrors what the Market Hub shows. Stocks only.
• get_cash_flow
  Cash flow statement for a stock — cash generated and used across operating, investing and financing. Mirrors what the Market Hub shows. Stocks only.
• get_dividends
  Dividend history for a stock or distributing ETF — ex-dividend date, payment date, and amount per share. Mirrors what the Market Hub shows. Not applicable to crypto.
• get_earnings_estimates
  Analyst earnings estimates for upcoming quarters AND fiscal years — EPS consensus, revenue, and analyst counts per horizon. Mirrors what the Market Hub shows. Estimates, not forecasts — they shift as each date nears.
• get_macro_indicators
  US economic indicators — rates, jobs, growth, energy, metals, agriculture, and markets. Latest reading per indicator plus the change from the prior period. Context behind the market, not a signal about any one stock.
• get_market_calendar
  Upcoming earnings and IPOs across the market, next three months. Filter to specific tickers and/or a date range to reach your coverage. Earnings carry analyst-estimate EPS when reported. IPOs carry exchange and price range when available.
• get_valuation_inputs
  DCF building blocks for a stock in one call — current price, shares outstanding, beta, net debt, trailing FCF, 4-year FCF history and CAGR, revenue growth, and the 10-year Treasury as risk-free rate. The same pre-computed inputs the site's Valuation Lab uses; saves stitching five separate calls.
• get_close_history
  Daily close-price history for a stock, ETF, or crypto pair over a selected range. Summary stats by default (start, end, high close, low close, percent change). Optionally returns the most recent N daily closes.
• get_earnings_transcript
  Full earnings call transcript for a company and fiscal quarter — management remarks and the analyst Q&A, speaker by speaker. The primary source for guidance, segment color, and management tone. Long: use offset/limit to page through big calls.
• get_insider_transactions
  Recent insider transactions for a company — who bought or sold, role, shares, and price. Insider activity is context, not a signal: executives sell for many reasons.
• get_market_movers
  Top gainers, losers and most actively traded US tickers from the last completed session. Small illiquid names can dominate the gainers list — the volume column is there so you can judge. Movement is not merit.
• get_institutional_holdings
  Institutional ownership of a company — total holders, ownership percentage, how many increased vs decreased positions, and the largest holders. Quarterly 13F data: always at least one quarter behind.
• discover_community_watchlists
  Browse public watchlists curated by our research team at The Balanced Investor Club. Filter by asset type or sort by what's popular.
• get_watchlist_by_slug
  Open a community watchlist by its slug — see the full list of constituents (tickers, sector, industry, asset type) plus follower count. Use the slug returned by `discover_community_watchlists`.
• get_instrument_popularity
  How many community watchlists include a given ticker — a simple read on what the club is tracking.
• get_curated_lists
  Backtested cross-MA strategies tuned for a specific ticker by The Balanced Investor Club — short/medium/long moving-average periods plus 1-year return, 3-year Sharpe, and trade count. Educational read on what historically lined up; never advice.
• get_fundamentals
  Company fundamentals for a stock — market cap, P/E, EPS, dividend yield, 52-week range, and up to 20 quarters of EPS history vs analyst consensus. Mirrors what the website shows in /analysis.
• get_news
  Recent news mentioning a ticker, with article-level sentiment. Mirrors what the website shows in /analysis.
• get_etf_profile
  Profile of an ETF — net assets, expense ratio, dividend yield, top holdings, and sector breakdown. Mirrors what the website shows in /analysis for ETFs.
• get_instrument_overview
  Everything we offer about a single instrument in one shot — identification, current Market Mood + price alignment, fundamentals (stocks) or holdings (ETFs), and recent news. Equivalent of opening the /analysis page on the website. Mood and price-alignment snapshots refresh on a daily cycle and can l
• about_us
  Who we are. Philosophy, framework, what we are — and what we are NOT. The thinking companion for the markets.
• get_pricing
  Pricing tiers at The Balanced Investor Club — what each one unlocks. No sales pitch.
• whoami
  A quick hello — your name, plan, how long you've been with The Balanced Investor Club, and today's date from our servers. Call this before stamping a date on any deliverable: the date here is authoritative, and a date you recall is not.
• get_my_watchlists
  Read your private and followed watchlists at The Balanced Investor Club. Returns names, item counts, and how many people are following you on each.
• search_my_watchlists
  Search across your own watchlists, the curated/official ones, and shared community lists by name. Returns up to 5 matches per bucket.
• check_ticker_in_my_watchlists
  Quickly check whether a specific ticker is already in any watchlist you own or follow. Useful before adding it again.
• list_my_trades
  Your trades from the Trading Journal at The Balanced Investor Club. Optionally filter by status or ticker. Set include_notes to read back the thesis and lesson you wrote on each trade. Your data, your patterns — never advice.
• get_my_journal_stats
  Pre-aggregated stats from your Trading Journal — counts, win rate, P&L, profit factor, and emotion analytics. A calm mirror, no judgement.
• get_my_trust_score
  Your Trust Score and what built it — discipline, sizing, journaling, drawdown control. A read on your own behaviour, not a verdict.
• get_my_cocreator_status
  Your Co-Creator status at The Balanced Investor Club — tier, days until renewal, monthly progress on the 2 feedback + 2 invite obligations, lifetime totals.
• get_my_briefing
  Your daily briefing at The Balanced Investor Club — a read on your own activity: morning brief, journal counts, the instruments you follow, mood highlights, activity, and your learning journey. A mirror, never advice.
• create_watchlist
  Create a new Stock Tracker — a place for the instruments you want to keep an eye on. Names are unique per user.
• add_to_watchlist
  Add an instrument to one of your Stock Trackers. Stocks, ETFs, and crypto pairs are supported. Pre-checks for duplicates so you don't end up with the same ticker twice.
• remove_from_watchlist write/delete
  Remove an instrument from one of your Stock Trackers. This will remove the instrument from your stock tracker. This action cannot be undone.
• follow_watchlist
  Follow a public Stock Tracker so it shows up on your stock tracker page. Get updates when instruments are added or removed.
• unfollow_watchlist write/delete
  Stop following a public Stock Tracker. It disappears from your stock tracker page and you stop receiving its updates. Your own Stock Trackers are unaffected.
• update_watchlist
  Update one of your Stock Trackers — rename it, change the description, make it public or private, or change how often it alerts you. Only the fields you pass are changed.
• delete_watchlist write/delete
  Delete one of your Stock Trackers permanently, along with every instrument in it. If it was public, its followers lose it too. This cannot be undone.
• log_trade
  Log a trade you've already made into your Trading Journal — ticker, direction, entry date, price, and quantity, plus an optional thesis and how you felt. This records a past decision; it never executes anything. Stocks, ETFs, and crypto only.
• close_trade
  Close an open trade in your Trading Journal with an exit reflection — exit price, date, and optionally how you felt and what you learned. Identify the trade by id, or by ticker if you have a single open position for it.
• update_trade
  Update fields on an existing trade in your Trading Journal — entry price, quantity, thesis, notes, how you felt at entry, or the lesson you took from it. Identify the trade by id.
• delete_trade write/delete
  Take a trade out of your Trading Journal stats — for a mis-entry, a duplicate, or a practice trade you logged by mistake. The trade stops counting towards your win rate, P&L and emotion breakdown. The row itself is kept (the journal has no hard delete, by design), so the record of what you actually
• import_trades
  Import a batch of trades into your Trading Journal from a CSV export — Tradervue, TraderSync, Interactive Brokers, Degiro, or a generic CSV. Paste the CSV contents (including the header row). Columns are matched flexibly, so 'symbol'/'ticker', 'shares'/'quantity' and similar all work. Rows that can'

JSON · Text for agents · Registry updated 2026-09-01