# Pensiata - Bulgarian Pension Fund Analytics

- Registry name: `io.github.nvasilevv/pensiata` · version 1.0.0
- Categories (automatic, keyword rules): Monitoring & logs, Infrastructure & security, Marketing & SEO, Commerce & marketing, Markets & trading, Finance & markets
- Authentication at last check: No auth
- Declared risk: Not declared (tools carry no read/destructive hints)
- Capabilities (declared by the server): experimental, extensions, logging, prompts, resources, tools
- Transports: streamable-http
- Latest numbers (check success, response time, rank): https://mcpstation.net/api/server?name=io.github.nvasilevv%2Fpensiata
- Server page: https://mcpstation.net/s/io.github.nvasilevv--pensiata.html

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

Bulgarian pension fund analytics — NAV data, metrics, rankings, and benchmarks.

## Connect

- streamable-http: `https://mcp.pensiata.me/mcp`

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

- `list\_managers`: Retrieve Bulgarian pension manager metadata for UPF, PPF, and VPF/DPF schemes. Use this to discover licensed managers and their supported scheme types before running rankings or metric calculations over FSC-tracked pension data. Data freshness: reflects latest ingested official FSC manager/scheme co
- `list\_funds`: List Bulgarian private pension funds and canonical fund IDs. Returns \`fund\_id\` in \`manager\_slug:scheme\_code\` format for UPF, PPF, and VPF/DPF. Use this as discovery before calling NAV, metric, and ranking tools. Data freshness: fund metadata follows latest FSC-tracked manager/scheme dataset.
- `get\_nav\_series`: Get official NAV time series for a Bulgarian pension fund \(UPF/PPF/VPF\). Accepts either \`fund\_id\` or \(\`manager\_slug\`, \`scheme\_code\`\) and returns normalized NAV points for return/risk calculations and charting. Data freshness: updated as new source NAV observations are ingested.
- `list\_benchmarks`: List benchmark assets for Bulgarian pension comparisons. Includes inflation and market references used to evaluate relative performance of UPF, PPF, and VPF/DPF funds. Data freshness: benchmark metadata is stable; prices are updated as new source data arrives.
- `list\_metrics`: List all supported financial metric identifiers for MCP analytics tools.
- `cache\_stats`: Return MCP cache telemetry for diagnostics and performance debugging.
- `get\_benchmark\_series`: Get historical benchmark series for pension-fund comparison workflows. Use with compute/rank tools to compare Bulgarian pension funds against inflation or market proxies over aligned periods. Data freshness: updated as new benchmark source observations become available.
- `compute\_metric`: Compute a metric for Bulgarian pension funds or benchmark targets. Supports returns, drawdown, volatility, Sharpe/Sortino/Calmar, correlation, and benchmark-aware metrics over configurable period and frequency. Data freshness: computed from latest ingested FSC NAV and benchmark data.
- `rank`: Rank funds within UPF/PPF/VPF schemes by a selected metric and period. Supports optional extra columns via \`include\_metrics\` for agent-friendly table outputs. Data freshness: rankings are computed from the latest ingested FSC-aligned NAV dataset.
- `rank\_benchmarks`: Rank benchmark assets by metric and period for market-context comparison. Data freshness: rankings reflect latest ingested benchmark observations.
- `simulate\_saver\_outcome`: Simulate saver outcomes with periodic contributions into Bulgarian pension funds. Estimates invested amount, terminal value, and IRR-like performance diagnostics. Data freshness: simulation uses the latest available NAV history in the dataset.
- `get\_bulgarian\_pension\_fund\_managers`: Alias for \`list\_managers\` with explicit Bulgarian pension context for agent discovery.
- `get\_bulgarian\_pension\_funds`: Alias for \`list\_funds\` to discover UPF/PPF/VPF fund IDs for FSC-based analysis.
- `get\_bulgarian\_pension\_fund\_nav\_series`: Alias for \`get\_nav\_series\` with explicit pension NAV semantics for tool-RAG routing.
- `get\_bulgarian\_pension\_benchmarks`: Alias for \`list\_benchmarks\` with Bulgarian pension comparison context.
- `get\_bulgarian\_pension\_metrics\_catalog`: Alias for \`list\_metrics\` so agents can semantically find available pension metrics.
- `get\_bulgarian\_pension\_benchmark\_series`: Alias for \`get\_benchmark\_series\` to retrieve inflation/market comparators for UPF/PPF/VPF.
- `get\_bulgarian\_pension\_fund\_metric`: Alias for \`compute\_metric\` with explicit Bulgarian pension metric intent.
- `rank\_bulgarian\_pension\_funds\_by\_metric`: Alias for \`rank\` to semantically target Bulgarian UPF/PPF/VPF leaderboard queries.
- `rank\_bulgarian\_pension\_benchmarks\_by\_metric`: Alias for \`rank\_benchmarks\` for semantically rich benchmark ranking discovery.
- `simulate\_bulgarian\_pension\_saver\_outcome`: Alias for \`simulate\_saver\_outcome\` with explicit Bulgarian pension savings semantics.
- `list\_holdings\_reports`: List available markdown holdings reports for Bulgarian pension funds. Reports contain detailed portfolio holdings data extracted from official PDF filings and converted to structured markdown with metadata \(allocation %, exposure, top holdings\). Use this tool to discover what reports are available b
- `get\_holdings\_reports\_index`: Get a lightweight summary index of pension fund holdings reports. Returns allocation metadata \(equity %, domestic %, funds %\) and top holdings for each report without loading full content. Use this for quick discovery to decide which reports to load in full with \`read\_holdings\_report\`.
- `read\_holdings\_report`: Read a specific markdown holdings report for a Bulgarian pension fund. Returns the full markdown content \(or just metadata if summary\_only=True\) for a specific manager, fund type, and date. The report includes detailed portfolio holdings with instrument types, issuers, values, and portfolio shares.
- `get\_pension\_legal\_framework`: Return the full text of Bulgarian pension legal documents.
- `search\_pension\_law`: Search across Bulgarian pension legal framework documents.

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