MCP serverfinance.quantic/mcp

Compare 2–4 stocks side by side (the /compare view): snapshot, dividend growth, Quantic reads, valuation, momentum, financial health, schedule and community metrics — with the winn

Upcoming ex-dividend dates across the dividend universe over the next `days` days (default 45, max 120), soonest first. Public — buy before the ex-date to receive the next dividend

The signed-in user's received (paid) dividends, newest first. Each row carries the symbol, pay date, shares, per-share and gross amount, withholding tax, net amount and currency. O

The signed-in user's current holdings: each position's symbol, name, shares held, average cost per share, trading currency and sector. This is cost-basis data from the ledger (no l

Why the signed-in user's dividend income changed: the trailing 12 months against the 12 before them, split into what the companies did, what the user did, what the tax office took

The signed-in user's forward dividend income outlook, in their preferred currency: projected annual income at the current rate (gross and net of estimated foreign withholding tax),

The signed-in user's trades / cash movements (buys, sells, …), newest first. Each row carries the symbol, date, type, quantity, price, total amount, fee and currency. Optionally fi

The signed-in user's options positions — the income "wheel" of sold puts and calls — newest first. Each row carries the symbol, put/call type, strike, expiry, contracts, premium co

How the signed-in user's portfolio has actually done — an annualized **money-weighted** return (XIRR) in their preferred currency, including dividends received and any sales, next

The signed-in user's complete portfolio snapshot in one call: current holdings (shares + average cost), dividends received, trades (movements) and radar watchlist with target price

The signed-in user's radar (watchlist): stocks they're tracking to buy or sell, with their target buy/sell prices, notes and currency. Private to the caller. Use `get_stock` to fet

What the signed-in user's sales actually realized — the positions they've sold out of, and the partial sales of positions they still hold. Each row carries proceeds, the cost basis

Look up a stock or ETF by ticker (e.g. "KO", "SCHD"): its dividend profile, live quote, dividend safety, balance-sheet leverage, the momentum & value scores and the snowflake radar

Fetch Quantic's AI-generated research deep-dive for a stock — the narrative brief (overview, dividend history, safety, risks, watch items). Optional `locale` (falls back to English

A tax year assembled from the signed-in user's own ledger: the dividends received (gross, withheld at source, net — per payment and per source country) and the disposals made (matc

The signed-in user's portfolio valued at current market prices, in their preferred display currency. Returns the total market value and cost basis (so total − cost is the unrealise

The signed-in user's portfolios: each one's name and whether it is the default; publicly shared portfolios also carry their URL `slug`. Pass a name (or slug) as the `portfolio` par

Fetch a curated dividend list by `slug`. Slugs: dividend-aristocrats, dividend-kings, monthly-dividend-stocks, highest-yield-dividend-stocks, safest-reits, dividend-growth-stocks,

Find dividend stocks & ETFs matching criteria — the screener behind quantic.finance. Filter by `sector`, `currency`, yield range (`min_yield`/`max_yield`, on the 5-year average), `

Options worth selling on the wheel, ranked by company quality first and premium second — the same order the `/options/wheel` screen uses. Two lenses via `side`: `"put"` (the defau

Search dividend stocks by ticker or company name (e.g. "coca", "AAPL"). Public — returns up to ~10 matches with their symbols.