MCP serverio.github.findimitrov/fintel-discovery

Fetch and parse the complete equity holdings table from a specific SEC 13F-HR filing. Any institution managing more than $100M in US equities must file qua

Return Kitces Research advisor practice benchmark data for independent and RIA-affiliated financial advisors. Covers median and top-quartile metrics across

Fetch analyst buy/sell/hold consensus ratings, current price targets (low, high, mean, median), and the full history of analyst upgrades and downgrades wit

Retrieve the full FINRA BrokerCheck profile for one individual using their CRD number. Returns complete employment history, exam qualifications, licenses h

Fetch the full history of cash dividends, stock splits, and combined corporate actions for a ticker. Returns date, amount/ratio for each event. Use this t

Fetch earnings history (EPS actual vs estimate, surprise %) and upcoming earnings dates with consensus estimates. Also returns forward EPS estimates by qua

Retrieve all SEC filings for a company or institution using its CIK (Central Index Key). Returns every filing on record: form type, date, accession number,

Fetch income statement, cash flow statement, or balance sheet for a stock. Returns up to 4 years of annual data or 4 quarters of quarterly data, transposed

Fetch time-series observation data from FRED for a specific economic series. Returns date + value pairs with series metadata (title, units, frequency). Use

Retrieve expense ratios and fee breakdown for a mutual fund or ETF using its SEC CIK. Reads structured XBRL data filed with prospectuses using the SEC Risk

Fetch ETF or mutual fund specific data: top holdings with weight %, sector allocations, expense ratio, bond credit quality ratings, and equity style charac

Fetch ownership data for a stock: top institutional holders, mutual fund holders, and recent insider transactions (buys/sells by executives). Use this too

Retrieve the full Form ADV filing detail for one RIA firm by its CRD number. Returns all Form ADV Part 1 fields: client types, advisory activities, fee arr

Retrieve the full SEC IAPD profile for one individual investment advisor representative using their CRD number. Returns complete registration history, exam

Retrieve the full GLEIF LEI record for one legal entity using its 20-character LEI code. Returns legal name, registration status, legal address, headquarte

Fetch OHLCV price history for multiple tickers in a single call. Returns a flattened table with columns like 'AAPL_Close', 'SPY_Volume', etc. Use this too

Fetch the full options chain (calls and puts) for one expiry date. Returns strike price, bid, ask, last price, implied volatility, open interest, and volum

List all available options expiry dates for a ticker. Use this before calling GetOptionsChain to find a valid expiry date. Use this tool when: - Y

Fetch OHLCV (Open, High, Low, Close, Volume) price history for one ticker. Returns daily, weekly, monthly, or intraday bars over any period. Use this tool

Retrieve US Census American Community Survey (ACS) income and wealth proxy data for a ZIP code or state. Returns median household income, median home value

Fetch the full Yahoo Finance profile for a stock, ETF, mutual fund, crypto, or index. Returns name, sector, industry, market cap, P/E ratio, 52-week range,

Search for a Yahoo Finance ticker symbol by company name, fund name, or keyword. Returns matching symbols with exchange and asset type. Use this when you h

Map financial instrument identifiers between different ID systems using Bloomberg's OpenFIGI service. Converts between ticker symbols, ISINs, CUSIPs, and F

Search FINRA BrokerCheck for registered individual brokers and financial representatives by name. Returns CRD number, current firm, registration status, an

Search FINRA BrokerCheck for broker-dealer firms by name. Returns firm CRD, registration status, city, state, and disclosure flag. Use this tool when:

Search SEC EDGAR for 13F-HR institutional holdings filings by institution name. Returns filing date, entity name, period of report, and accession number. A

Search Bloomberg OpenFIGI for financial instruments by name or keyword. Returns FIGI, ticker, exchange, security type, and composite FIGI for each matching

Search the Federal Reserve Bank of St. Louis FRED database for economic data series by keyword. Returns series ID, title, frequency, units, seasonal adjust

Search SEC EDGAR for mutual fund and ETF filers by investment category or keyword. Queries N-1A and 485BPOS (and N-2 for closed-end) prospectus filings. Re

Search the SEC Investment Adviser Public Disclosure (IAPD) database for registered investment advisor (RIA) firms by name. Returns firm CRD, registration s

Search SEC IAPD (Investment Adviser Public Disclosure) for individual investment advisor representatives (IARs) by name. Returns CRD number, current employ

Search the Global Legal Entity Identifier Foundation (GLEIF) database for Legal Entity Identifiers (LEIs) by entity name. Returns the 20-character LEI code