FolioFact

com.foliofactPublished by foliofact.comOfficial publisherv1.0.0Updated Oct 25, 2026

Read-only value-investing fund, holdings, financial, options, and insider research.

VerifiedStreamable HTTPWeb executableFinanceData & Analytics

Overview

AI-generated overview

FolioFact is a remote, read-only research server for value investing: it lets an assistant look up funds, holdings, stocks, financials, options and insider data

What you can do
Search funds by name, stocks by ticker or name, and insider transactions by owner across the same scopes as the web search. Retrieve a fund's latest filing and investors, its current portfolio positions with quarter-over-quarter change, and quarter-by-quarter filing history with turnover, concentration and favorites summaries. Look up a company as held by tracked funds, with holders, values and last-quarter moves, and view an investor's portfolio links and featured fund. Browse recent Form 4/5 insider transactions across all held stocks, filterable by transaction type and owner, or for one company. Read financial statements and valuation summaries, cited AI earnings reports, and 30-day daily
When to use it
Use it when you need read-only research on funds, their holdings and investors, or on stocks as held by tracked funds, including insider activity, financial statements and valuation. It suits value-investing questions that benefit from filing history and quarter-over-quarter portfolio changes.
Requirements
A remote streamable HTTP endpoint at foliofact.com; no local runtime or package is needed. An optional FolioFact API key is supplied in the X-Api-Key header for higher limits and Pro tools. Some tools and later result pages require a FolioFact Pro account.
Before you install
Several tools (stock earnings, financials, insiders, options, compare stocks, and insider feed pages beyond the first) require FolioFact Pro. The API key is a secret sent in the X-Api-Key header. The server is described as read-only, but it does return third-party financial and insider data that should be checked before acting on it.

Installation

In SourceWeft

  1. Open FolioFact in the dashboard and add it to a workspace.
  2. Enable the server for the chats that should use its tools.

Web executable via Streamable HTTP. Remote servers run from the web runtime once configured in a workspace.

Use with an agent

Paste this prompt into Claude Code, Codex, Cursor or another agent — or into SourceWeft chat. The agent reads this server's install guide, shows you its publisher, endpoint and sign-in, and adds it to your client once you agree. Keys never go into a command.

Read https://sourceweft.com/mcp/com.foliofact%2Ffoliofact/install.md and connect the MCP server it describes to my client. Before changing any config, show me its publisher, endpoint and sign-in method and wait for my OK. Never put an API key in a command or in a file I would commit; ask me where it should come from.

Read the install guide the agent follows

Other MCP clients

Add this to your client's mcpServers config.

{
  "mcpServers": {
    "foliofact": {
      "type": "http",
      "url": "https://foliofact.com/mcp"
    }
  }
}

Tools

13

get_fund

Get a tracked fund

One fund's latest filing and its investors.

Parametersslugrequired

fund_holdings

Fund portfolio holdings

A fund's current portfolio positions with quarter-over-quarter change.

Parametersslugrequired

fund_history

Fund filing history

Quarter-by-quarter filing history and a summary (turnover, concentration, favorites).

Parametersslugrequired

get_stock

Get a held stock

One company as held by tracked funds: holders, values, and last-quarter moves.

Parameterstickerrequired

get_investor

Get an investor

One investor's portfolio links (funds they run or back) and featured fund.

Parametersslugrequired

insider_feed

Insider transaction feed

Recent Form 4/5 insider transactions across all held stocks, newest first. Filterable by transaction type and owner. Page 2+ requires FolioFact Pro.

Parametersqdirpagesortfilterper_page

fetch_page

Fetch a public page

Fetches an allowlisted public page as markdown/text: published blog posts (/blog/:slug), static pages (e.g. /agents, /api-docs, /about), and the agent discovery doc (/llms.txt).

Parameterspathrequired

stock_earnings

Stock AI Earnings Report

The latest cited AI Earnings Report for one stock (or a stable period with `period`). Requires FolioFact Pro.

Parametersperiodtickerrequiredinclude_full

stock_financials

Stock financial statements and valuation

Financial statements (yearly and quarterly) and the valuation summary (enterprise value, FCF/EV and OCF/EV yields). Requires FolioFact Pro.

Parameterstickerrequired

stock_insiders

Stock insider transactions

Recent Form 4/5 insider transactions for one company. Requires FolioFact Pro.

Parameterstickerrequired

stock_options

Stock options-market snapshot

Daily 30-day implied volatility history for one company. Requires FolioFact Pro.

Parameterstickerrequired

compare_stocks

Compare stocks side by side

Aligned multi-stock comparison: valuation, latest financial point, fund conviction, and insider activity. Requires FolioFact Pro.

Parameterstickersrequiredinsider_window

Version history

1
  1. v1.0.0LatestSep 16, 2026

Score

72% of the applicable checks met

How complete this listing is, computed from the registry entry, the endpoint and public sources. Not a rating of the server and not a statement that it is safe or working today: reachability is a dated check, and no installs or reviews go into the score.

  • Reached in the last 30 daysRequired25 pts
  • Auth declaredRequired10 pts
  • Tools listedRequired15 pts
  • DescriptionRequired15 pts
  • Logo10 pts

    Publish an icon in the registry entry.

  • Documentation15 pts

    Declare a GitHub repository with a README, or serve resource_documentation in the OAuth protected-resource metadata.

  • LicenseNot applicable

    A hosted service is used under its provider's terms, so no license is expected here. This check is left out of the percentage.