Fundlens

io.github.mguay22Published by GitHub account mguay22v0.1.1Updated Oct 24, 2026

SEC fund holdings for AI agents: who holds X, what changed, returns, flows, and fund overlap.

VerifiedSTDIODesktop onlyFinance

Overview

AI-generated overview

An MCP server that gives an AI assistant SEC fund holdings data: who holds a stock, position changes, returns, flows and fund overlap.

What you can do
Look up which funds hold a given security, based on SEC filings. Review how fund positions changed over time. Retrieve fund returns and flows. Compare funds to find overlapping holdings.
When to use it
Useful when you want an assistant to answer questions about institutional fund ownership of a stock, track changes in fund positions, or compare the holdings of several funds without leaving the chat. It suits investment research and analysis rather than trading or order execution. It is not a general market-data or price feed. It is not a general market-data or price feed. It is not a general market-data or price feed. It is not a general market-data or price feed. It is not a general market or
Requirements
Runs as a local process over stdio, installed from the npm package @fundlens/mcp, so Node.js is needed. A FundLens API key is required and passed in the FUNDLENS_API_KEY environment variable; a free tier is offered by the provider. Network access is needed to reach the FundLens service.
Before you install
Requires a FundLens API key, supplied through the FUNDLENS_API_KEY environment variable. The key is a secret, so keep it out of shared configuration and logs. The free tier may have usage limits or paid tiers; check the provider's terms before relying on it.

Installation

In SourceWeft

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

Desktop only via STDIO. STDIO servers start a local process, so they need the SourceWeft desktop host.

Other MCP clients

Follow the launch instructions in the repository.

README

This repository has no README.

Tools

0
SourceWeft has not started this package in its sandbox yet, so its tools are not known.

Version history

1
  1. v0.1.1LatestSep 16, 2026

Score

25% of the applicable checks met

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