ETF Research

io.github.myanptlPublished by GitHub account myanptlv1.3.1Updated Oct 24, 2026

ETF quotes, performance and comparisons, plus every holding and fund overlap from SEC N-PORT.

VerifiedSTDIODesktop onlyFinanceData & Analytics

Overview

AI-generated overview

A local MCP server that lets an assistant research US ETFs: quotes, expense ratios, performance, comparisons, full SEC holdings and fund overlap.

What you can do
Search ETFs by keyword or theme and find similar alternatives to a ticker. Retrieve quotes, price and total return over several periods, plus fund summaries such as expense ratio, AUM, NAV and yield. Compare two to five ETFs side by side. List top-10 holdings from Yahoo or every holding from the fund's latest SEC N-PORT filing, with concentration and asset/country mix. Measure weighted stock overlap between two ETFs to judge whether holding both diversifies.
When to use it
Useful when comparing ETFs for a portfolio, checking what a fund actually holds, or judging whether two funds duplicate each other. Good for research and education questions about US-listed funds rather than trading.
Requirements
Runs locally over stdio, typically launched with npx, so Node.js is needed. No account or API key. The full-holdings and overlap tools require the SEC_USER_AGENT environment variable set to your name and email; other tools work without it. Network access to Yahoo Finance and sec.gov.
Before you install
SEC_USER_AGENT carries your name and email and is sent to sec.gov; the other tools work without it. Full holdings and overlap rely on public SEC filings about 60 days behind, and some trusts such as SPY and DIA do not file N-PORT. Quotes are near-real-time but data is for research only, not investment advice.

Installation

In SourceWeft

  1. Open ETF Research 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

etf-research-mcp

Live ETF data for Claude. No API key needed.

bash
claude mcp add etf-research --scope user -- npx -y etf-research-mcp

Then ask things like "compare QQQM and VUG" or "how much do VOO and VUG overlap".

Not financial advice. MIT licence.

Source: README.md at commit 0358e30

Tools

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

Version history

1
  1. v1.3.1LatestSep 24, 2026

Score

50% 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 days25 pts

    Keep the endpoint answering the MCP handshake; SourceWeft probes it every 30 days.

  • Auth declared10 pts

    Declare the credential headers in the registry entry, or keep the endpoint answering the probe so its auth can be classified.

  • Tools listed15 pts

    Answer tools/list without a credential, or ship a package that starts in a sandbox without one.

  • DescriptionRequired15 pts
  • Logo10 pts
  • Documentation15 pts
  • License10 pts