CEF Radar

com.cefradar由 cefradar.com 发布官方发布者v0.1.0更新于 Oct 24, 2026

U.S. closed-end funds from SEC filings: activist stakes, tender offers, votes, costs, holdings.

已验证Streamable HTTP可网页运行金融数据与分析

概览

AI 生成的概览

远程 MCP 服务器,让助手查询美国封闭式基金、维权投资者持股、基金事件与持仓,数据来自 SEC 文件。

可以做什么
  • 按代码、名称或管理公司搜索基金并获取通俗的基金概况
  • 列出带日期的基金公告,如回购要约、股东投票、清算、合并和分红通知,可针对单只基金或全部基金
  • 说明基金按类型、国家划分的持仓构成及最大持仓
  • 列出并介绍大型维权投资者及其近期动作
  • 显示大型投资者最新的 5% 持股申报
  • 查找最新持仓报告中包含指定公司、债券、CUSIP 或 ISIN 的所有基金
适用场景
适合研究美国封闭式基金时使用:判断是否有维权投资者介入、持有人需在何时前采取行动、基金的费用与持仓,或哪些基金持有某只证券。每条结果都标注数据截止日期并附原始 SEC 文件链接。
运行要求
位于 cefradar.com 的远程 streamable HTTP 端点;未声明任何软件包、环境变量或请求头。需要能访问该端点的网络。
安装前请注意
结果由公开 SEC 文件自动读取,可能存在错误,应展示并核对来源链接。数据仅供参考,不构成投资建议;未声明任何凭据或写入操作。

安装

在 SourceWeft 中

  1. 打开 控制台中的 CEF Radar,将其添加到工作区。
  2. 为需要使用其工具的对话启用该服务。

Web executable,通过 Streamable HTTP。 远程服务在工作区中配置后即可从网页运行时运行。

交给智能体安装

把这段提示词粘贴到 Claude Code、Codex、Cursor 等智能体,或 SourceWeft 对话中。智能体会读取该服务器的安装指南,先向你展示发布者、端点和登录方式,经你同意后再把它添加到你的客户端。密钥不会写进任何命令。

阅读 https://sourceweft.com/mcp/com.cefradar%2Fcefradar/install.md,并按其中说明把这个 MCP 服务器接入我的客户端。修改任何配置之前,先告诉我它的发布者、端点和登录方式,等我确认。不要把 API 密钥写进命令或我会提交的文件;问我密钥应从哪里获取。

查看智能体所依据的安装指南

其他 MCP 客户端

把它添加到你客户端的 mcpServers 配置中。

{
  "mcpServers": {
    "cef-radar": {
      "type": "http",
      "url": "https://cefradar.com/mcp"
    }
  }
}

工具

9

search_funds

Find a fund

Finds a U.S. closed-end fund by its ticker, its name or the firm that runs it and returns up to 6 matches with a link to each fund's page, from SEC filings, with as-of dates and links to the original documents. Results are informational, read automatically from public filings and may contain errors; always show the source link and never present results as personal investment advice.

输入参数query必填

get_fund

One fund: who is targeting it, what to act on, costs

Tells you, in plain words, whether a large investor is targeting a U.S. closed-end fund, whether the fund has announced something you must act on and by when, what it costs, how much it borrows, how big it is and what it holds, from SEC filings, with as-of dates and links to the original documents. Results are informational, read automatically from public filings and may contain errors; always show the source link and never present results as personal investment advice.

输入参数ticker必填

get_fund_events

One fund's dated announcements

Lists one closed-end fund's dated announcements a holder may need to act on (offers to buy back shares, shareholder votes, closings, mergers, offers of new shares, payout notices) with the deadline and what to do, from SEC filings, with as-of dates and links to the original documents. Results are informational, read automatically from public filings and may contain errors; always show the source link and never present results as personal investment advice.

输入参数monthsticker必填

get_fund_holdings

What a fund holds

Describes what a closed-end fund holds - the mix by type of holding and country and its largest positions - from SEC filings, with as-of dates and links to the original documents. Results are informational, read automatically from public filings and may contain errors; always show the source link and never present results as personal investment advice.

输入参数ticker必填

list_events

Recent announcements across funds

Lists recent announcements across all U.S. closed-end funds (buy-back offers, votes, closings, mergers, offers of new shares, payout notices), newest first, each with the fund, the deadline and what to do, from SEC filings, with as-of dates and links to the original documents. Results are informational, read automatically from public filings and may contain errors; always show the source link and never present results as personal investment advice.

输入参数kindsinceonly_open

list_activists

Large investors we follow

Lists the large investors we follow - those who buy into closed-end funds and sometimes push for changes - with how many funds each is in now and its newest move, from SEC filings, with as-of dates and links to the original documents. Results are informational, read automatically from public filings and may contain errors; always show the source link and never present results as personal investment advice.

无需输入参数。

get_activist

One large investor

Describes one large investor in plain words: how many funds it is in and where it is pushing for changes, what it usually does, the funds it has left and its recent moves, from SEC filings, with as-of dates and links to the original documents. Results are informational, read automatically from public filings and may contain errors; always show the source link and never present results as personal investment advice.

输入参数slug必填

latest_filings

Newest notices from large investors

Lists the newest notices large investors filed about owning 5% or more of a fund (raised or cut a stake, may push for changes, passive, sold down), one plain sentence each, from SEC filings, with as-of dates and links to the original documents. Results are informational, read automatically from public filings and may contain errors; always show the source link and never present results as personal investment advice.

输入参数dayscef_only

which_funds_hold

Which funds hold a security

Lists every U.S. closed-end fund whose latest quarterly holdings report includes a company or bond you name (or its CUSIP or ISIN), with each fund's share of it and the report date, from SEC filings, with as-of dates and links to the original documents. Results are informational, read automatically from public filings and may contain errors; always show the source link and never present results as personal investment advice.

输入参数query必填

版本历史

1
  1. v0.1.0最新Sep 18, 2026

评分

已满足适用检查项的 83%

该评分衡量此收录条目的完整程度,依据注册中心条目、端点与公开来源计算得出。它不是对服务器本身的评价,也不表示服务器安全或当前可用:可连通性是带日期的检查结果,评分也不包含安装量或用户评价。

  • 近 30 天内可连通必需25 分
  • 已声明认证方式必需10 分
  • 已列出工具必需15 分
  • 描述必需15 分
  • 图标10 分
  • 文档15 分

    请声明包含 README 的 GitHub 仓库,或在 OAuth 受保护资源元数据中提供 resource_documentation。

  • 许可证不适用

    托管服务按其提供方的条款使用,因此这里不要求许可证。此检查项不计入百分比。