CEF Radar

com.cefradar由 cefradar.com 發布官方發布者v0.1.0更新於 Oct 24, 2026

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

已驗證Streamable HTTP可網頁執行金融資料與分析

概覽

AI 產生的概覽

遠端 MCP 伺服器,讓助理查詢美國封閉式基金、維權投資人持股、基金事件與持倉,資料來自 SEC 文件。

可以做什麼
  • 依代號、名稱或管理公司搜尋基金並取得淺顯的基金概況
  • 列出附日期的基金公告,如買回要約、股東投票、清算、合併與配息通知,可針對單一基金或全部基金
  • 說明基金依類型、國家劃分的持倉組成及最大持倉
  • 列出並介紹大型維權投資人及其近期動作
  • 顯示大型投資人最新的 5% 持股申報
  • 找出最新持倉報告中包含指定公司、債券、CUSIP 或 ISIN 的所有基金
適用情境
適合研究美國封閉式基金時使用:判斷是否有維權投資人介入、持有人需在何時前採取行動、基金的費用與持倉,或哪些基金持有某檔證券。每筆結果都標示資料截止日期並附原始 SEC 文件連結。
執行需求
位於 cefradar.com 的遠端 streamable HTTP 端點;未宣告任何套件、環境變數或請求標頭。需要能連線至該端點的網路。
安裝前請注意
結果由公開 SEC 文件自動讀取,可能有錯誤,應顯示並核對來源連結。資料僅供參考,不構成投資建議;未宣告任何憑證或寫入操作。

安裝

在 SourceWeft 中

  1. 開啟 儀表板中的 CEF Radar,將其新增到工作區。
  2. 為需要使用其工具的對話啟用該服務。

Web executable,透過 Streamable HTTP。 遠端服務在工作區中設定後即可從網頁執行環境執行。

交給代理程式安裝

把這段提示詞貼上到 Claude Code、Codex、Cursor 等代理程式,或 SourceWeft 對話中。代理程式會讀取該伺服器的安裝指南,先向你展示發布者、端點和登入方式,經你同意後再把它新增到你的客戶端。金鑰不會寫進任何命令。

閱讀 https://sourceweft.com/mcp/com.cefradar%2Fcefradar/install.md,並按其中說明把這個 MCP 伺服器接入我的客戶端。修改任何設定之前,先告訴我它的發布者、端點和登入方式,等我確認。不要把 API 金鑰寫進命令或我會提交的檔案;問我金鑰應從哪裡取得。

檢視代理程式所依據的安裝指南

其他 MCP 客戶端

把它新增到你客戶端的 mcpServers 設定中。

{
  "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.

輸入參數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.

輸入參數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.

輸入參數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.

輸入參數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.

輸入參數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.

無需輸入參數。

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.

輸入參數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.

輸入參數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.

輸入參數query必填

版本歷史

1
  1. v0.1.0最新Sep 18, 2026

評分

已滿足適用檢查項的 83%

該評分衡量此收錄條目的完整程度,依據註冊中心條目、端點與公開來源計算得出。它不是對伺服器本身的評價,也不表示伺服器安全或目前可用:可連通性是帶日期的檢查結果,評分也不包含安裝量或使用者評價。

  • 近 30 天內可連通必需25 分
  • 已宣告認證方式必需10 分
  • 已列出工具必需15 分
  • 描述必需15 分
  • 圖示10 分
  • 文件15 分

    請宣告包含 README 的 GitHub 儲存庫,或在 OAuth 受保護資源後設資料中提供 resource_documentation。

  • 授權條款不適用

    託管服務按其提供方的條款使用,因此這裡不要求授權條款。此檢查項不計入百分比。