Retrieve Bulgarian pension manager metadata for UPF, PPF, and VPF/DPF schemes.
Use this to discover licensed managers and their supported scheme types before
running rankings or metric calculations over FSC-tracked pension data.
Data freshness: reflects latest ingested official FSC manager/scheme coverage.
輸入參數scheme_code
List Bulgarian private pension funds and canonical fund IDs.
Returns `fund_id` in `manager_slug:scheme_code` format for UPF, PPF, and VPF/DPF.
Use this as discovery before calling NAV, metric, and ranking tools.
Data freshness: fund metadata follows latest FSC-tracked manager/scheme dataset.
輸入參數active_onlyscheme_code
Get official NAV time series for a Bulgarian pension fund (UPF/PPF/VPF).
Accepts either `fund_id` or (`manager_slug`, `scheme_code`) and returns normalized
NAV points for return/risk calculations and charting.
Data freshness: updated as new source NAV observations are ingested.
輸入參數date_tofund_iddate_fromfrequencyscheme_codemanager_slug
List benchmark assets for Bulgarian pension comparisons.
Includes inflation and market references used to evaluate relative performance
of UPF, PPF, and VPF/DPF funds.
Data freshness: benchmark metadata is stable; prices are updated as new source data arrives.
無需輸入參數。
List all supported financial metric identifiers for MCP analytics tools.
無需輸入參數。
Return MCP cache telemetry for diagnostics and performance debugging.
無需輸入參數。
Get historical benchmark series for pension-fund comparison workflows.
Use with compute/rank tools to compare Bulgarian pension funds against inflation
or market proxies over aligned periods.
Data freshness: updated as new benchmark source observations become available.
輸入參數date_todate_fromfrequencybenchmark_slug必填
Compute a metric for Bulgarian pension funds or benchmark targets.
Supports returns, drawdown, volatility, Sharpe/Sortino/Calmar, correlation, and
benchmark-aware metrics over configurable period and frequency.
Data freshness: computed from latest ingested FSC NAV and benchmark data.
輸入參數metric必填period必填windowfund_idfrequencyscheme_codemanager_slugbenchmark_slugrisk_free_raterisk_free_slugbenchmark_target_slug
Rank funds within UPF/PPF/VPF schemes by a selected metric and period.
Supports optional extra columns via `include_metrics` for agent-friendly table outputs.
Data freshness: rankings are computed from the latest ingested FSC-aligned NAV dataset.
輸入參數limitordermetric必填offsetperiod必填windowfrequencyscheme_code必填benchmark_slugrisk_free_rateinclude_metrics
Rank benchmark assets by metric and period for market-context comparison.
Data freshness: rankings reflect latest ingested benchmark observations.
輸入參數limitordermetric必填offsetperiod必填windowfrequencybenchmark_slugrisk_free_rateinclude_metrics
Simulate saver outcomes with periodic contributions into Bulgarian pension funds.
Estimates invested amount, terminal value, and IRR-like performance diagnostics.
Data freshness: simulation uses the latest available NAV history in the dataset.
輸入參數fund_idend_datestart_datescheme_code必填manager_slugmonthly_contribution必填
get_bulgarian_pension_fund_managers
Alias for `list_managers` with explicit Bulgarian pension context for agent discovery.
輸入參數scheme_code
get_bulgarian_pension_funds
Alias for `list_funds` to discover UPF/PPF/VPF fund IDs for FSC-based analysis.
輸入參數active_onlyscheme_code
get_bulgarian_pension_fund_nav_series
Alias for `get_nav_series` with explicit pension NAV semantics for tool-RAG routing.
輸入參數date_tofund_iddate_fromfrequencyscheme_codemanager_slug
get_bulgarian_pension_benchmarks
Alias for `list_benchmarks` with Bulgarian pension comparison context.
無需輸入參數。
get_bulgarian_pension_metrics_catalog
Alias for `list_metrics` so agents can semantically find available pension metrics.
無需輸入參數。
get_bulgarian_pension_benchmark_series
Alias for `get_benchmark_series` to retrieve inflation/market comparators for UPF/PPF/VPF.
輸入參數date_todate_fromfrequencybenchmark_slug必填
get_bulgarian_pension_fund_metric
Alias for `compute_metric` with explicit Bulgarian pension metric intent.
輸入參數metric必填period必填windowfund_idfrequencyscheme_codemanager_slugbenchmark_slugrisk_free_raterisk_free_slugbenchmark_target_slug
rank_bulgarian_pension_funds_by_metric
Alias for `rank` to semantically target Bulgarian UPF/PPF/VPF leaderboard queries.
輸入參數limitordermetric必填offsetperiod必填windowfrequencyscheme_code必填benchmark_slugrisk_free_rateinclude_metrics
rank_bulgarian_pension_benchmarks_by_metric
Alias for `rank_benchmarks` for semantically rich benchmark ranking discovery.
輸入參數limitordermetric必填offsetperiod必填windowfrequencyscheme_codebenchmark_slugrisk_free_rateinclude_metrics
simulate_bulgarian_pension_saver_outcome
Alias for `simulate_saver_outcome` with explicit Bulgarian pension savings semantics.
輸入參數end_datedate_fromscheme_codemanager_slugmonthly_amount
List available markdown holdings reports for Bulgarian pension funds.
Reports contain detailed portfolio holdings data extracted from official PDF filings
and converted to structured markdown with metadata (allocation %, exposure, top holdings).
Use this tool to discover what reports are available before loading specific ones
with `read_holdings_report`. Filter by manager, fund type, or date range.
輸入參數date_todate_fromfund_typemanager_slug
get_holdings_reports_index
Get a lightweight summary index of pension fund holdings reports.
Returns allocation metadata (equity %, domestic %, funds %) and top holdings
for each report without loading full content. Use this for quick discovery
to decide which reports to load in full with `read_holdings_report`.
輸入參數date_todate_fromfund_typemanager_slug
Read a specific markdown holdings report for a Bulgarian pension fund.
Returns the full markdown content (or just metadata if summary_only=True)
for a specific manager, fund type, and date. The report includes detailed
portfolio holdings with instrument types, issuers, values, and portfolio shares.
輸入參數date必填fund_type必填manager_slug必填summary_only
get_pension_legal_framework
Return the full text of Bulgarian pension legal documents.
輸入參數document
Search across Bulgarian pension legal framework documents.
輸入參數query必填documentmax_results