etf-research-mcp

etf-research-mcp

MCP server for ETF research. Gives Claude tools for quotes, expense ratios, performance and fund comparisons from Yahoo Finance, plus every holding a fund owns straight from its SEC filing. Nothing to sign up for.

Tools

Tool	What it does
search_etfs	Discover ETFs by keyword or theme ("AI ETF", "dividend growth")
get_etf_quote	Current price, change, volume, 52-week range, moving averages
get_etf_summary	Expense ratio, AUM, NAV, fund family, beta, dividend yield
get_etf_holdings	Top 10 holdings with weights, from Yahoo
get_etf_full_holdings	Every holding, from the fund's latest SEC N-PORT filing, with concentration: how many stocks make up half the fund, top-10 and top-25 weight, asset and country mix
get_etf_overlap	How much two ETFs hold the same stocks, weighted. Tells you whether owning both actually diversifies
compare_etfs	Side-by-side comparison of 2–5 ETFs
get_etf_performance	Price return and total return with dividends reinvested, over 1m / 3m / 6m / 1y / 3y / 5y
get_similar_etfs	Find alternative ETFs similar to a given ticker

Install

Claude Code

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

Claude Desktop

Add to claude_desktop_config.json (Settings → Developer → Edit Config):

{
  "mcpServers": {
    "etf-research": {
      "command": "npx",
      "args": ["-y", "etf-research-mcp"]
    }
  }
}

Any MCP client

The server speaks MCP over stdio, so any client that can launch a command works:

npx -y etf-research-mcp

Example prompts

"Find me AI-focused ETFs"

"Compare QQQM, VOO, and VUG expense ratios and YTD returns"

"What are the top 10 holdings of IJR?"

"How has QQQM performed over the last year?"

"What ETFs are similar to QQQM?"

"How much do QQQM and VUG overlap?"

"List every holding in SCHG and tell me how concentrated it is"

Data sources

Quotes, summaries and performance come from Yahoo Finance via yahoo-finance2. No sign-up, no key. Quotes are near-real-time.

Full holdings and overlap come from SEC Form N-PORT, the quarterly report where every US fund lists every position it holds. It's free and official, but public filings are about 60 days behind the quarter they cover, and funds set up as unit investment trusts (SPY, DIA) don't file it.

SEC asks every automated tool to identify itself with a contact, so these two tools need one setting, SEC_USER_AGENT, with your name and email. It's sent only to sec.gov:

claude mcp add etf-research --scope user -e SEC_USER_AGENT="Jane Doe [e-mail]" -- npx -y etf-research-mcp

"etf-research": {
  "command": "npx",
  "args": ["-y", "etf-research-mcp"],
  "env": { "SEC_USER_AGENT": "Jane Doe [e-mail]" }
}

Every other tool works without it.

Development

git clone https://github.com/myanptl/etf-research-mcp
cd etf-research-mcp
npm install
npm run build     # compile TypeScript to dist/
npm start         # run the stdio server
npm run dev       # recompile on change

Test against a local build in Claude Code:

claude mcp add etf-research-dev -- node /path/to/etf-research-mcp/dist/index.js

Built with

• @modelcontextprotocol/sdk
• yahoo-finance2
• SEC EDGAR
• TypeScript + Node 22+

Disclaimer

Market data is provided for research and education. Not investment advice.

License

MIT © Myan Patel