How much of a company do I own, in money, across all my funds. Paste four funds with what each is worth and it returns the companies underneath, ranked, with the amount carried on each and which funds it comes through.

Which of my positions produces my risk rather than my capital. It returns an Euler decomposition of portfolio variance, so the shares sum to one hundred, and the squared diversification ratio, which counts positions that behave differently rather than positions held. Four funds frequently turn out to be one and a bit independent bets.

It is also not limited to comparisons someone wrote by hand. Each fund file carries its full holdings and 156 weekly returns, so the server computes any pair, any basket, and any covariance matrix from the data itself.

Install

Claude Code

claude mcp add tickerinside -- npx -y tickerinside-mcp

Codex CLI

codex mcp add tickerinside -- npx -y tickerinside-mcp

Cursor, Claude Desktop, VS Code and other clients: add a server named tickerinside with command npx and arguments ["-y", "tickerinside-mcp"].

Tools

Tool	What it returns
`list_funds`	Every covered fund, with the date of its holdings file.
`fund_profile`	One fund: cost, assets, returns, volatility, beta, worst fall, concentration, largest positions.
`compare_funds`	Any two funds: overlap measured three ways, correlation, covariance, cost and risk for both.
`compare_stocks`	Any two US stocks: valuation, returns, risk and beta side by side, their correlation, and every fund holding both. A fund works on either side.
`overlap_matrix`	Every pair in a basket, ranked by how much of their weight sits in the same companies.
`look_through`	The companies under a portfolio, in percent and in money, with the funds each comes through.
`risk_decomposition`	Portfolio volatility, each position's share of the risk, independent bets, and both matrices.
`stock_exposure`	Every covered fund holding one company, and at what weight.

The three overlap measures, because they disagree

Published overlap figures for the same pair of funds differ across sites, because sites quote different measures without naming them.

Overlap by weight is the sum, across every company both funds hold, of the smaller of its two weights. Symmetric, and the headline figure.
Share of A held in common is the part of A's own weight sitting in companies B also holds, as a percentage of A. Not symmetric, and the gap between the two directions is usually the interesting part.
Companies in both is a plain count, useful for seeing when a high weight overlap rests on very few names.

Some sites publish these by counting positions rather than by weight, which is a fourth number again. Every response here says which measure it is.

Checking it

Covariance is annualised and in percent squared, so the diagonal is each fund's variance. Divide an off-diagonal by the two volatilities and you get back the correlation printed beside it. That is the whole method, and it is published so it can be checked rather than believed.

Coverage and limits

US ETFs whose issuer publishes a full holdings file. list_funds returns the universe. About 4,700 US stocks with three years of price history are covered as instruments too, with sector, valuation, returns, risk and 156 weekly returns each, which is what compare_stocks runs on. Mutual funds are not covered.

Holdings refresh when the issuer publishes, which is daily for some funds and monthly for others, so a response often carries a price date more recent than its holdings date. Both are returned rather than merged into one.