KitScout

Categories › Business & Finance › Market data, stocks & crypto

ETFIQ

MCP serverVerified domain · etfiq.comRemote● LiveFree to try

Independent US ETF data for research agents: 33 tools, holdings to risk checks, each dated.

Install

Remote server: your requests and data go to mcp.etfiq.com. Claude Code: claude mcp add --transport http etfiq https://mcp.etfiq.com · Claude app: Settings → Connectors → Add custom connector.

What it can do

The tools this server listed when we connected to it, in its own words.

  • etf_search — Find US listed ETFs by ticker, fund name, or a word from the name. Suited to a fund named loosely: etf_profile then takes the ticker it retu
  • etf_profile — Everything ETFIQ publishes about one fund: issuer, category, and each number with its source and as-of date, plus a one sentence verdict on
  • etf_holdings — Analyst: what a fund holds, by weight, and how old that is. Use after etf_profile to read the book, or before etf_overlap to see what two fu
  • etf_theme — Scout and Strategist: every US listed fund in a theme, largest first, with what each charges and how much of it is already in the S&P 500. F
  • etf_themes — Strategist: every theme ETFIQ publishes and how many funds each holds. Call when unsure what a theme is called, then etf_theme.
  • etfiq_page — Read any published ETFIQ page as text: a theme hub, a ranking, a comparison of two funds, an issuer, a methodology note, a dated study. Take
  • etfiq_sections — What ETFIQ publishes, section by section, with a page count for each, and start_here: the main pages (fund flows, the weekly flows report, E
  • etfiq_list — The pages inside one section, optionally filtered to those whose address contains a word. Use after etfiq_sections to find a page, then etfi
  • etf_screen — Every fund matching some filters, each with its net assets and the source and date that number came from. Filters: desk, issuer, max_fee_pct
  • etf_overlap — Analyst and Risk Officer: how much of their weight two funds hold in common, as ETFIQ published it on the comparison page for that pair. Use
  • etfiq_as_of — What ETFIQ published on a given date, from its frozen dated archive. Use when a question is about a past date, or when a number needs to sta
  • etf_holders — Which US listed ETFs hold a given company, ranked by how much of each fund it is. It answers "which ETFs hold X", "which fund holds the most
  • etf_rankings — Strategist and Scout: the ranked lists ETFIQ publishes, or one of them. Each ranks ONE published number inside a stated set: the cheapest fu
  • etf_flows — Fund flows as ETFIQ publishes them, computed from each fund's daily change in shares outstanding times its NAV. With ticker: that fund's net
  • etfiq_methodology — How ETFIQ computes a number, from the methodology page that says so: one page per desk (income, buffer, leverage, crypto, alternatives, them
  • find_page — The designed ETFIQ pages that answer a question, best first, at most three: a fund, a comparison of two funds, the ETFs that hold a company,
  • list_benchmarks — The ETFIQ benchmarks: published, rules-based yardsticks for model portfolios, each a written rule over broad, low-cost ETFs, grouped in fami
  • get_benchmark — One ETFIQ benchmark in full: its rule as the methodology states it, the funds and weights in force (with SEC series ids and each fund's expe
  • compare_to_benchmark — Sets an allocation ETF, or a portfolio build_portfolio builds, beside an ETFIQ benchmark. With ticker (such as AOR): how the fund did agains
  • build_portfolio — Builds a custom portfolio of US listed ETFs from construction choices about the portfolio, and shows the rule it applied. Two forms. Weights
  • etf_committee — How each seat of the IQ Investment Committee reads one ETF: 12 legends, 11 seats named for investing philosophies (Bogle-style Low Cost, Gra
  • etf_scorecard — The risk and return scorecard for one ETF against its own ETFIQ benchmark, or, with versus, for two ETFs side by side as their comparison pa
  • etf_promise — Whether one ETF delivers what its category promises, from the ETFIQ Promise Index: a badge (Delivered, Partly or Missed) with the number beh
  • etf_trading_cost — What it costs to trade one ETF: its IQ Liquidity Score on a fixed 0 to 100 scale, the bid-ask spread and premium or discount to NAV the issu
  • etf_return_of_capital — How much of an income ETF's distributions were return of capital: the rows its page prints, each with its source, window and date (the issue
  • etf_benchmark — The benchmark ETFIQ measures one ETF against, as its page names it: the index the fund names, or its own holdings, never a category stand-in
  • etf_compare — Two ETFs compared as ETFIQ's comparison page for the pair publishes them: the page's title and dated lead sentence, each fund's verdict and
  • etf_movers — Scout: what moved. The biggest fund inflows and outflows for a flow window (1D, 1W, 1M, 3M, YTD or 1Y; default 1D) and the best and worst to
  • etf_news_today — Scout: ETF news for one day from ETFIQ's ETF News, read from SEC filings: launches (funds that began trading), closures and closing notices,
  • strategy_list — Strategist: the ETFIQ Advanced Strategies list (trend, momentum, rotation, risk-parity, 2x shelf, income and the like, each a written rule o
  • strategy_signals — Strategist and Strategy Tracker: one Advanced Strategies rule and today's state: each fund's signal (in, out, cash and the like, with the di
  • strategy_record — Strategist and Strategy Tracker: one Advanced Strategies record, labelled hypothetical. For a 2x strategy the real-days-only numbers since e
  • etf_risk_check — Risk Officer: for 1 to 20 fund tickers, the observations to check before the funds are read one by one. Per fund: net assets, fee, top-10 we

KitScout test notes

Not tested by KitScout yet. When our harness runs it, pros, cons and the tasks we tried appear here, with the date and evidence.

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