HoldingsIntel - Smart Money Verdict per stock & fund from SEC 13F, insider, activist & congressional filings

@HoldingsIntel

サーバーを訪問

2 days ago

Smart Money Verdict per stock & fund from SEC 13F, insider, activist & congressional filings — query institutional positioning, insider trades, activist stakes, and congressional trading from any MCP client.

概要ツールコメント

概要

HoldingsIntel brings Smart Money intelligence into your AI assistant: SEC 13F institutional holdings, Form 4 insider trades, 13D/13G activist filings, and STOCK Act congressional trades — synthesized into a single Smart Money Verdict per stock and fund.

Tools

analyze_stock — Smart Money Verdict for a stock (institutions, insiders, activists, Congress)
analyze_fund — full hedge-fund profile + 5-star rating
find_signals — screen for convergence, double-downs, smart-money flow, early movers
compare_funds — overlap + DNA of 2-4 funds side by side
clone_fund — backtest cloning a fund's portfolio vs SPY
smart_money_digest — quarterly summary across all smart money
search_filers, search_securities, list_quarters

Connect

Works in Claude Desktop, ChatGPT, Cursor, Goose, Continue:

{ "mcpServers": { "holdingsintel": { "url": "https://mcp.holdingsintel.com/sse" } } }

Free with no key (anonymous tier); add an API key from holdingsintel.com for higher daily limits. 11 years of SEC filings, 500+ funds. Not financial advice.

Playgroundで試す

サーバー設定

{
  "mcpServers": {
    "holdingsintel": {
      "url": "https://mcp.holdingsintel.com/sse"
    }
  }
}

Build with ShipAny.