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StockSlash: SEC 13F, Congress & Insider Trades

@reambergmbh

StockSlash: SEC 13F, Congress & Insider Trades について

StockSlash is a hosted MCP server for institutional and political stock activity. Connect it to your AI and ask about SEC 13F filings from around 80 super investors, U.S. Congress stock trades, and corporate insider (Form 4) buying.

基本情報

カテゴリ

その他

トランスポート

stdio

公開者

reambergmbh

投稿者

Milos Oroz

設定

以下の設定を使って、このサーバーを MCP 対応クライアントに追加してください。

{
  "mcpServers": {
    "stockslash": {
      "type": "http",
      "url": "https://stockslash.com/mcp"
    }
  }
}

ツール

23

Use when the user wants to browse, list, or filter the universe of tracked institutional investors (hedge funds, asset managers, family offices). Returns a compact card per fund with name, CIK, AUM, position count, latest filed quarter, trading style ("Buy & hold" / "Moderate rotation" / "High rotation"), strategy tags, and the top 3 positions with portfolio weight. **By default funds are sorted by portfolio value (largest first)** — so calls like "show me top investors" or "biggest funds" Just Work without setting any params. Pass `type: "alphabetically"` for a name-sorted list. Pass `search` to filter by name, strategy, or tag (e.g. "value", "buffett", "tech"). Pass `include_full_holdings: true` to get the original verbose top-10 with full position metadata.

Use when the user asks about a specific fund's total portfolio value (AUM). Returns the fund's latest reported portfolio value. Pass `investor` with a name or CIK — e.g. "Buffett", "Berkshire", or "0001067983".

Use when the user wants to see how a fund's total AUM has changed over time. Returns quarterly portfolio values and quarter-over-quarter / annual percent returns. Useful for trend questions like "how has Berkshire grown over the last 5 years?". Pass `investor` with a name or CIK.

Use when the user asks what a specific fund owns right now or at a past quarter. Returns every stock the fund holds with shares, value, percent_of_portfolio, recent activity label (Buy/Add/Reduce/Sold/null with change percent), and quarters_held_total. Also includes manager_profile with AUM, position count, and trading style. By default omits the 6-quarter weight_history sparkline per holding — pass `include_history: true` to include it. Pass `investor` with a name or CIK.

Use when the user asks what an investor BOUGHT or SOLD recently (or in a specific quarter). Returns trade-level changes — new positions, increased positions, reduced positions, and exits. **Defaults to the latest quarter** (so "what did Pabrai buy recently?" Just Works with no quarter param). Pass `quarter` for a specific past quarter. Pass `include_all_quarters: true` for the full multi-quarter history. Pass `investor` with a name or CIK.

Use when the user asks about a fund's trading cadence or whether the manager is a buy-and-hold investor or active trader. Returns counts and dollar values of new positions, adds, reduces, and exits per quarter across the fund's history. Pass `investor` with a name or CIK.

Use when the user asks who owns a specific stock — i.e. which institutional funds hold it. Returns a summary (funds_holding count, average and max portfolio weight, biggest holder) plus the top N holders sorted by portfolio weight with shares, value, weight percent, and recent activity. Pass `stock` with a ticker or company name. NOT for insider trades — use get_insider_trades for those.

Use when the user asks which funds are buying or selling a specific stock. Returns trading activity for the stock across all tracked funds in a given quarter. Pass `stock` with a ticker or company name.

Use when the user asks about institutional ownership of a specific stock — what percentage is held by institutions, how concentrated, how it changed quarter over quarter. Pass `stock` with a ticker or company name.

Use when the user asks about insider activity for a stock — Form 4 disclosures from company executives, directors, and large shareholders. Returns recent buys and sells with names, titles, share counts, prices, and dates. NOT for institutional funds — use get_stock_holders for those. Pass `stock` with a ticker or company name.

Use when the user asks which S&P 500 stocks are most popular with institutions — ranked by number of holders. Returns symbol, issuer, holder count, percent-of-universe, max single-fund weight, and total dollar value held. Default top 25 (use `limit` for more). Set `include_all_fields: true` for the original verbose payload.

Use when the user asks what 13F filings just arrived. Returns the most recent submissions with fund name, filing date, and quarter. Useful for "what's new?" or "did Buffett file yet?" questions.

Returns the stocks bought by the most tracked funds in a given quarter, ranked by the count of funds buying or adding, with total dollar volume per stock. Use to answer 'which stocks did most institutional funds buy this quarter?'. Pass `quarter` for a specific quarter (defaults to latest).

Returns the stocks sold by the most tracked funds in a given quarter, ranked by the count of funds selling or trimming, with total dollar volume per stock. Use to answer 'which stocks did most institutional funds sell this quarter?'. Pass `quarter` for a specific quarter (defaults to latest).

Use when the user asks for an overall snapshot of institutional activity — the homepage view. Returns: top stocks by institutional ownership percentage, by total value held, by holder count, plus the most-bought and most-sold stocks this quarter.

Use when the user (or another tool) needs to know which quarter has the most recent 13F data available. Returns the quarter string (e.g. "Q1-2026"), filer counts, and total unique holdings tracked. Useful as a first sanity check.

Use when the user wants a comprehensive profile of one investor — "tell me about Buffett", "what is Pabrai doing?", "how is Berkshire performing?". One call replaces 3-4 separate tool calls. Returns: identity (name, manager, tags, strategy), profile (AUM, positions, trading style, turnover), AUM history (last 8 quarters), top 10 current holdings with weight and recent activity, and the trading distribution across quarters. Pass `investor` with a name or CIK.

Use when the user wants a comprehensive view of one stock's institutional picture — "tell me about Apple", "is anyone smart buying Tesla?". One call replaces 3-4 separate tool calls. Returns: institutional ownership summary, top 10 institutional holders, recent buying and selling activity, and recent insider trades summary. Pass `stock` with a ticker or company name.

Use when the user asks to compare two investors — "Buffett vs Pabrai", "Berkshire vs Pershing Square", "how does Burry differ from Ackman?". Returns side-by-side profiles (AUM, positions, style, turnover), overlap (positions both hold with each fund's weight), positions unique to each, and divergent moves (one added, the other reduced). Pass `investor_a` and `investor_b` — both accept names or CIKs.

Use when the user asks about insider sentiment or aggregate insider activity for a stock — "are insiders bullish on Tesla?", "what are AAPL execs doing?", "net insider flow at NVDA last 90 days?". Returns aggregated counts and dollar values of buys vs sells over a configurable window (default 90 days), with a sentiment label and top buyers/sellers. Lighter alternative to raw Form 4 dumps. Pass `stock` with a ticker or company name.

Use when the user asks what members of the U.S. Congress are trading — e.g. "what is Nancy Pelosi buying?", "congress trades in NVDA". Returns recent STOCK Act disclosures with member name, party, chamber, ticker, buy/sell, disclosed amount range, and filing delay. Filter by `member_name` (partial match) or `ticker`.

Use when the user asks which stocks insiders are buying — especially stocks the super investors already own ("where are insiders and smart money both buying?"). Returns stocks ranked by insider (Form 4) open-market buying over a window, with buy count, unique buyers, C-suite buys, and total dollar value. `scope` defaults to "superinvestor" (only stocks tracked funds hold); pass "all" for the whole market.

Use when the user asks which stocks multiple members of Congress are buying — a consensus signal ("what are several congresspeople buying?"). Returns tickers bought by at least `min_members` distinct members in the window, with member count, buys/sells, and the member names.

概要

What is StockSlash: SEC 13F, Congress & Insider Trades?

StockSlash: SEC 13F, Congress & Insider Trades is a hosted MCP server that gives AI assistants access to institutional and political stock activity. It pulls data from SEC 13F filings of top hedge funds and asset managers, U.S. Congress stock trades under the STOCK Act, and corporate insider buying from SEC Form 4. Users ask by plain name (e.g., Buffett, Apple, Pelosi) with no installation or API key required.

How to use StockSlash: SEC 13F, Congress & Insider Trades?

Connect any MCP client that supports Streamable HTTP to the endpoint https://stockslash.com/mcp. Authentication is none and the server is open and read-only. Configuration examples: Claude (web/desktop) – add custom connector with the endpoint; Claude Code – claude mcp add --transport http stockslash https://stockslash.com/mcp; Cursor, ChatGPT (Developer Mode), and Codex CLI also support it. No download or key management is needed.

Key features of StockSlash: SEC 13F, Congress & Insider Trades

  • 23 tools across super investors, stocks, Congress, insiders, and market filings.
  • One-call bundles: analyze_investor, analyze_stock, compare_investors, get_insider_summary.
  • Plain-name input – no CIK codes or ticker lookups required.
  • Three smart-money signals in one place: 13F holdings, congressional trades, insider buying.
  • Open and read-only – no install, no API key.
  • Built on public SEC EDGAR and STOCK Act filings with clear quarter and lag.

Use cases of StockSlash: SEC 13F, Congress & Insider Trades

  • Research what well-known investors are buying and selling each quarter.
  • Track U.S. Congress stock trades by member or by ticker.
  • Check insider buying sentiment alongside other analysis.
  • Find consensus moves (e.g., stocks bought by many funds or members of Congress).
  • Power AI assistants that answer stock-ownership questions with structured, citable data.

FAQ from StockSlash: SEC 13F, Congress & Insider Trades

Which data sources does StockSlash: SEC 13F, Congress & Insider Trades use?

SEC EDGAR 13F-HR filings, SEC Form 4 insider trades, and public congressional STOCK Act disclosures.

Do I need an API key or to install anything?

No. The server is open and read-only, with a rate limit of 200 requests per 15 minutes per IP. There is nothing to install – it runs remotely.

How current is the data?

13F filings are lagged up to 45 days from quarter end, so holdings reflect the reported quarter. Insider and congressional filings appear after their own disclosure windows.

Which clients work with StockSlash: SEC 13F, Congress & Insider Trades?

Any client that implements the MCP protocol over Streamable HTTP: Claude (web and desktop), Claude Code, Cursor, ChatGPT (Developer Mode), and Codex CLI.

Is StockSlash: SEC 13F, Congress & Insider Trades investment advice?

No. It is a data and analysis tool. See https://stockslash.com/imprint for the full disclaimer.

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