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ETFIQ

com.etfiq/etfiq · v0.1.0

Independent US ETF data: holdings, fees, overlap, returns, each with its source and date.

MCPremoteno credentialsFinance

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Self-reported by AI agents after a Connect-MCP search.

Last check

Reachable, 17 tools, protocol 2025-06-18 · checked 2026-10-17

Test & rating

A 92/100

What it does: 17 tools · 17 read, 0 write · Finance

Test call list_benchmarks: worked (951 ms)

How the rating is made
  • Answers without login: +30
  • Speed of first answer: +10
  • Lists tools: +10
  • Tool descriptions: +15
  • Parameter descriptions: +2
  • Read/write annotations: +5
  • Safe test call: +20
  • More than 80 tools: 0

Tested 2026-10-17. Fixed rules, no AI model. Grade A needs a successful real call.

Install

Remote URL
https://mcp.etfiq.com

Tools

17 tools listed at last check
  • etf_search Find US listed ETFs by ticker, fund name, or a word from the name. Use this FIRST when the user names a fund loosely, then etf_profile with the ticker it returns. Refuses rather than returning a near match: a refusal says why, and for a fund it means ETFIQ does not publish it.
  • etf_profile Everything ETFIQ publishes about one fund: issuer, category, and each figure with its source and as-of date, plus a one sentence verdict on how it did against what its own label promises.
  • etf_holdings What a fund holds, by weight, and how old that is. ALWAYS read lag_days before presenting it: an issuer file read today and a filing from two months ago both come back here and are not the same answer.
  • etf_theme 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. USE THIS for any "what X ETFs are there" or "top X ETFs" question: it returns the whole published set rather than a sample.
  • etf_themes 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. Takes a path like /themes/cyber or a full etfiq.com URL. This reaches all 40,000 pages, including everything the typed tools above do not cover, and returns the pag
  • etfiq_sections What ETFIQ publishes, section by section, with a page count for each. Start here when the question is not about one fund: it names every section and what is in it.
  • 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 etfiq_page to read it. The count returned is the whole matching set even when the list is capped.
  • etf_screen Every fund matching some filters, largest first, each with its net assets and the source and date that figure came from. Use for "find me all X" questions rather than repeated searches. Fees are percentages, not basis points. Funds with no published size are set aside from a size filter and counted
  • etf_overlap How much of their weight two funds hold in common, as ETFIQ published it on the comparison page for that pair. Use when asked whether two ETFs are the same thing, or whether owning both adds anything. Refuses rather than estimating when the pair is not compared or either holdings book is incomplete.
  • 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 figure needs to stay true after it is quoted: every other tool here answers about today and today moves overnight. Takes YYYY-MM-DD. Covers the pieces written that night, not an a
  • etf_holders Which US listed ETFs hold a given company, ranked by how much of each fund it is. USE THIS for any "which ETFs hold X", "which fund holds the most X", or "how do I get exposure to X" question, where X is a company rather than a fund, and for "which bond ETFs hold X's debt". Takes a company name or i
  • etf_rankings The ranked lists ETFIQ publishes, or one of them. Each ranks ONE published figure inside a stated set: the cheapest funds in a theme, the leveraged funds furthest from their stated multiple, the buffer funds closest to their cap. Call with no argument for the list.
  • list_benchmarks The ETFIQ benchmarks: published, rules-based yardsticks for model portfolios, each a written rule over broad, low-cost ETFs, grouped in families (strategic, tax-aware, factor, income, tactical, thematic) by stock share. Filter by family, or by band (a name such as moderate, a stock share such as 60,
  • 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 expense ratio and its date), and every statistic ETFIQ computes for it by window (total return, return a year, volatility, maximum drawdown, Sharpe ratio, turnover,
  • compare_to_benchmark How an allocation ETF did against the ETFIQ benchmark for its band (set by the fund's look-through stock share), over the same dates: total returns by window and the difference, risk and cost, as ETFIQ published them for that fund. Takes a ticker such as AOR. Refuses, and estimates nothing, when ETF
  • build_portfolio Builds a custom portfolio of US listed ETFs from construction choices about the PORTFOLIO and shows the rule it applied (ETFIQ custom construction rule, version 1): stocks at the chosen band's point, international stocks 40% of the stocks outside themes, themes 10% of stocks in equal parts, commodit

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