F
licenseNot graded
qualityB
maintenanceEnables AI assistants to retrieve model-based intrinsic value estimates, valuation status and quality scores for 40,000+ listed stocks, compare and screen them, and manage watchlists.
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SweetValueLab
Server Details
Free valuation models for S&P 500 and Nasdaq-100 stocks, Treasury yields and market sentiment.
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- Status
- Healthy
- Uptime
- 100.0% over the last 24 hours
- Last Tested
- Transport
- Streamable HTTP · MCP 2025-11-25
- URL
- ChatGPT
- –
- Claude
- –
TDQS
A4.1/5.0
Scored across 5 tools
Disambiguation5/5
Each tool has a clearly distinct purpose: stock search, single-stock valuation, aggregate 13F consensus, single-manager holdings, and market context. There is no overlap between search_stocks and get_stock_valuation, or between get_13f_consensus and get_investor_holdings.
Naming Consistency5/5
All tool names use snake_case with a predictable verb_noun pattern (get_* or search_*). The single search_ prefix is appropriate and does not break consistency.
Tool Count5/5
Five tools are well-scoped for a stock valuation and 13F research server. Each tool covers a distinct part of the workflow without unnecessary surface area.
Completeness4/5
The surface covers the main research workflows: finding stocks, valuing them, market context, aggregate 13F consensus, and manager holdings. Minor gaps exist, such as no direct manager lookup/discovery tool or a way to list all tracked stocks/managers, but agents can likely work around these.
Available Tools
5 toolsget_13f_consensusWhat the tracked managers hold in commonARead-onlyIdempotentInspect
Across the investment managers SweetValueLab tracks, from their latest quarter of Form 13F filings: the 10 stocks the most managers hold, the 10 the most managers bought or added to on balance, and the 10 the most reduced or sold on balance, each with the count of managers and the dollars moved. From public SEC filings, updated as managers file. Not investment advice.
Inputs: no named parameters.
get_investor_holdingsA manager's 13F holdingsARead-onlyIdempotentInspect
One investment manager SweetValueLab tracks (Berkshire Hathaway, Pershing Square, Bridgewater and about 80 more) from its latest Form 13F filing on SEC EDGAR: the quarter and filing date, the portfolio's size, its 10 largest positions, and its 10 largest moves that quarter in past tense — bought, added, reduced or sold — with the shares before and after. Also when the next 13F is due. A 13F is filed up to 45 days after the quarter ends, so it shows what the manager held then. From public SEC filings, updated as managers file. Not investment advice.
Inputs: manager (required).
get_market_contextRates and market sentimentARead-onlyIdempotentInspect
The US Treasury yield curve (yields by tenor, curve shape, spreads, the 10-year real yield and breakeven, the last month's move), the risk-free rate and equity risk premium the valuation models discount with, and SweetValueLab's seven-factor market sentiment gauge. SweetValueLab model output, recomputed nightly from public filings and end-of-day prices. Not real-time quotes, not investment advice.
Inputs: no named parameters.
get_stock_valuationStock valuation vs modelsARead-onlyIdempotentInspect
One covered stock's valuation: the current price, the headline model value and how far the price is from it ("overvalued by 5% vs model"), every other model's value with its range, the valuation profile that chose the headline model, the discount rate inputs, and its Quant and Valuation grades (a letter with the model and the date). SweetValueLab model output, recomputed nightly from public filings and end-of-day prices. Not real-time quotes, not investment advice.
Inputs: ticker (required).
search_stocksSearch covered stocksARead-onlyIdempotentInspect
Find a US stock SweetValueLab covers (the S&P 500 and Nasdaq-100 constituents) by ticker or company name. Returns up to 10 matches with the ticker to pass to get_stock_valuation and the stock's page. SweetValueLab model output, recomputed nightly from public filings and end-of-day prices. Not real-time quotes, not investment advice.
Inputs: query (required).
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