Read-only stock research; OAuth unlocks your own portfolio, watchlist, and Smart Alerts.
Scored across 22 tools
Most tools target clearly distinct actions and resources, especially the watchlist, portfolio transaction, and research tools. The main overlap is between get_my_portfolio and analyze_my_portfolio, which both mention allocation, concentration, fair-value coverage, and risk context, so an agent could plausibly misselect between them.
The set generally follows a predictable verb_noun convention, with user-scoped tools consistently embedding "my" (e.g., get_my_portfolio, list_my_watchlists, record_my_portfolio_transaction). Minor deviations exist, such as analyze_my_portfolio versus get_my_portfolio and remove_from_my_watchlist versus remove_my_portfolio_holding, but the pattern remains readable.
At 22 tools, the surface is heavy for an MCP server and sits at the borderline of the recommended range. The watchlist and portfolio lifecycle tools are individually justified, but the overall set is broad enough that consolidation or grouping would improve usability.
The server covers a strong lifecycle across watchlists, portfolio transactions, research, valuation, dividends, and screening. Minor gaps remain, such as no delete_watchlist folder operation and no ability to modify Smart Alerts, but core workflows are well represented.
Add one verified stock or ETF to my ValuEdge Watchlist. Requires explicit per-client Watchlist write permission granted in ValuEdge. If multiple active listings share a ticker, request exchange. Never modifies a portfolio or broker account.
Inputs: ticker (required), exchange, operation_id, watchlist_id. Returns: data, error, metadata
Use this when the authenticated user asks for their own portfolio concentration, sector or currency allocation, fair-value coverage, or risk context. Explain evidence and limitations without giving buy, sell, or hold instructions.
Inputs: portfolio_name. Returns: data, error, metadata
Use this when the user asks to compare two to six confirmed stocks on current price, canonical fair value, margin of safety, confidence, valuation risk, and fair-value coverage. This tool compares valuation only; use get_stock_fundamentals separately for growth, profitability, or balance-sheet claims. Do not declare a universal winner or give buy, sell, or hold instructions.
Inputs: tickers (required). Returns: data, error, metadata
Create a named ValuEdge Watchlist folder. Requires per-client Watchlist write consent and an active Trial or Unlimited entitlement; this does not change holdings.
Inputs: name (required), operation_id. Returns: data, error, metadata
Adjust quantity and entry price of one exact manually recorded BUY transaction by its ID. This changes displayed manual holdings and is not a brokerage trade. Check the user's prior record and confirm the intended correction; synced and imported transactions cannot be changed.
Inputs: quantity (required), transaction_id (required), price_per_share (required), expected_quantity (required), +2 more. Returns: data, error, metadata
Use this when the user asks for a stock's dividend calendar, historical payouts, ex-dividend dates, upcoming known payment dates, or dividend per share. Returns bounded source-observed events from ValuEdge Dividend Hub, with ex-date, payment date, per-share amount and market-data source. Dates and payouts are only shown if provided by the upstream service. Past events are not proof of future payouts. Never infer a declaration, dividend-capture opportunity, or projected cash payment.
Inputs: ticker (required), limit, to_date, from_date. Returns: data, error, metadata
Use this when the signed-in user asks about Dividend Hub, portfolio dividend tracker, projected annual dividend income, yield, growth, payout coverage, dividend safety, or which holdings pay dividends. Uses the canonical holdings-backed dividend profile and its verified FX conversion; reports incomplete coverage without manufacturing amounts. This is account-scoped read-only research, not a trade or a confirmed payout record.
Inputs: portfolio_name. Returns: data, error, metadata
Use this when the authenticated user asks to review their own ValuEdge portfolio, holdings, market value, fair-value coverage, allocation, concentration, or risk context. Never accepts a user id and never returns another user's data.
Inputs: portfolio_name. Returns: data, error, metadata
Use this when the authenticated user asks to review their own ValuEdge Smart Alerts and the valuation context behind them. Never exposes another user's alerts or changes alert state.
Inputs: limit, state. Returns: data, error, metadata
Use this when the authenticated user asks to review their own ValuEdge watchlist, including current price, canonical fair value, margin of safety, quality signals, and data freshness. Never accepts a user id.
Inputs: watchlist_id. Returns: data, error, metadata
Use this when the user asks for a stock's ValuEdge financial history, profitability, growth, balance-sheet evidence, business quality, or data coverage. An optional history_limit requests up to 30 periods of selected metrics, current EPS consensus for at most three future fiscal years where present, quarterly P/E samples from existing monthly observations, and bounded source-native annual income, balance-sheet, and cash-flow statement rows where the existing snapshot contains them. EPS is not normalized and past estimate revisions are unavailable. Selected metric trends remain distinct from the full annual statement JSON. Do not infer a trade instruction.
Inputs: ticker (required), history_limit. Returns: data, error, metadata
Use this when the user requests verified daily technical analysis of one confirmed stock: SMA 20/50/200, RSI 14, trend states, momentum, price performance, ATR, relative volume, and historical volatility. Requires ValuEdge OAuth and uses one unit from the existing account research/valuation allowance; the same ledger and plan limits apply to web and MCP. This is an end-of-day snapshot, not an intraday price feed. Do not claim MACD, chart patterns, support or resistance levels unless independently available. Never fill null indicators or issue buy/sell instructions.
Inputs: ticker (required). Returns: data, error, metadata
Use this when the user asks for one stock's ValuEdge fair value, current price, margin of safety, valuation method, assumptions, confidence, or valuation risk. official_fair_value_source identifies the upstream model/component, while valuation_method_label describes headline composition, so a DCF source can accompany a blended headline. specialist_model.fair_value_blend is the optional source-provided equity-model breakdown and may be null when unavailable; blending_applied is independently reconciled from valid top-level canonical DCF/multiples values and weights. Do not use it for a user's private portfolio.
Inputs: ticker (required). Returns: data, error, metadata
List transaction IDs and exact position records in the signed-in user's portfolios. Only manual records can be edited; brokerage and imported records remain read-only. Use this before selecting a transaction to change or remove.
Inputs: limit, offset, portfolio_name. Returns: data, error, metadata
List the authenticated user's ValuEdge Watchlist folders, including the default folder's ID. This is read-only. Choose an ID before writing to a non-default folder.
Inputs: no named parameters. Returns: data, error, metadata
Record a historical or current manual BUY or SELL in the signed-in user's ValuEdge portfolio, without placing an actual trade. Creating a new portfolio through its first transaction consumes a portfolio slot. Enforce current plan limits. Never write to broker-synced portfolios.
Inputs: type (required), ticker (required), quantity (required), portfolio_name (required), +4 more. Returns: data, error, metadata
Remove a saved ValuEdge Watchlist item, not a holding or broker position. Use an owned row_id when available, or an exact ticker and optional folder ID. Requires explicit Watchlist write permission and client confirmation.
Inputs: row_id, ticker, operation_id, watchlist_id. Returns: data, error, metadata
Permanently remove all manual transaction records for one holding in one portfolio. Ask for explicit user confirmation and list the affected history first. Mixed-source, legacy, CSV and synced broker holdings are blocked. This does not execute any sale or modify a broker.
Inputs: ticker (required), confirm (required), portfolio_name (required), expected_transaction_count (required), +1 more. Returns: data, error, metadata
Permanently remove one exact owned manually recorded BUY or SELL transaction. Obtain explicit confirmation from the user and use the transaction ID from the ledger. Never remove imported or broker-synced records.
Inputs: confirm (required), transaction_id (required), operation_id. Returns: data, error, metadata
Rename one owned ValuEdge Watchlist folder, leaving its contents and IDs intact. Requires separate OAuth client Watchlist write consent.
Inputs: name (required), watchlist_id (required), operation_id. Returns: data, error, metadata
Use this when the user asks to screen supported U.S.-listed stocks by valuation, growth, profitability, dividends, size, or quality. Search ValuEdge's bounded NYSE/NASDAQ research dataset using an available preset or supported filters. A signed-in ValuEdge account is required and account limits apply. Percentage inputs use decimal fractions (0.15 = 15%). Custom screens require market capitalization of at least 300 million in listing currency and a valid fair-value estimate. The server uses a 60-candidate window and at most 12 returned rows, so results are not an exhaustive market scan. Report applied criteria, available source dates, and missing coverage. This tool returns research data only and cannot place trades or modify accounts.
Inputs: limit, sector, filters, preset_id, +1 more. Returns: data, error, metadata
Use this when the user gives an ambiguous company name or ticker and you need to resolve it before valuation or comparison. Search is limited to the ValuEdge-supported security universe.
Inputs: query (required). Returns: data, error, metadata
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Read-only US stock research: scores with their math, statements, ratios and playbooks, all dated.
Read-only stock research: company scores, the Monthly Top 10, the screener and your own portfolio.
Free, read-only US and HK stock research: event studies, stock scores, rule results and SEC filings.
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