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InvestJournal

by io.investjournal
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Your investing research inside Claude: watchlists, financial ratios, reverse-DCF valuations, investment theses, notes, portfolio, earnings calendar and news for the companies you follow. 70 read and write tools; ask what's on your morning desk, rank a watchlist by ROE, log a trade or save a thesis. OAuth sign-in. Free to start.

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Status
Unhealthy
Uptime
12.7% over 66 days
OAuth
Works in Glama
Last Tested
Transport
Streamable HTTP
URL
ChatGPT
–
Claude
–

TDQS

A3.8/5.0

Scored across 70 tools

Disambiguation4/5

Most tools target a clearly distinct resource+action (portfolio ledger, watchlists, tasks, custom metrics, DCF, alerts, notes/comments, documents), and the long descriptions actively disambiguate near-neighbors like search_stocks/list_stocks/screen_stocks. Minor overlaps remain: send_feedback and request_stock do almost the same thing with the same daily limit, and the DCF family (calculate_dcf, save_dcf_valuation, get_latest_dcf, get_dcf_valuations) plus the multiple watchlist-read tools require careful reading.

Naming Consistency4/5

Predominantly a consistent snake_case verb_noun pattern (add_portfolio_transaction, create_watchlist, delete_alert, list_holdings). Deviations are minor but present: the 'my'-infixed add_my_metrics/add_my_task/edit_my_task, upsert_thesis instead of create/update, and inconsistent adjective placement in get_latest_dcf vs get_dcf_valuations.

Tool Count2/5

70 tools is far above the 15-tool comfort zone and beyond even the 25+ 'heavy' band. The domain is broad (portfolio, research, watchlists, tasks, documents, alerts, social), which justifies many tools, but the count is bloated by near-duplicates (e.g. send_feedback/request_stock, four DCF readers) that could be consolidated.

Completeness4/5

Coverage is strong: full CRUD on transactions, tasks, metrics, comments, alerts, DCF valuations and thesis, plus reporting (holdings, rankings, screening, news, earnings). Gaps are minor — no hard account/portfolio deletion (only archive), no document upload/delete, and watchlist delete is softened to archive — which agents can work around.

Tool Schema Changelog

Recent tool additions, removals, and schema changes observed during successful MCP inspections.

  1. 70 tool updates
    • First observedadd_my_metrics
    • First observedadd_my_task
    • First observedadd_portfolio_transaction
    • First observedadd_stock_comment
    • First observedadd_stock_to_watchlist
    • First observedarchive_account
    • First observedarchive_watchlist
    • First observedask_document
    • First observedcalculate_dcf
    • First observedcomplete_my_task
    • First observedcreate_account
    • First observedcreate_alert
    • First observedcreate_portfolio
    • First observedcreate_watchlist
    • First observeddelete_alert
    • First observeddelete_dcf_valuation
    • First observeddelete_my_metric
    • First observeddelete_my_task
    • First observeddelete_portfolio_transaction
    • First observeddelete_stock_comment
    • First observeddismiss_desk_item
    • First observededit_my_task
    • First observededit_portfolio_transaction
    • First observededit_stock_comment
    • First observedget_dcf_valuations
    • First observedget_earnings_calendar
    • First observedget_latest_dcf
    • First observedget_latest_price
    • First observedget_morning_desk
    • First observedget_my_metrics
    • First observedget_price_history
    • First observedget_stock_comments
    • First observedget_stock_ratios
    • First observedget_stock_summary
    • First observedget_thesis
    • First observedget_watchlist_ratio_ranking
    • First observedget_watchlist_stocks
    • First observedget_watchlist_stocks_with_latest_ratios
    • First observedlist_accounts
    • First observedlist_alerts
    • First observedlist_documents
    • First observedlist_holdings
    • First observedlist_my_tasks
    • First observedlist_news
    • First observedlist_portfolio_transactions
    • First observedlist_portfolios
    • First observedlist_stocks
    • First observedlist_watchlists
    • First observedlogout_from_mcp
    • First observedremove_stock_from_watchlist
    • First observedrename_account
    • First observedrename_portfolio
    • First observedrename_watchlist
    • First observedreorder_my_tasks
    • First observedrequest_stock
    • First observedsave_dcf_valuation
    • First observedscreen_stocks
    • First observedsearch_comments
    • First observedsearch_stocks
    • First observedsend_feedback
    • First observedset_alert_enabled
    • First observedset_cash_balance
    • First observedset_comment_privacy
    • First observedset_dcf_verdict
    • First observedset_opening_positions
    • First observedset_watchlist_favorite
    • First observedshares_held_on
    • First observedupdate_alert
    • First observedupsert_thesis
    • First observedwho_am_i

Publisher details

Operator
InvestJournal
Operator website
https://investjournal.io
Vendor relationship
First-party
Documentation
https://investjournal.io/connect
Trust center
Not available
Restrictions
Requires a free InvestJournal account (sign in with Google or Apple). Optional Pro plan (Canada and US) adds fair-value margins to holdings and fair-value alerts; every tool works on the free plan.

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