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Glama

FinBridge

Screen ETFs (FinBridge DB)

screen_etfs
Read-only

Screen exchange-traded funds in the local finbridge database on the things that actually distinguish an ETF: premium/discount to NAV, fund size (AUM), the index it tracks, price momentum, and — for US funds — the audited calendar-year TOTAL return from the fund's own prospectus.

⚠These funds are excluded from screen_companies by construction: that tool ranks on annual financial statements, which funds do not file.

Coverage differs by market and the response says so per row:

  • KR (1,170 listed ETFs): NAV, AUM (net assets, KRW), listed units and the tracked index come from the same daily feed as prices, 2020-01-02 onward. premium_pct is close/NAV-1 computed on the SAME day (mixing dates would be meaningless).

  • US (5,868 ETFs): no NAV or AUM source exists that we may redistribute, so those fields are null. Instead total_return_pct carries the fund's audited calendar-year total return (distributions reinvested) from SEC prospectus data — the only distribution-inclusive number available.

⚠ret_20d / ret_120d are PRICE returns in every market: ETF distributions are not in the daily bars, so income funds look worse than they were. For US funds compare against total_return_pct to see the gap. ⚠aum is in the listing currency (KRW today). Do not rank across markets on it. ⚠total_return_pct is pinned to ONE calendar year across all rows (reported as total_return_year), because prospectus refresh dates differ per fund — ranking a 2024 figure against a 2025 one would be a silently wrong table.

Args:

  • market: 'kr', 'us', or 'all' (default)

  • min_aum: minimum net assets in listing currency (KR only; e.g. 100000000000 = 1,000억)

  • max_abs_premium_pct: keep funds trading within this |premium| of NAV, e.g. 0.5

  • min_premium_pct: keep funds at or above this premium (negative values find discounts)

  • min_price, min_volume: liquidity floors (vol_avg20 is the 20-session average)

  • index_contains: substring of the tracked index name — 'TR' finds total-return index trackers, '코스피' finds KOSPI trackers

  • name_contains: substring of the fund name or ticker

  • total_return_year: calendar year for total_return_pct; omit for the best-covered year

  • sort_by: aum | premium | abs_premium | ret_20d | ret_120d | ret_250d | volume | total_return (default aum); order: 'asc'|'desc' (default desc)

  • limit: 1-100 (default 20); response_format: 'markdown'|'json'

Returns: {count, market, total_return_year, sort_by, order, rows: [{market, symbol, name, as_of, close, nav, premium_pct, aum, index_name, ret_20d, ret_120d, vol_avg20, total_return_pct, total_return_period}]}

Examples:

  • Large KR ETFs trading close to fair value: {market:'kr', min_aum: 100000000000, max_abs_premium_pct: 0.3, sort_by:'aum'}

  • KR ETFs at the deepest discount to NAV: {market:'kr', sort_by:'premium', order:'asc'}

  • KR trackers of a total-return index: {market:'kr', index_contains:'TR', sort_by:'aum'}

  • US ETFs by audited total return: {market:'us', sort_by:'total_return'}

Use when: choosing or comparing funds. Don't use for stocks (screen_companies) or for a single fund's price history (get_stock_prices). Errors: 'database has not been built yet' — ingest has not run; an empty result is not an error (count 0).

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
limitNoMax rows, 1-100 (default 20)
orderNoSort direction (default desc)desc
marketNoMarket: 'kr', 'us', or 'all' (default)all
min_aumNoMinimum net assets in listing currency (KR only; US is null)
sort_byNoSort key (default aum)aum
min_priceNoMinimum last close in listing currency
min_volumeNoMinimum 20-session average volume
name_containsNoSubstring of the fund name or ticker
index_containsNoSubstring of the tracked index name ('TR' for total-return indices)
min_premium_pctNoKeep funds at or above this premium in percent (negative finds discounts)
response_formatNo'markdown' for a table, 'json' for compact outputmarkdown
total_return_yearNoCalendar year for total_return_pct; omit for the best-covered year (the response says which)
max_abs_premium_pctNoKeep funds within this |premium to NAV| in percent

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
rowsYes
countYes
orderNo
marketYes
sort_byNo
total_return_yearNo

Schema Changelog

Changes observed during successful MCP inspections. Dates show when Glama detected each change.

  1. First observed

TDQS

A4.9/5.0
Behavior5/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

Despite readOnlyHint=true and openWorldHint=false already signaling safety, the description adds material behavioral context: KR vs US data availability, null NAV/AUM for US, price-return vs total-return semantics, same-day premium computation, AUM currency caveat, and the one-calendar-year pinning of total_return_pct. It also documents the 'database has not been built yet' error and that empty results are not an error. No annotation contradiction exists.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness4/5

Is the description appropriately sized, front-loaded, and free of redundancy?

The description is well-structured with warnings, per-market coverage, args, examples, and use-when sections, and it front-loads the core purpose. It is, however, longer than strictly necessary: the 'Args' and 'Returns' sections largely repeat information already present in the input and output schemas, so a few sentences add redundancy rather than new signal.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness5/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

The definition is complete for a complex, 13-parameter screening tool: it covers market-specific behavior, result semantics, sort options, error cases, and provides four representative invocation examples. The output schema already specifies the return shape, and the description supplements with caveats an agent needs to avoid producing misleading tables.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters5/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema coverage is 100%, but the description goes well beyond the schema: it gives a concrete min_aum conversion example (100000000000 = 1,000억), explains that premium_pct is same-day close/NAV-1, shows how index_contains finds 'TR' or '코스피' trackers, and clarifies that total_return_year can be omitted for the best-covered year. These are semantics an agent could not derive from property descriptions alone.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose5/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description opens with a concrete verb and resource: 'Screen exchange-traded funds in the local finbridge database' and immediately names the differentiating fields (NAV premium, AUM, index, momentum, total return). It also distinguishes itself from screen_companies, so an agent can discriminate among sibling screening tools without inspecting their schemas.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines5/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

The 'Use when' section states exactly when to call it ('choosing or comparing funds') and explicitly says not to use it for stocks (screen_companies) or single-fund price history (get_stock_prices). The coverage-per-market and excluded-funds notes further narrow when this tool is appropriate.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

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TDQS

A4.2/5.0
Disambiguation4/5

Most tools have clearly distinct resource+action targets, and the overlapping screen_* tools are thoroughly cross-referenced with 'use screen_X instead' guidance. Minor ambiguity exists between get_disclosure_feed, get_dart_filings, and get_dart_major_events, which all surface KR filings from different angles but remain distinguishable.

Naming Consistency5/5

Every tool follows a consistent verb_noun snake_case pattern: get_* for retrievers, screen_* for screeners, search_* for lookups, plus action verbs like analyze_, backtest_, compare_, import_, and query_. Subfamilies (dart_*, edgar_*, fred_*, crypto_*) are consistently prefixed, making tool selection predictable.

Tool Count3/5

37 tools is heavy, and the four momentum screeners (canslim/kell/minervini/schwartz) plus three KR disclosure tools could arguably be collapsed into parameterized variants. However, the server's unusually broad scope—KR/US/TW/JP/EU equities, crypto, macro, portfolio, backtesting—means most tools earn their place, so the count is high but not chaotic.

Completeness4/5

The surface covers the core workflow well: search, prices, fundamentals, filings, insider trades, valuation, screeners, backtesting, and portfolio tracking for KR/US, plus crypto and macro. Notable gaps are the lack of single-company financial-statement tools for TW/JP/EU (only available through screen_companies) and no real-time stock quotes, but these are workable for the stated local-database research purpose.

Resources