Avanza MCP Server

Get fund sustainability and ESG (Environmental, Social, Governance) metrics.

Provides comprehensive ESG ratings, carbon metrics, product involvement data, and sustainability development goals aligned with the fund.

Use search_instruments() with instrument_type="fund" to find fund IDs.

Args: ctx: MCP context for logging instrument_id: Avanza fund ID from search results

Returns: Sustainability metrics including: - lowCarbon: Whether fund is low carbon - esgScore: Overall ESG score - environmentalScore: Environmental performance score - socialScore: Social responsibility score - governanceScore: Corporate governance score - controversyScore: Controversy involvement score - sustainabilityRating: Overall sustainability rating (1-5) - productInvolvements: List of controversial product involvements - sustainabilityDevelopmentGoals: UN SDG alignments - Various fossil fuel and carbon involvement metrics

Examples: Get ESG metrics for a fund: >>> get_fund_sustainability(instrument_id="41567")

Get fund chart data with historical performance.

Returns time series data showing fund performance over the selected period. Perfect for visualizing fund NAV history and performance trends.

Args: ctx: MCP context for logging instrument_id: Avanza fund ID from search results time_period: Time period for chart data. Options: - "one_week": Past week - "one_month": Past month - "three_months": Past 3 months - "one_year": Past year - "three_years": Past 3 years (default) - "five_years": Past 5 years - "this_year": Year to date

Returns: Chart data with: - id: Fund identifier - name: Fund name - dataSerie: Array of data points with timestamp (x) and value (y) - fromDate: Start date of chart data - toDate: End date of chart data

Examples: Get 3-year performance chart: >>> get_fund_chart(instrument_id="41567", time_period="three_years")

Get year-to-date performance:
>>> get_fund_chart(instrument_id="41567", time_period="this_year")

Get available fund performance periods with returns.

Returns a list of all available time periods with the fund's performance (percentage change) for each period. Useful for quick performance overview.

Args: ctx: MCP context for logging instrument_id: Avanza fund ID from search results

Returns: List of performance periods, each containing: - timePeriod: Period identifier (e.g., "one_year", "three_years") - change: Performance change as percentage - startDate: Start date for the period

Examples: Get all available performance periods: >>> get_fund_chart_periods(instrument_id="41567")

Get detailed fund description and category information.

Provides comprehensive textual description of the fund, its investment strategy, and detailed category classification.

Args: ctx: MCP context for logging instrument_id: Avanza fund ID from search results

Returns: Fund description data with: - response: Main fund description text - heading: Description heading/title - detailedCategoryDescription: Detailed category explanation

Examples: Get fund description: >>> get_fund_description(instrument_id="41567")

Get fund portfolio holdings and allocation breakdown.

Returns the fund's portfolio composition including geographic allocation, sector allocation, and top holdings. Useful for understanding what the fund invests in.

Args: ctx: MCP context for logging instrument_id: Avanza fund ID from search results

Returns: Portfolio allocation data with: - countryChartData: Geographic allocation by country (name, y=percentage) - sectorChartData: Sector allocation (name, y=percentage) - holdingChartData: Top holdings (name, y=percentage) - portfolioDate: Date of portfolio data

Examples: Get holdings for a fund: >>> get_fund_holdings(instrument_id="878733")

Get detailed information about a specific stock.

Provides comprehensive stock data including current price, trading volume, market capitalization, valuation metrics (P/E, P/B ratios), dividend yield, and company description.

Use search_instruments() first to find the instrument_id for a stock.

Args: ctx: MCP context for logging instrument_id: Avanza instrument ID from search results

Returns: Detailed stock information including: - quote: Current price, change, volume, trading data - company: Description, CEO, sector, market cap - key_ratios: P/E ratio, dividend yield, volatility, beta - Trading metadata: market, tradeable status

Examples: Get info for Volvo B (ID from search): >>> get_stock_info(instrument_id="5479")

Get detailed information about a mutual fund.

Provides comprehensive fund data including NAV (Net Asset Value), performance over various time periods, risk metrics, fees, and fund characteristics.

Use search_instruments() with instrument_type="fund" to find fund IDs.

Args: ctx: MCP context for logging instrument_id: Avanza fund ID from search results

Returns: Detailed fund information including: - Basic info: name, ISIN, description, NAV - Performance: returns over 1w, 1m, 3m, YTD, 1y, 3y, 5y, 10y - Risk: risk level (1-7), standard deviation, Sharpe ratio - Fees: ongoing charges, entry/exit fees - Characteristics: fund company, type, category, AUM

Examples: Get info for a specific fund: >>> get_fund_info(instrument_id="12345")

Get historical price chart data (OHLC) for a stock.

Retrieves time series price data with Open, High, Low, Close values and volume. Perfect for charting and technical analysis.

Args: ctx: MCP context for logging instrument_id: Avanza instrument ID time_period: Time period for chart data. Options: - "today": Intraday data for today - "one_week": Past week - "one_month": Past month - "three_months": Past 3 months - "this_year": Year to date - "one_year": Past year (default) - "three_years": Past 3 years - "five_years": Past 5 years

Returns: Chart data with OHLC values: - ohlc: Array of data points with timestamp, open, high, low, close, volume - metadata: Chart metadata - from/to: Time range - previousClosingPrice: Previous closing price

Examples: Get 1 year daily data: >>> get_stock_chart(instrument_id="5269", time_period="one_year")

Get past week data:
>>> get_stock_chart(instrument_id="5269", time_period="one_week")

Get real-time order book depth for an instrument.

Shows current buy and sell orders with prices and volumes at each level. Useful for understanding market depth, liquidity, and bid-ask spread.

Args: ctx: MCP context for logging instrument_id: Avanza instrument ID

Returns: Order book depth data with: - receivedTime: Timestamp of order book data - levels: Array of price levels, each containing: - buySide: Buy order with price, volume, priceString - sellSide: Sell order with price, volume, priceString

Examples: Get current order book: >>> get_orderbook(instrument_id="5269")

Get detailed stock analysis with key financial ratios.

Provides comprehensive financial analysis including key ratios grouped by:

• Annual data (stockKeyRatiosByYear)

• Quarterly data (stockKeyRatiosByQuarter)

• Quarter-over-quarter comparisons (stockKeyRatiosByQuarterQuarter)

• Trailing twelve months (TTM) data (stockKeyRatiosByQuarterTTM)

• Company-level annual ratios (companyKeyRatiosByYear)

Use search_instruments() first to find the instrument_id for a stock.

Args: ctx: MCP context for logging instrument_id: Avanza instrument ID from search results

Returns: Comprehensive analysis data with: - stockKeyRatiosByYear: Annual financial ratios - stockKeyRatiosByQuarter: Quarterly financial ratios - stockKeyRatiosByQuarterTTM: TTM financial ratios - stockKeyRatiosByQuarterQuarter: Q-o-Q comparisons - companyKeyRatiosByYear: Company-level annual metrics - And more detailed financial analysis data

Examples: Get analysis for Volvo B (ID from search): >>> get_stock_analysis(instrument_id="5479")

Get real-time stock quote with current pricing and trading data.

Provides immediate price information including bid/ask spread, last trade, trading volumes, and real-time status. Lighter weight than get_stock_info.

Args: ctx: MCP context for logging instrument_id: Avanza instrument ID from search results

Returns: Real-time quote data with: - buy: Current buy (bid) price - sell: Current sell (ask) price - last: Last traded price - highest: Highest price today - lowest: Lowest price today - change: Price change - changePercent: Percentage change - totalValueTraded: Total value traded - totalVolumeTraded: Total volume traded - volumeWeightedAveragePrice: VWAP - isRealTime: Whether data is real-time

Examples: Get current quote for a stock: >>> get_stock_quote(instrument_id="5269")

Get marketplace status and trading hours for an instrument.

Provides information about whether the market is open, time remaining until close, and today's opening/closing times.

Args: ctx: MCP context for logging instrument_id: Avanza instrument ID from search results

Returns: Marketplace information with: - marketOpen: Boolean indicating if market is currently open - timeLeftMs: Milliseconds remaining until market close - openingTime: Today's market opening time - todayClosingTime: Today's market closing time - normalClosingTime: Standard market closing time

Examples: Check if market is open: >>> get_marketplace_info(instrument_id="5269")

Get recent trades for an instrument.

Returns a list of the most recent trades with price, volume, timestamp, and trade metadata. Useful for understanding recent trading activity.

Args: ctx: MCP context for logging instrument_id: Avanza instrument ID from search results

Returns: List of recent trades, each containing: - buyer: Buyer information - seller: Seller information - dealTime: Trade timestamp - price: Trade price - volume: Trade volume - matchedOnMarket: Market where trade was matched

Examples: Get recent trades: >>> get_recent_trades(instrument_id="5269")

Get broker trade summary showing buy/sell activity.

Returns aggregated broker trading data showing total buy and sell volumes. Useful for understanding institutional trading activity.

Args: ctx: MCP context for logging instrument_id: Avanza instrument ID from search results

Returns: List of broker trade summaries with: - brokerCode: Broker identifier - buyVolume: Total volume bought - sellVolume: Total volume sold - netVolume: Net volume (buy - sell)

Examples: Get broker trading activity: >>> get_broker_trade_summary(instrument_id="5269")

Get historical dividend data for a stock.

Returns dividend history by year including amounts, dates, and yields. Useful for income investors and dividend analysis.

Args: ctx: MCP context for logging instrument_id: Avanza instrument ID from search results

Returns: Dividend data with: - dividendsByYear: Array of yearly dividend data including: - year: Year of dividend - dividend: Dividend amount per share - exDate: Ex-dividend date - paymentDate: Payment date - yield: Dividend yield percentage - currency: Dividend currency

Examples: Get dividend history for a stock: >>> get_dividends(instrument_id="5479")

Get company financial statements and metrics.

Returns comprehensive financial data including revenue, profits, margins, and other key metrics by year and quarter.

Args: ctx: MCP context for logging instrument_id: Avanza instrument ID from search results

Returns: Financial data with: - companyFinancialsByYear: Annual financial data - companyFinancialsByQuarter: Quarterly financial data - companyFinancialsByQuarterTTM: Trailing twelve months data Each containing metrics like: - revenue: Total revenue - operatingProfit: Operating profit - netProfit: Net profit - grossMargin: Gross profit margin - operatingMargin: Operating margin - netMargin: Net profit margin

Examples: Get financials for a company: >>> get_company_financials(instrument_id="5479")

Search for financial instruments on Avanza.

Searches across stocks, funds, ETFs, certificates, and warrants. Returns detailed search results including price info, sectors, and metadata.

Args: ctx: MCP context for logging query: Search term (company name, ticker symbol, or ISIN) instrument_type: Type of instrument to search for. Options: - "stock": Stocks only - "fund": Mutual funds only - "etf": ETFs only - "certificate": Certificates only - "warrant": Warrants only - "all": All instrument types (default) limit: Maximum number of results to return (1-50, default: 10)

Returns: Search response with: - totalNumberOfHits: Total matching results - hits: Array of search results with: - orderBookId: Unique ID - type: Instrument type (STOCK, FUND, etc.) - title: Name - price: Price information - marketPlaceName: Exchange/market - And more details... - facets: Type breakdowns with counts - searchQuery: The query that was executed

Examples: Search for Volvo stock: >>> search_instruments(query="Volvo", instrument_type="stock", limit=5)

Search for any instrument matching "Global":
>>> search_instruments(query="Global", instrument_type="all", limit=10)

Look up a financial instrument by its order book ID.

The order book ID is the unique identifier returned from search results.

Args: ctx: MCP context for logging order_book_id: Order book ID to search for

Returns: First matching search hit if found, None otherwise

Examples: Look up by order book ID: >>> get_instrument_by_order_book_id(order_book_id="878733")