Investo
Server Configuration
Describes the environment variables required to run the server.
| Name | Required | Description | Default |
|---|---|---|---|
No arguments | |||
Capabilities
Features and capabilities supported by this server
| Capability | Details |
|---|---|
| tools | {
"listChanged": false
} |
| prompts | {
"listChanged": false
} |
| resources | {
"subscribe": false,
"listChanged": false
} |
| experimental | {} |
Tools
Functions exposed to the LLM to take actions
| Name | Description |
|---|---|
| search_companyA | Resolve a company name to an exchange ticker (NSE/BSE preferred for India). Returns the best match plus ranked alternatives. |
| get_company_profileC | Company profile: sector, industry, business summary, market cap, executives. |
| get_financialsC | Income statement, balance sheet and cash flow (period = 'annual' or 'quarterly'). |
| get_key_ratiosC | Valuation, profitability, leverage, liquidity, growth and cash-flow ratios. |
| compare_peersB | Competitor comparison table vs sector peers (revenue, margins, valuation, growth). |
| get_industry_intelligenceC | Sector sub-domains, demand drivers, industry CAGR and risks. |
| get_newsB | Recent company news, categorized (earnings, M&A, management, legal, product/AI). |
| get_managementC | Executives, promoter/insider/institutional holding and capital-allocation signals. |
| dcf_valuationB | Two-stage DCF: intrinsic value/share, margin of safety and expected return. Optional overrides: discount_rate (e.g. 0.12), terminal_growth (e.g. 0.04), years, growth_rate. Handles cases where statements and the stock trade in different currencies. |
| moat_assessmentC | Economic-moat signals (brand/cost/scale/IP) with a 0-10 heuristic score. |
| risk_assessmentC | Risk signals (leverage, currency, concentration, regulation) with a 0-5 safety score. |
| score_companyC | The 0-100 investment rating with its eleven weighted buckets and rationale. |
| analyze_companyB | Full investment analysis for a company name or ticker. Bundles profile, ratios, peer comparison, DCF, moat, risk, management, news, the 0-100 score, plus SWOT seeds and growth-driver hints for the host LLM to turn into a narrative. |
| get_sec_factsB | SEC EDGAR company facts (US-listed companies / Indian ADRs only). Optional cross-check. |
Prompts
Interactive templates invoked by user choice
| Name | Description |
|---|---|
No prompts | |
Resources
Contextual data attached and managed by the client
| Name | Description |
|---|---|
No resources | |
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