Investo
Server Configuration
Describes the environment variables required to run the server.
| Name | Required | Description | Default |
|---|---|---|---|
No arguments | |||
Instructions
Guidance the server publishes about itself, which clients place ahead of the tool catalog so the model reads it before choosing anything.
This server publishes no instructions, or was last inspected before Glama recorded them.
Capabilities
Features and capabilities supported by this server
Protocol revision2025-11-25
| 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 | |
TDQS
Scored across 14 tools
Each tool targets a distinct aspect of investment analysis (profile, financials, ratios, valuation, moat, risk, etc.), with no overlapping purposes. The comprehensive description helps an agent clearly distinguish between them.
All tools follow a consistent verb_noun pattern (e.g., get_company_profile, analyze_company, dcf_valuation) using lowercase and underscores. This makes the tool set predictable and easy to navigate.
With 14 tools, the server covers the full breadth of investment analysis without being excessive. Each tool adds specific value, and the count matches the domain's complexity well.
The tool set covers all major areas of fundamental analysis: company lookup, profile, financials, ratios, peer comparison, DCF valuation, moat, risk, management, news, SEC data, and a scoring system. No obvious gaps for the intended purpose.