tefas-fund-comparator
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": true
} |
| logging | {} |
| prompts | {
"listChanged": false
} |
| resources | {
"subscribe": false,
"listChanged": false
} |
| extensions | {
"io.modelcontextprotocol/ui": {}
} |
| experimental | {} |
Tools
Functions exposed to the LLM to take actions
| Name | Description |
|---|---|
| list_fundsA | List TEFAS funds by type and optional date range / filters. Pulls general fund information (code, name, price, AUM, investors) from TEFAS via pytefas. By default returns a snapshot of the latest available day in the range (one row per fund). |
| get_fund_detailsA | Get general info, optional price history, and portfolio allocation for a fund. Resolves the fund code (and type if omitted), returns a summary of latest price / AUM / investors, period return, recent price history, and latest asset allocation. |
| compare_fundsA | Compare multiple TEFAS funds on return, risk, and size metrics. Fetches price history for each code and computes selected metrics: cumulative/annualized return, volatility, Sharpe ratio, max drawdown, latest AUM, and investor count. |
| get_portfolio_breakdownA | Get asset allocation (portfolio breakdown) for a TEFAS fund. Returns holdings percentages such as stocks, reverse repo, eurobonds, government bonds, precious metals, foreign assets, etc. (whatever TEFAS publishes for that fund on the selected date). |
| get_historical_returnsA | Fetch TEFAS return tables by ranking basis (RB / SB / MB). Uses tefasfon to pull TEFAS comparative return data:
|
| analyze_performanceA | Analyze risk/return statistics for one or more TEFAS funds. Computes for each fund (from daily price history):
|
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 6 tools
Tools like analyze_performance and compare_funds compute similar metrics (return, volatility, Sharpe, drawdown, AUM), and get_fund_details overlaps with get_portfolio_breakdown on portfolio allocation. While descriptions help differentiate, the boundaries between these tools are fuzzy, causing potential confusion.
All tool names follow a consistent verb_noun pattern in snake_case: analyze_performance, compare_funds, get_fund_details, get_historical_returns, get_portfolio_breakdown, list_funds. No mixing of styles or irregular patterns.
With 6 tools, the server is well-scoped for the purpose of comparing TEFAS funds. Each tool addresses a distinct aspect (listing, details, performance, comparison, historical returns, portfolio breakdown) without being excessive or thin.
The tool set covers listing, detailed info, performance analysis, comparison, and portfolio breakdown. Minor gaps exist, such as lacking a direct raw price history endpoint (included in get_fund_details) and no filter for top performers, but overall the surface is sufficient for fund comparison.