finance.quantic/mcp

Tools

• compare_stocks

  Compare 2–4 stocks side by side (the /compare view): snapshot, dividend growth, Quantic reads, valuation, momentum, financial health, schedule and community metrics — with the winning column flagged per row (`best`). Pass a list of tickers, e.g. ["KO","PEP","MO"].

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• dividend_calendar

  Upcoming ex-dividend dates across the dividend universe over the next `days` days (default 45, max 120), soonest first. Public — buy before the ex-date to receive the next dividend.

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• get_dividends

  The signed-in user's received (paid) dividends, newest first. Each row carries the symbol, pay date, shares, per-share and gross amount, withholding tax, net amount and currency. Optionally filter by `symbol` (e.g. "AAPL") and a `from`/`to` date window (ISO-8601, e.g. "2024-01-01"), and/or pass `portfolio` (one of your portfolio names or slugs, case-insensitive — see `list_portfolios`) to narrow to that portfolio; omitted, dividends aggregate across all your portfolios (rows then carry a `portfolio` name when you have more than one). Private to the caller.

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• get_holdings

  The signed-in user's current holdings: each position's symbol, name, shares held, average cost per share, trading currency and sector. This is cost-basis data from the ledger (no live prices) — use `get_valuation` for current market value, gain/loss and yield. Optionally pass `portfolio` (one of your portfolio names or slugs, case-insensitive — see `list_portfolios`) to narrow to that portfolio; omitted, holdings aggregate across all your portfolios (rows then carry a `portfolio` name when you have more than one). Private to the caller.

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• get_income_attribution

  Why the signed-in user's dividend income changed: the trailing 12 months against the 12 before them, split into what the companies did, what the user did, what the tax office took and what the exchange rate moved. The four components sum to the headline change by construction, so they can be quoted together without reconciling them yourself. Each is in the user's preferred currency and **net of the withholding their broker recorded**, the same basis `get_income_outlook` reports. `organic` is the part that came from raises alone — income the companies added without the user putting in another cent. That is the number worth leading with: a year where income grew because savings went in is a different achievement from one where it grew because dividends were raised, and only the second compounds on its own. Returns `null` when the ledger doesn't reach back far enough to cover both windows. That is a refusal, not an error: comparing a part-year against a full one shows a collapse that never happened, so say the history is too short rather than reporting a change. Two honesty flags worth relaying when non-zero: * `withholding_newly_reported` — holdings whose earlier window recorded no withholding and whose later one did. Their withholding line reflects the broker starting to report the tax, not the tax changing. * `unresolved_fx` — payments whose historical rate couldn't be resolved. Those fall back to today's rate and so contribute nothing to the currency line, rather than inventing a move. Optionally pass `portfolio` (one of your portfolio names or slugs, case-insensitive — see `list_portfolios`); omitted, it aggregates across all your portfolios. Private to the caller.

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• get_income_outlook

  The signed-in user's forward dividend income outlook, in their preferred currency: projected annual income at the current rate (gross and net of estimated foreign withholding tax), the income-weighted trailing dividend growth, the current yield, the top income-contributing holdings (gross and net per holding, ranked on the net basis when withholding applies; with each one's growth, 5-year CAGR and consecutive-increase streak), and a year-by-year income projection (gross and net). Also `income_year` — the shape of a typical year: projected income per calendar month, which months sit below the monthly average ("thin") or collect nothing at all, and the share of the year landing in its three biggest months (0.25 would be perfectly even; higher is lumpier). Most companies pay quarterly on one of three cycles, so portfolios drift towards collecting heavily in March/June/September/December, which matters to anyone spending the income rather than reinvesting it. Absent for portfolios too small for the shape to mean anything. Set `years` for the projection horizon (default 10, max 50) and `drip: true` to compound reinvested dividends. Optionally pass `portfolio` (one of your portfolio names or slugs, case-insensitive — see `list_portfolios`) to project just that portfolio; omitted, the outlook aggregates across all your portfolios. Private to the caller.

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• get_movements

  The signed-in user's trades / cash movements (buys, sells, …), newest first. Each row carries the symbol, date, type, quantity, price, total amount, fee and currency. Optionally filter by `symbol` (e.g. "AAPL") and a `from`/`to` date window (ISO-8601, e.g. "2024-01-01"), and/or pass `portfolio` (one of your portfolio names or slugs, case-insensitive — see `list_portfolios`) to narrow to that portfolio; omitted, movements aggregate across all your portfolios (rows then carry a `portfolio` name when you have more than one). Private to the caller.

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• get_options

  The signed-in user's options positions — the income "wheel" of sold puts and calls — newest first. Each row carries the symbol, put/call type, strike, expiry, contracts, premium collected, fees, status (open/expired/assigned/ closed), net premium, break-even price, annualized premium yield (ratio) and currency. Optionally filter by `symbol` (e.g. "AAPL") and `status` ("open", "history" for everything resolved, or "all"), and/or pass `portfolio` (one of your portfolio names or slugs, case-insensitive — see `list_portfolios`) to narrow to that portfolio; omitted, positions aggregate across all your portfolios (rows then carry a `portfolio` name when you have more than one). Premium is received income alongside dividends. Private to the caller.

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• get_performance

  How the signed-in user's portfolio has actually done — an annualized **money-weighted** return (XIRR) in their preferred currency, including dividends received and any sales, next to what the same money moved on the same days would have made in broad index funds. Money-weighted, not time-weighted: it counts *when* each amount went in, so money invested before a good year earns more of the credit than money added at the end. Every flow is converted at the exchange rate published on its own date, so currency movement is part of the answer — unlike `get_realized`, which deliberately never converts because it measures a position rather than a portfolio. `status` says whether a number was produced: * `"ok"` — `rate_pct` and the comparison are present. * `"insufficient_ledger"` — no holding has any trades behind it, so there is nothing to measure a return on. Ask the user to import their broker's trades. * `"awaiting_rates"` — historical exchange rates for the years the ledger spans are still being fetched; they arrive shortly. **`coverage` matters when reporting this.** Holdings whose shares were typed in by hand have no purchase behind them, so they are excluded from both the flows and the value: the rate describes only the part with trade history, and `coverage.value_pct` says how much of the portfolio that is. Say so rather than presenting the figure as the whole portfolio's. Benchmarks are accumulating funds, whose price already includes reinvested dividends, so both sides are total return. They are priced monthly, so treat the comparison as a direction rather than a decimal. Private to the caller.

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• get_portfolio

  The signed-in user's complete portfolio snapshot in one call: current holdings (shares + average cost), dividends received, trades (movements) and radar watchlist with target prices. Their own private data, including amounts. Use this for a full overview/backup; for a specific slice (filtered dividends or movements, current market value, income projection) prefer the focused tools (`get_dividends`, `get_movements`, `get_valuation`, `get_income_outlook`). Optionally pass `portfolio` (one of your portfolio names or slugs, case-insensitive — see `list_portfolios`) to narrow to that portfolio; omitted, the snapshot aggregates across all your portfolios (ledger rows then carry a `portfolio` name when you have more than one).

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• get_radar

  The signed-in user's radar (watchlist): stocks they're tracking to buy or sell, with their target buy/sell prices, notes and currency. Private to the caller. Use `get_stock` to fetch the current price for any of these symbols.

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• get_realized

  What the signed-in user's sales actually realized — the positions they've sold out of, and the partial sales of positions they still hold. Each row carries proceeds, the cost basis those proceeds consumed, and the **signed** `result` (negative when sold below the average cost), plus the holding window, trade count and dividends collected while held. Pass `status: "closed"` for only the positions that were fully sold out, or `portfolio` (a portfolio name or slug — see `list_portfolios`) to narrow to one; omitted, it covers every portfolio. Also returns per-currency totals. Results use **average cost** and are never converted between currencies: each figure stays in the currency the shares traded in. This is a measure of how a position performed, not a tax calculation — most European tax rules match each sale to specific purchases (FIFO) instead. Private to the caller.

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• get_stock

  Look up a stock or ETF by ticker (e.g. "KO", "SCHD"): its dividend profile, live quote, dividend safety, balance-sheet leverage, the momentum & value scores and the snowflake radar — and, for a signed-in caller, the full "Valuation & strategy" read (fair value, two-stage DDM, margin of safety, sector-relative rank, dividend doubling time, max drawdown).

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• get_stock_research

  Fetch Quantic's AI-generated research deep-dive for a stock — the narrative brief (overview, dividend history, safety, risks, watch items). Optional `locale` (falls back to English). Returns `found: false` when no article has been generated for the stock yet.

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• get_tax_report

  A tax year assembled from the signed-in user's own ledger: the dividends received (gross, withheld at source, net — per payment and per source country) and the disposals made (matched first-in first-out, with Spain's two-month rule applied to losses). Foreign currency is converted to euros at the ECB's official daily reference rate for each date — a dividend at its pay date, and a sale's cost and proceeds at their own separate dates, so the currency movement between buying and selling is part of the result. Pass `year` (defaults to the last completed one). Private to the caller. **Beta, and unevenly scoped.** The dividends section works for any tax residence. The disposals section is modelled for **Spain only** so far and returns `supported: false` for anyone else — say so rather than implying the user has no sales. **This is the input to a declaration, not a declaration.** No tax is computed. Every figure carries flags where the data is incomplete — a missing exchange rate, a broker that never reports withholding, a position that sold more shares than its recorded purchases account for. Those flags are the point: relay them, and relay the disclaimer, whenever you relay a number from here.

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• get_valuation

  The signed-in user's portfolio valued at current market prices, in their preferred display currency. Returns the total market value and cost basis (so total − cost is the unrealised gain/loss), the yield on cost and current yield, a sector breakdown, and a per-position list with each holding's market value, cost and forward annual dividend income. Income is reported both gross and net of estimated foreign withholding tax (from the user's tax residence), and the health block includes a per-country geography breakdown. Uses live quotes; positions whose price can't be resolved have null value/income. Optionally pass `portfolio` (one of your portfolio names or slugs, case-insensitive — see `list_portfolios`) to value just that portfolio; omitted, the valuation aggregates across all your portfolios. Private to the caller.

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• list_portfolios

  The signed-in user's portfolios: each one's name and whether it is the default; publicly shared portfolios also carry their URL `slug`. Pass a name (or slug) as the `portfolio` param of the ledger tools (`get_holdings`, `get_portfolio`, `get_movements`, `get_dividends`, `get_options`, `get_valuation`, `get_income_outlook`) to narrow them to one portfolio; without it they aggregate across all portfolios. Private to the caller.

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• list_stocks

  Fetch a curated dividend list by `slug`. Slugs: dividend-aristocrats, dividend-kings, monthly-dividend-stocks, highest-yield-dividend-stocks, safest-reits, dividend-growth-stocks, low-debt-dividend-stocks, large-cap-safe-dividend-stocks, utility-dividend-stocks, healthcare-dividend-stocks, consumer-staples-dividend-stocks, energy-dividend-stocks, european-dividend-stocks, best-dividend-etfs, monthly-dividend-etfs, best-momentum-dividend-stocks, undervalued-dividend-stocks. Returns the list's title, intro and ranked stocks (compact rows — call get_stock for a full read). Set `eu_only` to keep only holdings listed on a European exchange. This matters most on the two fund lists: a US-listed ETF has no key information document under European rules, so a European broker refuses the order — most of the funds in `best-dividend-etfs` are US-listed and unbuyable from Europe. Use it whenever the person asking is investing from Europe.

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• screen_stocks

  Find dividend stocks & ETFs matching criteria — the screener behind quantic.finance. Filter by `sector`, `currency`, yield range (`min_yield`/`max_yield`, on the 5-year average), `min_cagr5y`, `min_streak`, `frequency`, leverage (`max_de`), `min_current` ratio, `min_market_cap`, dividend-`safety` ("safe"/"watch"/"at_risk"), `min_rating` (Quantic's composite 0–10 read on the company), `type` ("equity"/"etf"), or the `aristocrat`/`reit`/`has_ffo`/`exclude_traps` toggles; `sort` by "quality" (the default — the 0–10 rating), "yield", "cagr5y", "streak", "ffo_payout_asc", "momentum" or "value". Returns up to 100 compact rows — call `get_stock` for a full read of any match. Two notes worth passing on to whoever asked. **Sorting by yield alone is how people find yield traps**, which is why quality leads by default. And `exclude_traps` drops what Quantic has already judged at risk while KEEPING stocks it has never assessed — unassessed is not the same as dangerous, so a result set is never quietly narrowed to only what happens to have been scanned.

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• screen_wheel

  Options worth selling on the wheel, ranked by company quality first and premium second — the same order the `/options/wheel` screen uses. Two lenses via `side`: `"put"` (the default) lists quality dividend payers the caller does **not** hold, where a cash-secured put gets paid to wait for a price they'd accept; `"call"` lists holdings large enough to cover a contract once shares already pledged to open calls are set aside. Rows are **not priced** unless `price: true`. Listing costs nothing; pricing fetches a live option chain per symbol, so it is capped by `limit` (default 5, max 10) and should be asked for only when the caller actually wants numbers. Securities with no listed options come back `chain_status: "no_chain"` — a fact about the security, not a failure, and most European listings land there. Priced put rows carry the period and annualized return, the downside buffer, the effective cost basis if assigned, the yield on cost that basis would give, and the maximum loss. Priced call rows carry the return if called away, the upside forfeited, whether the strike clears the holding's cost basis, and whether a dividend goes ex inside the contract — the usual reason a covered call is exercised early. **This is not investment advice.** Every response carries a `disclaimer`, verbatim rather than paraphrased, and it must be relayed rather than summarized away — as must the maximum loss beside any return quoted. Private to the caller.

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• search_stocks

  Search dividend stocks by ticker or company name (e.g. "coca", "AAPL"). Public — returns up to ~10 matches with their symbols.

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