openfinance_list_investments

Item: openfinance_list_investments
Rating: 100
Author: Vouch

shallow

io.github.mcp-dir/bv-mcp · Verify this server

Returns the investment portfolio for a connection (broker or bank with INVESTMENTS product enabled): FIIs, stocks, ETFs, fixed income (CDB/LCI/LCA/Tesouro), mutual funds, retirement (previdência) and COE. Each row carries balance, amount, amountOriginal, amountProfit, lastMonthRate / annualRate / lastTwelveMonthsRate (when available), dueDate, issuer, ISIN, etc. Returns { total:0, results:[], warning } instead of throwing when INVESTMENTS isn't enabled (403) or other upstream errors. DATA INTEGRITY: when MULTIPLE positions come back as TOTAL_WITHDRAWAL with balance/quantity 0 at once (mass zeroing), the tool cross-checks each position's own transaction history upstream; if the zeroing is contradicted (BUY with no sale/redemption/transfer) the response carries `data_integrity_warning` and the affected rows are flagged `integrity:'suspect_zeroed'` — treat those balances as UNAVAILABLE (likely a temporary connector failure publishing zeros), never as real R$0, and do NOT sum them into the portfolio. Bulk support: accepts item_ids for batched execution.

100.0/100

1 trials · measured 8 days ago

openfinance_list_investments scores 100.0/100 on Vouch's measured behaviour index, from 1 real invocation trials against io.github.mcp-dir/bv-mcp, measured 25 Aug 2026 under methodology v0.2.0. Every measured component scored 100.

Component breakdown

Component	Weight	Value
Reliability	35%	not applicable
Schema integrity	25%	100.0
Failure behaviour	15%	not applicable
Latency	15%	not applicable
Concurrency	10%	not applicable

Tool details

Transport: remote
Credential class: unreachable
Category: Finance & compliance
Input schema: not declared
Output schema: not declared
Side-effect classification: unclassified

Score history

Day	Score	Tier	Methodology
2026-08-25	100.0	shallow	v0.2.0

Probe evidence

Probe	Outcomes
schema_integrity	pass: 1

Raw request/response logs are not archived yet — the outcome counts above are drawn directly from every recorded trial.

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