compare_funds

shallow

com.holdingsintel/mcp · Verify this server

Side-by-side comparison of 2-3 hedge funds on one real common 13F quarter: holding overlap (Jaccard similarity), DNA similarity, ratings, win rates, and common holdings. WHEN TO USE: User wants to compare hedge funds head-to-head. Examples: - "Compare Berkshire and Pershing Square" - "How similar are Renaissance and Two Sigma?" - "How do these funds' current disclosed holdings and research scores compare?" WHEN NOT TO USE: - Use analyze_fund when the user is asking about a single fund (no comparison needed) - Use search_filers only to discover candidates or resolve an ambiguous fund name; compare_funds resolves ordinary names directly PARAMETERS: Pro supports 2 funds; Pro+ and Enterprise support 3. Lower tiers receive access_limited without changing the input. RETURNS: The common portfolio quarter, per-fund component-filing sources, overlap matrix, explicitly scoped DNA/performance, ratings + AUM, the top 10 stocks held by 2+ compared funds, and the exact common-holding count. Missing enrichments are identified in data_status. VERIFICATION: Cite record-level `source_url` filing or disclosure links when present.

100.0/100

1 trials · measured 8 days ago

compare_funds scores 100.0/100 on Vouch's measured behaviour index, from 1 real invocation trials against com.holdingsintel/mcp, measured 25 Aug 2026 under methodology v0.2.0. Every measured component scored 100.

Component breakdown

ComponentWeightValue
Reliability35%not applicable
Schema integrity25%100.0
Failure behaviour15%not applicable
Latency15%not applicable
Concurrency10%not applicable

Tool details

Transport
remote
Credential class
open
Input schema
not declared
Output schema
not declared
Side-effect classification
unclassified

Score history

DayScoreTierMethodology
2026-08-25100.0shallowv0.2.0

Probe evidence

ProbeOutcomes
schema_integritypass: 1

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

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Vouch score: compare_funds
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compare_funds — Vouch