compare_funds
shallowcom.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.
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
| 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
- open
- 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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