analyze_fund

com.holdingsintel/mcp · Verify this server

Returns a filing-bound hedge-fund profile with current rating, DNA, and tracked-holdings in-profit enrichment when available. WHEN TO USE: User asks about a specific hedge fund's profile, performance, investing style, or recent disclosed moves. Examples: - "How is Renaissance Technologies performing?" - "What's Berkshire Hathaway's investing archetype?" - "What did Bridgewater buy last quarter?" WHEN NOT TO USE: - Use analyze_stock when the subject is a stock, not a fund - Use compare_funds to compare multiple funds - Use get_fund_holdings for all disclosed positions currently processed for the fund RETURNS: One filing-bound portfolio quarter with compact component-filing sources, AUM, position count, and moves; plus explicitly scoped current all-history rating, DNA, and tracked-holdings in-profit share when available. The performance estimate covers qualifying disclosed holdings, excludes exited and unpriceable positions, and is not a fund return. Missing enrichments are identified in data_status. VERIFICATION: Cite record-level `source_url` filing or disclosure links when present.