get_income_attribution
shallowfinance.quantic/mcp · Verify this server
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.
1 trials · measured 50 days ago
get_income_attribution scores 100.0/100 on Vouch's measured behaviour index, from 1 real invocation trials against finance.quantic/mcp, measured 31 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
- self-provisionable
- Input schema
- not declared
- Output schema
- not declared
- Side-effect classification
- unclassified
Score history
| Day | Score | Tier | Methodology |
|---|---|---|---|
| 2026-08-31 | 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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