ETFIQ

할 수 있는 일

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• 연결 방식: 클라우드에서 실행
• 전송 방식: Streamable HTTP
• 카테고리: 검색 및 AI 기억

설치

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필요한 것

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https://mcp.etfiq.com

claude mcp add --transport http etfiq https://mcp.etfiq.com

{
  "mcpServers": {
    "etfiq": {
      "url": "https://mcp.etfiq.com"
    }
  }
}

{
  "servers": {
    "etfiq": {
      "type": "http",
      "url": "https://mcp.etfiq.com"
    }
  }
}

https://mcp.etfiq.com

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이 설정은 제작자의 레지스트리 정보로 만들었어요. README와 다르면 README를 따르세요.

할 수 있는 일

도구 이름과 설명은 서버가 2026년 11월 6일에 알려 준 그대로예요. 우리가 아니라 제작자가 쓴 글이고, 일반 텍스트로만 보여 드려요.

• etf_search

  Find US listed ETFs by ticker, fund name, or a word from the name. Suited to a fund named loosely: etf_profile then takes the ticker it returns. Refuses rather than returning a near match: a refusal says why, and for a fund it means ETFIQ does not publish it. A former ticker (SPL

• etf_profile

  Everything ETFIQ publishes about one fund: issuer, category, and each number with its source and as-of date, plus a one sentence verdict on how it did against what its own label promises. benchmark is the fund's own benchmark as its page names it: its name, how it was set, and th

• etf_holdings

  Analyst: what a fund holds, by weight, and how old that is. Use after etf_profile to read the book, or before etf_overlap to see what two funds share. top_n limits the rows. lag_days says how old the book is: an issuer file read today and a filing from two months ago both come ba

• etf_theme

  Scout and Strategist: every US listed fund in a theme, largest first, with what each charges and how much of it is already in the S&P 500. For "what X ETFs are there" or "top X ETFs" questions it returns the whole published set rather than a sample.

• etf_themes

  Strategist: every theme ETFIQ publishes and how many funds each holds. Call when unsure what a theme is called, then etf_theme.

• etfiq_page

  Read any published ETFIQ page as text: a theme hub, a ranking, a comparison of two funds, an issuer, a methodology note, a dated study. Takes a path like /themes/cyber or a full etfiq.com URL. This reaches all 40,000 pages, including everything the typed tools above do not cover,

• etfiq_sections

  What ETFIQ publishes, section by section, with a page count for each, and start_here: the main pages (fund flows, the weekly flows report, ETF model portfolios and benchmarks, the filed prediction-market and sports-team funds, issuers, methodology, rankings, the screener) with wh

• etfiq_list

  The pages inside one section, optionally filtered to those whose address contains a word. Use after etfiq_sections to find a page, then etfiq_page to read it. The count returned is the whole matching set even when the list is capped.

• etf_screen

  Every fund matching some filters, each with its net assets and the source and date that number came from. Filters: desk, issuer, max_fee_pct, min_assets_usd; and, from the ETFIQ screener, tracks (the index the funds track, such as "S&P 500"), min_yield_pct (12-month yield of at l

• etf_overlap

  Analyst and Risk Officer: how much of their weight two funds hold in common, as ETFIQ published it on the comparison page for that pair. Use when asked whether two ETFs are the same thing, or whether owning both adds anything. Refuses rather than estimating when the pair is not c

• etfiq_as_of

  What ETFIQ published on a given date, from its frozen dated archive. Use when a question is about a past date, or when a number needs to stay true after it is quoted: every other tool here answers about today and today moves overnight. Takes YYYY-MM-DD. Covers the pieces written

• etf_holders

  Which US listed ETFs hold a given company, ranked by how much of each fund it is. It answers "which ETFs hold X", "which fund holds the most X" and "how do I get exposure to X" questions, where X is a company rather than a fund, and for "which bond ETFs hold X's debt". Takes a co

• etf_rankings

  Strategist and Scout: the ranked lists ETFIQ publishes, or one of them. Each ranks ONE published number inside a stated set: the cheapest funds in a theme, the leveraged funds furthest from their stated multiple, the buffer funds closest to their cap. Call with no argument for th

• etf_flows

  Fund flows as ETFIQ publishes them, computed from each fund's daily change in shares outstanding times its NAV. With ticker: that fund's net flow over 1D, 1W, 1M, 3M, YTD and 1Y, each with its dates and its share of net assets at the window's start, its streak, and its filed N-PO

• etfiq_methodology

  How ETFIQ computes a number, from the methodology page that says so: one page per desk (income, buffer, leverage, crypto, alternatives, themes), flows, scores, categories (how stock and bond funds are placed and which benchmark each is measured against), portfolio look-through, a

• find_page

  The designed ETFIQ pages that answer a question, best first, at most three: a fund, a comparison of two funds, the ETFs that hold a company, a ranking, a theme, a category, an issuer, the weekly flows report, a flows ranking, a dividend calendar, a screen, a benchmark, a model po

• list_benchmarks

  The ETFIQ benchmarks: published, rules-based yardsticks for model portfolios, each a written rule over broad, low-cost ETFs, grouped in families (strategic, tax-aware, factor, income, tactical, thematic) by stock share. Filter by family, or by band (a name such as moderate, a sto

• get_benchmark

  One ETFIQ benchmark in full: its rule as the methodology states it, the funds and weights in force (with SEC series ids and each fund's expense ratio and its date), and every statistic ETFIQ computes for it by window (total return, return a year, volatility, maximum drawdown, Sha

• compare_to_benchmark

  Sets an allocation ETF, or a portfolio build_portfolio builds, beside an ETFIQ benchmark. With ticker (such as AOR): how the fund did against the benchmark for its band (set by its look-through stock share), over the same dates, as ETFIQ published it: total returns by window and

• build_portfolio

  Builds a custom portfolio of US listed ETFs from construction choices about the portfolio, and shows the rule it applied. Two forms. Weights (ETFIQ custom construction rule, version 2): pass weights, the user's own percent for each asset class, adding to exactly 100, for example

• etf_committee

  How each seat of the IQ Investment Committee reads one ETF: 11 seats named for investing philosophies (Bogle-style Low Cost, Graham-style Margin of Safety and the others) and the ETFIQ Skeptic, each with its state (Supports, Mixed, Challenges or Not enough data), how much of the

• etf_scorecard

  The risk and return scorecard for one ETF against its own ETFIQ benchmark, or, with versus, for two ETFs side by side as their comparison page prints it: total, annualised and price return, volatility, downside deviation, maximum drawdown with its dates, Sharpe, Sortino and Calma

• etf_promise

  Whether one ETF delivers what its category promises, from the ETFIQ Promise Index: a badge (Delivered, Partly or Missed) with the number behind it, its window and the sentence the fund page prints, plus its category's promise, the test and its thresholds, and the category's Promi

• etf_trading_cost

  What it costs to trade one ETF: its IQ Liquidity Score on a fixed 0 to 100 scale, the bid-ask spread and premium or discount to NAV the issuer publishes under Rule 6c-11, ETFIQ's own premium from NAV and closing prices with its window, and, where a number is not published, why. T

• etf_return_of_capital

  How much of an income ETF's distributions were return of capital: the rows its page prints, each with its source, window and date (the issuer's Rule 19a-1 notices, weighted by amount), the annual report's final tax character (Form N-CSR) with its fiscal year and filing date, the

• etf_benchmark

  The benchmark ETFIQ measures one ETF against, as its page names it: the index the fund names, or its own holdings, never a category stand-in; how that was set, the ETF it is priced through, and the fund's return, the benchmark's and the gap for each window. The ETFIQ benchmarks f

• etf_compare

  Two ETFs compared as ETFIQ's comparison page for the pair publishes them: the page's title and dated lead sentence, each fund's verdict and key numbers, the share of holdings they have in common, the dated answers in the page's FAQ, and the pair's risk and return scorecard where

• etf_movers

  Scout: what moved. The biggest fund inflows and outflows for a flow window (1D, 1W, 1M, 3M, YTD or 1Y; default 1D) and the best and worst total returns over a return window (1M, 3M or 1Y; default 1M), each row dated with the days it covers. ETFIQ publishes no single-day return, s

• etf_news_today

  Scout: ETF news for one day from ETFIQ's ETF News, read from SEC filings: launches (funds that began trading), closures and closing notices, funds filed and not yet trading, name or ticker changes, fee changes and splits. Defaults to the latest day published (is_latest and lag_da

• strategy_list

  Strategist: the ETFIQ Strategy Lab's strategies (trend, momentum, rotation, risk-parity, 2x shelf, income and the like, each a written rule over ETFs), ranked by paper return since the paper start. Each row: risk, benchmark, paper and back-test windows, today's holdings, signal p

• strategy_signals

  Strategist and Paper Trader: one Strategy Lab strategy's rule and today's state: each fund's signal (in, out, cash and the like, with the distance from its line in plain words), the target holdings in percent, the next signal and trade dates, the last moves, and the paper blotter

• strategy_record

  Strategist and Paper Trader: one Strategy Lab strategy's record, labelled hypothetical. For a 2x strategy the real-days-only numbers since every fund traded come first, then the paper record (NAV from the paper start, windows, drawdown, Sharpe), then the full back-test (windows,

• etf_risk_check

  Risk Officer: for 1 to 20 fund tickers, the observations to check before the funds are read one by one. Per fund: net assets, fee, top-10 weight, premium or discount to NAV (median, 95th percentile, days over 1%), bid-ask spread, IQ Liquidity Score, leverage (stated multiple and

기본 점검i

누구나 볼 수 있는 정보를 점검했고, 코드는 읽지 않았어요. 해당하지 않는 항목은 개수에서 뺐어요. · 2026년 11월 8일 점검

• ! 주의

  제작자와 저장소 일치

  레지스트리에 소스 저장소가 없어서, 게시자(etfiq.com)와 코드를 맞춰 볼 수 없어요

• … 아직 점검 안 함

  계속 관리되고 있음

  아직 GitHub에서 이 저장소를 읽어 오지 않았어요

• … 아직 점검 안 함

  라이선스 있음

  아직 GitHub에서 이 저장소를 읽어 오지 않았어요

• ✓ 통과

  엔드포인트 응답

  92ms 만에 응답(HTTP 200)

• – 해당 없음

  OAuth로 로그인

  로그인 필요 없음

• ✓ 통과

  도구 설명에 숨겨진 지시 없음

  도구 설명 33개를 읽었고, AI에게 보내는 숨겨진 지시는 없었어요

검색 및 AI 기억 카테고리의 다른 서버와 비교i

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• 기본 점검 결과가 이 카테고리의 다른 서버 5692개 중 39%와 같거나 더 좋아요

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대안

같은 카테고리에서 다른 제작자가 만든 서버예요. 스타 순으로 정렬했어요.

카드 보는 법:↓ 주간 다운로드i★ GitHub 스타i세 기둥: 리뷰 · 점검 · 사용 정도i업데이트 = 최신 버전을 레지스트리에 공개한 날i

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