Is Etf Research free?

Yes, Etf Research is free to use.

How do I install Etf Research?

Etf Research is a local plugin. Install it using npm package: etf-research-mcp and add the generated configuration snippet to your AI app's MCP config file. Then restart your AI app.

Is Etf Research safe to use?

Yes. Etf Research passed MCP Marketplace's automated security scan with a score of 10/10 (low risk). Every server on MCP Marketplace is security-scanned before it's listed; see the full security report on this page for the findings and permissions.

What credentials does Etf Research need?

Etf Research requires the following credentials or environment variables: SEC_USER_AGENT. You can find setup instructions on the server detail page.

What AI apps work with Etf Research?

Etf Research uses the Model Context Protocol (MCP) and works with any MCP-compatible AI app, including Claude, ChatGPT / Codex, Gemini, Copilot, Cursor, and more.

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Etf Research MCP Server

by Myanptl

Developer ToolsLow Risk10.0MCP RegistryLocal

Free

Server data from the Official MCP Registry

ETF quotes, performance and comparisons, plus every holding and fund overlap from SEC N-PORT.

About

ETF quotes, performance and comparisons, plus every holding and fund overlap from SEC N-PORT.

Security Report

10.0

Low Risk10.0Low Risk

Valid MCP server (4 strong, 4 medium validity signals). No known CVEs in dependencies. Package registry verified. Imported from the Official MCP Registry.

6 files analyzed · 1 issue found

Security scores are indicators to help you make informed decisions, not guarantees. Always review permissions before connecting any MCP server.

Permissions Required

This plugin requests these system permissions. Most are normal for its category.

file_system

Check that this permission is expected for this type of plugin.

HTTP Network Access

Connects to external APIs or services over the internet.

env_vars

Check that this permission is expected for this type of plugin.

What You'll Need

Set these up before or after installing:

Your name and email, e.g. "Jane Doe jane@example.com". SEC requires it for the full-holdings and overlap tools. Other tools work without it.Optional

Environment variable: SEC_USER_AGENT

How to Install

Add this to your MCP configuration file:

{
  "mcpServers": {
    "io-github-myanptl-etf-research-mcp": {
      "env": {
        "SEC_USER_AGENT": "your-sec-user-agent-here"
      },
      "args": [
        "-y",
        "etf-research-mcp"
      ],
      "command": "npx"
    }
  }
}

Documentation

View on GitHub

From the project's GitHub README.

etf-research-mcp

MCP server for ETF research. Gives Claude tools for quotes, expense ratios, performance and fund comparisons from Yahoo Finance, plus every holding a fund owns straight from its SEC filing. Nothing to sign up for.

Tools

Tool	What it does
`search_etfs`	Discover ETFs by keyword or theme ("AI ETF", "dividend growth")
`get_etf_quote`	Current price, change, volume, 52-week range, moving averages
`get_etf_summary`	Expense ratio, AUM, NAV, fund family, beta, dividend yield
`get_etf_holdings`	Top 10 holdings with weights, from Yahoo
`get_etf_full_holdings`	Every holding, from the fund's latest SEC N-PORT filing, with concentration: how many stocks make up half the fund, top-10 and top-25 weight, asset and country mix
`get_etf_overlap`	How much two ETFs hold the same stocks, weighted. Tells you whether owning both actually diversifies
`compare_etfs`	Side-by-side comparison of 2–5 ETFs
`get_etf_performance`	Price return and total return with dividends reinvested, over 1m / 3m / 6m / 1y / 3y / 5y
`get_similar_etfs`	Find alternative ETFs similar to a given ticker

Install

Claude Code

claude mcp add etf-research --scope user -- npx -y etf-research-mcp

Claude Desktop

Add to claude_desktop_config.json (Settings → Developer → Edit Config):

{
  "mcpServers": {
    "etf-research": {
      "command": "npx",
      "args": ["-y", "etf-research-mcp"]
    }
  }
}

Any MCP client

The server speaks MCP over stdio, so any client that can launch a command works:

npx -y etf-research-mcp

Example prompts

"Find me AI-focused ETFs"

"Compare QQQM, VOO, and VUG expense ratios and YTD returns"

"What are the top 10 holdings of IJR?"

"How has QQQM performed over the last year?"

"What ETFs are similar to QQQM?"

"How much do QQQM and VUG overlap?"

"List every holding in SCHG and tell me how concentrated it is"

Data sources

Quotes, summaries and performance come from Yahoo Finance via yahoo-finance2. No sign-up, no key. Quotes are near-real-time.

Full holdings and overlap come from SEC Form N-PORT, the quarterly report where every US fund lists every position it holds. It's free and official, but public filings are about 60 days behind the quarter they cover, and funds set up as unit investment trusts (SPY, DIA) don't file it.

SEC asks every automated tool to identify itself with a contact, so these two tools need one setting, SEC_USER_AGENT, with your name and email. It's sent only to sec.gov:

claude mcp add etf-research --scope user -e SEC_USER_AGENT="Jane Doe jane@example.com" -- npx -y etf-research-mcp

"etf-research": {
  "command": "npx",
  "args": ["-y", "etf-research-mcp"],
  "env": { "SEC_USER_AGENT": "Jane Doe jane@example.com" }
}

Every other tool works without it.

Development

git clone https://github.com/myanptl/etf-research-mcp
cd etf-research-mcp
npm install
npm run build     # compile TypeScript to dist/
npm start         # run the stdio server
npm run dev       # recompile on change

Test against a local build in Claude Code:

claude mcp add etf-research-dev -- node /path/to/etf-research-mcp/dist/index.js

Built with

Disclaimer

Market data is provided for research and education. Not investment advice.

License

MIT © Myan Patel

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