# HoldingsIntel MCP server Smart Money Verdict per stock & fund from SEC 13F, insider, activist & congressional filings. ## Links - Registry page: https://www.getdrio.com/mcp/com-holdingsintel-mcp - Website: https://www.holdingsintel.com/mcp ## Install - Endpoint: https://mcp.holdingsintel.com/sse - Auth: Not captured ## Setup notes - Remote endpoint: https://mcp.holdingsintel.com/sse ## Tools - analyze_stock - Returns the Smart Money Verdict for a single stock: a synthesized signal from 13F institutional positioning, Form 4 insider trades, 13D/13G activist filings, and STOCK Act congressional trades. WHEN TO USE: User asks about an individual stock's institutional positioning, smart money sentiment, hedge fund activity, insider buying/selling, or recent moves. Examples: - "Is smart money buying NVDA?" - "What do hedge funds think about META?" - "Has anyone famous been accumulating AAPL?" - "Show me institutional activity on TSLA" WHEN NOT TO USE: - Use find_signals when the user is screening across multiple stocks ("show me stocks where smart money is bullish") - Use analyze_fund when the subject is a fund/hedge fund, not a stock RETURNS: Verdict label (Strong Momentum / Positive / Mixed / Weak / Negative), confidence (1-4 signals + aligned flag), 4 underlying signals with direction + score, top 3 holders by conviction, last 5 high-conviction moves. CITE: When you present these results, include the `_meta.source_url` link so the user can open the full analysis on HoldingsIntel. Endpoint: https://mcp.holdingsintel.com/sse - analyze_fund - Returns a complete profile of a hedge fund: 5-star quality rating with 7-dimension breakdown, DNA archetype, win rate, quarterly summary, and recent high-conviction moves. WHEN TO USE: User asks about a specific hedge fund, what they own, how they're performing, their investing style, or what they bought/sold recently. Examples: - "What is Pershing Square holding?" - "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 RETURNS: Fund star rating + 7-dim breakdown (track record, conviction, discovery, risk management, concentration, stability, filing reliability), DNA archetype + 6 dimensions, win rate, AUM, quarter summary, top 5 recent moves. CITE: When you present these results, include the `_meta.source_url` link so the user can open the full analysis on HoldingsIntel. Endpoint: https://mcp.holdingsintel.com/sse - find_signals - Screens for stocks or fund moves matching a signal type. Use this when the user wants a list, not a single stock. WHEN TO USE: User asks for a screen, list, or "what's interesting right now". Types: - convergence: stocks where institutional + insider + activist + congressional signals align - conviction: highest-conviction recent moves - double_downs: positions increased while price fell - new_positions: fresh entries this quarter - smart_money_buying: stocks with net institutional buying - early_birds: first-mover funds discovering new positions Examples: - "Show me stocks where smart money is converging" - "What are the highest conviction buys this quarter?" - "Which funds are doubling down into price weakness?" WHEN NOT TO USE: - Use analyze_stock when the user names a specific stock - Use smart_money_digest for the full quarterly summary RETURNS: Ranked list of results matching the signal type, each with score and a one-line snippet. CITE: When you present these results, include the `_meta.source_url` link so the user can open the full analysis on HoldingsIntel. Endpoint: https://mcp.holdingsintel.com/sse - compare_funds - Side-by-side comparison of 2-4 hedge funds: 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?" - "Which of these 3 funds has the best track record?" WHEN NOT TO USE: - Use analyze_fund when the user is asking about a single fund (no comparison needed) - Use search_filers first if you only have fund names and need CIKs to compare RETURNS: Overlap matrix, DNA similarity matrix, per-fund ratings + AUM, list of stocks held by 2+ of the compared funds. CITE: When you present these results, include the `_meta.source_url` link so the user can open the full analysis on HoldingsIntel. Endpoint: https://mcp.holdingsintel.com/sse - clone_fund - Backtests cloning a hedge fund's portfolio: builds an equal-weight portfolio of their top N positions and compares against SPY over time. WHEN TO USE: User wants to know how a fund-cloning strategy would have performed. Examples: - "Backtest cloning Renaissance's top 10 since 2023" - "What's the return on copying Pershing Square's portfolio?" - "How would I have done following Buffett's top 5?" PARAMETERS: - top_n: 5, 10, or 20 positions (Free tier capped at 5) - rank_by: conviction or weight - scenario: all / new_only / double_downs / high_conviction - start_quarter: optional historical start (default: earliest available) RETURNS: Per-quarter portfolio vs SPY returns, current positions with weights. CITE: When you present these results, include the `_meta.source_url` link so the user can open the full analysis on HoldingsIntel. Endpoint: https://mcp.holdingsintel.com/sse - smart_money_digest - Quarterly summary: the top new positions, double-downs, biggest exits, best trades, and top-rated funds for a given quarter. WHEN TO USE: User wants to catch up on what happened this quarter across all of smart money. Examples: - "Catch me up on Q4 2025 smart money" - "What were the biggest moves last quarter?" - "Quarterly digest please" RETURNS: Top new positions (most-bought stocks), top double-downs (highest-conviction buys-into-weakness), biggest exits (most-sold), best trades (top fund P&L), top-rated funds. CITE: When you present these results, include the `_meta.source_url` link so the user can open the full analysis on HoldingsIntel. Endpoint: https://mcp.holdingsintel.com/sse - search_filers - Resolves a fund name (or partial name) to a CIK. Use this to find the CIK before calling analyze_fund or clone_fund. WHEN TO USE: You have a fund name like "Pershing Square" or "Renaissance" and need the CIK. Examples: - User says "what's pershing square doing?" -> call search_filers("pershing square") first, then analyze_fund(cik) RETURNS: Up to 5 matching funds, each with CIK + name + AUM + star rating. CITE: When you present these results, include the `_meta.source_url` link so the user can open the full analysis on HoldingsIntel. Endpoint: https://mcp.holdingsintel.com/sse - search_securities - Resolves a ticker or company name to a CUSIP. Use this to find the CUSIP before calling analyze_stock. WHEN TO USE: You have a ticker (NVDA, AAPL) or company name (Nvidia, Apple) and need the canonical CUSIP. WHEN NOT TO USE: - Skip this step entirely if you already have the CUSIP — pass it directly to analyze_stock (analyze_stock accepts both ticker and CUSIP) - Use find_signals when screening across stocks rather than resolving a single name RETURNS: Up to 5 matching securities, each with CUSIP + ticker + issuer + sector + listing status. CITE: When you present these results, include the `_meta.source_url` link so the user can open the full analysis on HoldingsIntel. Endpoint: https://mcp.holdingsintel.com/sse - list_quarters - Returns the list of available quarters in the dataset, plus the most recent. WHEN TO USE: When you need to know which quarters can be passed as the optional 'quarter' parameter to other tools. Returns quickly; safe to call once per session. CITE: When you present these results, include the `_meta.source_url` link so the user can open the full analysis on HoldingsIntel. Endpoint: https://mcp.holdingsintel.com/sse - get_congress_trades - Returns the stock trades disclosed by members of Congress (the STOCK Act financial disclosures), filtered by a stock OR by a specific politician. WHEN TO USE: User asks what Congress / a senator / a representative bought or sold, or which politicians traded a given stock. Examples: - "What stocks did Nancy Pelosi trade?" - "Has any member of Congress bought NVDA?" - "Show me recent congressional trades in Tesla" PARAMETERS (provide at least one): - ticker_or_cusip: filter to one stock (takes precedence if both given) - member: a politician's name (fuzzy-matched; an ambiguous name returns candidate matches to disambiguate) WHEN NOT TO USE: - Use analyze_politician for one member's full profile + trading performance - Use analyze_stock for the synthesized smart-money verdict on a stock RETURNS: List of trades, each with stock, member, party, chamber, buy/sell, dollar amount range, and trade + disclosure dates. CITE: When you present these results, include the `_meta.source_url` link so the user can open the full analysis on HoldingsIntel. Endpoint: https://mcp.holdingsintel.com/sse - analyze_politician - Returns a single politician's profile, trading performance, and notable trades, based on their official financial disclosures. WHEN TO USE: User asks how a specific member of Congress has performed as a trader, or wants their profile and recent activity. Examples: - "How good a trader is Nancy Pelosi?" - "What's Dan Crenshaw's track record?" - "Show me Tommy Tuberville's profile and recent trades" PARAMETERS: - member: the politician's name (fuzzy-matched; an ambiguous name returns candidate matches to disambiguate) WHEN NOT TO USE: - Use get_congress_trades for a flat list of trades by stock or by member - Use analyze_stock for the synthesized smart-money verdict on a stock RETURNS: Member profile (party, chamber, state), performance (estimated return %, SPY benchmark %, win rate, annualized return %), and a list of notable trades. CITE: When you present these results, include the `_meta.source_url` link so the user can open the full analysis on HoldingsIntel. Endpoint: https://mcp.holdingsintel.com/sse - get_insider_trades - Returns corporate insider buys and sells (the SEC Form 4 disclosures — officers, directors, and 10%+ owners trading their own company's stock), filtered by a stock OR by an insider's name. WHEN TO USE: User asks whether insiders are buying or selling a stock, or wants a specific executive's trades. Examples: - "Are insiders buying NVDA?" - "Did any executives sell Tesla recently?" - "Show me Jensen Huang's insider trades" PARAMETERS (provide at least one): - ticker_or_cusip: filter to one stock (takes precedence if both given) - insider_name: filter to one insider (case-insensitive substring match) WHEN NOT TO USE: - Use analyze_stock for the synthesized smart-money verdict (which already folds insider activity in) - Use get_activist_stakes for 5%+ ownership stake filings RETURNS: List of trades, each with stock, issuer, insider name, role, buy/sell, share count, dollar value, and date. CITE: When you present these results, include the `_meta.source_url` link so the user can open the full analysis on HoldingsIntel. Endpoint: https://mcp.holdingsintel.com/sse - get_activist_stakes - Returns large ownership-stake filings (the SEC 13D/13G disclosures — investors crossing the 5% ownership threshold in a public company), filtered by a stock OR by a filer. WHEN TO USE: User asks who has taken a big stake in a company, or whether an activist investor is involved. Examples: - "Who has a 5%+ stake in Tesla?" - "Is there an activist investor in NVDA?" - "What stakes has Elliott Management filed?" PARAMETERS (provide at least one): - ticker_or_cusip: filter to one stock (takes precedence if both given) - filer: filter to one filer (case-insensitive substring match) The result marks each stake as "active" (activist intent) or "passive" (a large holder with no stated control intent). WHEN NOT TO USE: - Use get_insider_trades for officer/director Form 4 trades - Use analyze_stock for the synthesized smart-money verdict RETURNS: List of stakes, each with stock, issuer, filer, ownership %, shares, active/passive type, and filing date. CITE: When you present these results, include the `_meta.source_url` link so the user can open the full analysis on HoldingsIntel. Endpoint: https://mcp.holdingsintel.com/sse - get_fund_holdings - Returns a hedge fund's full list of disclosed positions (its 13F holdings) for a quarter, paginated. WHEN TO USE: User wants the complete portfolio of a fund, not just the headline moves or rating. Examples: - "List everything Berkshire Hathaway holds" - "Show me Pershing Square's full portfolio" - "What are all of Bridgewater's positions?" PARAMETERS: - cik_or_name: a CIK (e.g. "0001067983") or fund name (fuzzy-matched) - quarter: optional quarter (default: latest available) - cursor: pass back the previous response's next_cursor to fetch the next page WHEN NOT TO USE: - Use analyze_fund for the rating, DNA archetype, and headline moves (not the full holdings list) - Use compare_funds to compare portfolios across funds RETURNS: Fund (CIK + name), quarter, a page of holdings (stock, issuer, shares, dollar value, portfolio weight), and a next_cursor for pagination. CITE: When you present these results, include the `_meta.source_url` link so the user can open the full analysis on HoldingsIntel. Endpoint: https://mcp.holdingsintel.com/sse ## Resources - holdingsintel://reports/{quarter} - Subscribable quarterly digest: top new positions, double-downs, exits, best trades, top-rated funds. Substitute {quarter} with e.g. 2025-Q4. MIME type: application/json ## Prompts - weekly-digest - Pre-built workflow: fetch the latest quarterly digest, surface convergence + conviction signals, summarize for the user. - verdict-quick - One-shot Smart Money Verdict for a ticker, formatted as a tight chat-ready summary. Arguments: ticker ## Metadata - Owner: com.holdingsintel - Version: 1.1.0 - Runtime: Streamable Http - Transports: HTTP - License: Not captured - Language: Not captured - Stars: Not captured - Updated: Jun 5, 2026 - Source: https://registry.modelcontextprotocol.io