Analytics

fundwatcher.app

Provides tools to search mutual funds and ETFs and retrieve fund profiles, holdings, position changes, and security ownership data.

1 endpoint8 known toolsFirst detected October 21, 2026Last detected October 21, 2026

ENDPOINT 1

https://fundwatcher.app/mcp

No auth detected

MCP server metadata

Name: FundWatcher
Version: 1.0.0

Capabilities

tools

Server instructions

FundWatcher serves U.S. SEC EDGAR mutual-fund and ETF data — holdings, allocations, fees, returns, risk, and cross-fund ownership. Every result is CUSIP-free and cites its source: quote the `sources` / `source_accession` and EDGAR link as the primary source, and share each fund result's `canonical_url` (the FundWatcher page) so the user can verify and explore. Figures are informational only, not investment advice.

Known tools 8

search_funds

Search the mutual-fund/ETF universe by ticker, fund name, or series id.

Inferred read-only

get_fund

Full profile for one fund by share-class ticker: objective/strategy, N-CEN attributes, fees, advisers, concentration, trailing returns, sector allocation, and top-10 holdings.

Inferred read-only

get_fund_holdings

One page of a fund's latest-snapshot portfolio holdings, ranked by position value (50/page; pass `page` to advance).

Inferred read-only

diff_fund_holdings

Net position changes for a fund between two N-PORT snapshots (opened / exited / increased / decreased).

Inferred read-only

who_owns_security

Funds that currently hold a given security (by numeric FundWatcher security id, found in holdings results), ranked by position value, 50/page.

Inferred read-only

fund_overlap

Head-to-head portfolio overlap between two funds by ticker: each side's top weighted positions with shared holdings flagged, plus asymmetric coverage scores.

Inferred read-only

similar_funds

A fund's most-similar peers (substitute candidates) ranked by holdings overlap, with cheaper / different-adviser flags.

Inferred read-only

security_history

A security's position over time by numeric security id.

Inferred read-only

CONNECT WITH APPROVAL

Client installation

Review this server and its permissions before adding it. Secret placeholders must be set locally.

Codex

~/.codex/config.toml

[mcp_servers.fundwatcher]
url = "https://fundwatcher.app/mcp"
enabled = true

Claude Code

.mcp.json

{
  "mcpServers": {
    "fundwatcher": {
      "type": "http",
      "url": "https://fundwatcher.app/mcp"
    }
  }
}

Claude Desktop

Settings → Connectors → Add custom connector

Name: fundwatcher
Remote MCP URL: https://fundwatcher.app/mcp

Add this remote URL as a custom connector in Claude Desktop. Availability depends on the user plan and workspace policy.

Cursor

.cursor/mcp.json

{
  "mcpServers": {
    "fundwatcher": {
      "url": "https://fundwatcher.app/mcp"
    }
  }
}

Visual Studio Code

.vscode/mcp.json

Add to Visual Studio Code

{
  "servers": {
    "fundwatcher": {
      "type": "http",
      "url": "https://fundwatcher.app/mcp"
    }
  }
}

Generic MCP

Client-specific MCP configuration

{
  "name": "fundwatcher",
  "transport": "streamable-http",
  "url": "https://fundwatcher.app/mcp"
}

MCP Inspector

Run the official MCP Inspector locally and enter the indexed Streamable HTTP endpoint.

TRUST AND VERIFICATION EVIDENCE

Loading Trust v2 evidence…

Checking the associated registrable domain. The BuiltWith key remains server-side.

Indexed

Evidence is source-attributed and does not guarantee that a third-party server is safe. Risk labels are conservative metadata heuristics.