Analytics

holdingsintel.com

Provides financial analytics including stock verdicts, fund profiles, signal screening, fund comparisons, and portfolio backtesting.

1 endpoint24 known toolsFirst detected July 25, 2026Last detected August 29, 2026

ENDPOINT 1

https://mcp.holdingsintel.com/sse

No auth detected

MCP server metadata

Name: holdingsintel
Version: 2.0.0

Capabilities

toolsprompts

Known tools 24

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.

Inferred read-only

analyze_fund

Returns a filing-bound hedge-fund profile with current rating, DNA, and tracked-holdings in-profit enrichment when available.

Inferred read-only

find_signals

Screens for stocks or fund moves matching a signal type.

Inferred read-only

compare_funds

Side-by-side comparison of 2-3 hedge funds on one real common 13F quarter: holding overlap (Jaccard similarity), DNA similarity, ratings, win rates, and common holdings.

Inferred read-only

clone_fund

Backtests a disclosed hedge-fund cloning strategy across completed 13F disclosure intervals without look-ahead.

Inferred read-only

search_filers

Searches funds by name and returns canonical CIKs for discovery or disambiguation.

Inferred read-only

search_securities

Searches stocks by ticker or company name and returns canonical security identities.

Inferred read-only

list_quarters

Returns every processed 13F quarter with reported and prior-quarter filer counts, a default_ready selection heuristic, and whether the current caller can access that quarter.

Inferred read-only

get_congress_trades

Returns official financial disclosures from Congress and the OGE executive-branch feed.

Inferred read-only

analyze_politician

Returns a single politician's profile, trading performance, and notable trades, based on their official financial disclosures.

Inferred read-only

get_insider_trades

Returns completed current corporate-insider non-derivative Form 4 transactions filed since August 24, 2026.

Inferred read-only

get_activist_stakes

Returns SEC Schedule 13D/13G large-ownership filings.

Inferred read-only

get_fund_holdings

Returns all disclosed positions currently processed for a hedge fund and quarter, paginated.

Inferred read-only

get_stock_holders

Returns every available active cash-equity 13F holder position for one stock and one quarter, using cursor pagination.

Inferred read-only

get_13f_activity

Returns every available changed 13F position for exactly one fund or one stock in one quarter, using cursor pagination.

Inferred read-only

list_saved_lists

Lists the authenticated user's protected default Watchlist and named saved lists, including each list's allowed item types and current count.

Inferred read-only

get_saved_list

Returns one authenticated user's saved list with type-discriminated items.

Inferred read-only

create_saved_list

Creates an authenticated user's named saved list.

Inferred read-only

rename_saved_list

Renames an authenticated user's named saved list.

Inferred read-only

delete_saved_list

Deletes an authenticated user's named saved list and its items.

Inferred read-only

add_saved_list_item

Adds one type-discriminated entity to a saved list.

Inferred read-only

update_saved_list_item_notes

Updates notes on one authenticated user's saved-list item.

Inferred read-only

remove_saved_list_item

Removes one item from an authenticated user's saved list without deleting the list.

Inferred read-only

get_my_mcp_status

Returns the current caller's authentication method, HoldingsIntel access tier, and exact daily MCP quota usage.

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.holdingsintel]
url = "https://mcp.holdingsintel.com/sse"
enabled = true

Claude Code

.mcp.json

{
  "mcpServers": {
    "holdingsintel": {
      "type": "http",
      "url": "https://mcp.holdingsintel.com/sse"
    }
  }
}

Claude Desktop

Settings → Connectors → Add custom connector

Name: holdingsintel
Remote MCP URL: https://mcp.holdingsintel.com/sse

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": {
    "holdingsintel": {
      "url": "https://mcp.holdingsintel.com/sse"
    }
  }
}

Visual Studio Code

.vscode/mcp.json

Add to Visual Studio Code

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

Generic MCP

Client-specific MCP configuration

{
  "name": "holdingsintel",
  "transport": "streamable-http",
  "url": "https://mcp.holdingsintel.com/sse"
}

MCP Inspector

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

TRUST AND VERIFICATION EVIDENCE

Trust Data Available

BuiltWith Trust API v2 evidence for holdingsintel.com was fetched 2026-07-29T11:11:55.456Z and is being refreshed.

Trust status RestrictedContent

holdingsintel.com is assessed as RestrictedContent: Domain runs gambling-related technology.

Indexed

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