Analytics
thebalancedinvestorclub.com
Provides market mood analysis and sentiment indicators for financial instruments, including current mood, historical shifts, and market pulse snapshots.
ENDPOINT 1
https://thebalancedinvestorclub.com/api/mcp/mcp
MCP server metadata
- Name
- the-balanced-investor-club
- Version
- 0.3.2
You're connected to The Balanced Investor Club — your thinking companion for the markets. Market tools (mood, fundamentals, comparisons) work without an account. Tools that read your own data — Stock Tracker, Trading Journal, Trust Score — need you to sign in: authorize the connector to add them. These tools are educational and don't make buy or sell recommendations.
Known tools 57
list_market_moodsBrowse Market Mood across instruments — The Balanced Investor Club's behavioural read on how short and long-term moving averages align.
Inferred read-onlyget_mood_for_tickerPull the current Market Mood for a single ticker — its history, how often the mood has shifted, and any patterns we've spotted.
Inferred read-onlyget_today_mood_changesMood TRANSITIONS today — instruments whose Market Mood label flipped in the last 24h (e.g.
Inferred read-onlyget_market_pulseA snapshot of where the market sits right now — random sample of strongly bullish vs strongly bearish names, plus aggregate counts.
Inferred read-onlyget_price_alignmentHow a stock or ETF's price aligns with its short, medium, and long-term moving averages — and the resulting Market Mood.
Inferred read-onlyget_crypto_price_alignmentHow a crypto pair's price aligns with its short, medium, and long-term moving averages — and the resulting Market Mood.
Inferred read-onlycompare_tickersSide-by-side log-returns for up to 5 tickers — stocks, ETFs, crypto.
Inferred read-onlylist_securities_byList every security inside a sector or industry — a way to map the surface before drilling.
Inferred read-onlyget_ticker_metadataQuick identity check on a ticker — name, sector, industry, exchange, asset type.
Inferred read-onlysearch_instrumentsSearch The Balanced Investor Club's coverage universe across stocks, ETFs, and crypto.
Inferred read-onlyget_sector_returnsMarket-cap-weighted average return for a sector over the last year.
Inferred read-onlyget_industry_returnsSame idea as the sector view, narrower scope — average return for a single industry over the last year.
Inferred read-onlyget_income_statementIncome statement for a stock — revenue, costs, profit — the P&L, period by period.
Inferred read-onlyget_balance_sheetBalance sheet for a stock — assets, liabilities and equity at each period end.
Inferred read-onlyget_cash_flowCash flow statement for a stock — cash generated and used across operating, investing and financing.
Inferred read-onlyget_dividendsDividend history for a stock or distributing ETF — ex-dividend date, payment date, and amount per share.
Potential side effectsget_earnings_estimatesAnalyst earnings estimates for upcoming quarters AND fiscal years — EPS consensus, revenue, and analyst counts per horizon.
Inferred read-onlyget_macro_indicatorsUS economic indicators — rates, jobs, growth, energy, metals, agriculture, and markets.
Inferred read-onlyget_market_calendarUpcoming earnings and IPOs across the market, next three months.
Inferred read-onlyget_valuation_inputsDCF building blocks for a stock in one call — current price, shares outstanding, beta, net debt, trailing FCF, 4-year FCF history and CAGR, revenue growth, and the 10-year Treasury as risk-free rate.
Inferred read-onlyget_close_historyDaily close-price history for a stock, ETF, or crypto pair over a selected range.
Inferred read-onlyget_earnings_transcriptFull earnings call transcript for a company and fiscal quarter — management remarks and the analyst Q&A, speaker by speaker.
Inferred read-onlyget_insider_transactionsRecent insider transactions for a company — who bought or sold, role, shares, and price.
Inferred read-onlyget_market_moversTop gainers, losers and most actively traded US tickers from the last completed session.
Inferred read-onlyget_institutional_holdingsInstitutional ownership of a company — total holders, ownership percentage, how many increased vs decreased positions, and the largest holders.
Inferred read-onlydiscover_community_watchlistsBrowse public watchlists curated by our research team at The Balanced Investor Club.
Inferred read-onlyget_watchlist_by_slugOpen a community watchlist by its slug — see the full list of constituents (tickers, sector, industry, asset type) plus follower count.
Inferred read-onlyget_instrument_popularityHow many community watchlists include a given ticker — a simple read on what the club is tracking.
Inferred read-onlyget_curated_listsBacktested cross-MA strategies tuned for a specific ticker by The Balanced Investor Club — short/medium/long moving-average periods plus 1-year return, 3-year Sharpe, and trade count.
Potential side effectsget_fundamentalsCompany fundamentals for a stock — market cap, P/E, EPS, dividend yield, 52-week range, and up to 20 quarters of EPS history vs analyst consensus.
Inferred read-onlyget_etf_profileProfile of an ETF — net assets, expense ratio, dividend yield, top holdings, and sector breakdown.
Inferred read-onlyget_instrument_overviewEverything we offer about a single instrument in one shot — identification, current Market Mood + price alignment, fundamentals (stocks) or holdings (ETFs), and recent news.
Inferred read-onlywhoamiA quick hello — your name, plan, how long you've been with The Balanced Investor Club, and today's date from our servers.
Inferred read-onlyget_my_watchlistsRead your private and followed watchlists at The Balanced Investor Club.
Inferred read-onlysearch_my_watchlistsSearch across your own watchlists, the curated/official ones, and shared community lists by name.
Inferred read-onlycheck_ticker_in_my_watchlistsQuickly check whether a specific ticker is already in any watchlist you own or follow.
Inferred read-onlyget_my_journal_statsPre-aggregated stats from your Trading Journal — counts, win rate, P&L, profit factor, and emotion analytics.
Inferred read-onlyget_my_trust_scoreYour Trust Score and what built it — discipline, sizing, journaling, drawdown control.
Inferred read-onlyget_my_cocreator_statusYour Co-Creator status at The Balanced Investor Club — tier, days until renewal, monthly progress on the 2 feedback + 2 invite obligations, lifetime totals.
Inferred read-onlyget_my_briefingYour daily briefing at The Balanced Investor Club — a read on your own activity: morning brief, journal counts, the instruments you follow, mood highlights, activity, and your learning journey.
Inferred read-onlycreate_watchlistCreate a new Stock Tracker — a place for the instruments you want to keep an eye on.
Potential side effectsfollow_watchlistFollow a public Stock Tracker so it shows up on your stock tracker page.
Inferred read-onlyupdate_watchlistUpdate one of your Stock Trackers — rename it, change the description, make it public or private, or change how often it alerts you.
Potential side effectsdelete_watchlistDelete one of your Stock Trackers permanently, along with every instrument in it.
Potential side effectslog_tradeLog a trade you've already made into your Trading Journal — ticker, direction, entry date, price, and quantity, plus an optional thesis and how you felt.
Potential side effectsclose_tradeClose an open trade in your Trading Journal with an exit reflection — exit price, date, and optionally how you felt and what you learned.
Potential side effectsupdate_tradeUpdate fields on an existing trade in your Trading Journal — entry price, quantity, thesis, notes, how you felt at entry, or the lesson you took from it.
Potential side effectsdelete_tradeTake a trade out of your Trading Journal stats — for a mis-entry, a duplicate, or a practice trade you logged by mistake.
Potential side effectsimport_tradesImport a batch of trades into your Trading Journal from a CSV export — Tradervue, TraderSync, Interactive Brokers, Degiro, or a generic CSV.
Inferred read-onlyCONNECT 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.the-balanced-investor-club]
url = "https://thebalancedinvestorclub.com/api/mcp/mcp"
enabled = trueClaude Code
.mcp.json
{
"mcpServers": {
"the-balanced-investor-club": {
"type": "http",
"url": "https://thebalancedinvestorclub.com/api/mcp/mcp"
}
}
}Claude Desktop
Settings → Connectors → Add custom connector
Name: the-balanced-investor-club
Remote MCP URL: https://thebalancedinvestorclub.com/api/mcp/mcpAdd this remote URL as a custom connector in Claude Desktop. Availability depends on the user plan and workspace policy.
Cursor
.cursor/mcp.json
{
"mcpServers": {
"the-balanced-investor-club": {
"url": "https://thebalancedinvestorclub.com/api/mcp/mcp"
}
}
}Visual Studio Code
.vscode/mcp.json
Add to Visual Studio Code{
"servers": {
"the-balanced-investor-club": {
"type": "http",
"url": "https://thebalancedinvestorclub.com/api/mcp/mcp"
}
}
}Generic MCP
Client-specific MCP configuration
{
"name": "the-balanced-investor-club",
"transport": "streamable-http",
"url": "https://thebalancedinvestorclub.com/api/mcp/mcp"
}MCP Inspector
Run the official MCP Inspector locally and enter the indexed Streamable HTTP endpoint.
TRUST AND VERIFICATION EVIDENCE
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