Quantic Finance

Last 30 days

Uptime

100%

Response time

219 ms typical, 219 ms slowest 5%

Last check

7 h ago

Next check

any minute now

How to call it

Add it to any MCP client that supports remote servers.

{
  "mcpServers": {
    "quantic-finance": {
      "type": "http",
      "url": "https://quantic.finance/mcp"
    }
  }
}

21 tools

• compare_stocks

  Compare 2–4 stocks side by side (the /compare view): snapshot, dividend growth, Quantic reads, valuation, momentum, financial health, schedule and community metrics — with the winning column flagged per row (`best`). Pass a list of tickers, e.g. ["KO","PEP","MO"].

• dividend_calendar

  Upcoming ex-dividend dates across the dividend universe over the next `days` days (default 45, max 120), soonest first. Public — buy before the ex-date to receive the next dividend.

• get_dividends

  The signed-in user's received (paid) dividends, newest first. Each row carries the symbol, pay date, shares, per-share and gross amount, withholding tax, net amount and currency. Optionally filter by `symbol` (e.g. "AAPL") and a `from`/`to` date window (ISO-8601, e.g. "2024-01-01

• get_holdings

  The signed-in user's current holdings: each position's symbol, name, shares held, average cost per share, trading currency and sector. This is cost-basis data from the ledger (no live prices) — use `get_valuation` for current market value, gain/loss and yield. Optionally pass `po

• get_income_attribution

  Why the signed-in user's dividend income changed: the trailing 12 months against the 12 before them, split into what the companies did, what the user did, what the tax office took and what the exchange rate moved. The four components sum to the headline change by construction, s

• get_income_outlook

  The signed-in user's forward dividend income outlook, in their preferred currency: projected annual income at the current rate (gross and net of estimated foreign withholding tax), the income-weighted trailing dividend growth, the current yield, the top income-contributing holdin

• get_movements

  The signed-in user's trades / cash movements (buys, sells, …), newest first. Each row carries the symbol, date, type, quantity, price, total amount, fee and currency. Optionally filter by `symbol` (e.g. "AAPL") and a `from`/`to` date window (ISO-8601, e.g. "2024-01-01"), and/or p

• get_options

  The signed-in user's options positions — the income "wheel" of sold puts and calls — newest first. Each row carries the symbol, put/call type, strike, expiry, contracts, premium collected, fees, status (open/expired/assigned/ closed), net premium, break-even price, annualized pre

• get_performance

  How the signed-in user's portfolio has actually done — an annualized **money-weighted** return (XIRR) in their preferred currency, including dividends received and any sales, next to what the same money moved on the same days would have made in broad index funds. Money-weighted,

• get_portfolio

  The signed-in user's complete portfolio snapshot in one call: current holdings (shares + average cost), dividends received, trades (movements) and radar watchlist with target prices. Their own private data, including amounts. Use this for a full overview/backup; for a specific sl

• get_radar

  The signed-in user's radar (watchlist): stocks they're tracking to buy or sell, with their target buy/sell prices, notes and currency. Private to the caller. Use `get_stock` to fetch the current price for any of these symbols.

• get_realized

  What the signed-in user's sales actually realized — the positions they've sold out of, and the partial sales of positions they still hold. Each row carries proceeds, the cost basis those proceeds consumed, and the **signed** `result` (negative when sold below the average cost), p

• get_stock

  Look up a stock or ETF by ticker (e.g. "KO", "SCHD"): its dividend profile, live quote, dividend safety, balance-sheet leverage, the momentum & value scores and the snowflake radar — and, for a signed-in caller, the full "Valuation & strategy" read (fair value, two-stage DDM, mar

• get_stock_research

  Fetch Quantic's AI-generated research deep-dive for a stock — the narrative brief (overview, dividend history, safety, risks, watch items). Optional `locale` (falls back to English). Returns `found: false` when no article has been generated for the stock yet.

• get_tax_report

  A tax year assembled from the signed-in user's own ledger: the dividends received (gross, withheld at source, net — per payment and per source country) and the disposals made (matched first-in first-out, with Spain's two-month rule applied to losses). Foreign currency is converte

• get_valuation

  The signed-in user's portfolio valued at current market prices, in their preferred display currency. Returns the total market value and cost basis (so total − cost is the unrealised gain/loss), the yield on cost and current yield, a sector breakdown, and a per-position list with

• list_portfolios

  The signed-in user's portfolios: each one's name and whether it is the default; publicly shared portfolios also carry their URL `slug`. Pass a name (or slug) as the `portfolio` param of the ledger tools (`get_holdings`, `get_portfolio`, `get_movements`, `get_dividends`, `get_opti

• list_stocks

  Fetch a curated dividend list by `slug`. Slugs: dividend-aristocrats, dividend-kings, monthly-dividend-stocks, highest-yield-dividend-stocks, safest-reits, dividend-growth-stocks, low-debt-dividend-stocks, large-cap-safe-dividend-stocks, utility-dividend-stocks, healthcare-divide

• screen_stocks

  Find dividend stocks & ETFs matching criteria — the screener behind quantic.finance. Filter by `sector`, `currency`, yield range (`min_yield`/`max_yield`, on the 5-year average), `min_cagr5y`, `min_streak`, `frequency`, leverage (`max_de`), `min_current` ratio, `min_market_cap`,

• screen_wheel

  Options worth selling on the wheel, ranked by company quality first and premium second — the same order the `/options/wheel` screen uses. Two lenses via `side`: `"put"` (the default) lists quality dividend payers the caller does **not** hold, where a cash-secured put gets paid t

• search_stocks

  Search dividend stocks by ticker or company name (e.g. "coca", "AAPL"). Public — returns up to ~10 matches with their symbols.

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