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How to connect

Add it to any MCP client that supports remote servers.

{
  "mcpServers": {
    "welcome": {
      "type": "http",
      "url": "https://thebalancedinvestorclub.com/api/mcp/mcp"
    }
  }
}

57 tools

• start_here

  Start exploring The Balanced Investor Club. A calm orientation — what we are, what the community is watching right now, and what to try next. Recommended as your first call.

• list_market_moods

  Browse Market Mood across instruments — The Balanced Investor Club's behavioural read on how short and long-term moving averages align. Educational, never predictive. Filter by sector, asset type, or mood label.

• get_mood_for_ticker

  Pull the current Market Mood for a single ticker — its history, how often the mood has shifted, and any patterns we've spotted. Educational only. Mood snapshots refresh on a daily cycle and can lag the latest close by one session; use get_close_history for the freshest price.

• get_today_mood_changes

  Mood TRANSITIONS today — instruments whose Market Mood label flipped in the last 24h (e.g. Bullish → Neutral). This is NOT price movers; mood changes only. If today is quiet, an empty result is normal — try `list_market_moods` with `only_with_changes` for the latest cycle of…

• get_market_pulse

  A snapshot of where the market sits right now — random sample of strongly bullish vs strongly bearish names, plus aggregate counts. Great as an opener to ask 'what stands out today?'

• get_price_alignment

  How a stock or ETF's price aligns with its short, medium, and long-term moving averages — and the resulting Market Mood. Educational, never predictive. Snapshots refresh on a daily cycle and can lag the latest close by one session; use get_close_history for the freshest price.

• get_crypto_price_alignment

  How a crypto pair's price aligns with its short, medium, and long-term moving averages — and the resulting Market Mood. Educational, never predictive.

• compare_tickers

  Side-by-side log-returns for up to 5 tickers — stocks, ETFs, crypto. Volatility, total return, max and min. Date-aligned.

• list_securities_by

  List every security inside a sector or industry — a way to map the surface before drilling. Returns ticker, name, sector, industry, and optionally market cap. Use this when the user asks 'what's in Technology?', 'show me the Banks industry', or to build a peer set by size for a…

• get_ticker_metadata

  Quick identity check on a ticker — name, sector, industry, exchange, asset type. Useful before going deeper.

• search_instruments

  Search The Balanced Investor Club's coverage universe across stocks, ETFs, and crypto. Type a ticker, company name, or coin name — same as the search box on the website.

• get_sector_returns

  Market-cap-weighted average return for a sector over the last year. Pre-computed daily from public market data. GICS names like 'Consumer Discretionary' or 'Information Technology' are accepted.

• get_industry_returns

  Same idea as the sector view, narrower scope — average return for a single industry over the last year.

• get_income_statement

  Income statement for a stock — revenue, costs, profit — the P&L, period by period. Mirrors what the Market Hub shows. Stocks only (not ETFs or crypto).

• get_balance_sheet

  Balance sheet for a stock — assets, liabilities and equity at each period end. Mirrors what the Market Hub shows. Stocks only.

• get_cash_flow

  Cash flow statement for a stock — cash generated and used across operating, investing and financing. Mirrors what the Market Hub shows. Stocks only.

• get_dividends

  Dividend history for a stock or distributing ETF — ex-dividend date, payment date, and amount per share. Mirrors what the Market Hub shows. Not applicable to crypto.

• get_earnings_estimates

  Analyst earnings estimates for upcoming quarters AND fiscal years — EPS consensus, revenue, and analyst counts per horizon. Mirrors what the Market Hub shows. Estimates, not forecasts — they shift as each date nears.

• get_macro_indicators

  US economic indicators — rates, jobs, growth, energy, metals, agriculture, and markets. Latest reading per indicator plus the change from the prior period. Context behind the market, not a signal about any one stock.

• get_market_calendar

  Upcoming earnings and IPOs across the market, next three months. Filter to specific tickers and/or a date range to reach your coverage. Earnings carry analyst-estimate EPS when reported. IPOs carry exchange and price range when available.

• get_valuation_inputs

  DCF 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. The same pre-computed inputs the site's Valuation Lab uses; saves stitching…

• get_close_history

  Daily close-price history for a stock, ETF, or crypto pair over a selected range. Summary stats by default (start, end, high close, low close, percent change). Optionally returns the most recent N daily closes.

• get_earnings_transcript

  Full earnings call transcript for a company and fiscal quarter — management remarks and the analyst Q&A, speaker by speaker. The primary source for guidance, segment color, and management tone. Long: use offset/limit to page through big calls.

• get_insider_transactions

  Recent insider transactions for a company — who bought or sold, role, shares, and price. Insider activity is context, not a signal: executives sell for many reasons.

• get_market_movers

  Top gainers, losers and most actively traded US tickers from the last completed session. Small illiquid names can dominate the gainers list — the volume column is there so you can judge. Movement is not merit.

• get_institutional_holdings

  Institutional ownership of a company — total holders, ownership percentage, how many increased vs decreased positions, and the largest holders. Quarterly 13F data: always at least one quarter behind.

• discover_community_watchlists

  Browse public watchlists curated by our research team at The Balanced Investor Club. Filter by asset type or sort by what's popular.

• get_watchlist_by_slug

  Open a community watchlist by its slug — see the full list of constituents (tickers, sector, industry, asset type) plus follower count. Use the slug returned by `discover_community_watchlists`.

• get_instrument_popularity

  How many community watchlists include a given ticker — a simple read on what the club is tracking.

• get_curated_lists

  Backtested 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. Educational read on what historically lined up; never advice.

• get_fundamentals

  Company 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. Mirrors what the website shows in /analysis.

• get_news

  Recent news mentioning a ticker, with article-level sentiment. Mirrors what the website shows in /analysis.

• get_etf_profile

  Profile of an ETF — net assets, expense ratio, dividend yield, top holdings, and sector breakdown. Mirrors what the website shows in /analysis for ETFs.

• get_instrument_overview

  Everything we offer about a single instrument in one shot — identification, current Market Mood + price alignment, fundamentals (stocks) or holdings (ETFs), and recent news. Equivalent of opening the /analysis page on the website. Mood and price-alignment snapshots refresh on a…

• about_us

  Who we are. Philosophy, framework, what we are — and what we are NOT. The thinking companion for the markets.

• get_pricing

  Pricing tiers at The Balanced Investor Club — what each one unlocks. No sales pitch.

• whoami

  A quick hello — your name, plan, how long you've been with The Balanced Investor Club, and today's date from our servers. Call this before stamping a date on any deliverable: the date here is authoritative, and a date you recall is not.

• get_my_watchlists

  Read your private and followed watchlists at The Balanced Investor Club. Returns names, item counts, and how many people are following you on each.

• search_my_watchlists

  Search across your own watchlists, the curated/official ones, and shared community lists by name. Returns up to 5 matches per bucket.

• check_ticker_in_my_watchlists

  Quickly check whether a specific ticker is already in any watchlist you own or follow. Useful before adding it again.

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