analyze_stockReturns the Smart Money Verdict for a single stock: a synthesized signal from 13F institutional positioning, Form 4 insider trades, 13D/13G activist f
analyze_fundReturns a complete profile of a hedge fund: 5-star quality rating with 7-dimension breakdown, DNA archetype, win rate, quarterly summary, and recent h
find_signalsScreens for stocks or fund moves matching a signal type. Use this when the user wants a list, not a single stock. WHEN TO USE: User asks for a screen,
compare_fundsSide-by-side comparison of 2-4 hedge funds: holding overlap (Jaccard similarity), DNA similarity, ratings, win rates, and common holdings. WHEN TO USE
clone_fundBacktests cloning a hedge fund's portfolio: builds an equal-weight portfolio of their top N positions and compares against SPY over time. WHEN TO USE:
smart_money_digestQuarterly summary: the top new positions, double-downs, biggest exits, best trades, and top-rated funds for a given quarter. WHEN TO USE: User wants t
search_filersResolves a fund name (or partial name) to a CIK. Use this to find the CIK before calling analyze_fund or clone_fund. WHEN TO USE: You have a fund name
search_securitiesResolves a ticker or company name to a CUSIP. Use this to find the CUSIP before calling analyze_stock. WHEN TO USE: You have a ticker (NVDA, AAPL) or
list_quartersReturns the list of available quarters in the dataset, plus the most recent. WHEN TO USE: When you need to know which quarters can be passed as the op
No proxied traffic observed for this host yet. Connect it at /connect and its grade gains a measured Reliability score + per-tool behavioral evidence — the half a static scan can't produce.
We re-grade mcp.holdingsintel.com on a schedule and alert your Slack/webhook the moment its tools change or its grade drops — rug-pull insurance for the connection.
Add the wmcp.sh trust oracle as an MCP server and call grade_mcp_server / check_mcp_drift in your agent's pre-connection gate:
https://wmcp.sh/mcp/trust
readOnly vs observed behavior) layer on via the wmcp.sh proxy.