Odel
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ETF Research

@myanptlMCP server · External

ETF quotes, performance and comparisons, plus every holding and fund overlap from SEC N-PORT.

Personal financev1.3.1MITTypeScript
Freeno charge per call
How to install

Runs on your machine from its package; the steps are below.

What it does

  1. Reads
  2. Writes
  3. High impact

At most: only reads or looks up information.

What it costs

Free

Odel charges nothing per call. The publisher may charge for its own service.

Runs locally over stdio

This server isn't hosted — your MCP client launches it from a package registry. Use one of the commands below, or drop the config into your client (e.g. Claude Desktop).

npmetf-research-mcpv1.3.1

Run

npx -y etf-research-mcp

MCP client config

{
  "mcpServers": {
    "etf-research": {
      "command": "npx",
      "args": [
        "-y",
        "etf-research-mcp"
      ]
    }
  }
}
README3 min read

etf-research-mcp

npm version npm downloads license: MIT node >= 22

MCP server for ETF research. Gives Claude tools for quotes, expense ratios, performance and fund comparisons from Yahoo Finance, plus every holding a fund owns straight from its SEC filing. Nothing to sign up for.

Tools

ToolWhat it does
search_etfsDiscover ETFs by keyword or theme ("AI ETF", "dividend growth")
get_etf_quoteCurrent price, change, volume, 52-week range, moving averages
get_etf_summaryExpense ratio, AUM, NAV, fund family, beta, dividend yield
get_etf_holdingsTop 10 holdings with weights, from Yahoo
get_etf_full_holdingsEvery holding, from the fund's latest SEC N-PORT filing, with concentration: how many stocks make up half the fund, top-10 and top-25 weight, asset and country mix
get_etf_overlapHow much two ETFs hold the same stocks, weighted. Tells you whether owning both actually diversifies
compare_etfsSide-by-side comparison of 2–5 ETFs
get_etf_performancePrice return and total return with dividends reinvested, over 1m / 3m / 6m / 1y / 3y / 5y
get_similar_etfsFind alternative ETFs similar to a given ticker

Install

Claude Code

bash
claude mcp add etf-research --scope user -- npx -y etf-research-mcp

Claude Desktop

Add to claude_desktop_config.json (Settings → Developer → Edit Config):

json
{
  "mcpServers": {
    "etf-research": {
      "command": "npx",
      "args": ["-y", "etf-research-mcp"]
    }
  }
}

Any MCP client

The server speaks MCP over stdio, so any client that can launch a command works:

bash
npx -y etf-research-mcp

Example prompts

"Find me AI-focused ETFs"

"Compare QQQM, VOO, and VUG expense ratios and YTD returns"

"What are the top 10 holdings of IJR?"

"How has QQQM performed over the last year?"

"What ETFs are similar to QQQM?"

"How much do QQQM and VUG overlap?"

"List every holding in SCHG and tell me how concentrated it is"

Data sources

Quotes, summaries and performance come from Yahoo Finance via yahoo-finance2. No sign-up, no key. Quotes are near-real-time.

Full holdings and overlap come from SEC Form N-PORT, the quarterly report where every US fund lists every position it holds. It's free and official, but public filings are about 60 days behind the quarter they cover, and funds set up as unit investment trusts (SPY, DIA) don't file it.

SEC asks every automated tool to identify itself with a contact, so these two tools need one setting, SEC_USER_AGENT, with your name and email. It's sent only to sec.gov:

bash
claude mcp add etf-research --scope user -e SEC_USER_AGENT="Jane Doe jane@example.com" -- npx -y etf-research-mcp
json
"etf-research": {
  "command": "npx",
  "args": ["-y", "etf-research-mcp"],
  "env": { "SEC_USER_AGENT": "Jane Doe jane@example.com" }
}

Every other tool works without it.

Development

bash
git clone https://github.com/myanptl/etf-research-mcp
cd etf-research-mcp
npm install
npm run build     # compile TypeScript to dist/
npm start         # run the stdio server
npm run dev       # recompile on change

Test against a local build in Claude Code:

bash
claude mcp add etf-research-dev -- node /path/to/etf-research-mcp/dist/index.js

Built with

Disclaimer

Market data is provided for research and education. Not investment advice.

License

MIT © Myan Patel

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