Pensiata - Bulgarian Pension Fund Analytics
Bulgarian pension fund analytics — NAV data, metrics, rankings, and benchmarks.
Installation
Ajoutez ceci à la configuration MCP de votre client (Claude Desktop : claude_desktop_config.json ; Cursor : .cursor/mcp.json ; VS Code et les autres utilisent la même forme « mcpServers »).
claude mcp add --transport http pensiata-bulgarian-pension-fund-analytic 'https://mcp.pensiata.me/mcp'{
"mcpServers": {
"pensiata-bulgarian-pension-fund-analytic": {
"type": "http",
"url": "https://mcp.pensiata.me/mcp"
}
}
}Documentation
Tirée du README du projet sur GitHub, actualisée chaque semaine. Les liens ouvrent GitHub.
Pensiata MCP Server
A Model Context Protocol server providing analytics for Bulgarian pension funds — covering all three pillar II schemes (UPF, PPF, DPF).
Hosted at: https://mcp.pensiata.me/mcp (streamable HTTP transport)
Connect
Add to your MCP client configuration:
{
"mcpServers": {
"pensiata": {
"type": "streamable-http",
"url": "https://mcp.pensiata.me/mcp"
}
}
}No API key required.
Tools
list_managers
List pension fund management companies with AUM and supported schemes.
| Parameter | Type | Description | ||
|---|---|---|---|---|
scheme_code | upf \ | ppf \ | dpf (optional) | Filter by scheme |
list_funds
List individual funds with metadata.
| Parameter | Type | Description | ||
|---|---|---|---|---|
scheme_code | upf \ | ppf \ | dpf (optional) | Filter by scheme |
active_only | bool (default: true) | Only active funds |
get_nav_series
Retrieve NAV (Net Asset Value) time series for one or more funds.
| Parameter | Type | Description | ||
|---|---|---|---|---|
fund_id | string (optional) | e.g. allianz:upf | ||
manager_slug | string (optional) | All funds for a manager | ||
scheme_code | upf \ | ppf \ | dpf (optional) | All funds in a scheme |
frequency | daily \ | weekly \ | monthly | Default: daily |
date_from | string (optional) | Start date (YYYY-MM-DD) | ||
date_to | string (optional) | End date (YYYY-MM-DD) |
compute_metric
Compute a performance metric for one or more funds over a given period.
| Parameter | Type | Description | ||
|---|---|---|---|---|
metric | string | Metric name (see below) | ||
period | string or object | e.g. "5y", "10y", "ytd", or {"date_from": "...", "date_to": "..."} | ||
fund_id | string (optional) | Specific fund | ||
manager_slug | string (optional) | All funds for a manager | ||
scheme_code | upf \ | ppf \ | dpf (optional) | All funds in a scheme |
benchmark_slug | string (optional) | Benchmark or fund ID for relative metrics | ||
frequency | daily \ | weekly \ | monthly | Default: daily |
risk_free_rate | number (optional) | Override risk-free rate | ||
risk_free_slug | string (optional) | Benchmark to use as risk-free rate |
rank
Rank funds within a scheme by any metric.
| Parameter | Type | Description | ||
|---|---|---|---|---|
scheme_code | upf \ | ppf \ | dpf | Required |
metric | string | Metric to rank by | ||
period | string or object | Time period | ||
order | desc \ | asc | Default: desc | |
include_metrics | string[] (optional) | Additional metrics in output | ||
benchmark_slug | string (optional) | For relative metrics | ||
limit | int | Default: 50 | ||
offset | int | Default: 0 |
list_benchmarks
List available benchmark indices (S&P 500, Euro Stoxx 600, Gold, BG Inflation, etc.).
get_benchmark_series
Retrieve benchmark time series.
| Parameter | Type | Description | ||
|---|---|---|---|---|
benchmark_slug | string | e.g. sp500, bg_inflation, gold | ||
frequency | daily \ | weekly \ | monthly | Default: daily |
date_from | string (optional) | Start date | ||
date_to | string (optional) | End date |
list_metrics
List all available metric names.
Available Metrics
| Metric | Description |
|---|---|
return_total | Cumulative total return |
cagr | Compound annual growth rate |
real_cagr | Inflation-adjusted CAGR |
ytd_return | Year-to-date return |
volatility_ann | Annualized volatility |
downside_volatility_ann | Annualized downside volatility |
max_drawdown | Maximum drawdown |
sharpe | Sharpe ratio |
sortino | Sortino ratio |
calmar | Calmar ratio |
information_ratio | Information ratio (vs benchmark) |
tracking_error_ann | Annualized tracking error |
excess_return | Excess return vs benchmark |
correlation | Correlation with benchmark or another fund |
ulcer_index | Ulcer index |
consistency_score | Return consistency score |
Available Benchmarks
| Slug | Description |
|---|---|
sp500 | S&P 500 (USD) |
eurostoxx600 | STOXX Europe 600 (USD) |
gold | Gold (USD) |
bg_inflation | Bulgarian CPI Inflation |
us10y_gov_bond | US 10Y Government Bond (USD) |
de10y_gov_bond | German 10Y Government Bond (EUR) |
Coverage
- Schemes: UPF (Universal Pension Fund), PPF (Professional Pension Fund), DPF (Voluntary Pension Fund)
- Managers: 10 active + 2 historical pension management companies
- Data: Daily NAV data, some funds dating back to 2005
- Currency: BGN
Website
License
MIT
Questions fréquentes
Qu'est-ce que Pensiata - Bulgarian Pension Fund Analytics ?
Bulgarian pension fund analytics — NAV data, metrics, rankings, and benchmarks.
Comment installer Pensiata - Bulgarian Pension Fund Analytics ?
Il fonctionne comme serveur distant. Dans Claude Code : claude mcp add --transport http pensiata-bulgarian-pension-fund-analytic 'https://mcp.pensiata.me/mcp'. Pour les autres clients, collez la configuration JSON de cette page dans leurs réglages MCP.
Faut-il une clé API pour Pensiata - Bulgarian Pension Fund Analytics ?
Son entrée au registre n'indique aucune clé ni secret obligatoire. Certaines fonctions peuvent tout de même demander un compte auprès du service auquel il se connecte.
Pensiata - Bulgarian Pension Fund Analytics est-il open source ?
Oui. Son code est sur GitHub sous licence MIT.
Qui maintient Pensiata - Bulgarian Pension Fund Analytics ?
Il est publié par nvasilevv. AI.tn le référence sans le maintenir ni le recommander.
Issu du registre MCP officiel. Être listé n'est pas une recommandation : vérifiez le code et les permissions d'un serveur avant de lui donner accès à vos données.