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ETF Research

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

Source code Documentation

Install

Add this to your client's MCP configuration (Claude Desktop: claude_desktop_config.json; Cursor: .cursor/mcp.json; VS Code and others use the same "mcpServers" shape).

NPM package etf-research-mcp
Claude Code 
claude mcp add etf-research -e 'SEC_USER_AGENT=<SEC_USER_AGENT>' -- npx -y etf-research-mcp@1.3.1
JSON configuration (Claude Desktop, Cursor, VS Code) 
{
    "mcpServers": {
        "etf-research": {
            "command": "npx",
            "args": [
                "-y",
                "etf-research-mcp@1.3.1"
            ],
            "env": {
                "SEC_USER_AGENT": "<SEC_USER_AGENT>"
            }
        }
    }
}

Environment variables

  • SEC_USER_AGENT Your name and email, e.g. "Jane Doe jane@example.com". SEC requires it for the full-holdings and overlap tools. Other tools work without it.

Documentation

From the project's README on GitHub, refreshed weekly. Links open on GitHub.

etf-research-mcp

Live ETF data for Claude. No API key needed.

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

Then ask things like "compare QQQM and VUG" or "how much do VOO and VUG overlap".

Not financial advice. MIT licence.

Frequently asked questions

What is ETF Research?

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

How do I install ETF Research?

It runs on your machine. In Claude Code: claude mcp add etf-research -e 'SEC_USER_AGENT=<SEC_USER_AGENT>' -- npx -y etf-research-mcp@1.3.1. For other clients, paste the JSON configuration from this page into their MCP settings.

Does ETF Research need an API key?

Its registry entry lists no required key or secret. Some features may still need an account with the service it connects to.

Is ETF Research open source?

Yes. Its code is on GitHub under the MIT license.

Who maintains ETF Research?

It is published by myanptl. AI.tn lists it but does not maintain or endorse it.

From the official MCP Registry. Listing is not an endorsement: review a server's code and permissions before giving it access to your data.