Pensiata - Bulgarian Pension Fund Analytics
Bulgarian pension fund analytics — NAV data, metrics, rankings, and benchmarks.
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).
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
From the project's README on GitHub, refreshed weekly. Links open on 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
Frequently asked questions
What is Pensiata - Bulgarian Pension Fund Analytics?
Bulgarian pension fund analytics — NAV data, metrics, rankings, and benchmarks.
How do I install Pensiata - Bulgarian Pension Fund Analytics?
It runs as a remote server. In Claude Code: claude mcp add --transport http pensiata-bulgarian-pension-fund-analytic 'https://mcp.pensiata.me/mcp'. For other clients, paste the JSON configuration from this page into their MCP settings.
Does Pensiata - Bulgarian Pension Fund Analytics 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 Pensiata - Bulgarian Pension Fund Analytics open source?
Yes. Its code is on GitHub under the MIT license.
Who maintains Pensiata - Bulgarian Pension Fund Analytics?
It is published by nvasilevv. 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.