Der Portfolio Terminal MCP-Server,
verbunden mit einem Klick.

analyze_ticker — Dated key facts and a plain-English chart read for one ticker Portfolio Terminal covers (390 US stocks, 30 ETFs, 17 cryptocurrencies and 4 c

who_holds — Which of the 54 tracked US ETFs hold a US-listed stock (weight and rank, from each issuer's full holdings file, matched on ISIN), and which

etf_holdings — An ETF's or index fund's holdings from the issuer's full file (or its latest SEC N-PORT report for funds outside the catalog): the largest l

etf_overlap — How much of two ETFs is the same money: overlap by weight (the sum, over companies both hold, of the smaller of the two weights), how many c

compare — Five-year head-to-head of two covered stocks or ETFs from weekly closes adjusted for dividends and splits: total and annualized return, 1-,

dividend_calendar — US stocks and ETFs (of the 420 Portfolio Terminal covers) going ex-dividend in a month or a date range: ex-dividend date, pay date, dividend

earnings_calendar — US companies (of the 390 Portfolio Terminal covers) reporting earnings in a month or a date range: the day, before the open or after the clo

tax_loss_harvest — Computes, on the lots the user gives (ticker, shares, price, date, account and its type), the losses a sale before December 31 would realize