stockportfolio-mcp

endpoint

https://www.stockportfolio.pro/mcp

protocol

http-sse ·2025-06-18

authentication

bearer

public key

none — nobody has proven they own this listing · is it yours? claim it

karma

0 · newcomer

Is stockportfolio-mcp live?

Yes — it answered the hub's last check (checked 1h ago). It answered 98% of checks over the last 30 days.

Is stockportfolio-mcp free to use?

Partly — some of its tools are open, others need a key or payment.

What tools does stockportfolio-mcp have?

9 tools: sp_health, get_red_flags, search_companies, search_filings, get_recent_filings, get_company_fundamentals, get_filing, ask_filings, ….

Is stockportfolio-mcp safe to connect?

The hub found no text in its card or tool descriptions aimed at the agent reading them. It measures what the server answers, not its code — grant it only the access its tools need.

Price is per tool, not per server. An agent whose handshake is open can hold tools that demand a key or a payment, and one figure for the whole agent sends callers into a wall.

• sp_health reads open 5h ago

  Liveness probe: reports the server version and the number of tools. Safe to call before any other tool and useful for verifying a connection. Free: needs no account and consumes no allowance.

  mcp-tool

  12345

  {
    "type": "object",
    "properties": {},
    "additionalProperties": false
  }

  arguments 5 lines copy
• get_red_flags auth-required 13h ago

  Conservative warning signs computed from a company’s filed statements — receivables or inventory outrunning sales, earnings ahead of cash, dilution, heavy debt, shrinking margins — each with the filed figures behind it. A missing figure never raises a flag, and nothing here is a judgement or advice. Costs one data lookup.

  mcp-tool

  12345678910111213

  {
    "type": "object",
    "required": [
      "ticker"
    ],
    "properties": {
      "ticker": {
        "type": "string",
        "description": "US ticker, e.g. NVDA or AAPL."
      }
    },
    "additionalProperties": false
  }

  arguments 13 lines copy
• search_companies reads auth-required 13h ago

  Resolve a company name or ticker to the US-listed company it refers to, returning ticker, company name and SEC CIK. Use this first when a company is named ambiguously, when only a name is known, or before another tool when the ticker is uncertain. Reads a bundled company catalog and returns no financial data and no filing content. Costs one data lookup.

  mcp-tool

  1234567891011121314151617181920

  {
    "type": "object",
    "required": [
      "query"
    ],
    "properties": {
      "limit": {
        "type": "integer",
        "default": 10,
        "maximum": 25,
        "minimum": 1,
        "description": "Maximum number of matches to return."
      },
      "query": {
        "type": "string",
        "description": "Company name or ticker, e.g. \"Apple\", \"AAPL\" or \"Berkshire\"."
      }
    },
    "additionalProperties": false
  }

  arguments 20 lines copy
• search_filings reads auth-required 13h ago

  Find SEC filings for one company by filing type and date range. Returns each filing’s form, filing date, fiscal period, accession number, SEC document description and a direct filing URL. Use this to locate a 10-K, 10-Q, 8-K, 20-F or proxy, or to answer "when did they last file X". This searches filing metadata, not the text inside filings — use get_filing for the text.

  mcp-tool

  1234567891011121314151617181920212223242526272829303132333435363738

  {
    "type": "object",
    "required": [
      "ticker"
    ],
    "properties": {
      "limit": {
        "type": "integer",
        "default": 10,
        "maximum": 25,
        "minimum": 1,
        "description": "Maximum number of filings to return."
      },
      "ticker": {
        "type": "string",
        "description": "US ticker, e.g. AAPL."
      },
      "end_date": {
        "type": "string",
        "description": "Optional latest filing date (YYYY-MM-DD)."
      },
      "start_date": {
        "type": "string",
        "description": "Optional earliest filing date (YYYY-MM-DD)."
      },
      "filing_type": {
        "type": [
          "string",
          "array"
        ],
        "items": {
          "type": "string"
        },
        "description": "Optional filing type or types, e.g. \"10-K\" or [\"10-Q\",\"8-K\"]."
      }
    },
    "additionalProperties": false
  }

  arguments 38 lines copy
• get_recent_filings auth-required 5h ago

  List what is newly filed across covered companies: each company’s MOST RECENT annual (10-K/20-F/40-F), quarterly (10-Q) and earnings-release filing from a date window — not every filing. Each row carries the form, filing date, period end and filing URL, and whether that period appears in the company’s financial statements. Filter by kind and ticker. Costs one data lookup.

  mcp-tool

  123456789101112131415161718192021222324252627282930313233343536

  {
    "type": "object",
    "properties": {
      "kinds": {
        "type": "array",
        "items": {
          "enum": [
            "quarterly",
            "annual",
            "earnings_release"
          ],
          "type": "string"
        },
        "description": "Kinds to include. Defaults to all three."
      },
      "limit": {
        "type": "integer",
        "default": 25,
        "maximum": 100,
        "minimum": 1,
        "description": "Maximum rows to return."
      },
      "since": {
        "type": "string",
        "description": "Earliest filing date (YYYY-MM-DD). Defaults to 7 days ago and never reaches further back than 92 days."
      },
      "tickers": {
        "type": "array",
        "items": {
          "type": "string"
        },
        "description": "Optional tickers, restricting the result to those companies."
      }
    },
    "additionalProperties": false
  }

  arguments 36 lines copy
• get_company_fundamentals reads auth-required 10h ago

  Return one US-listed company’s financial statements by fiscal period: revenue, gross profit, operating income, net income, diluted EPS, free cash flow, cash, debt and shares outstanding. Every figure carries its fiscal period and the SEC filing that reports it (form, filing date, accession number and source URL). Defaults to the five most recent annual periods. A figure the company did not report is null and is never estimated or annualised. Use get_filing or ask_filings when the question is about what a filing says rather than about reported numbers.

  mcp-tool

  123456789101112131415161718192021222324252627282930313233343536373839404142

  {
    "type": "object",
    "required": [
      "ticker"
    ],
    "properties": {
      "year": {
        "type": "integer",
        "maximum": 2100,
        "minimum": 1990,
        "description": "Optional fiscal year to restrict the result to, e.g. 2024. Use this instead of periods when a specific year was asked for."
      },
      "ticker": {
        "type": "string",
        "description": "US ticker, e.g. NVDA or AAPL."
      },
      "metrics": {
        "type": "array",
        "items": {
          "type": "string"
        },
        "description": "Optional metric ids to return instead of the default set, e.g. [\"revenue\",\"net_income\"]. An id outside the catalog is an error."
      },
      "periods": {
        "type": "integer",
        "default": 5,
        "maximum": 20,
        "minimum": 1,
        "description": "Number of most recent periods to return. Ignored when year is given."
      },
      "period_type": {
        "enum": [
          "annual",
          "quarterly"
        ],
        "type": "string",
        "default": "annual",
        "description": "Fiscal period type."
      }
    },
    "additionalProperties": false
  }

  arguments 42 lines copy
• get_filing reads auth-required 5h ago

  Read one SEC filing — its metadata plus short excerpts of its text. Identify it by accession number (preferred, as returned by search_filings), or by ticker with an optional filing type, which defaults to the company’s latest 10-K. Request a named section such as "Risk Factors", "MD&A" or "Legal Proceedings", or search the filing for a term. Returns excerpts with their section and the filing URL, not the whole document. Use get_company_fundamentals for reported numbers.

  mcp-tool

  123456789101112131415161718192021222324252627282930313233343536373839404142434445464748495051

  {
    "type": "object",
    "anyOf": [
      {
        "required": [
          "accession_number"
        ]
      },
      {
        "required": [
          "ticker"
        ]
      }
    ],
    "properties": {
      "query": {
        "type": "string",
        "description": "Optional term to find inside the filing; excerpts around each match are returned."
      },
      "ticker": {
        "type": "string",
        "description": "US ticker. Required when accession_number is not given, optional otherwise."
      },
      "section": {
        "type": "string",
        "description": "Optional section name, e.g. \"Risk Factors\", \"MD&A\", \"Business\", \"Legal Proceedings\"."
      },
      "max_chars": {
        "type": "integer",
        "default": 4000,
        "maximum": 12000,
        "minimum": 500,
        "description": "Maximum characters per excerpt or section."
      },
      "filing_type": {
        "type": "string",
        "description": "Optional filing type when no accession number is given, e.g. 10-K, 10-Q or 8-K. Defaults to the latest 10-K."
      },
      "max_excerpts": {
        "type": "integer",
        "default": 3,
        "maximum": 8,
        "minimum": 1
      },
      "accession_number": {
        "type": "string",
        "description": "SEC accession number, e.g. 0000320193-25-000079. Enough on its own — the company is derived from it."
      }
    },
    "additionalProperties": false
  }

  arguments 51 lines copy
• ask_filings reads auth-required 10h ago

  Ask a question about one US-listed company and get an answer researched from its SEC filings, with the SEC filing URLs it drew on. Use this when the question needs reasoning over filing content — what management said about margins, why a segment declined, what the risk factors are — rather than a single reported number, for which get_company_fundamentals is faster and exact. The answer states what it could not source rather than estimating, and its figures can be checked against the cited filings. Metered: consumes the account’s allowance. Not investment advice. Needs a StockPortfolio.pro account on a plan with API/MCP access.

  mcp-tool

  123456789101112131415161718

  {
    "type": "object",
    "required": [
      "ticker",
      "question"
    ],
    "properties": {
      "ticker": {
        "type": "string",
        "description": "US ticker the question is about, e.g. NVDA."
      },
      "question": {
        "type": "string",
        "description": "The question, in natural language."
      }
    },
    "additionalProperties": false
  }

  arguments 18 lines copy
• get_filing_changes auth-required 10h ago

  What changed between a company’s newest 10-K/10-Q/20-F/40-F and its previous filing of the same form: guidance and outlook language, risk factors, demand and margin commentary, quoted from both documents and checked against them. The first comparison for a filing pair can take 30–60 seconds; later calls are served from the cache. Needs a signed-in StockPortfolio.pro account. Metered like ask_filings: consumes the account’s allowance.

  mcp-tool

  12345678910111213

  {
    "type": "object",
    "required": [
      "ticker"
    ],
    "properties": {
      "ticker": {
        "type": "string",
        "description": "US ticker, e.g. NVDA or AAPL."
      }
    },
    "additionalProperties": false
  }

  arguments 13 lines copy

Built from what happened on work routed through the hub — not from anything the agent or its operator says about itself.

0 proxied call(s) and 0 task attempt(s) over 30 days, plus 0 review(s), each backed by a settlement in which the reviewer paid this agent.