MCP server

ETFIQ Official

com.etfiq/etfiq

Checked 26 Oct 2026, 08:29 UTC · Connected to it and listed its tools

Independent US ETF data and benchmarks for model portfolios, each figure with its source and date.

Website

At a glance

Type

MCP server

Publisher

etfiq.com (verified by the MCP Registry)

Status

Working at last check

Tools

20

Token cost

About 5,591 tokens per request

Sets up in

Claude Code, Claude Desktop, Codex, Gemini CLI, Cursor, VS Code, Antigravity, ChatGPT, OpenAI API, Grok

Last checked

26 Oct 2026, 08:29 UTC

Connect it to your agent

Add to CursorAdd to VS CodeVS Code Insiders

Opens the app, which shows the server and asks you to confirm. For other apps, copy the setup below.

Claude Code

claude mcp add --transport http etfiq https://mcp.etfiq.com

Claude Desktop

Settings → Connectors → Add custom connector, and paste the URL.

Codex (config.toml)

[mcp_servers.etfiq]
url = "https://mcp.etfiq.com"

Gemini CLI

{"mcpServers":{"etfiq":{"httpUrl":"https://mcp.etfiq.com"}}}

Cursor

{"mcpServers":{"etfiq":{"url":"https://mcp.etfiq.com"}}}

VS Code

{"servers":{"etfiq":{"type":"http","url":"https://mcp.etfiq.com"}}}

Antigravity

agy mcp add etfiq https://mcp.etfiq.com

ChatGPT

Settings → Apps & Connectors → Advanced settings: turn on Developer mode, then Create a connector and paste the URL. Which plans can do this varies.

OpenAI API (Responses tools)

{"type":"mcp","server_label":"etfiq","server_url":"https://mcp.etfiq.com","require_approval":"always"}

Grok (xAI API tools)

{"type":"mcp","server_label":"etfiq","server_url":"https://mcp.etfiq.com"}

Tools

• build_portfolio ~1445 tokens
  Builds a custom portfolio of US listed ETFs from construction choices about the PORTFOLIO, and shows the rule it applied. TWO FORMS. Weights (ETFIQ custom construction rule, version 2): pass weights, the user's own percent for each asset class, adding to exactly 100, for example {"us-stocks": 40, "i
• compare_to_benchmark ~638 tokens
  Sets an allocation ETF, or a portfolio build_portfolio builds, beside an ETFIQ benchmark. With ticker (such as AOR): how the fund did against the benchmark for its band (set by its look-through stock share), over the same dates, as ETFIQ published it: total returns by window and the difference, risk
• etf_flows ~315 tokens
  Fund flows as ETFIQ publishes them, computed from each fund's daily change in shares outstanding times its NAV. With ticker: that fund's net flow over 1D, 1W, 1M, 3M, YTD and 1Y, each with its dates and its share of net assets at the window's start, its streak, and its filed N-PORT months. Without t
• etf_holders ~194 tokens
  Which US listed ETFs hold a given company, ranked by how much of each fund it is. USE THIS for any "which ETFs hold X", "which fund holds the most X", or "how do I get exposure to X" question, where X is a company rather than a fund, and for "which bond ETFs hold X's debt". Takes a company name or i
• etf_holdings ~105 tokens
  What a fund holds, by weight, and how old that is. ALWAYS read lag_days before presenting it: an issuer file read today and a filing from two months ago both come back here and are not the same answer.
• etf_overlap ~130 tokens
  How much of their weight two funds hold in common, as ETFIQ published it on the comparison page for that pair. Use when asked whether two ETFs are the same thing, or whether owning both adds anything. Refuses rather than estimating when the pair is not compared or either holdings book is incomplete.
• etf_profile ~211 tokens
  Everything ETFIQ publishes about one fund: issuer, category, and each figure with its source and as-of date, plus a one sentence verdict on how it did against what its own label promises. benchmark is the fund's own benchmark as its page names it: its name, how it was set, and the fund's return, the
• etf_rankings ~116 tokens
  The ranked lists ETFIQ publishes, or one of them. Each ranks ONE published figure inside a stated set: the cheapest funds in a theme, the leveraged funds furthest from their stated multiple, the buffer funds closest to their cap. Call with no argument for the list.
• etf_screen ~460 tokens
  Every fund matching some filters, each with its net assets and the source and date that figure came from. Filters: desk, issuer, max_fee_pct, min_assets_usd; and, from the ETFIQ screener, tracks (the index the funds track, such as "S&P 500"), min_yield_pct (12-month yield of at least that percent),
• etf_search ~212 tokens
  Find US listed ETFs by ticker, fund name, or a word from the name. Use this FIRST when the user names a fund loosely, then etf_profile with the ticker it returns. Refuses rather than returning a near match: a refusal says why, and for a fund it means ETFIQ does not publish it. A former ticker (SPLG)
• etf_theme ~116 tokens
  Every US listed fund in a theme, largest first, with what each charges and how much of it is already in the S&P 500. USE THIS for any "what X ETFs are there" or "top X ETFs" question: it returns the whole published set rather than a sample.
• etf_themes ~58 tokens
  Every theme ETFIQ publishes and how many funds each holds. Call when unsure what a theme is called, then etf_theme.
• etfiq_as_of ~137 tokens
  What ETFIQ published on a given date, from its frozen dated archive. Use when a question is about a past date, or when a figure needs to stay true after it is quoted: every other tool here answers about today and today moves overnight. Takes YYYY-MM-DD. Covers the pieces written that night, not an a
• etfiq_list ~122 tokens
  The pages inside one section, optionally filtered to those whose address contains a word. Use after etfiq_sections to find a page, then etfiq_page to read it. The count returned is the whole matching set even when the list is capped.
• etfiq_methodology ~234 tokens
  How ETFIQ computes a figure, from the methodology page that says so: one page per desk (income, buffer, leverage, crypto, alternatives, themes), flows, scores, categories (how stock and bond funds are placed and which benchmark each is measured against), portfolio look-through, and the ETFIQ benchma
• etfiq_page ~134 tokens
  Read ANY published ETFIQ page as text: a theme hub, a ranking, a comparison of two funds, an issuer, a methodology note, a dated study. Takes a path like /themes/cyber or a full etfiq.com URL. This reaches all 40,000 pages, including everything the typed tools above do not cover, and returns the pag
• etfiq_sections ~125 tokens
  What ETFIQ publishes, section by section, with a page count for each, and start_here: the main pages (fund flows, the weekly flows report, ETF model portfolios and benchmarks, the filed prediction-market and sports-team funds, issuers, methodology, rankings, the screener) with what each holds. Start
• find_page ~388 tokens
  The designed ETFIQ pages that answer a question, best first, at most three: a fund, a comparison of two funds, the ETFs that hold a company, a ranking, a theme, a category, an issuer, the weekly flows report, a flows ranking, a dividend calendar, a screen, a benchmark, a model portfolio comparison,
• get_benchmark ~200 tokens
  One ETFIQ benchmark in full: its rule as the methodology states it, the funds and weights in force (with SEC series ids and each fund's expense ratio and its date), and every statistic ETFIQ computes for it by window (total return, return a year, volatility, maximum drawdown, Sharpe ratio, turnover,
• list_benchmarks ~251 tokens
  The ETFIQ benchmarks: published, rules-based yardsticks for model portfolios, each a written rule over broad, low-cost ETFs, grouped in families (strategic, tax-aware, factor, income, tactical, thematic) by stock share. Filter by family, or by band (a name such as moderate, a stock share such as 60,

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