# com.thebalancedinvestorclub/welcome (remote · thebalancedinvestorclub.com)

The Balanced Investor Club, the thinking companion for the markets. Educational, not advice.

- Trust score: 71/100 (medium)
- Change this week: +4
- Registry status: active
- Liveness: live
- Owner verified: no
- Last scored: 2026-08-03

## Components

- remote · `thebalancedinvestorclub.com`: 71/100 (this document), [markdown](https://verifymcp.io/servers/com-thebalancedinvestorclub-welcome/api-mcp-mcp.md), [page](https://verifymcp.io/servers/com-thebalancedinvestorclub-welcome/api-mcp-mcp)

## Channel facts

- Endpoint: `https://thebalancedinvestorclub.com/api/mcp/mcp`
- Transports: `streamable-http`
- Auth: `none`
- Version: `0.3.2`

## Trust breakdown

How this component scores in each security and reliability category. Every signal is checked automatically against the live server, and we only credit what we can confirm. Scores are 0–100 per category. Scoring method: https://verifymcp.io/docs/scoring (what has changed: https://verifymcp.io/docs/scoring/changelog)

Scored 2026-08-03.

- **Endpoint Security**: 63/100
  - The endpoint's TLS certificate is valid, in date, and uses a strong key.
  - Authorisation check failed: no authorisation is required to call this server, and it exposes a tool marked destructive (remove_from_watchlist).
  - HTTPS is enforced; there's no plaintext access path.
  - The HSTS (Strict-Transport-Security) header is present.
  - DNSSEC check failed: this domain isn't protected by DNSSEC.
- **Transport & Reachability**: 100/100
  - Verified streamable-http transport via a live MCP handshake.
- **Schema Quality & AI Usability**: 82/100
  - 100% of prompts and resources have a non-trivial description (not blank, and not just the item's name).
  - AI-judged instruction clarity (good).
  - Context-footprint check failed: tool/resource definitions use about 6043 tokens (~106/item across 57 items; 57 tools + 0 resources), over budget; trim descriptions and params.
  - Usage-examples check failed: none of the tools include examples.
- **Stability & Change Management**: 27/100
  - Stability observed for 8 of 30 days with no destabilising changes; credit accrues until the full window elapses.
- **Tool Coverage**: 99/100
  - 100% of tools have a non-trivial description (not blank, and not just the tool's name).
  - 96% of tool parameters carry a description.
- **Capabilities**: 100/100
  - Implements a supported MCP spec version (2025-11-25); the latest is 2026-07-28.

## Install

### Claude

```bash
claude mcp add --transport http com-thebalancedinvestorclub-welcome https://thebalancedinvestorclub.com/api/mcp/mcp
```

### Codex

```toml
[mcp_servers.com-thebalancedinvestorclub-welcome]
url = "https://thebalancedinvestorclub.com/api/mcp/mcp"
```

### opencode

```json
{
  "$schema": "https://opencode.ai/config.json",
  "mcp": {
    "com-thebalancedinvestorclub-welcome": {
      "type": "remote",
      "url": "https://thebalancedinvestorclub.com/api/mcp/mcp",
      "enabled": true
    }
  }
}
```

### OpenClaw

```bash
openclaw mcp add com-thebalancedinvestorclub-welcome --url https://thebalancedinvestorclub.com/api/mcp/mcp --transport streamable-http
```

### Hermes

```yaml
mcp_servers:
  com-thebalancedinvestorclub-welcome:
    url: "https://thebalancedinvestorclub.com/api/mcp/mcp"
```

### Other

```json
{
  "mcpServers": {
    "com-thebalancedinvestorclub-welcome": {
      "type": "http",
      "url": "https://thebalancedinvestorclub.com/api/mcp/mcp"
    }
  }
}
```

The mcpServers block is a cross-client convention. Remote transports vary, so check your client's docs.

## Changelog

Every change recorded for this component, newest first. Days that predate change tracking, or that we cannot explain, say so: "we were watching and nothing happened" and "we were not watching" are different claims.

### 2026-08-03 (score 71, +1)

No change was recorded against any check on this day. Stability & Change Management went from 23 to 27. That category is still filling its 30-day observation window: 7 days of observed history at the previous scan, 8 at this one. The score rises as the window fills, whether or not the server changes.

### 2026-08-01 (score 70, +1)

No change was recorded against any check on this day. Stability & Change Management went from 17 to 20. That category is still filling its 30-day observation window: 5 days of observed history at the previous scan, 6 at this one. The score rises as the window fills, whether or not the server changes.

### 2026-07-31 (score 69, 0)

- [functional] We updated how we score, so this day's move reflects our rubric, not a change to the server

### 2026-07-30 (score 69, +1)

- [functional] We updated how we score, so this day's move reflects our rubric, not a change to the server

### 2026-07-28 (score 68, +1)

No change was recorded against any check on this day. Stability & Change Management went from 3 to 7. That category is still filling its 30-day observation window: 1 days of observed history at the previous scan, 2 at this one. The score rises as the window fills, whether or not the server changes.

### 2026-07-27 (score 67, +1)

- [functional] We updated how we score, so this day's move reflects our rubric, not a change to the server

### 2026-07-26 (score 66)

First indexed and scored.

## MCP tools (57)

### `start_here` (~43 tokens)

Start exploring The Balanced Investor Club. A calm orientation — what we are, what the community is watching right now, and what to try next. Recommended as your first call.

### `list_market_moods` (~124 tokens)

Browse Market Mood across instruments — The Balanced Investor Club's behavioural read on how short and long-term moving averages align. Educational, never predictive. Filter by sector, asset type, or mood label.

Input parameters:

- `asset_type` (string)
- `industry` (string): Filter by industry name
- `limit` (number): Default 20, max 50 for anonymous tier
- `mood` (string)
- `only_with_changes` (boolean): Only items where mood changed recently
- `sector` (string): Filter by sector name (e.g. 'Technology')

### `get_mood_for_ticker` (~106 tokens)

Pull the current Market Mood for a single ticker — its history, how often the mood has shifted, and any patterns we've spotted. Educational only. Mood snapshots refresh on a daily cycle and can lag the latest close by one session; use get_close_history for the freshest price.

Input parameters:

- `history_limit` (number): History points to include, default 60
- `ticker` (string, required): Ticker symbol (e.g. AAPL, TSLA, BTC-USD)

### `get_today_mood_changes` (~111 tokens)

Mood TRANSITIONS today — instruments whose Market Mood label flipped in the last 24h (e.g. Bullish → Neutral). This is NOT price movers; mood changes only. If today is quiet, an empty result is normal — try `list_market_moods` with `only_with_changes` for the latest cycle of transitions across recent days.

Input parameters:

- `asset_type` (string)
- `limit` (number)
- `mood` (string): Only show changes that landed on this mood

### `get_market_pulse` (~47 tokens)

A snapshot of where the market sits right now — random sample of strongly bullish vs strongly bearish names, plus aggregate counts. Great as an opener to ask 'what stands out today?'

### `get_price_alignment` (~122 tokens)

How a stock or ETF's price aligns with its short, medium, and long-term moving averages — and the resulting Market Mood. Educational, never predictive. Snapshots refresh on a daily cycle and can lag the latest close by one session; use get_close_history for the freshest price.

Input parameters:

- `ma_type` (string): Moving-average type for the live default-MA read used when no official snapshot exists (default SMA). Ignored when a tuned snapshot is available.
- `ticker` (string, required): Stock or ETF ticker (e.g. AAPL, SPY)

### `get_crypto_price_alignment` (~107 tokens)

How a crypto pair's price aligns with its short, medium, and long-term moving averages — and the resulting Market Mood. Educational, never predictive.

Input parameters:

- `ma_type` (string): Moving-average type for the live default-MA read used when no official snapshot exists (default SMA). Ignored when a tuned snapshot is available.
- `pair` (string, required): Crypto pair in ASSET-MARKET format, e.g. BTC-USD, ETH-USD, SOL-USD

### `compare_tickers` (~85 tokens)

Side-by-side log-returns for up to 5 tickers — stocks, ETFs, crypto. Volatility, total return, max and min. Date-aligned.

Input parameters:

- `period` (string): Default 1Y
- `tickers` (array, required): List of 2-5 tickers, e.g. ['AAPL', 'MSFT', 'NVDA']

### `list_securities_by` (~177 tokens)

List every security inside a sector or industry — a way to map the surface before drilling. Returns ticker, name, sector, industry, and optionally market cap. Use this when the user asks 'what's in Technology?', 'show me the Banks industry', or to build a peer set by size for a comps analysis (sort='market_cap').

Input parameters:

- `field` (string, required): Filter dimension
- `limit` (number): Default 30, max 100
- `sort` (string): Sort order. 'market_cap' adds a market-cap column (largest first) — ideal for picking comps peers by size. Caps come from our fundamentals cache, so rarely-viewed small names may show '—'. Defaults t…
- `value` (string, required): Filter value, e.g. 'Technology', 'Banks - Diversified'

### `get_ticker_metadata` (~49 tokens)

Quick identity check on a ticker — name, sector, industry, exchange, asset type. Useful before going deeper.

Input parameters:

- `ticker` (string, required): Ticker symbol (e.g. AAPL)

### `search_instruments` (~87 tokens)

Search The Balanced Investor Club's coverage universe across stocks, ETFs, and crypto. Type a ticker, company name, or coin name — same as the search box on the website.

Input parameters:

- `limit` (number): Up to 15 results; default 10
- `query` (string, required): Ticker, name, or coin (e.g. AAPL, Apple, BTC, Tesla)

### `get_sector_returns` (~86 tokens)

Market-cap-weighted average return for a sector over the last year. Pre-computed daily from public market data. GICS names like 'Consumer Discretionary' or 'Information Technology' are accepted.

Input parameters:

- `sector` (string, required): Sector name. GICS or common labels both work, e.g. 'Technology', 'Healthcare', 'Consumer Discretionary', 'Financials'.

### `get_industry_returns` (~54 tokens)

Same idea as the sector view, narrower scope — average return for a single industry over the last year.

Input parameters:

- `industry` (string, required): Industry name, e.g. 'Software - Application', 'Banks - Diversified'

### `get_income_statement` (~117 tokens)

Income statement for a stock — revenue, costs, profit — the P&L, period by period. Mirrors what the Market Hub shows. Stocks only (not ETFs or crypto).

Input parameters:

- `frequency` (string): Reporting frequency. Defaults to quarterly.
- `periods` (number): How many periods to include. Defaults to 5; up to 20. If fewer exist, all available periods are returned.
- `ticker` (string, required): Stock ticker (e.g. AAPL). Financial statements are for stocks only — not ETFs or crypto.

### `get_balance_sheet` (~107 tokens)

Balance sheet for a stock — assets, liabilities and equity at each period end. Mirrors what the Market Hub shows. Stocks only.

Input parameters:

- `frequency` (string): Reporting frequency. Defaults to quarterly.
- `periods` (number): How many periods to include. Defaults to 5; up to 20. If fewer exist, all available periods are returned.
- `ticker` (string, required): Stock ticker (e.g. AAPL). Financial statements are for stocks only — not ETFs or crypto.

### `get_cash_flow` (~109 tokens)

Cash flow statement for a stock — cash generated and used across operating, investing and financing. Mirrors what the Market Hub shows. Stocks only.

Input parameters:

- `frequency` (string): Reporting frequency. Defaults to quarterly.
- `periods` (number): How many periods to include. Defaults to 5; up to 20. If fewer exist, all available periods are returned.
- `ticker` (string, required): Stock ticker (e.g. AAPL). Financial statements are for stocks only — not ETFs or crypto.

### `get_dividends` (~90 tokens)

Dividend history for a stock or distributing ETF — ex-dividend date, payment date, and amount per share. Mirrors what the Market Hub shows. Not applicable to crypto.

Input parameters:

- `limit` (number): How many recent dividends to include. Defaults to 12.
- `ticker` (string, required): Ticker symbol (e.g. AAPL, VTI). Stocks and distributing ETFs only — not crypto.

### `get_earnings_estimates` (~123 tokens)

Analyst earnings estimates for upcoming quarters AND fiscal years — EPS consensus, revenue, and analyst counts per horizon. Mirrors what the Market Hub shows. Estimates, not forecasts — they shift as each date nears.

Input parameters:

- `horizon` (string): Optional filter by reporting horizon. Defaults to ALL horizons (quarters and fiscal years).
- `limit` (number): How many periods to include. Defaults to 12 (everything available).
- `ticker` (string, required): Stock ticker (e.g. AAPL). Earnings estimates are for individual stocks only — not ETFs or crypto.

### `get_macro_indicators` (~158 tokens)

US economic indicators — rates, jobs, growth, energy, metals, agriculture, and markets. Latest reading per indicator plus the change from the prior period. Context behind the market, not a signal about any one stock.

Input parameters:

- `history` (number): Readings of history per indicator when include_keys is set. Defaults to 24; if fewer exist, all available readings are returned.
- `include_keys` (array): Optional filter — return only these indicator keys (e.g. ['fedfunds', 'treasury10y']). Call without a filter first to see every available key; unknown keys are reported back with the valid list. When…

### `get_market_calendar` (~169 tokens)

Upcoming earnings and IPOs across the market, next three months. Filter to specific tickers and/or a date range to reach your coverage. Earnings carry analyst-estimate EPS when reported. IPOs carry exchange and price range when available.

Input parameters:

- `filter` (string): Filter the calendar by event type. Defaults to all.
- `from` (string): Only events on or after this date (YYYY-MM-DD).
- `limit` (number): Max events to return per section. Defaults to 25.
- `tickers` (array): Only events for these symbols (e.g. ['AAPL','MSFT','NVDA']). Without it the whole market is returned — use this to reach a coverage list.
- `to` (string): Only events on or before this date (YYYY-MM-DD).

### `get_valuation_inputs` (~106 tokens)

DCF building blocks for a stock in one call — current price, shares outstanding, beta, net debt, trailing FCF, 4-year FCF history and CAGR, revenue growth, and the 10-year Treasury as risk-free rate. The same pre-computed inputs the site's Valuation Lab uses; saves stitching five separate calls.

Input parameters:

- `ticker` (string, required): Stock ticker (e.g. AAPL). Stocks only — a DCF isn't meaningful for ETFs or crypto.

### `get_close_history` (~199 tokens)

Daily close-price history for a stock, ETF, or crypto pair over a selected range. Summary stats by default (start, end, high close, low close, percent change). Optionally returns the most recent N daily closes.

Input parameters:

- `asset_type` (string): Asset type. Defaults to 'stock'. Use 'crypto' for pairs like BTC-USD.
- `include_recent` (number): Optional: also return the most recent N closes at the chosen interval (max 60).
- `interval` (string): Sampling interval for the returned closes (last close of each week/month). Defaults to daily. Combine with range='ALL' and include_recent=60 for up to 5 years of monthly closes.
- `range` (string): Time range. Defaults to 1Y.
- `ticker` (string, required): Ticker (e.g. AAPL, SPY) or crypto pair (e.g. BTC-USD, ETH-USD).

### `get_earnings_transcript` (~237 tokens)

Full earnings call transcript for a company and fiscal quarter — management remarks and the analyst Q&A, speaker by speaker. The primary source for guidance, segment color, and management tone. Long: use offset/limit to page through big calls.

Input parameters:

- `limit` (number): Speaker turns to return. Defaults to all.
- `offset` (number): Skip the first N speaker turns. Defaults to 0.
- `quarter` (string, required): Fiscal quarter of the call, e.g. '2026Q1'. ⚠️ FISCAL, not calendar — and for a company whose fiscal year is offset they are different years. NVDA's quarter ending 2026-04-30 is 2027Q1, not 2026Q1; as…
- `ticker` (string, required): Stock ticker (e.g. AAPL). Transcripts cover individual companies only.

### `get_insider_transactions` (~81 tokens)

Recent insider transactions for a company — who bought or sold, role, shares, and price. Insider activity is context, not a signal: executives sell for many reasons.

Input parameters:

- `limit` (number): Transactions to include, newest first. Defaults to 20.
- `ticker` (string, required): Stock ticker (e.g. AAPL). Individual companies only.

### `get_market_movers` (~85 tokens)

Top gainers, losers and most actively traded US tickers from the last completed session. Small illiquid names can dominate the gainers list — the volume column is there so you can judge. Movement is not merit.

Input parameters:

- `limit` (number): Rows per list. Defaults to 10.
- `list` (string): Which list to return. Defaults to all three.

### `get_institutional_holdings` (~84 tokens)

Institutional ownership of a company — total holders, ownership percentage, how many increased vs decreased positions, and the largest holders. Quarterly 13F data: always at least one quarter behind.

Input parameters:

- `limit` (number): Top holders to include. Defaults to 10.
- `ticker` (string, required): Stock ticker (e.g. AAPL). Individual companies only.

### `discover_community_watchlists` (~62 tokens)

Browse public watchlists curated by our research team at The Balanced Investor Club. Filter by asset type or sort by what's popular.

Input parameters:

- `asset_type` (string)
- `limit` (number)
- `sort_by` (string): Default: popular

### `get_watchlist_by_slug` (~73 tokens)

Open a community watchlist by its slug — see the full list of constituents (tickers, sector, industry, asset type) plus follower count. Use the slug returned by `discover_community_watchlists`.

Input parameters:

- `slug` (string, required): Watchlist slug, e.g. 'ai-and-tech-infrastructure'

### `get_instrument_popularity` (~41 tokens)

How many community watchlists include a given ticker — a simple read on what the club is tracking.

Input parameters:

- `ticker` (string, required): Ticker symbol

### `get_curated_lists` (~72 tokens)

Backtested cross-MA strategies tuned for a specific ticker by The Balanced Investor Club — short/medium/long moving-average periods plus 1-year return, 3-year Sharpe, and trade count. Educational read on what historically lined up; never advice.

Input parameters:

- `ticker` (string, required): Ticker symbol

### `get_fundamentals` (~77 tokens)

Company fundamentals for a stock — market cap, P/E, EPS, dividend yield, 52-week range, and up to 20 quarters of EPS history vs analyst consensus. Mirrors what the website shows in /analysis.

Input parameters:

- `ticker` (string, required): Stock ticker (e.g. AAPL). Not applicable to ETFs or crypto.

### `get_news` (~71 tokens)

Recent news mentioning a ticker, with article-level sentiment. Mirrors what the website shows in /analysis.

Input parameters:

- `limit` (number): Up to 20 articles; default 10
- `ticker` (string, required): Stock, ETF, or crypto ticker (e.g. AAPL, SPY, BTC-USD)

### `get_etf_profile` (~79 tokens)

Profile of an ETF — net assets, expense ratio, dividend yield, top holdings, and sector breakdown. Mirrors what the website shows in /analysis for ETFs.

Input parameters:

- `holdings_limit` (number): Top holdings to show; default 10
- `ticker` (string, required): ETF ticker (e.g. SPY, QQQ, VTI)

### `get_instrument_overview` (~104 tokens)

Everything we offer about a single instrument in one shot — identification, current Market Mood + price alignment, fundamentals (stocks) or holdings (ETFs), and recent news. Equivalent of opening the /analysis page on the website. Mood and price-alignment snapshots refresh on a daily cycle and can lag the latest close by one session.

Input parameters:

- `ticker` (string, required): Stock, ETF, or crypto ticker (e.g. AAPL, SPY, BTC-USD)

### `about_us` (~33 tokens)

Who we are. Philosophy, framework, what we are — and what we are NOT. The thinking companion for the markets.

### `get_pricing` (~27 tokens)

Pricing tiers at The Balanced Investor Club — what each one unlocks. No sales pitch.

### `whoami` (~59 tokens)

A quick hello — your name, plan, how long you've been with The Balanced Investor Club, and today's date from our servers. Call this before stamping a date on any deliverable: the date here is authoritative, and a date you recall is not.

### `get_my_watchlists` (~55 tokens)

Read your private and followed watchlists at The Balanced Investor Club. Returns names, item counts, and how many people are following you on each.

Input parameters:

- `limit` (number): Max watchlists per section; default 20

### `search_my_watchlists` (~53 tokens)

Search across your own watchlists, the curated/official ones, and shared community lists by name. Returns up to 5 matches per bucket.

Input parameters:

- `query` (string, required): Search query (2-100 chars)

### `check_ticker_in_my_watchlists` (~69 tokens)

Quickly check whether a specific ticker is already in any watchlist you own or follow. Useful before adding it again.

Input parameters:

- `asset_type` (string, required): Asset type for the ticker
- `ticker` (string, required): Ticker symbol (e.g. AAPL, BTC-USD)

### `list_my_trades` (~170 tokens)

Your trades from the Trading Journal at The Balanced Investor Club. Optionally filter by status or ticker. Set include_notes to read back the thesis and lesson you wrote on each trade. Your data, your patterns — never advice.

Input parameters:

- `include_notes` (boolean): Include the thesis, exit reason, lesson and notes written on each trade. Off by default because they are long — turn it on when looking at a handful of trades, not a whole book.
- `include_paper` (boolean): Include paper/practice trades, which are excluded from your stats. Off by default, matching the journal on the site.
- `limit` (number): Trades to return; default 20
- `status` (string): Filter by trade status
- `ticker` (string): Filter to a specific ticker

### `get_my_journal_stats` (~44 tokens)

Pre-aggregated stats from your Trading Journal — counts, win rate, P&L, profit factor, and emotion analytics. A calm mirror, no judgement.

### `get_my_trust_score` (~41 tokens)

Your Trust Score and what built it — discipline, sizing, journaling, drawdown control. A read on your own behaviour, not a verdict.

### `get_my_cocreator_status` (~47 tokens)

Your Co-Creator status at The Balanced Investor Club — tier, days until renewal, monthly progress on the 2 feedback + 2 invite obligations, lifetime totals.

### `get_my_briefing` (~54 tokens)

Your daily briefing at The Balanced Investor Club — a read on your own activity: morning brief, journal counts, the instruments you follow, mood highlights, activity, and your learning journey. A mirror, never advice.

### `create_watchlist` (~130 tokens)

Create a new Stock Tracker — a place for the instruments you want to keep an eye on. Names are unique per user.

Input parameters:

- `alert_frequency` (string): Alert frequency for changes. Defaults to none.
- `description` (string): Optional. What's the focus of this list? Up to 500 characters.
- `is_public` (boolean): If true, others can discover and follow this Stock Tracker. Defaults to false (only visible to you).
- `name` (string, required): Name of the Stock Tracker, e.g. 'My Tech Picks' or 'Dividend Champions'. 1–100 characters.

### `add_to_watchlist` (~151 tokens)

Add an instrument to one of your Stock Trackers. Stocks, ETFs, and crypto pairs are supported. Pre-checks for duplicates so you don't end up with the same ticker twice.

Input parameters:

- `added_price` (number): Optional: the price when added, for entry-price tracking.
- `asset_type` (string, required): Asset type. Required by the underlying endpoint.
- `ma_type` (string): Moving Average Type. Defaults to EMA (Exponential).
- `ticker` (string, required): Ticker symbol (e.g. AAPL, SPY, BTC-USD).
- `watchlist` (string, required): Name of one of your Stock Trackers (e.g. 'My Tech Picks') or its id.

### `remove_from_watchlist` (~99 tokens)

Remove an instrument from one of your Stock Trackers. This will remove the instrument from your stock tracker. This action cannot be undone.

Input parameters:

- `asset_type` (string): Optional: helps disambiguate if the same ticker exists in multiple asset types.
- `ticker` (string, required): Ticker symbol to remove (e.g. AAPL).
- `watchlist` (string, required): Name of the Stock Tracker the ticker is in, or its id.

### `follow_watchlist` (~87 tokens)

Follow a public Stock Tracker so it shows up on your stock tracker page. Get updates when instruments are added or removed.

Input parameters:

- `alert_frequency` (string): How often to receive alerts. Defaults to none.
- `watchlist_slug` (string, required): Slug of the public Stock Tracker to follow (e.g. 'ai-tech-infrastructure'). Find slugs via discover_community_watchlists.

### `unfollow_watchlist` (~65 tokens)

Stop following a public Stock Tracker. It disappears from your stock tracker page and you stop receiving its updates. Your own Stock Trackers are unaffected.

Input parameters:

- `watchlist_slug` (string, required): Slug or name of the Stock Tracker you're following. get_my_watchlists lists them.

### `update_watchlist` (~156 tokens)

Update one of your Stock Trackers — rename it, change the description, make it public or private, or change how often it alerts you. Only the fields you pass are changed.

Input parameters:

- `alert_frequency` (string): How often this Stock Tracker alerts you to changes.
- `description` (string): New description. Up to 500 characters.
- `is_public` (boolean): True makes it discoverable and followable by others. False makes it visible only to you.
- `name` (string): New name. 1–100 characters.
- `show_anonymous` (boolean): When public, hide your identity as the author.
- `watchlist` (string, required): Name, slug or id of the Stock Tracker to update.

### `delete_watchlist` (~98 tokens)

Delete one of your Stock Trackers permanently, along with every instrument in it. If it was public, its followers lose it too. This cannot be undone.

Input parameters:

- `confirm_name` (string, required): The exact name of the Stock Tracker, typed back, to confirm the deletion. Ask the user for it — do not fill this in on their behalf.
- `watchlist` (string, required): Name, slug or id of the Stock Tracker to delete.

### `log_trade` (~321 tokens)

Log a trade you've already made into your Trading Journal — ticker, direction, entry date, price, and quantity, plus an optional thesis and how you felt. This records a past decision; it never executes anything. Stocks, ETFs, and crypto only.

Input parameters:

- `confirm_duplicate` (boolean): Set true to log even if a matching trade (same ticker, date, direction) already exists.
- `direction` (string, required): Trade direction.
- `emotional_state` (number): Optional emotional state on a -4 to +4 scale: -4 Panic, -3 Fearful, -2 Anxious, -1 Uneasy, 0 Neutral, 1 Calm, 2 Confident, 3 Very Confident, 4 Euphoric.
- `entry_date` (string, required): Entry date — ISO date (YYYY-MM-DD) or datetime.
- `entry_price` (number, required): Entry price per share/unit.
- `is_test_trade` (boolean): Mark this as a paper/practice trade. Paper trades are kept out of your real performance stats — win rate, P&L, and the emotion breakdown. Defaults to false (a real trade). Use true when trying someth…
- `notes` (string): Optional: anything else to remember.
- `quantity` (number, required): Quantity / position size.
- `thesis` (string): Optional: why this trade? What's your conviction?
- `ticker` (string, required): Ticker or crypto pair (e.g. AAPL, SPY, BTC-USD).

### `close_trade` (~226 tokens)

Close an open trade in your Trading Journal with an exit reflection — exit price, date, and optionally how you felt and what you learned. Identify the trade by id, or by ticker if you have a single open position for it.

Input parameters:

- `emotional_state` (number): Optional emotional state on a -4 to +4 scale: -4 Panic, -3 Fearful, -2 Anxious, -1 Uneasy, 0 Neutral, 1 Calm, 2 Confident, 3 Very Confident, 4 Euphoric.
- `exit_date` (string, required): Exit date — ISO date (YYYY-MM-DD) or datetime.
- `exit_price` (number, required): Exit price per share/unit.
- `exit_reason` (string): Optional: why you exited.
- `lesson_learned` (string): Optional: a post-trade reflection — what you learned.
- `ticker` (string): Alternative to trade_id: the ticker of your single open trade.
- `trade_id` (string): The trade id (from list_my_trades). Preferred when known.

### `update_trade` (~261 tokens)

Update fields on an existing trade in your Trading Journal — entry price, quantity, thesis, notes, how you felt at entry, or the lesson you took from it. Identify the trade by id.

Input parameters:

- `emotional_state` (number): Optional emotional state on a -4 to +4 scale: -4 Panic, -3 Fearful, -2 Anxious, -1 Uneasy, 0 Neutral, 1 Calm, 2 Confident, 3 Very Confident, 4 Euphoric. (entry)
- `entry_price` (number): New entry price.
- `is_test_trade` (boolean): Reclassify the trade: true makes it a paper trade (excluded from your stats), false makes it a real one. Use delete_trade if what you want is to take a mistaken entry out of your record.
- `lesson_learned` (string): What you took away from this trade. Can be written long after the exit — the lesson usually arrives later than the P&L.
- `notes` (string): Updated notes.
- `quantity` (number): New quantity.
- `thesis` (string): Updated thesis — why this trade.
- `trade_id` (string, required): The trade id (from list_my_trades).

### `delete_trade` (~122 tokens)

Take a trade out of your Trading Journal stats — for a mis-entry, a duplicate, or a practice trade you logged by mistake. The trade stops counting towards your win rate, P&L and emotion breakdown. The row itself is kept (the journal has no hard delete, by design), so the record of what you actually did stays honest.

Input parameters:

- `confirm` (boolean, required): Must be true. Confirms the user asked for this trade to stop counting.
- `trade_id` (string, required): The trade id to remove from your stats (from list_my_trades).

### `import_trades` (~159 tokens)

Import a batch of trades into your Trading Journal from a CSV export — Tradervue, TraderSync, Interactive Brokers, Degiro, or a generic CSV. Paste the CSV contents (including the header row). Columns are matched flexibly, so 'symbol'/'ticker', 'shares'/'quantity' and similar all work. Rows that can't be read are reported back rather than silently dropped.

Input parameters:

- `csv_data` (string, required): The CSV contents, header row included. Needs at least ticker, entry date, entry price and quantity columns.
- `skip_header` (boolean): Whether the first row is a header. Defaults to true.
- `source` (string): Which platform the export came from. Defaults to generic, which matches columns by name.

## Diagnostics

Captured diagnostic sections: TLS, DNSSEC, Authorisation, Transports. The full working is on the page: https://verifymcp.io/servers/com-thebalancedinvestorclub-welcome/api-mcp-mcp#diagnostics

## Score history

- 2026-08-03: 71
- 2026-08-02: 70
- 2026-08-01: 70
- 2026-07-31: 69
- 2026-07-30: 69
- 2026-07-29: 68
- 2026-07-28: 68
- 2026-07-27: 67
- 2026-07-26: 66

## Links

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- Changelog RSS feed: https://verifymcp.io/servers/com-thebalancedinvestorclub-welcome/api-mcp-mcp/changelog.xml
- Changelog JSON feed: https://verifymcp.io/servers/com-thebalancedinvestorclub-welcome/api-mcp-mcp/changelog.json
- HTML version of this page: https://verifymcp.io/servers/com-thebalancedinvestorclub-welcome/api-mcp-mcp