# ETF Research (npm · etf-research-mcp)

ETF quotes, performance and comparisons, plus every holding and fund overlap from SEC N-PORT.

- Trust score: 71/100 (medium)
- Registry status: active
- Liveness: live
- Owner verified: no
- Last scored: 2026-09-25

## Components

- npm · `etf-research-mcp`: 71/100 (this document), [markdown](https://verifymcp.io/servers/myanptl-etf-research-mcp/etf-research-mcp.md), [page](https://verifymcp.io/servers/myanptl-etf-research-mcp/etf-research-mcp)

## Channel facts

- Registry: `npm`
- Package: `etf-research-mcp`
- Version: `1.3.1`
- Transport: `stdio`

## Trust breakdown

How this component scores in each security and reliability category. Every signal is checked automatically from public evidence about the published package, including repeated runs of it in an isolated sandbox, 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 2026-09-25.

- **Supply Chain Security**: 98/100
  - No malware found by supply-chain analysis.
  - No known CVEs affecting this package version or its production dependencies.
  - No install/post-install scripts declared.
  - 35 of 111 dependencies flagged as unhealthy.
- **Provenance & Transparency**: 45/100
  - Source repository is publicly reachable at the declared URL.
  - Provenance check failed: no build-provenance attestation is published.
  - Clear OSI-approved license (MIT).
  - Actively maintained (last published 1 days ago).
  - Disclosure check failed: no security disclosure policy was found in the source repository.
- **Schema Quality & AI Usability**: 79/100
  - AI-judged instruction clarity (excellent).
  - Tool/resource definitions use about 675 tokens (~75/item across 9 items; 9 tools + 0 resources), lean.
  - Usage-examples check failed: none of the tools include examples.
- **Stability & Change Management**: 0/100
  - Stability not yet verified: not enough scan history yet (needs a 30-day window).
- **Tool Coverage**: 100/100
  - 100% of tools have a non-trivial description (not blank, and not just the tool's name).
  - 100% of tool parameters carry a description.
- **Tool Safety**: 100/100
  - No prompt-injection markers were found in the server instructions, tool names or descriptions we captured.
  - We read all 9 captured tool definition(s), and no name or description among them implies an irreversible operation.
  - An AI judge read all 9 captured unit(s) of tool text and found none that tries to manipulate the model reading it.
- **Capabilities**: 100/100
  - Implements a supported MCP spec version (2025-11-25); the latest is 2026-07-28.

**Unverified: 1 category.** A category scored 0 because we could not verify it: a data source with nothing on this package, evidence we could not reach, or a check we could not run. We only credit what we can confirm.

## Install

### How do I install the ETF Research MCP server?

ETF Research runs locally as an npm package, launched with npx -y etf-research-mcp. Ready-made configuration for Claude, Cursor, VS Code, Codex and 5 more is on this page, copied from each client's own documentation.

### Claude

```bash
claude mcp add myanptl-etf-research-mcp -- npx -y etf-research-mcp
```

### Cursor

```json
{
  "mcpServers": {
    "myanptl-etf-research-mcp": {
      "command": "npx",
      "args": [
        "-y",
        "etf-research-mcp"
      ]
    }
  }
}
```

### VS Code

```json
{
  "servers": {
    "myanptl-etf-research-mcp": {
      "command": "npx",
      "args": [
        "-y",
        "etf-research-mcp"
      ]
    }
  }
}
```

### Codex

```bash
codex mcp add myanptl-etf-research-mcp -- npx -y etf-research-mcp
```

### opencode

```json
{
  "$schema": "https://opencode.ai/config.json",
  "mcp": {
    "myanptl-etf-research-mcp": {
      "type": "local",
      "command": [
        "npx",
        "-y",
        "etf-research-mcp"
      ],
      "enabled": true
    }
  }
}
```

### OpenClaw

```bash
openclaw mcp add myanptl-etf-research-mcp --command npx --arg -y --arg etf-research-mcp
```

### Hermes

```yaml
mcp_servers:
  myanptl-etf-research-mcp:
    command: "npx"
    args: ["-y", "etf-research-mcp"]
```

### Netclaw

```json
{
  "McpServers": {
    "myanptl-etf-research-mcp": {
      "Transport": "stdio",
      "Command": "npx",
      "Arguments": [
        "-y",
        "etf-research-mcp"
      ]
    }
  }
}
```

### Vellum

```bash
assistant mcp add myanptl-etf-research-mcp -t stdio -c npx -a -y etf-research-mcp
```

### Other

```json
{
  "mcpServers": {
    "myanptl-etf-research-mcp": {
      "command": "npx",
      "args": [
        "-y",
        "etf-research-mcp"
      ]
    }
  }
}
```

## 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.

### 2026-09-25 (score 71, +15)

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

### 2026-09-24 (score 56)

First indexed and scored.

## MCP tools (9)

### `get_etf_quote` (~57 tokens)

Get the current price, change, volume, and key stats for any ETF ticker (e.g. QQQM, VOO, VUG).

Input parameters:

- `symbol` (string, required): ETF ticker symbol (e.g. QQQM)

### `get_etf_summary` (~51 tokens)

Get detailed fund info for an ETF: expense ratio, category, AUM, NAV, fund family, and inception date.

Input parameters:

- `symbol` (string, required): ETF ticker symbol (e.g. VUG)

### `get_etf_holdings` (~65 tokens)

Get the top 10 holdings of an ETF with their portfolio weights, from Yahoo Finance. For every holding, straight from the fund's SEC filing, use get_etf_full_holdings.

Input parameters:

- `symbol` (string, required): ETF ticker symbol (e.g. VOO)

### `compare_etfs` (~64 tokens)

Compare 2–5 ETFs side by side: price, expense ratio, AUM, YTD return, category.

Input parameters:

- `symbols` (array, required): List of 2–5 ETF ticker symbols (e.g. ["QQQM", "VOO", "VUG"])

### `get_etf_performance` (~74 tokens)

Get historical price performance for an ETF over a given period (1m, 3m, 6m, 1y, 3y, 5y).

Input parameters:

- `period` (string): Time period for performance data. Defaults to 1y.
- `symbol` (string, required): ETF ticker symbol

### `search_etfs` (~80 tokens)

Search for ETFs by keyword or theme (e.g. 'AI', 'clean energy', 'small cap value'). Returns matching tickers and fund names.

Input parameters:

- `limit` (number): Max results to return (default 10, max 20)
- `query` (string, required): Search term (e.g. 'technology ETF', 'dividend growth')

### `get_similar_etfs` (~51 tokens)

Find ETFs similar to a given ticker based on Yahoo Finance's recommendation engine. Useful for discovering alternatives.

Input parameters:

- `symbol` (string, required): ETF ticker to find alternatives for (e.g. QQQM)

### `get_etf_full_holdings` (~129 tokens)

Every position an ETF holds, from its latest SEC Form N-PORT filing (not Yahoo). Returns the top positions by weight plus concentration: how many holdings make up half the fund, top-10 and top-25 weight, effective number of holdings, and breakdowns by asset type and country. Data is quarterly and about 60 days behind. Needs SEC_USER_AGENT set to a name and email.

Input parameters:

- `symbol` (string, required): ETF ticker (e.g. VOO)
- `top` (number): How many positions to list, 1-100. Default 25.

### `get_etf_overlap` (~104 tokens)

How much two ETFs hold the same things, from their full SEC N-PORT holdings. Returns weighted overlap (the share of each fund that is identical positions), how many holdings they share, and the biggest shared positions with each fund's weight. Use it to check whether owning both actually diversifies. Needs SEC_USER_AGENT set to a name and email.

Input parameters:

- `symbols` (array, required): Exactly two ETF tickers, e.g. ["QQQM", "VUG"]

## Diagnostics

Captured diagnostic sections: Provenance, Dependencies. The full working is on the page: https://verifymcp.io/servers/myanptl-etf-research-mcp/etf-research-mcp#diagnostics

## Score history

- 2026-09-25: 71
- 2026-09-24: 56

## Common questions

### What is the ETF Research MCP server?

ETF Research is an MCP server listed in the public MCP registry as io.github.myanptl/etf-research-mcp. ETF quotes, performance and comparisons, plus every holding and fund overlap from SEC N-PORT. This page covers its npm package (etf-research-mcp).

### Is the ETF Research MCP server safe to use?

ETF Research scores 71 out of 100 on VerifyMCP. We found no known CVEs affecting it as of 25 September 2026. It declares no install or post-install scripts. That is a record of what we were able to check automatically, not an endorsement. The category breakdown on this page shows every signal behind the number, including the ones we could not confirm.

### What tools does the ETF Research MCP server expose?

ETF Research exposes 9 tools: get_etf_quote, get_etf_summary, get_etf_holdings, compare_etfs, get_etf_performance, and 4 more. Their descriptions and schemas cost roughly 675 tokens of context every time the server is loaded.

### Is the ETF Research MCP server still maintained?

ETF Research is still listed as active in the MCP registry. We last reached this channel on 25 September 2026. Those dates come from our own scans of the registry and the channel itself, not from anything the publisher announced.

### What licence is the ETF Research MCP server under?

ETF Research declares the MIT licence, which is OSI-approved. That covers the source only, and says nothing about the cost of any service it calls.

## Links

- npm package: https://www.npmjs.com/package/etf-research-mcp
- Socket report: https://socket.dev/npm/package/etf-research-mcp
- Repository: https://github.com/myanptl/etf-research-mcp
- Changelog RSS feed: https://verifymcp.io/servers/myanptl-etf-research-mcp/etf-research-mcp.xml
- Changelog JSON feed: https://verifymcp.io/servers/myanptl-etf-research-mcp/etf-research-mcp.json
- HTML version of this page: https://verifymcp.io/servers/myanptl-etf-research-mcp/etf-research-mcp