finance.quantic/mcp · v1.0.0 · finance-and-payments
Quantic Finance is healthy: it completed an MCP handshake in 3301 ms and exposes 24 tools. It scores 57/100.
Dividend portfolio tracking and planning for US and EU markets: income, safety, Spain-aware taxes.
Endpoint: https://quantic.finance/mcp (streamable-http)
No repository listed · Website · JSON · Add to my inventory
| health | 17 / 25 |
| authEase | 15 / 15 |
| toolQuality | 15 / 15 |
| maintenance | 5 / 15 |
| adoption | 0 / 10 |
| usage | 0 / 10 |
| security | 5 / 10 |
Scoring v0.3, computed 2026-10-14T23:55:59.015Z.
| Checked (UTC) | Status | Latency | Error |
|---|---|---|---|
| 2026-10-14T23:55:45.520Z | Healthy | 3301 |
compare_stocks | Compare 2–4 stocks side by side (the /compare view): snapshot, dividend growth, Quantic reads, valuation, momentum, financial health, schedule and community metrics — with the winning column flagged per row (`best`). Pass a list of tickers, e.g. ["KO","PEP","MO"]. |
dividend_calendar | Upcoming ex-dividend dates across the dividend universe over the next `days` days (default 45, max 120), soonest first. Public — buy before the ex-date to receive the next dividend. Each row also carries the forward annual dividend rate (`dividend_rate`, in `currency`: the provider's declared rate, |
dividend_changes | Dividend raises and cuts Quantic saw over the last `days` days (default 7, max 90), newest first. Public. Each row is a change in the forward annual dividend rate: `old_rate` → `new_rate`, in `currency`, with `kind` "raise" or "cut". `detected_on` is the day Quantic first saw the new rate: near the |
earnings_calendar | Upcoming earnings reports across the universe over the next `days` days (default 14, max 60), soonest first. Public — the same dates the stock pages show logged out. `estimated` is true when the date is the provider's projection from the previous cycle rather than one the company confirmed; word th |
get_dividends | The signed-in user's received (paid) dividends, newest first. Each row carries the symbol, pay date, shares, per-share and gross amount, withholding tax, net amount and currency. Optionally filter by `symbol` (e.g. "AAPL") and a `from`/`to` date window (ISO-8601, e.g. "2024-01-01"), and/or pass `por |
get_holdings | The signed-in user's current holdings: each position's symbol, name, shares held, average cost per share, trading currency and sector. This is cost-basis data from the ledger (no live prices) — use `get_valuation` for current market value, gain/loss and yield. Optionally pass `portfolio` (one of you |
get_income_attribution | Why the signed-in user's dividend income changed: the trailing 12 months against the 12 before them, split into what the companies did, what the user did, what the tax office took and what the exchange rate moved. The four components sum to the headline change by construction, so they can be quoted |
get_income_outlook | The signed-in user's forward dividend income outlook, in their preferred currency: projected annual income at the current rate (gross and net of estimated foreign withholding tax), the income-weighted trailing dividend growth, the current yield, the top income-contributing holdings (gross and net pe |
get_movements | The signed-in user's trades / cash movements (buys, sells, …), newest first. Each row carries the symbol, date, type, quantity, price, total amount, fee and currency. Optionally filter by `symbol` (e.g. "AAPL") and a `from`/`to` date window (ISO-8601, e.g. "2024-01-01"), and/or pass `portfolio` (one |
get_options | The signed-in user's options positions — the income "wheel" of sold puts and calls — newest first. Each row carries the symbol, put/call type, strike, expiry, contracts, premium collected, fees, status (open/expired/assigned/ closed), net premium, break-even price, annualized premium yield (ratio) a |
get_performance | How the signed-in user's portfolio has actually done — an annualized **money-weighted** return (XIRR) in their preferred currency, including dividends received and any sales, next to what the same money moved on the same days would have made in broad index funds. Money-weighted, not time-weighted: |
get_portfolio | The signed-in user's complete portfolio snapshot in one call: current holdings (shares + average cost), dividends received, trades (movements) and radar watchlist with target prices. Their own private data, including amounts. Use this for a full overview/backup; for a specific slice (filtered divide |
get_radar | The signed-in user's radar (watchlist): stocks they're tracking to buy or sell, with their target buy/sell prices, notes and currency. Private to the caller. Use `get_stock` to fetch the current price for any of these symbols. |
get_realized | What the signed-in user's sales actually realized — the positions they've sold out of, and the partial sales of positions they still hold. Each row carries proceeds, the cost basis those proceeds consumed, and the **signed** `result` (negative when sold below the average cost), plus the holding wind |
get_stock | Look up a stock or ETF by ticker (e.g. "KO", "SCHD"): its dividend profile, live quote, dividend safety, balance-sheet leverage, the momentum & value scores and the snowflake radar — and, for a signed-in caller, the full "Valuation & strategy" read (fair value, two-stage DDM, margin of safety, secto |
get_stock_research | Fetch Quantic's AI-generated research deep-dive for a stock — the narrative brief (overview, dividend history, safety, risks, watch items). Optional `locale` (falls back to English). Returns `found: false` when no article has been generated for the stock yet. |
get_tax_report | A tax year assembled from the signed-in user's own ledger: the dividends received (gross, withheld at source, net — per payment and per source country) and the disposals made (matched first-in first-out, with Spain's two-month rule applied to losses). Foreign currency is converted to euros at the EC |
get_upcoming_dividends | The signed-in user's next dividends: each holding, and each stock on their radar, whose ex-dividend date or payment date falls in the next `days` days (default 45, max 120), soonest first. Each item carries `ex_dividend_date` and `pay_date` (either can be null; an ex-date already past with the paym |
get_valuation | The signed-in user's portfolio valued at current market prices, in their preferred display currency. Returns the total market value and cost basis (so total − cost is the unrealised gain/loss), the yield on cost and current yield, a sector breakdown, and a per-position list with each holding's marke |
list_portfolios | The signed-in user's portfolios: each one's name and whether it is the default; publicly shared portfolios also carry their URL `slug`. Pass a name (or slug) as the `portfolio` param of the ledger tools (`get_holdings`, `get_portfolio`, `get_movements`, `get_dividends`, `get_options`, `get_valuation |
list_stocks | Fetch a curated dividend list by `slug`. Slugs: dividend-aristocrats, dividend-kings, monthly-dividend-stocks, highest-yield-dividend-stocks, safest-reits, dividend-growth-stocks, low-debt-dividend-stocks, large-cap-safe-dividend-stocks, utility-dividend-stocks, healthcare-dividend-stocks, consumer- |
screen_stocks | Find dividend stocks & ETFs matching criteria — the screener behind quantic.finance. Filter by `sector`, `currency`, yield range (`min_yield`/`max_yield`, on the 5-year average), `min_cagr5y`, `min_streak`, `frequency`, leverage (`max_de`), `min_current` ratio, `min_market_cap`, dividend-`safety` (" |
screen_wheel | Options worth selling on the wheel, ranked by company quality first and premium second — the same order the `/options/wheel` screen uses. Two lenses via `side`: `"put"` (the default) lists quality dividend payers the caller does **not** hold, where a cash-secured put gets paid to wait for a price t |
search_stocks | Search dividend stocks by ticker or company name (e.g. "coca", "AAPL"). Public — returns up to ~10 matches with their symbols. |