etf-research-mcp

MCP server for real-time ETF research. Gives Claude tools to look up quotes, holdings, expense ratios, and fund comparisons using Yahoo Finance — no API key required.

Tools

| Tool | What it does | |------|-------------| | search_etfs | Discover ETFs by keyword or theme ("AI ETF", "dividend growth") | | get_etf_quote | Current price, change, volume, 52-week range, moving averages | | get_etf_summary | Expense ratio, AUM, NAV, fund family, beta, dividend yield | | get_etf_holdings | Top holdings with portfolio weight percentages | | compare_etfs | Side-by-side comparison of 2–5 ETFs | | get_etf_performance | Historical price data over 1m / 3m / 6m / 1y / 3y / 5y | | get_similar_etfs | Find alternative ETFs similar to a given ticker |

Install

Claude Code

claude mcp add etf-research --scope user -- npx -y etf-research-mcp

Claude Desktop

Add to claude_desktop_config.json (Settings → Developer → Edit Config):

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

Any MCP client

The server speaks MCP over stdio, so any client that can launch a command works:

npx -y etf-research-mcp

Example prompts

"Find me AI-focused ETFs"

"Compare QQQM, VOO, and VUG expense ratios and YTD returns"

"What are the top 10 holdings of IJR?"

"How has QQQM performed over the last year?"

"What ETFs are similar to QQQM?"

No API key required

Data comes from Yahoo Finance via yahoo-finance2. No sign-up, no key. Quotes are near-real-time; fundamentals update on Yahoo's schedule.

Development

git clone https://github.com/myanptl/etf-research-mcp
cd etf-research-mcp
npm install
npm run build     # compile TypeScript to dist/
npm start         # run the stdio server
npm run dev       # recompile on change

Test against a local build in Claude Code:

claude mcp add etf-research-dev -- node /path/to/etf-research-mcp/dist/index.js

Built with

• @modelcontextprotocol/sdk
• yahoo-finance2
• TypeScript + Node 18+

Disclaimer

Market data is provided for research and education. Not investment advice.

License

MIT © Myan Patel