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FolioFact

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Read-only value-investing fund, holdings, financial, options, and insider research.

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https://foliofact.com/mcp

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Optional FolioFact API key for higher limits and Pro tools.

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Tool list from our last check. Connect live to refresh it.

compare_stocks Read-only

Aligned multi-stock comparison: valuation, latest financial point, fund conviction, and insider activity. Requires FolioFact Pro.

tickersstring, required

Comma-separated tickers (2–6, dots allowed).

insider_windowstring

Insider activity window.

FolioFact MCP server | mcptry

Tools (13)

compare_stocks

Aligned multi-stock comparison: valuation, latest financial point, fund conviction, and insider activity. Requires FolioFact Pro.

read-only

Argument	Type	Description
tickers*	string	Comma-separated tickers (2–6, dots allowed).
insider_window	string	Insider activity window.

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "tickers"
  ],
  "properties": {
    "tickers": {
      "type": "string",
      "examples": [
        "AAPL,MSFT,GOOG"
      ],
      "description": "Comma-separated tickers (2–6, dots allowed)."
    },
    "insider_window": {
      "enum": [
        "90d",
        "1y",
        "all"
      ],
      "type": "string",
      "description": "Insider activity window."
    }
  }
}

fetch_page

Fetches an allowlisted public page as markdown/text: published blog posts (/blog/:slug), static pages (e.g. /agents, /api-docs, /about), and the agent discovery doc (/llms.txt).

read-only

Argument	Type	Description
path*	string	Public path, e.g. /blog/how-to-read-a-13f-without-overreading-it, /agents, or /llms.txt.

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "path"
  ],
  "properties": {
    "path": {
      "type": "string",
      "description": "Public path, e.g. /blog/how-to-read-a-13f-without-overreading-it, /agents, or /llms.txt."
    }
  }
}

fund_history

Quarter-by-quarter filing history and a summary (turnover, concentration, favorites).

read-only

Argument	Type	Description
slug*	string	Fund slug (URL identifier).

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "slug"
  ],
  "properties": {
    "slug": {
      "type": "string",
      "description": "Fund slug (URL identifier)."
    }
  }
}

fund_holdings

A fund's current portfolio positions with quarter-over-quarter change.

read-only

Argument	Type	Description
slug*	string	Fund slug (URL identifier).

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "slug"
  ],
  "properties": {
    "slug": {
      "type": "string",
      "description": "Fund slug (URL identifier)."
    }
  }
}

get_fund

One fund's latest filing and its investors.

read-only

Argument	Type	Description
slug*	string	Fund slug (URL identifier).

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "slug"
  ],
  "properties": {
    "slug": {
      "type": "string",
      "examples": [
        "pabrai-funds",
        "marmara-capital"
      ],
      "description": "Fund slug (URL identifier)."
    }
  }
}

get_investor

One investor's portfolio links (funds they run or back) and featured fund.

read-only

Argument	Type	Description
slug*	string	Investor slug (URL identifier).

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "slug"
  ],
  "properties": {
    "slug": {
      "type": "string",
      "examples": [
        "monish-pabrai",
        "li-lu"
      ],
      "description": "Investor slug (URL identifier)."
    }
  }
}

get_stock

One company as held by tracked funds: holders, values, and last-quarter moves.

read-only

Argument	Type	Description
ticker*	string	Stock ticker (dots allowed, e.g. BRK.A).

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "ticker"
  ],
  "properties": {
    "ticker": {
      "type": "string",
      "examples": [
        "AAPL",
        "BRK.A"
      ],
      "description": "Stock ticker (dots allowed, e.g. BRK.A)."
    }
  }
}

insider_feed

Recent Form 4/5 insider transactions across all held stocks, newest first. Filterable by transaction type and owner. Page 2+ requires FolioFact Pro.

read-only

Argument	Type	Description
q	string	Owner name query.
dir	string	Sort direction.
page	integer	Page number (deep pages require Pro).
sort	string	Sort column.
filter	string	Transaction type filter.
per_page	integer	Rows per page.

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [],
  "properties": {
    "q": {
      "type": "string",
      "description": "Owner name query."
    },
    "dir": {
      "enum": [
        "asc",
        "desc"
      ],
      "type": "string",
      "description": "Sort direction."
    },
    "page": {
      "type": "integer",
      "minimum": 1,
      "description": "Page number (deep pages require Pro)."
    },
    "sort": {
      "enum": [
        "date",
        "owner",
        "shares",
        "value"
      ],
      "type": "string",
      "description": "Sort column."
    },
    "filter": {
      "enum": [
        "all",
        "open_market",
        "buys",
        "sells"
      ],
      "type": "string",
      "description": "Transaction type filter."
    },
    "per_page": {
      "type": "integer",
      "maximum": 100,
      "minimum": 1,
      "description": "Rows per page."
    }
  }
}

Bounded cross-domain search: funds by name, stocks by ticker/name, and insider transactions by owner. The same scopes the web search uses. A blank or missing query returns empty buckets, mirroring GET /api/v1/search.

read-only

Argument	Type	Description
query	string	Search query (fund names, tickers, insider names).

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [],
  "properties": {
    "query": {
      "type": "string",
      "examples": [
        "Pabrai",
        "BRK"
      ],
      "description": "Search query (fund names, tickers, insider names)."
    }
  }
}

stock_earnings

The latest cited AI Earnings Report for one stock (or a stable period with `period`). Requires FolioFact Pro.

read-only

Argument	Type	Description
period	string	Optional stable report slug, for example 2026-03-31-quarter.
ticker*	string	Stock ticker (dots allowed).
include_full	boolean	Request full Pro analysis (always returned to Pro callers).

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "ticker"
  ],
  "properties": {
    "period": {
      "type": "string",
      "description": "Optional stable report slug, for example 2026-03-31-quarter."
    },
    "ticker": {
      "type": "string",
      "description": "Stock ticker (dots allowed)."
    },
    "include_full": {
      "type": "boolean",
      "description": "Request full Pro analysis (always returned to Pro callers)."
    }
  }
}

stock_financials

Financial statements (yearly and quarterly) and the valuation summary (enterprise value, FCF/EV and OCF/EV yields). Requires FolioFact Pro.

read-only

Argument	Type	Description
ticker*	string	Stock ticker (dots allowed).

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "ticker"
  ],
  "properties": {
    "ticker": {
      "type": "string",
      "description": "Stock ticker (dots allowed)."
    }
  }
}

stock_insiders

Recent Form 4/5 insider transactions for one company. Requires FolioFact Pro.

read-only

Argument	Type	Description
ticker*	string	Stock ticker (dots allowed).

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "ticker"
  ],
  "properties": {
    "ticker": {
      "type": "string",
      "description": "Stock ticker (dots allowed)."
    }
  }
}

stock_options

Daily 30-day implied volatility history for one company. Requires FolioFact Pro.

read-only

Argument	Type	Description
ticker*	string	Stock ticker (dots allowed).

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "ticker"
  ],
  "properties": {
    "ticker": {
      "type": "string",
      "description": "Stock ticker (dots allowed)."
    }
  }
}