Bulgarian pension fund analytics — NAV data, metrics, rankings, and benchmarks.
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{
"type": "object",
"properties": {},
"additionalProperties": false
}Compute a metric for Bulgarian pension funds or benchmark targets. Supports returns, drawdown, volatility, Sharpe/Sortino/Calmar, correlation, and benchmark-aware metrics over configurable period and frequency. Data freshness: computed from latest ingested FSC NAV and benchmark data.
| Argument | Type | Description |
|---|---|---|
| metric* | string | |
| period* | any | |
| window | any | |
| fund_id | any | |
| frequency | string | |
| scheme_code | any | |
| manager_slug | any | |
| benchmark_slug | any | |
| risk_free_rate | any | |
| risk_free_slug | any | |
| benchmark_target_slug | any |
{
"type": "object",
"required": [
"metric",
"period"
],
"properties": {
"metric": {
"type": "string"
},
"period": {
"anyOf": [
{
"type": "string"
},
{
"type": "object",
"additionalProperties": true
}
]
},
"window": {
"anyOf": [
{
"type": "string"
},
{
"type": "integer"
},
{
"type": "null"
}
],
"default": null
},
"fund_id": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"default": null
},
"frequency": {
"enum": [
"daily",
"weekly",
"monthly"
],
"type": "string",
"default": "daily"
},
"scheme_code": {
"anyOf": [
{
"enum": [
"upf",
"ppf",
"dpf"
],
"type": "string"
},
{
"type": "null"
}
],
"default": null
},
"manager_slug": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"default": null
},
"benchmark_slug": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"default": null
},
"risk_free_rate": {
"anyOf": [
{
"type": "number"
},
{
"type": "null"
}
],
"default": null
},
"risk_free_slug": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"default": null
},
"benchmark_target_slug": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"default": null
}
},
"additionalProperties": false
}Get historical benchmark series for pension-fund comparison workflows. Use with compute/rank tools to compare Bulgarian pension funds against inflation or market proxies over aligned periods. Data freshness: updated as new benchmark source observations become available.
| Argument | Type | Description |
|---|---|---|
| date_to | any | |
| date_from | any | |
| frequency | string | |
| benchmark_slug* | string |
{
"type": "object",
"required": [
"benchmark_slug"
],
"properties": {
"date_to": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"default": null
},
"date_from": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"default": null
},
"frequency": {
"enum": [
"daily",
"weekly",
"monthly"
],
"type": "string",
"default": "daily"
},
"benchmark_slug": {
"type": "string"
}
},
"additionalProperties": false
}Alias for `get_benchmark_series` to retrieve inflation/market comparators for UPF/PPF/VPF.
| Argument | Type | Description |
|---|---|---|
| date_to | any | |
| date_from | any | |
| frequency | string | |
| benchmark_slug* | string |
{
"type": "object",
"required": [
"benchmark_slug"
],
"properties": {
"date_to": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"default": null
},
"date_from": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"default": null
},
"frequency": {
"enum": [
"daily",
"weekly",
"monthly"
],
"type": "string",
"default": "daily"
},
"benchmark_slug": {
"type": "string"
}
},
"additionalProperties": false
}Alias for `list_benchmarks` with Bulgarian pension comparison context.
No arguments.
{
"type": "object",
"properties": {},
"additionalProperties": false
}Alias for `list_managers` with explicit Bulgarian pension context for agent discovery.
| Argument | Type | Description |
|---|---|---|
| scheme_code | any |
{
"type": "object",
"properties": {
"scheme_code": {
"anyOf": [
{
"enum": [
"upf",
"ppf",
"dpf"
],
"type": "string"
},
{
"type": "null"
}
],
"default": null
}
},
"additionalProperties": false
}Alias for `compute_metric` with explicit Bulgarian pension metric intent.
| Argument | Type | Description |
|---|---|---|
| metric* | string | |
| period* | any | |
| window | any | |
| fund_id | any | |
| frequency | string | |
| scheme_code | any | |
| manager_slug | any | |
| benchmark_slug | any | |
| risk_free_rate | any | |
| risk_free_slug | any | |
| benchmark_target_slug | any |
Alias for `get_nav_series` with explicit pension NAV semantics for tool-RAG routing.
| Argument | Type | Description |
|---|---|---|
| date_to | any | |
| fund_id | any | |
| date_from | any | |
| frequency | string | |
| scheme_code | any | |
| manager_slug | any |
{
"type": "object",
"properties": {
"date_to": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"default": null
},
"fund_id": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"default": null
},
"date_from": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"default": null
},
"frequency": {
"enum": [
"daily",
"weekly",
"monthly"
],
"type": "string",
"default": "daily"
},
"scheme_code": {
"anyOf": [
{
"enum": [
"upf",
"ppf",
"dpf"
],
"type": "string"
},
{
"type": "null"
}
],
"default": null
},
"manager_slug": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"default": null
}
},
"additionalProperties": false
}Alias for `list_funds` to discover UPF/PPF/VPF fund IDs for FSC-based analysis.
| Argument | Type | Description |
|---|---|---|
| active_only | boolean | |
| scheme_code | any |
{
"type": "object",
"properties": {
"active_only": {
"type": "boolean",
"default": true
},
"scheme_code": {
"anyOf": [
{
"enum": [
"upf",
"ppf",
"dpf"
],
"type": "string"
},
{
"type": "null"
}
],
"default": null
}
},
"additionalProperties": false
}Alias for `list_metrics` so agents can semantically find available pension metrics.
No arguments.
{
"type": "object",
"properties": {},
"additionalProperties": false
}Get a lightweight summary index of pension fund holdings reports. Returns allocation metadata (equity %, domestic %, funds %) and top holdings for each report without loading full content. Use this for quick discovery to decide which reports to load in full with `read_holdings_report`.
| Argument | Type | Description |
|---|---|---|
| date_to | any | |
| date_from | any | |
| fund_type | any | |
| manager_slug | any |
{
"type": "object",
"properties": {
"date_to": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"default": null
},
"date_from": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"default": null
},
"fund_type": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"default": null
},
"manager_slug": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"default": null
}
},
"additionalProperties": false
}Get official NAV time series for a Bulgarian pension fund (UPF/PPF/VPF). Accepts either `fund_id` or (`manager_slug`, `scheme_code`) and returns normalized NAV points for return/risk calculations and charting. Data freshness: updated as new source NAV observations are ingested.
| Argument | Type | Description |
|---|---|---|
| date_to | any | |
| fund_id | any | |
| date_from | any | |
| frequency | string | |
| scheme_code | any | |
| manager_slug | any |
{
"type": "object",
"properties": {
"date_to": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"default": null
},
"fund_id": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"default": null
},
"date_from": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"default": null
},
"frequency": {
"enum": [
"daily",
"weekly",
"monthly"
],
"type": "string",
"default": "daily"
},
"scheme_code": {
"anyOf": [
{
"enum": [
"upf",
"ppf",
"dpf"
],
"type": "string"
},
{
"type": "null"
}
],
"default": null
},
"manager_slug": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"default": null
}
},
"additionalProperties": false
}Return the full text of Bulgarian pension legal documents.
| Argument | Type | Description |
|---|---|---|
| document | any | Optional filter – "ordinance_9", "ordinance_33", or "kso". If omitted, returns all available documents. |
{
"type": "object",
"properties": {
"document": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"default": null,
"description": "Optional filter – \"ordinance_9\", \"ordinance_33\", or \"kso\".\n If omitted, returns all available documents."
}
},
"additionalProperties": false
}List benchmark assets for Bulgarian pension comparisons. Includes inflation and market references used to evaluate relative performance of UPF, PPF, and VPF/DPF funds. Data freshness: benchmark metadata is stable; prices are updated as new source data arrives.
No arguments.
{
"type": "object",
"properties": {},
"additionalProperties": false
}List Bulgarian private pension funds and canonical fund IDs. Returns `fund_id` in `manager_slug:scheme_code` format for UPF, PPF, and VPF/DPF. Use this as discovery before calling NAV, metric, and ranking tools. Data freshness: fund metadata follows latest FSC-tracked manager/scheme dataset.
| Argument | Type | Description |
|---|---|---|
| active_only | boolean | |
| scheme_code | any |
{
"type": "object",
"properties": {
"active_only": {
"type": "boolean",
"default": true
},
"scheme_code": {
"anyOf": [
{
"enum": [
"upf",
"ppf",
"dpf"
],
"type": "string"
},
{
"type": "null"
}
],
"default": null
}
},
"additionalProperties": false
}List available markdown holdings reports for Bulgarian pension funds. Reports contain detailed portfolio holdings data extracted from official PDF filings and converted to structured markdown with metadata (allocation %, exposure, top holdings). Use this tool to discover what reports are available before loading specific ones with `read_holdings_report`. Filter by manager, fund type, or date range.
| Argument | Type | Description |
|---|---|---|
| date_to | any | |
| date_from | any | |
| fund_type | any | |
| manager_slug | any |
{
"type": "object",
"properties": {
"date_to": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"default": null
},
"date_from": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"default": null
},
"fund_type": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"default": null
},
"manager_slug": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"default": null
}
},
"additionalProperties": false
}Retrieve Bulgarian pension manager metadata for UPF, PPF, and VPF/DPF schemes. Use this to discover licensed managers and their supported scheme types before running rankings or metric calculations over FSC-tracked pension data. Data freshness: reflects latest ingested official FSC manager/scheme coverage.
| Argument | Type | Description |
|---|---|---|
| scheme_code | any |
{
"type": "object",
"properties": {
"scheme_code": {
"anyOf": [
{
"enum": [
"upf",
"ppf",
"dpf"
],
"type": "string"
},
{
"type": "null"
}
],
"default": null
}
},
"additionalProperties": false
}List all supported financial metric identifiers for MCP analytics tools.
No arguments.
{
"type": "object",
"properties": {},
"additionalProperties": false
}Rank funds within UPF/PPF/VPF schemes by a selected metric and period. Supports optional extra columns via `include_metrics` for agent-friendly table outputs. Data freshness: rankings are computed from the latest ingested FSC-aligned NAV dataset.
| Argument | Type | Description |
|---|---|---|
| limit | integer | |
| order | string | |
| metric* | string | |
| offset | integer | |
| period* | any | |
| window | any | |
| frequency | string | |
| scheme_code* | string | |
| benchmark_slug | any | |
| risk_free_rate | any | |
| include_metrics | any |
Rank benchmark assets by metric and period for market-context comparison. Data freshness: rankings reflect latest ingested benchmark observations.
| Argument | Type | Description |
|---|---|---|
| limit | integer | |
| order | string | |
| metric* | string | |
| offset | integer | |
| period* | any | |
| window | any | |
| frequency | string | |
| benchmark_slug | any | |
| risk_free_rate | any | |
| include_metrics | any |
{
"type": "object",
"required": [
"metric",
"period"
],
"properties": {
"limit": {
"type": "integer",
"default": 50
},
"order": {
"enum": [
"desc",
"asc"
],
"type": "string",
"default": "desc"
},
"metric": {
"type": "string"
},
"offset": {
"type": "integer",
"default": 0
},
"period": {
"anyOf": [
{
"type": "string"
},
{
"type": "object",
"additionalProperties": true
}
]
},
"window": {
"anyOf": [
{
"type": "string"
},
{
"type": "integer"
},
{
"type": "null"
}
],
"default": null
},
"frequency": {
"enum": [
"daily",
"weekly",
"monthly"
],
"type": "string",
"default": "daily"
},
"benchmark_slug": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"default": null
},
"risk_free_rate": {
"anyOf": [
{
"type": "number"
},
{
"type": "null"
}
],
"default": null
},
"include_metrics": {
"anyOf": [
{
"type": "array",
"items": {
"type": "string"
}
},
{
"type": "null"
}
],
"default": null
}
},
"additionalProperties": false
}Alias for `rank_benchmarks` for semantically rich benchmark ranking discovery.
| Argument | Type | Description |
|---|---|---|
| limit | integer | |
| order | string | |
| metric* | string | |
| offset | integer | |
| period* | any | |
| window | any | |
| frequency | string | |
| scheme_code | string | |
| benchmark_slug | any | |
| risk_free_rate | any | |
| include_metrics | any |
Alias for `rank` to semantically target Bulgarian UPF/PPF/VPF leaderboard queries.
| Argument | Type | Description |
|---|---|---|
| limit | integer | |
| order | string | |
| metric* | string | |
| offset | integer | |
| period* | any | |
| window | any | |
| frequency | string | |
| scheme_code* | string | |
| benchmark_slug | any | |
| risk_free_rate | any | |
| include_metrics | any |
Read a specific markdown holdings report for a Bulgarian pension fund. Returns the full markdown content (or just metadata if summary_only=True) for a specific manager, fund type, and date. The report includes detailed portfolio holdings with instrument types, issuers, values, and portfolio shares.
| Argument | Type | Description |
|---|---|---|
| date* | string | Report date in YYYY-MM-DD format |
| fund_type* | string | Fund type code (e.g., 'upf', 'ppf', 'dpf') |
| manager_slug* | string | Manager identifier (e.g., 'dskrodina', 'allianz', 'doverie') |
| summary_only | boolean | If True, return only parsed metadata (allocation, exposure, top holdings) |
{
"type": "object",
"required": [
"manager_slug",
"fund_type",
"date"
],
"properties": {
"date": {
"type": "string",
"description": "Report date in YYYY-MM-DD format"
},
"fund_type": {
"type": "string",
"description": "Fund type code (e.g., 'upf', 'ppf', 'dpf')"
},
"manager_slug": {
"type": "string",
"description": "Manager identifier (e.g., 'dskrodina', 'allianz', 'doverie')"
},
"summary_only": {
"type": "boolean",
"default": false,
"description": "If True, return only parsed metadata (allocation, exposure, top holdings)"
}
},
"additionalProperties": false
}Search across Bulgarian pension legal framework documents.
| Argument | Type | Description |
|---|---|---|
| query* | string | Search term (e.g., "чл. 175", "equity limits", "инвестиционни ограничения"). |
| document | any | Optional filter to search only one document. |
| max_results | integer | Maximum number of matching sections to return (default 10). |
{
"type": "object",
"required": [
"query"
],
"properties": {
"query": {
"type": "string",
"description": "Search term (e.g., \"чл. 175\", \"equity limits\", \"инвестиционни ограничения\")."
},
"document": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"default": null,
"description": "Optional filter to search only one document."
},
"max_results": {
"type": "integer",
"default": 10,
"description": "Maximum number of matching sections to return (default 10)."
}
},
"additionalProperties": false
}Alias for `simulate_saver_outcome` with explicit Bulgarian pension savings semantics.
| Argument | Type | Description |
|---|---|---|
| end_date | any | |
| date_from | any | |
| scheme_code | string | |
| manager_slug | any | |
| monthly_amount | number |
{
"type": "object",
"properties": {
"end_date": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"default": null
},
"date_from": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"default": null
},
"scheme_code": {
"enum": [
"upf",
"ppf",
"dpf"
],
"type": "string",
"default": "upf"
},
"manager_slug": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"default": null
},
"monthly_amount": {
"type": "number",
"default": 200
}
},
"additionalProperties": false
}Simulate saver outcomes with periodic contributions into Bulgarian pension funds. Estimates invested amount, terminal value, and IRR-like performance diagnostics. Data freshness: simulation uses the latest available NAV history in the dataset.
| Argument | Type | Description |
|---|---|---|
| fund_id | any | |
| end_date | any | |
| start_date | string | |
| scheme_code* | string | |
| manager_slug | any | |
| monthly_contribution* | number |
{
"type": "object",
"required": [
"monthly_contribution",
"scheme_code"
],
"properties": {
"fund_id": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"default": null
},
"end_date": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"default": null
},
"start_date": {
"type": "string",
"default": "2005-01-01"
},
"scheme_code": {
"enum": [
"upf",
"ppf",
"dpf"
],
"type": "string"
},
"manager_slug": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"default": null
},
"monthly_contribution": {
"type": "number"
}
},
"additionalProperties": false
}{
"type": "object",
"required": [
"metric",
"period"
],
"properties": {
"metric": {
"type": "string"
},
"period": {
"anyOf": [
{
"type": "string"
},
{
"type": "object",
"additionalProperties": true
}
]
},
"window": {
"anyOf": [
{
"type": "string"
},
{
"type": "integer"
},
{
"type": "null"
}
],
"default": null
},
"fund_id": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"default": null
},
"frequency": {
"enum": [
"daily",
"weekly",
"monthly"
],
"type": "string",
"default": "daily"
},
"scheme_code": {
"anyOf": [
{
"enum": [
"upf",
"ppf",
"dpf"
],
"type": "string"
},
{
"type": "null"
}
],
"default": null
},
"manager_slug": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"default": null
},
"benchmark_slug": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"default": null
},
"risk_free_rate": {
"anyOf": [
{
"type": "number"
},
{
"type": "null"
}
],
"default": null
},
"risk_free_slug": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"default": null
},
"benchmark_target_slug": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"default": null
}
},
"additionalProperties": false
}{
"type": "object",
"required": [
"scheme_code",
"metric",
"period"
],
"properties": {
"limit": {
"type": "integer",
"default": 50
},
"order": {
"enum": [
"desc",
"asc"
],
"type": "string",
"default": "desc"
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