com.thebalancedinvestorclub/welcome

up checked 2026-11-12T05:39:56.650Z

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Publisher-provided description

The Balanced Investor Club, the thinking companion for the markets. Educational, not advice.

Summary by lookupd

Lets an agent compare stock, ETF and crypto returns, fetch financial statements, earnings data and moving-average mood reads for…

Install

Claude Code, remote (streamable-http)

claude mcp add --transport http welcome https://thebalancedinvestorclub.com/api/mcp/mcp

Codex, remote (streamable-http)

codex mcp add welcome --url https://thebalancedinvestorclub.com/api/mcp/mcp

Cursor, remote (streamable-http) → .cursor/mcp.json

{
  "mcpServers": {
    "welcome": {
      "url": "https://thebalancedinvestorclub.com/api/mcp/mcp"
    }
  }
}

Other clients: docs. Or tell your agent: Set up lookupd for me: read https://lookupd.com/agent.md and follow it.

Tools (showing 30 of 57)

Publisher-provided text

• start_here Start exploring The Balanced Investor Club. A calm orientation — what we are, what the community is watching right now, and what to try next. Recommended as you
• list_market_moods Browse Market Mood across instruments — The Balanced Investor Club's behavioural read on how short and long-term moving averages align. Educational, never predi
• get_mood_for_ticker Pull the current Market Mood for a single ticker — its history, how often the mood has shifted, and any patterns we've spotted. Educational only. Mood snapshots
• get_today_mood_changes Mood TRANSITIONS today — instruments whose Market Mood label flipped in the last 24h (e.g. Bullish → Neutral). This is NOT price movers; mood changes only. If t
• get_market_pulse A snapshot of where the market sits right now — random sample of strongly bullish vs strongly bearish names, plus aggregate counts. Great as an opener to ask 'w
• get_price_alignment How a stock or ETF's price aligns with its short, medium, and long-term moving averages — and the resulting Market Mood. Educational, never predictive. Snapshot
• get_crypto_price_alignment How a crypto pair's price aligns with its short, medium, and long-term moving averages — and the resulting Market Mood. Educational, never predictive.
• compare_tickers Side-by-side log-returns for up to 5 tickers — stocks, ETFs, crypto. Volatility, total return, max and min. Date-aligned.
• list_securities_by List every security inside a sector or industry — a way to map the surface before drilling. Returns ticker, name, sector, industry, and optionally market cap. U
• get_ticker_metadata Quick identity check on a ticker — name, sector, industry, exchange, asset type. Useful before going deeper.
• search_instruments Search The Balanced Investor Club's coverage universe across stocks, ETFs, and crypto. Type a ticker, company name, or coin name — same as the search box on the
• get_sector_returns Market-cap-weighted average return for a sector over the last year. Pre-computed daily from public market data. GICS names like 'Consumer Discretionary' or 'Inf
• get_industry_returns Same idea as the sector view, narrower scope — average return for a single industry over the last year.
• get_income_statement Income statement for a stock — revenue, costs, profit — the P&L, period by period. Mirrors what the Market Hub shows. Stocks only (not ETFs or crypto).
• get_balance_sheet Balance sheet for a stock — assets, liabilities and equity at each period end. Mirrors what the Market Hub shows. Stocks only.
• get_cash_flow Cash flow statement for a stock — cash generated and used across operating, investing and financing. Mirrors what the Market Hub shows. Stocks only.
• get_dividends Dividend history for a stock or distributing ETF — ex-dividend date, payment date, and amount per share. Mirrors what the Market Hub shows. Not applicable to cr
• get_earnings_estimates Analyst earnings estimates for upcoming quarters AND fiscal years — EPS consensus, revenue, and analyst counts per horizon. Mirrors what the Market Hub shows. E
• get_macro_indicators US economic indicators — rates, jobs, growth, energy, metals, agriculture, and markets. Latest reading per indicator plus the change from the prior period. Cont
• get_market_calendar Upcoming earnings and IPOs across the market, next three months. Filter to specific tickers and/or a date range to reach your coverage. Earnings carry analyst-e
• get_valuation_inputs DCF building blocks for a stock in one call — current price, shares outstanding, beta, net debt, trailing FCF, 4-year FCF history and CAGR, revenue growth, and
• get_close_history Daily close-price history for a stock, ETF, or crypto pair over a selected range. Summary stats by default (start, end, high close, low close, percent change).
• get_earnings_transcript Full earnings call transcript for a company and fiscal quarter — management remarks and the analyst Q&A, speaker by speaker. The primary source for guidance, se
• get_insider_transactions Recent insider transactions for a company — who bought or sold, role, shares, and price. Insider activity is context, not a signal: executives sell for many rea
• get_market_movers Top gainers, losers and most actively traded US tickers from the last completed session. Small illiquid names can dominate the gainers list — the volume column
• get_institutional_holdings Institutional ownership of a company — total holders, ownership percentage, how many increased vs decreased positions, and the largest holders. Quarterly 13F da
• discover_community_watchlists Browse public watchlists curated by our research team at The Balanced Investor Club. Filter by asset type or sort by what's popular.
• get_watchlist_by_slug Open a community watchlist by its slug — see the full list of constituents (tickers, sector, industry, asset type) plus follower count. Use the slug returned by
• get_instrument_popularity How many community watchlists include a given ticker — a simple read on what the club is tracking.
• get_curated_lists Backtested cross-MA strategies tuned for a specific ticker by The Balanced Investor Club — short/medium/long moving-average periods plus 1-year return, 3-year S

Details

• Version: 0.3.3
• Transports: streamable-http
• Uptime (7 days): 100%
• Median latency: 567 ms
• First indexed: 2026-11-01T08:59:15.430Z
• Last seen in registry: 2026-11-01T08:59:15.577Z

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