finance.quantic/mcp

up checked 2026-11-11T07:39:58.384Z

Unclaimed · Unverified

Agent searches it appeared in, last 30 days: 0. Run this server? Claim the listing: verified label, uptime alerts and analytics.

Publisher-provided title

Quantic Finance

Publisher-provided description

Dividend portfolio tracking and planning for US and EU markets: income, safety, Spain-aware taxes.

Summary by lookupd

Track and plan dividend portfolios: holdings, income outlook, tax reports, dividend calendars, and stock screening for US and EU markets.

Install

Claude Code, remote (streamable-http)

claude mcp add --transport http mcp https://quantic.finance/mcp

Codex, remote (streamable-http)

codex mcp add mcp --url https://quantic.finance/mcp

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

{
  "mcpServers": {
    "mcp": {
      "url": "https://quantic.finance/mcp"
    }
  }
}

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

Tools (24 tools)

Publisher-provided text

• compare_stocks Compare 2–4 stocks side by side (the /compare view): snapshot, dividend growth, Quantic reads, valuation, momentum, financial health, schedule and community met
• 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 recei
• 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 r
• 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
• 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 am
• 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 f
• 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
• 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 forei
• 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 cur
• 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, c
• 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
• get_portfolio The signed-in user's complete portfolio snapshot in one call: current holdings (shares + average cost), dividends received, trades (movements) and radar watchli
• 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. Us
• 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 proc
• get_stock Look up a stock or ETF by ticker (e.g. "KO", "SCHD"): its dividend profile, live quote, two annual dividends with their yields (`dividend_rates`: `trailing`, pa
• 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` (f
• 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
• 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
• 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 − c
• 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
• list_stocks Fetch a curated dividend list by `slug`. Slugs: dividend-aristocrats, dividend-kings, monthly-dividend-stocks, highest-yield-dividend-stocks, safest-reits, divi
• screen_stocks Find dividend stocks & ETFs matching criteria — the screener behind quantic.finance. Filter by `sector`, `currency`, yield range (`min_yield`/`max_yield`, on th
• 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`
• search_stocks Search dividend stocks by ticker or company name (e.g. "coca", "AAPL"). Public — returns up to ~10 matches with their symbols.

Details

• Version: 1.0.0
• Transports: streamable-http
• Uptime (7 days): 100%
• Median latency: 783 ms
• First indexed: 2026-11-01T09:02:25.440Z
• Last seen in registry: 2026-11-01T09:02:25.440Z
• Website: https://quantic.finance

Badge for your README

Shows this live status and links here; updates hourly.

[![lookupd status](https://lookupd.com/badge/finance.quantic/mcp.svg)](https://lookupd.com/servers/finance.quantic/mcp)

• 62092 servers
• Last crawl: 2026-11-11T17:38:11.606Z
• API base: https://api.lookupd.com
• MCP URL: https://api.lookupd.com/mcp