Quantic Finance MCP
OfficialRegionGlobal
/About Quantic Finance MCP
Quantic Finance is a dividend portfolio tracking and planning server for US and EU markets. It combines public market data with the signed-in user's private ledger to answer questions about dividend income, portfolio performance and dividend safety.
AI-generated listing based on the project's public information. It may contain errors: check the original source.
/How to use Quantic Finance MCP
Show my projected annual dividend income gross and net of withholding tax
Compare KO, SCHD and O side by side on dividend growth and safety
What dividends am I due to receive in the next 45 days?
Generate a tax report for last year with dividends and FIFO-matched disposals
Screen for dividend aristocrats with a yield above 3% and low debt
/Quantic Finance MCP tools
What your assistant can call once connected.
| Tool | What it does |
|---|---|
| compare_stocks | Compare 2-4 stocks side by side on dividend growth, valuation, momentum, financial health, schedule and community metrics, with the winning column flagged per row. |
| dividend_calendar | Upcoming ex-dividend dates across the dividend universe over the next days (default 45, max 120), soonest first. Public. |
| dividend_changes | Dividend raises and cuts seen over the last days (default 7, max 90), newest first, with old and new forward annual dividend rates. Public. |
| earnings_calendar | Upcoming earnings reports across the universe over the next days (default 14, max 60), soonest first. Public. |
| get_dividends | The signed-in user's received paid dividends, newest first, with symbol, pay date, shares, per-share and gross amounts, withholding tax, net amount and currency. |
| get_holdings | The signed-in user's current holdings: symbol, name, shares held, average cost per share, trading currency and sector, from the ledger cost-basis data. |
| get_income_attribution | Why the user's dividend income changed over the trailing 12 months vs the 12 before, split into company actions, user actions, taxes and exchange effects. |
| get_income_outlook | The user's forward dividend income outlook in their preferred currency: projected annual income gross and net of estimated foreign withholding tax. |
| get_movements | The signed-in user's trades and cash movements (buys, sells), newest first, with symbol, date, type, quantity, price, total, fee and currency; filterable by symbol. |
| get_options | The signed-in user's options positions (the income wheel of sold puts and calls), with symbol, type, strike, expiry, contracts, premium, fees and status. |
| get_performance | How the portfolio has actually done: annualized money-weighted return (XIRR) in the preferred currency, including dividends and sales, versus a benchmark. |
| get_portfolio | The signed-in user's complete portfolio snapshot in one call: holdings, dividends received, trades and radar watchlist with target prices. |
| get_radar | The user's radar watchlist of stocks tracked to buy or sell, with target buy/sell prices, notes and currency. Private to the caller. |
| get_realized | What the user's sales actually realized: fully sold positions and partial sales, with proceeds and the cost basis those proceeds consumed. |
| get_stock | Look up a stock or ETF by ticker: dividend profile, live quote, annual dividends with yields (trailing and forward), and latest news. |
| get_stock_research | Fetch Quantic's AI-generated research deep-dive for a stock: narrative brief, dividend history, safety, risks and watch items. Optional locale, falls back to English. |
| get_tax_report | A tax year assembled from the user's ledger: dividends received gross, withheld at source and net per payment and source country, plus FIFO-matched disposals. |
| get_upcoming_dividends | The user's next dividends for each holding and radar stock whose ex-dividend or payment date falls in the next days (default 45, max 120), soonest first. |
| get_valuation | The user's portfolio valued at current market prices in their preferred currency, with total market value, cost basis and unrealised gain/loss. |
| list_portfolios | List the signed-in user's portfolios with names and default flags; publicly shared portfolios also carry their URL slug. |
| list_stocks | Fetch a curated dividend list by slug, e.g. dividend-aristocrats, dividend-kings, monthly-dividend-stocks, highest-yield, safest-reits, dividend-growth, low-debt. |
| screen_stocks | Find dividend stocks and ETFs matching criteria: sector, currency, yield range, yield on 5-year average, minimum 5-year CAGR, dividend streak and more. |
| screen_wheel | Options worth selling on the wheel, ranked by company quality first and premium second, with quality and yield 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. |
/Before you connect Quantic Finance MCP
Do I need a key or an account?
No. It connects without a key.
Which assistants does it work with?
Claude, ChatGPT, Gemini, Grok
Which countries does it work in?
Any country.
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