このMCPでできること
Analyzes U.S. closed-end funds, activist investors, holdings, corporate events, and SEC filings.
機能
ツール
9
ツール
get_activist
One large investor
Describes one large investor in plain words: how many funds it is in and where it is pushing for changes, what it usually does, the funds it has left and its recent moves, from SEC filings, with as-of dates and links to the original documents. Results are informational, read automatically from public filings and may contain errors; always show the source link and never present results as personal investment advice.
読み取り専用
冪等
入力スキーマ
{'type': 'object', 'title': 'get_activistArguments', 'required': ['slug'], 'properties': {'slug': {'type': 'string', 'title': 'Slug', 'maxLength': 80, 'description': "The investor's short name from list_activists, e.g. saba."}}}
get_fund
One fund: who is targeting it, what to act on, costs
Tells you, in plain words, whether a large investor is targeting a U.S. closed-end fund, whether the fund has announced something you must act on and by when, what it costs, how much it borrows, how big it is and what it holds, from SEC filings, with as-of dates and links to the original documents. Results are informational, read automatically from public filings and may contain errors; always show the source link and never present results as personal investment advice.
読み取り専用
冪等
入力スキーマ
{'type': 'object', 'title': 'get_fundArguments', 'required': ['ticker'], 'properties': {'ticker': {'type': 'string', 'title': 'Ticker', 'maxLength': 32, 'description': "The fund's exchange ticker, e.g. JOF (use search_funds when you only know the name)."}}}
get_fund_events
One fund's dated announcements
Lists one closed-end fund's dated announcements a holder may need to act on (offers to buy back shares, shareholder votes, closings, mergers, offers of new shares, payout notices) with the deadline and what to do, from SEC filings, with as-of dates and links to the original documents. Results are informational, read automatically from public filings and may contain errors; always show the source link and never present results as personal investment advice.
読み取り専用
冪等
入力スキーマ
{'type': 'object', 'title': 'get_fund_eventsArguments', 'required': ['ticker'], 'properties': {'months': {'type': 'integer', 'title': 'Months', 'default': 24, 'description': 'How many months back to look, 1 to 120 (default 24).'}, 'ticker': {'type': 'string', 'title': 'Ticker', 'maxLength': 32, 'description': "The fund's exchange ticker, e.g. JOF (use search_funds when you only know the name)."}}}
get_fund_holdings
What a fund holds
Describes what a closed-end fund holds - the mix by type of holding and country and its largest positions - from SEC filings, with as-of dates and links to the original documents. Results are informational, read automatically from public filings and may contain errors; always show the source link and never present results as personal investment advice.
読み取り専用
冪等
入力スキーマ
{'type': 'object', 'title': 'get_fund_holdingsArguments', 'required': ['ticker'], 'properties': {'ticker': {'type': 'string', 'title': 'Ticker', 'maxLength': 32, 'description': "The fund's exchange ticker, e.g. JOF (use search_funds when you only know the name)."}}}
latest_filings
Newest notices from large investors
Lists the newest notices large investors filed about owning 5% or more of a fund (raised or cut a stake, may push for changes, passive, sold down), one plain sentence each, from SEC filings, with as-of dates and links to the original documents. Results are informational, read automatically from public filings and may contain errors; always show the source link and never present results as personal investment advice.
読み取り専用
冪等
入力スキーマ
{'type': 'object', 'title': 'latest_filingsArguments', 'properties': {'days': {'type': 'integer', 'title': 'Days', 'default': 7, 'description': 'How many days back to look, 1 to 365 (default 7).'}, 'cef_only': {'type': 'boolean', 'title': 'Cef Only', 'default': True, 'description': 'True (default) = closed-end funds only; False = companies too.'}}}
list_activists
Large investors we follow
Lists the large investors we follow - those who buy into closed-end funds and sometimes push for changes - with how many funds each is in now and its newest move, from SEC filings, with as-of dates and links to the original documents. Results are informational, read automatically from public filings and may contain errors; always show the source link and never present results as personal investment advice.
読み取り専用
冪等
入力スキーマ
{'type': 'object', 'title': 'list_activistsArguments', 'properties': {}}
list_events
Recent announcements across funds
Lists recent announcements across all U.S. closed-end funds (buy-back offers, votes, closings, mergers, offers of new shares, payout notices), newest first, each with the fund, the deadline and what to do, from SEC filings, with as-of dates and links to the original documents. Results are informational, read automatically from public filings and may contain errors; always show the source link and never present results as personal investment advice.
読み取り専用
冪等
入力スキーマ
{'type': 'object', 'title': 'list_eventsArguments', 'properties': {'kind': {'anyOf': [{'type': 'string'}, {'type': 'null'}], 'title': 'Kind', 'default': None, 'description': "Only one kind of announcement, written as its code: tender_offer (offer to buy back shares), tender_update (buy-back offer updated), tender_result (buy-back offer results), proxy_contest (a fight over the shareholder vote), liquidation (closing down), open_ending (vote on becoming a regular mutual fund), term_change (vote on the fund's planned closing date), merger (folding into another fund), merger_acquirer (taking in another fund), rights_offering (offer of more shares to holders), share_offering (may sell new shares), managed_distribution (fixed payout notice), preferred_redemption (repaying borrowed money), deregistration (stopped reporting to the regulator), delisting (shares no longer trade)."}, 'since': {'anyOf': [{'type': 'string'}, {'type': 'null'}], 'title': 'Since', 'default': None, 'description': 'Only announcements filed on or after this date, written YYYY-MM-DD.'}, 'only_open': {'type': 'boolean', 'title': 'Only Open', 'default': False, 'description': 'True = only announcements a holder can still act on.'}}}
search_funds
Find a fund
Finds a U.S. closed-end fund by its ticker, its name or the firm that runs it and returns up to 6 matches with a link to each fund's page, from SEC filings, with as-of dates and links to the original documents. Results are informational, read automatically from public filings and may contain errors; always show the source link and never present results as personal investment advice.
読み取り専用
冪等
入力スキーマ
{'type': 'object', 'title': 'search_fundsArguments', 'required': ['query'], 'properties': {'query': {'type': 'string', 'title': 'Query', 'maxLength': 200, 'description': "Ticker, fund name or the firm that runs it, e.g. JOF or 'japan smaller'."}}}
which_funds_hold
Which funds hold a security
Lists every U.S. closed-end fund whose latest quarterly holdings report includes a company or bond you name (or its CUSIP or ISIN), with each fund's share of it and the report date, from SEC filings, with as-of dates and links to the original documents. Results are informational, read automatically from public filings and may contain errors; always show the source link and never present results as personal investment advice.
読み取り専用
冪等
入力スキーマ
{'type': 'object', 'title': 'which_funds_holdArguments', 'required': ['query'], 'properties': {'query': {'type': 'string', 'title': 'Query', 'maxLength': 200, 'description': "A company or bond name as printed on a statement, or its CUSIP or ISIN, e.g. 'apple'."}}}
履歴
最近のツール変更
追加
which_funds_hold
2026年9月19日2:40
追加
latest_filings
2026年9月19日2:40
追加
get_activist
2026年9月19日2:40
追加
list_activists
2026年9月19日2:40
追加
list_events
2026年9月19日2:40
追加
get_fund_holdings
2026年9月19日2:40
追加
get_fund_events
2026年9月19日2:40
追加
get_fund
2026年9月19日2:40
追加
search_funds
2026年9月19日2:40
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