ValuEdge Stock Research MCP

Add one verified stock or ETF to my ValuEdge Watchlist. Requires explicit per-client Watchlist write permission granted in ValuEdge. If multiple active listings share a ticker, request exchange. Never modifies a portfolio or broker account.

Use this when the authenticated user asks for their own portfolio concentration, sector or currency allocation, fair-value coverage, or risk context. Explain evidence and limitations without giving buy, sell, or hold instructions.

Use this when the user asks to compare two to six confirmed stocks on current price, canonical fair value, margin of safety, confidence, valuation risk, and fair-value coverage. This tool compares valuation only; use get_stock_fundamentals separately for growth, profitability, or balance-sheet claims. Do not declare a universal winner or give buy, sell, or hold instructions.

Create a named ValuEdge Watchlist folder. Requires per-client Watchlist write consent and an active Trial or Unlimited entitlement; this does not change holdings.

Adjust quantity and entry price of one exact manually recorded BUY transaction by its ID. This changes displayed manual holdings and is not a brokerage trade. Check the user's prior record and confirm the intended correction; synced and imported transactions cannot be changed.

Use this when the user asks for a stock's dividend calendar, historical payouts, ex-dividend dates, upcoming known payment dates, or dividend per share. Returns bounded source-observed events from ValuEdge Dividend Hub, with ex-date, payment date, per-share amount and market-data source. Dates and payouts are only shown if provided by the upstream service. Past events are not proof of future payouts. Never infer a declaration, dividend-capture opportunity, or projected cash payment.

Use this when the signed-in user asks about Dividend Hub, portfolio dividend tracker, projected annual dividend income, yield, growth, payout coverage, dividend safety, or which holdings pay dividends. Uses the canonical holdings-backed dividend profile and its verified FX conversion; reports incomplete coverage without manufacturing amounts. This is account-scoped read-only research, not a trade or a confirmed payout record.

Use this when the authenticated user asks to review their own ValuEdge portfolio, holdings, market value, fair-value coverage, allocation, concentration, or risk context. Never accepts a user id and never returns another user's data.

Use this when the authenticated user asks to review their own ValuEdge Smart Alerts and the valuation context behind them. Never exposes another user's alerts or changes alert state.

Use this when the authenticated user asks to review their own ValuEdge watchlist, including current price, canonical fair value, margin of safety, quality signals, and data freshness. Never accepts a user id.

Use this when the user asks for a stock's ValuEdge financial history, profitability, growth, balance-sheet evidence, business quality, or data coverage. An optional history_limit requests up to 30 periods of selected metrics, current EPS consensus for at most three future fiscal years where present, quarterly P/E samples from existing monthly observations, and bounded source-native annual income, balance-sheet, and cash-flow statement rows where the existing snapshot contains them. EPS is not normalized and past estimate revisions are unavailable. Selected metric trends remain distinct from the full annual statement JSON. Do not infer a trade instruction.

Use this when the user requests verified daily technical analysis of one confirmed stock: SMA 20/50/200, RSI 14, trend states, momentum, price performance, ATR, relative volume, and historical volatility. Requires ValuEdge OAuth and uses one unit from the existing account research/valuation allowance; the same ledger and plan limits apply to web and MCP. This is an end-of-day snapshot, not an intraday price feed. Do not claim MACD, chart patterns, support or resistance levels unless independently available. Never fill null indicators or issue buy/sell instructions.

Use this when the user asks for one stock's ValuEdge fair value, current price, margin of safety, valuation method, assumptions, confidence, or valuation risk. official_fair_value_source identifies the upstream model/component, while valuation_method_label describes headline composition, so a DCF source can accompany a blended headline. specialist_model.fair_value_blend is the optional source-provided equity-model breakdown and may be null when unavailable; blending_applied is independently reconciled from valid top-level canonical DCF/multiples values and weights. Do not use it for a user's private portfolio.

List transaction IDs and exact position records in the signed-in user's portfolios. Only manual records can be edited; brokerage and imported records remain read-only. Use this before selecting a transaction to change or remove.

List the authenticated user's ValuEdge Watchlist folders, including the default folder's ID. This is read-only. Choose an ID before writing to a non-default folder.

Record a historical or current manual BUY or SELL in the signed-in user's ValuEdge portfolio, without placing an actual trade. Creating a new portfolio through its first transaction consumes a portfolio slot. Enforce current plan limits. Never write to broker-synced portfolios.

Remove a saved ValuEdge Watchlist item, not a holding or broker position. Use an owned row_id when available, or an exact ticker and optional folder ID. Requires explicit Watchlist write permission and client confirmation.

Permanently remove all manual transaction records for one holding in one portfolio. Ask for explicit user confirmation and list the affected history first. Mixed-source, legacy, CSV and synced broker holdings are blocked. This does not execute any sale or modify a broker.

Permanently remove one exact owned manually recorded BUY or SELL transaction. Obtain explicit confirmation from the user and use the transaction ID from the ledger. Never remove imported or broker-synced records.

Rename one owned ValuEdge Watchlist folder, leaving its contents and IDs intact. Requires separate OAuth client Watchlist write consent.

Use this when the user asks to screen supported U.S.-listed stocks by valuation, growth, profitability, dividends, size, or quality. Search ValuEdge's bounded NYSE/NASDAQ research dataset using an available preset or supported filters. A signed-in ValuEdge account is required and account limits apply. Percentage inputs use decimal fractions (0.15 = 15%). Custom screens require market capitalization of at least 300 million in listing currency and a valid fair-value estimate. The server uses a 60-candidate window and at most 12 returned rows, so results are not an exhaustive market scan. Report applied criteria, available source dates, and missing coverage. This tool returns research data only and cannot place trades or modify accounts.

Use this when the user gives an ambiguous company name or ticker and you need to resolve it before valuation or comparison. Search is limited to the ValuEdge-supported security universe.