mcp-etf-holdings

An MCP server for ETF data. Ask which funds hold a stock, compare fees, or pull top holdings. Data comes live from Yahoo Finance. No API key.

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What you can ask

Ask Claude	Tool it calls
"Which ETFs hold NVDA?"	find_etfs_holding_stock
"What's the cheapest ETF for Nvidia exposure?"	stock_exposure_summary
"Compare SPY, VOO, QQQ and SCHD"	compare_etfs
"What are SPY's top holdings?"	etf_holdings
"What is QQQ's expense ratio and AUM?"	etf_info
"Find me semiconductor ETFs"	search_etfs
"What's the ticker for Berkshire Hathaway?"	lookup_symbol

Search by company name or ticker symbol. "Which ETFs hold Nvidia?" works the same as "Which ETFs hold NVDA?". Ask about several funds at once and you get one comparison table.

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Requirements

• Python 3.11+
• An MCP client: Claude Code, Claude Desktop, VS Code, Cursor, or Antigravity
• uv, which runs the server without a manual install

Install uv:

curl -LsSf https://astral.sh/uv/install.sh | sh

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Setup

You don't need to install the server first. Every config below launches it on demand with uvx, in its own isolated environment.

To put it on your PATH instead, run pip install mcp-etf-holdings, then swap uvx mcp-etf-holdings for a plain mcp-etf-holdings in any config below.

Claude Code

claude mcp add etf-holdings -- uvx mcp-etf-holdings

Claude Desktop

1. Open your config file:

   • macOS: ~/Library/Application Support/Claude/claude_desktop_config.json
   • Windows: %APPDATA%\Claude\claude_desktop_config.json

2. Add the server:

   {
     "mcpServers": {
       "etf-holdings": {
         "command": "uvx",
         "args": ["mcp-etf-holdings"]
       }
     }
   }
   

3. Quit Claude Desktop and reopen it. Closing the window is not enough.

VS Code

1. Create .vscode/mcp.json in your workspace. For a global config, run MCP: Open User Configuration instead.

2. Add the server. VS Code uses the key servers, not mcpServers:

   {
     "servers": {
       "etf-holdings": {
         "type": "stdio",
         "command": "uvx",
         "args": ["mcp-etf-holdings"]
       }
     }
   }
   

3. Restart VS Code.

Cursor

Use the same JSON as Claude Desktop. Put it in .cursor/mcp.json for one project, or ~/.cursor/mcp.json for all of them. Restart Cursor.

Antigravity

Antigravity reads mcpServers from mcp_config.json. Put it in ~/.gemini/config/mcp_config.json for all projects, or <workspace>/.agents/mcp_config.json for one:

{
  "mcpServers": {
    "etf-holdings": {
      "command": "uvx",
      "args": ["mcp-etf-holdings"]
    }
  }
}

In the IDE you can open it from the agent panel: MCP Servers → Manage MCP Servers → View raw config.

Or install it as a plugin from a checkout of this repo (the plugin is just the same config plus a manifest, in antigravity/etf-holdings):

agy plugin install /path/to/mcp-etf-holdings/antigravity/etf-holdings

For the IDE, copy that folder into .agents/plugins/ (one workspace) or ~/.gemini/config/plugins/ (all workspaces).

To use the opt-in HTTP transport instead, Antigravity names the URL field serverUrl: {"mcpServers": {"etf-holdings": {"serverUrl": "http://127.0.0.1:8000/mcp"}}}.

Verify it works

Ask your client each of these:

• "Which ETFs hold NVDA?" — calls find_etfs_holding_stock
• "Compare SPY, QQQ and VTI" — calls compare_etfs, returns one table
• "Which ETFs hold Nvidia?" — resolves the name to NVDA and says so

If you get real numbers back, you're done.

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Example prompts

Copy any of these into a client that has the server connected.

Compare funds

Compare SPY, VOO, IVV and SPLG — they all track the S&P 500, so which is cheapest?

Compare QQQ, VGT, XLK and SMH on expense ratio and 5-year return.

Search by name or ticker

Which ETFs hold Nvidia?

What's the ticker for Berkshire Hathaway?

Find me the Vanguard total stock market fund and show its top holdings.

Find the cheapest exposure to a stock

What's the cheapest ETF to get exposure to Nvidia?

I want AMD exposure without buying the stock directly. What are my options, and what do they cost?

Check a portfolio for overlap

I own VOO, QQQ and VGT. Am I doubling up?

Show me every holding that appears in more than one of SPY, SCHD and DGRO.

Discover funds by theme

Find semiconductor ETFs and compare the three biggest.

What dividend ETFs exist, and which has the highest yield?

Research one fund

Give me a deep dive on SCHD.

How concentrated is QQQ? What share of it is the top 5 positions?

Prompt templates

The server registers five prompt templates. Claude Desktop and Claude Code show them as slash-commands, so you don't have to write the prompt yourself.

Template	Argument	What it does
etf_deep_dive	ticker	Costs, size, returns, and a concentration read on one fund
compare_funds	tickers	Side-by-side table plus a cost and return comparison
stock_exposure	stock	Ranks the ETFs holding a stock by weight and cost
portfolio_checkup	tickers	Finds positions duplicated across the funds you hold
theme_explorer	theme	Finds funds for a theme and compares the leaders

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Tool reference

Tools that return more than one row format the result as a markdown table.

etf_info(ticker)

Metadata for one ETF. For two or more funds, use compare_etfs.

• ticker (string) — ETF symbol, e.g. "SPY"

Returns name, category, AUM, expense ratio, dividend yield, NAV/price, and YTD / 3-yr / 5-yr returns.

compare_etfs(tickers)

Compares several ETFs in one table.

• tickers (array of strings) — e.g. ["SPY", "QQQ", "VTI", "SCHD"]. Case-insensitive and de-duplicated. Capped at 10 funds per call.

This is the beginning of the README. Read the rest at the original. Read the full README ↗