Servidor MCP de The Balanced Investor Club

• Nombre en el registrocom.thebalancedinvestorclub/welcomeverificado en el registro MCP

El nombre en el registro está bajo thebalancedinvestorclub.com. El registro solo permite usar ese espacio de nombres a quien demuestra control del dominio por DNS o HTTP.

• Estadorespondecomprobado el 2026-10-18
• Herramientas57
• El servidor se llamathe-balanced-investor-club
• Versión del servidor0.3.3
• Versión del protocolo2025-06-18

El 2026-10-18 el servidor respondió a initialize y tools/list sin iniciar sesión. Primera respuesta en 261 ms.

• Aún no se ha juzgado si sus herramientas hacen el trabajo del producto.
• Comprobado 3 de los 7 días necesarios para juzgar su fiabilidad.

Lo dicen reglas a partir de las mediciones de arriba. La primera llamada probable la elige un modelo de la lista de herramientas; lee su descripción antes de fiarte.

• Nota INITE MCPtras una semanala nota necesita 7 comprobaciones diarias: 3 hasta ahora
• Respondiómidiendo3 de las 7 comprobaciones diarias necesarias para mostrar el porcentaje
• Mediana de la primera respuesta222 ms
• Espacio en el contexto del agente≈ 9363 tokenslas definiciones de todas sus herramientas (57), que el agente lleva en cada turno
• Definiciones de herramientasA · 99 de 100
• Resultados tipados0 de 57 herramientasdeclaran outputSchema: el resultado llega tipado y se lee de una vez

• Parámetros sin descripción: en 3 de 57

Un programa comprueba el servidor una vez al día: initialize y tools/list, sin modelo. Los tokens son la longitud de las definiciones, a unos cuatro caracteres por token. La nota promedia seis comprobaciones del nombre, la descripción, el esquema y las anotaciones de cada herramienta; dice lo bien descritas que están, no si funcionan. La nota pondera solo lo medido: si responde (30%), si hace el trabajo del producto (25%), definiciones (20%), contexto (10%) y uso (15%). Lo que no se midió queda fuera, y una instrucción oculta limita la nota a 40. El estado de los servidores MCP de los proveedores: método y números →

• start_here

  Start exploring The Balanced Investor Club. A calm orientation — what we are, what the community is watching right now, and what to try next. Recommended as your first call.

• list_market_moods

  Browse Market Mood across instruments — The Balanced Investor Club's behavioural read on how short and long-term moving averages align. Educational, never predictive. Filter by sector, asset type, or mood label.

• get_mood_for_ticker

  Pull the current Market Mood for a single ticker — its history, how often the mood has shifted, and any patterns we've spotted. Educational only. Mood snapshots refresh on a daily cycle and can lag the latest close by one session; use…

• get_today_mood_changes

  Mood TRANSITIONS today — instruments whose Market Mood label flipped in the last 24h (e.g. Bullish → Neutral). This is NOT price movers; mood changes only. If today is quiet, an empty result is normal — try `list_market_moods` with…

• get_market_pulse

  A snapshot of where the market sits right now — random sample of strongly bullish vs strongly bearish names, plus aggregate counts. Great as an opener to ask 'what stands out today?'

• get_price_alignment

  How a stock or ETF's price aligns with its short, medium, and long-term moving averages — and the resulting Market Mood. Educational, never predictive. Snapshots refresh on a daily cycle and can lag the latest close by one session; use…

• get_crypto_price_alignment

  How a crypto pair's price aligns with its short, medium, and long-term moving averages — and the resulting Market Mood. Educational, never predictive.

• compare_tickers

  Side-by-side log-returns for up to 5 tickers — stocks, ETFs, crypto. Volatility, total return, max and min. Date-aligned.

• list_securities_by

  List every security inside a sector or industry — a way to map the surface before drilling. Returns ticker, name, sector, industry, and optionally market cap. Use this when the user asks 'what's in Technology?', 'show me the Banks…

• get_ticker_metadata

  Quick identity check on a ticker — name, sector, industry, exchange, asset type. Useful before going deeper.

• search_instruments

  Search The Balanced Investor Club's coverage universe across stocks, ETFs, and crypto. Type a ticker, company name, or coin name — same as the search box on the website.

• get_sector_returns

  Market-cap-weighted average return for a sector over the last year. Pre-computed daily from public market data. GICS names like 'Consumer Discretionary' or 'Information Technology' are accepted.

• get_industry_returns

  Same idea as the sector view, narrower scope — average return for a single industry over the last year.

• get_income_statement

  Income statement for a stock — revenue, costs, profit — the P&L, period by period. Mirrors what the Market Hub shows. Stocks only (not ETFs or crypto).

• get_balance_sheet

  Balance sheet for a stock — assets, liabilities and equity at each period end. Mirrors what the Market Hub shows. Stocks only.

• get_cash_flow

  Cash flow statement for a stock — cash generated and used across operating, investing and financing. Mirrors what the Market Hub shows. Stocks only.

• get_dividends

  Dividend history for a stock or distributing ETF — ex-dividend date, payment date, and amount per share. Mirrors what the Market Hub shows. Not applicable to crypto.

• get_earnings_estimates

  Analyst earnings estimates for upcoming quarters AND fiscal years — EPS consensus, revenue, and analyst counts per horizon. Mirrors what the Market Hub shows. Estimates, not forecasts — they shift as each date nears.

• get_macro_indicators

  US economic indicators — rates, jobs, growth, energy, metals, agriculture, and markets. Latest reading per indicator plus the change from the prior period. Context behind the market, not a signal about any one stock.

• get_market_calendar

  Upcoming earnings and IPOs across the market, next three months. Filter to specific tickers and/or a date range to reach your coverage. Earnings carry analyst-estimate EPS when reported. IPOs carry exchange and price range when available.

• get_valuation_inputs

  DCF building blocks for a stock in one call — current price, shares outstanding, beta, net debt, trailing FCF, 4-year FCF history and CAGR, revenue growth, and the 10-year Treasury as risk-free rate. The same pre-computed inputs the…

• get_close_history

  Daily close-price history for a stock, ETF, or crypto pair over a selected range. Summary stats by default (start, end, high close, low close, percent change). Optionally returns the most recent N daily closes.

• get_earnings_transcript

  Full earnings call transcript for a company and fiscal quarter — management remarks and the analyst Q&A, speaker by speaker. The primary source for guidance, segment color, and management tone. Long: use offset/limit to page through big…

• get_insider_transactions

  Recent insider transactions for a company — who bought or sold, role, shares, and price. Insider activity is context, not a signal: executives sell for many reasons.

• get_market_movers

  Top gainers, losers and most actively traded US tickers from the last completed session. Small illiquid names can dominate the gainers list — the volume column is there so you can judge. Movement is not merit.

• get_institutional_holdings

  Institutional ownership of a company — total holders, ownership percentage, how many increased vs decreased positions, and the largest holders. Quarterly 13F data: always at least one quarter behind.

• discover_community_watchlists

  Browse public watchlists curated by our research team at The Balanced Investor Club. Filter by asset type or sort by what's popular.

• get_watchlist_by_slug

  Open a community watchlist by its slug — see the full list of constituents (tickers, sector, industry, asset type) plus follower count. Use the slug returned by `discover_community_watchlists`.

• get_instrument_popularity

  How many community watchlists include a given ticker — a simple read on what the club is tracking.

• get_curated_lists

  Backtested cross-MA strategies tuned for a specific ticker by The Balanced Investor Club — short/medium/long moving-average periods plus 1-year return, 3-year Sharpe, and trade count. Educational read on what historically lined up; never…

• get_fundamentals

  Company fundamentals for a stock — market cap, P/E, EPS, dividend yield, 52-week range, and up to 20 quarters of EPS history vs analyst consensus. Mirrors what the website shows in /analysis.

• get_news

  Recent news mentioning a ticker, with article-level sentiment. Mirrors what the website shows in /analysis.

• get_etf_profile

  Profile of an ETF — net assets, expense ratio, dividend yield, top holdings, and sector breakdown. Mirrors what the website shows in /analysis for ETFs.

• get_instrument_overview

  Everything we offer about a single instrument in one shot — identification, current Market Mood + price alignment, fundamentals (stocks) or holdings (ETFs), and recent news. Equivalent of opening the /analysis page on the website. Mood…

• about_us

  Who we are. Philosophy, framework, what we are — and what we are NOT. The thinking companion for the markets.

• get_pricing

  Pricing tiers at The Balanced Investor Club — what each one unlocks. No sales pitch.

• whoami

  A quick hello — your name, plan, how long you've been with The Balanced Investor Club, and today's date from our servers. Call this before stamping a date on any deliverable: the date here is authoritative, and a date you recall is not.

• get_my_watchlists

  Read your private and followed watchlists at The Balanced Investor Club. Returns names, item counts, and how many people are following you on each.

• search_my_watchlists

  Search across your own watchlists, the curated/official ones, and shared community lists by name. Returns up to 5 matches per bucket.

• check_ticker_in_my_watchlists

  Quickly check whether a specific ticker is already in any watchlist you own or follow. Useful before adding it again.

• list_my_trades

  Your trades from the Trading Journal at The Balanced Investor Club. Optionally filter by status or ticker. Set include_notes to read back the thesis and lesson you wrote on each trade. Your data, your patterns — never advice.

• get_my_journal_stats

  Pre-aggregated stats from your Trading Journal — counts, win rate, P&L, profit factor, and emotion analytics. A calm mirror, no judgement.

• get_my_trust_score

  Your Trust Score and what built it — discipline, sizing, journaling, drawdown control. A read on your own behaviour, not a verdict.

• get_my_cocreator_status

  Your Co-Creator status at The Balanced Investor Club — tier, days until renewal, monthly progress on the 2 feedback + 2 invite obligations, lifetime totals.

• get_my_briefing

  Your daily briefing at The Balanced Investor Club — a read on your own activity: morning brief, journal counts, the instruments you follow, mood highlights, activity, and your learning journey. A mirror, never advice.

• create_watchlist

  Create a new Stock Tracker — a place for the instruments you want to keep an eye on. Names are unique per user.

• add_to_watchlist

  Add an instrument to one of your Stock Trackers. Stocks, ETFs, and crypto pairs are supported. Pre-checks for duplicates so you don't end up with the same ticker twice.

• remove_from_watchlist

  Remove an instrument from one of your Stock Trackers. This will remove the instrument from your stock tracker. This action cannot be undone.

• follow_watchlist

  Follow a public Stock Tracker so it shows up on your stock tracker page. Get updates when instruments are added or removed.

• unfollow_watchlist

  Stop following a public Stock Tracker. It disappears from your stock tracker page and you stop receiving its updates. Your own Stock Trackers are unaffected.

• update_watchlist

  Update one of your Stock Trackers — rename it, change the description, make it public or private, or change how often it alerts you. Only the fields you pass are changed.

• delete_watchlist

  Delete one of your Stock Trackers permanently, along with every instrument in it. If it was public, its followers lose it too. This cannot be undone.

• log_trade

  Log a trade you've already made into your Trading Journal — ticker, direction, entry date, price, and quantity, plus an optional thesis and how you felt. This records a past decision; it never executes anything. Stocks, ETFs, and crypto…

• close_trade

  Close an open trade in your Trading Journal with an exit reflection — exit price, date, and optionally how you felt and what you learned. Identify the trade by id, or by ticker if you have a single open position for it.

• update_trade

  Update fields on an existing trade in your Trading Journal — entry price, quantity, thesis, notes, how you felt at entry, or the lesson you took from it. Identify the trade by id.

• delete_trade

  Take a trade out of your Trading Journal stats — for a mis-entry, a duplicate, or a practice trade you logged by mistake. The trade stops counting towards your win rate, P&L and emotion breakdown. The row itself is kept (the journal has…

• import_trades

  Import a batch of trades into your Trading Journal from a CSV export — Tradervue, TraderSync, Interactive Brokers, Degiro, or a generic CSV. Paste the CSV contents (including the header row). Columns are matched flexibly, so…