octagon-13f-holdings-mcp
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The Octagon 13F Holdings MCP server offers advanced AI-driven analysis of institutional ownership and holdings data, integrating with holdings analysis agents for comprehensive insights.
Octagon 13F Holdings MCP is a specialized server designed to provide in-depth analysis of institutional ownership and holdings data. It integrates seamlessly with advanced holdings analysis agents to deliver comprehensive insights into Form 13F filings, institutional investor activity, fund performance, and industry-level holdings analytics. The server offers complete coverage of Form 13F filings, historical data dating back to 2018, and real-time updates for continuous insights. It supports universal MCP integration, allowing users to add institutional holdings analysis functionality to any MCP client, including popular applications like Claude Desktop and Cursor. With advanced holdings metrics, users can track institutional ownership, analyze fund performance, and gain insights into portfolio allocation. The server is powered by Octagon AI, ensuring robust and reliable data analysis capabilities.
Features
- Comprehensive Coverage: Complete Form 13F filings and institutional ownership data.
- Historical Analysis: Historical data dating back to 2018 enables robust time-series analysis.
- Real-Time Updates: Continuous daily updates for real-time insights.
- Universal MCP Integration: Add institutional holdings analysis to any MCP client.
- Advanced Holdings Metrics: Institutional ownership tracking, fund performance analysis, and portfolio allocation insights.
Tools
octagon-holdings-agent
Comprehensive institutional ownership and holdings analysis with Form 13F filing insights.