FolioFact
com.foliofact/foliofactRead-only value-investing fund, holdings, financial, options, and insider research.
Tools · 13
Bounded cross-domain search: funds by name, stocks by ticker/name, and insider transactions by owner. The same scopes the web search uses. A blank or missing query returns empty buckets, mirroring GET…
One fund's latest filing and its investors.
A fund's current portfolio positions with quarter-over-quarter change.
Quarter-by-quarter filing history and a summary (turnover, concentration, favorites).
One company as held by tracked funds: holders, values, and last-quarter moves.
One investor's portfolio links (funds they run or back) and featured fund.
Recent Form 4/5 insider transactions across all held stocks, newest first. Filterable by transaction type and owner. Page 2+ requires FolioFact Pro.
Fetches an allowlisted public page as markdown/text: published blog posts (/blog/:slug), static pages (e.g. /agents, /api-docs, /about), and the agent discovery doc (/llms.txt).
The latest cited earnings report for one stock. Teasers are public. Set include_full=true for the complete evidence-linked report; that content requires FolioFact Pro.
Financial statements (yearly and quarterly) and the valuation summary (enterprise value, FCF/EV and OCF/EV yields). Requires FolioFact Pro.
Recent Form 4/5 insider transactions for one company. Requires FolioFact Pro.
Daily 30-day implied volatility history for one company. Requires FolioFact Pro.
Aligned multi-stock comparison: valuation, latest financial point, fund conviction, and insider activity. Requires FolioFact Pro.
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How to use
Add to your Claude Desktop / Cursor / Cline MCP config:
{
"mcpServers": {
"foliofact": {
"url": "https://foliofact.com/mcp",
"transport": "streamable-http"
}
}
}