Quantic Finance
Dividend portfolio tracking and planning for US and EU markets: income, safety, Spain-aware taxes.
| Endpoint | https://quantic.finance/mcp (streamable-http) |
|---|---|
| Registry version | 1.0.0 |
| Now | 24 tools · grade C (72) · pin ts_c6c3dd05277c690b038efbfc18b211aa · protocol 2025-06-18 |
| First / last listed | 2026-10-25 05:19 UTC / 2026-10-25 05:19 UTC |
| Grade over time | 2026-10-25: C (72), 24 tools |
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Tools: compare_stocks dividend_calendar dividend_changes earnings_calendar get_dividends get_holdings get_income_attribution get_income_outlook get_movements get_options get_performance get_portfolio get_radar get_realized get_stock get_stock_research get_tax_report get_upcoming_dividends get_valuation list_portfolios list_stocks screen_stocks screen_wheel search_stocks
compare_stocks | Compare 2–4 stocks side by side (the /compare view): snapshot, dividend
growth, Quantic reads, valuation, momentum, financial health, schedule and
community metrics — with the winning column flagged per row (`best`). Pass a
list of tickers, e.g. ["KO","PEP","MO"].
params: symbols* |
dividend_calendar | Upcoming ex-dividend dates across the dividend universe over the next `days`
days (default 45, max 120), soonest first. Public — buy before the ex-date to
receive the next dividend.
Each row also carries the forward annual dividend rate (`dividend_rate`, in
`currency`: the provider's declared rate, or for a steady payer its last
payment times payments per year — never the coming payment's own amo params: days |
dividend_changes | Dividend raises and cuts Quantic saw over the last `days` days (default 7,
max 90), newest first. Public.
Each row is a change in the forward annual dividend rate: `old_rate` →
`new_rate`, in `currency`, with `kind` "raise" or "cut". `detected_on` is
the day Quantic first saw the new rate: near the declaration when the
provider declares it, within a week of the first changed payment's
ex-date whe params: days |
earnings_calendar | Upcoming earnings reports across the universe over the next `days` days
(default 14, max 60), soonest first. Public — the same dates the stock pages
show logged out.
`estimated` is true when the date is the provider's projection from the
previous cycle rather than one the company confirmed; word the two
differently. `earnings_date_end` is set when only a window is known.
params: days |
get_dividends | The signed-in user's received (paid) dividends, newest first. Each row carries
the symbol, pay date, shares, per-share and gross amount, withholding tax, net
amount and currency. Optionally filter by `symbol` (e.g. "AAPL") and a
`from`/`to` date window (ISO-8601, e.g. "2024-01-01"), and/or pass `portfolio`
(one of your portfolio names or slugs, case-insensitive — see
`list_portfolios`) to narrow t params: from, portfolio, symbol, to |
get_holdings | The signed-in user's current holdings: each position's symbol, name, shares
held, average cost per share, trading currency and sector. This is cost-basis
data from the ledger (no live prices) — use `get_valuation` for current market
value, gain/loss and yield. Optionally pass `portfolio` (one of your portfolio
names or slugs, case-insensitive — see `list_portfolios`) to narrow to that
portfolio; o params: portfolio |
get_income_attribution | Why the signed-in user's dividend income changed: the trailing 12 months
against the 12 before them, split into what the companies did, what the user
did, what the tax office took and what the exchange rate moved.
The four components sum to the headline change by construction, so they can be
quoted together without reconciling them yourself. Each is in the user's
preferred currency and **net of t params: portfolio |
get_income_outlook | The signed-in user's forward dividend income outlook, in their preferred
currency: projected annual income at the current rate (gross and net of
estimated foreign withholding tax), the income-weighted trailing dividend
growth, the current yield, the top income-contributing holdings (gross and
net per holding, ranked on the net basis when withholding applies; with each
one's growth, 5-year CAGR and params: drip, portfolio, years |
get_movements | The signed-in user's trades / cash movements (buys, sells, …), newest first.
Each row carries the symbol, date, type, quantity, price, total amount, fee
and currency. Optionally filter by `symbol` (e.g. "AAPL") and a `from`/`to`
date window (ISO-8601, e.g. "2024-01-01"), and/or pass `portfolio` (one of
your portfolio names or slugs, case-insensitive — see `list_portfolios`) to
narrow to that portf params: from, portfolio, symbol, to |
get_options | The signed-in user's options positions — the income "wheel" of sold puts and
calls — newest first. Each row carries the symbol, put/call type, strike,
expiry, contracts, premium collected, fees, status (open/expired/assigned/
closed), net premium, break-even price, annualized premium yield (ratio) and
currency. Optionally filter by `symbol` (e.g. "AAPL")
and `status` ("open", "history" for everyth params: portfolio, status, symbol |
get_performance | How the signed-in user's portfolio has actually done — an annualized
**money-weighted** return (XIRR) in their preferred currency, including
dividends received and any sales, next to what the same money moved on the
same days would have made in broad index funds.
Money-weighted, not time-weighted: it counts *when* each amount went in, so
money invested before a good year earns more of the credit params: portfolio |
get_portfolio | The signed-in user's complete portfolio snapshot in one call: current holdings
(shares + average cost), dividends received, trades (movements) and radar
watchlist with target prices. Their own private data, including amounts. Use
this for a full overview/backup; for a specific slice (filtered dividends or
movements, current market value, income projection) prefer the focused tools
(`get_dividends` params: portfolio |
get_radar | The signed-in user's radar (watchlist): stocks they're tracking to buy or
sell, with their target buy/sell prices, notes and currency. Private to the
caller. Use `get_stock` to fetch the current price for any of these symbols.
params: none |
get_realized | What the signed-in user's sales actually realized — the positions they've
sold out of, and the partial sales of positions they still hold. Each row
carries proceeds, the cost basis those proceeds consumed, and the **signed**
`result` (negative when sold below the average cost), plus the holding
window, trade count and dividends collected while held. Pass
`status: "closed"` for only the positions t params: portfolio, status |
get_stock | Look up a stock or ETF by ticker (e.g. "KO", "SCHD"): its dividend profile,
live quote, dividend safety, balance-sheet leverage, the momentum & value
scores and the snowflake radar — and, for a signed-in caller, the full
"Valuation & strategy" read (fair value, two-stage DDM, margin of safety,
sector-relative rank, dividend doubling time, max drawdown).
params: symbol* |
get_stock_research | Fetch Quantic's AI-generated research deep-dive for a stock — the narrative
brief (overview, dividend history, safety, risks, watch items). Optional
`locale` (falls back to English). Returns `found: false` when no article has
been generated for the stock yet.
params: locale, symbol* |
get_tax_report | A tax year assembled from the signed-in user's own ledger: the dividends
received (gross, withheld at source, net — per payment and per source
country) and the disposals made (matched first-in first-out, with Spain's
two-month rule applied to losses). Foreign currency is converted to euros
at the ECB's official daily reference rate for each date — a dividend at
its pay date, and a sale's cost and params: portfolio, year |
get_upcoming_dividends | The signed-in user's next dividends: each holding, and each stock on their
radar, whose ex-dividend date or payment date falls in the next `days` days
(default 45, max 120), soonest first.
Each item carries `ex_dividend_date` and `pay_date` (either can be null; an
ex-date already past with the payment still to come means the dividend is
already theirs), `per_share` (this payment per share: the fo params: days, portfolio |
get_valuation | The signed-in user's portfolio valued at current market prices, in their
preferred display currency. Returns the total market value and cost basis
(so total − cost is the unrealised gain/loss), the yield on cost and current
yield, a sector breakdown, and a per-position list with each holding's market
value, cost and forward annual dividend income. Income is reported both gross
and net of estimated params: portfolio |
list_portfolios | The signed-in user's portfolios: each one's name and whether it is the
default; publicly shared portfolios also carry their URL `slug`. Pass a
name (or slug) as the `portfolio` param of the ledger tools
(`get_holdings`, `get_portfolio`, `get_movements`, `get_dividends`,
`get_options`, `get_valuation`, `get_income_outlook`) to narrow them to
one portfolio; without it they aggregate across all portf params: none |
list_stocks | Fetch a curated dividend list by `slug`. Slugs: dividend-aristocrats,
dividend-kings, monthly-dividend-stocks, highest-yield-dividend-stocks,
safest-reits, dividend-growth-stocks, low-debt-dividend-stocks,
large-cap-safe-dividend-stocks, utility-dividend-stocks,
healthcare-dividend-stocks, consumer-staples-dividend-stocks,
energy-dividend-stocks, european-dividend-stocks, best-dividend-etfs,
month params: eu_only, slug* |
screen_stocks | Find dividend stocks & ETFs matching criteria — the screener behind
quantic.finance. Filter by `sector`, `currency`, yield range
(`min_yield`/`max_yield`, on the 5-year average), `min_cagr5y`, `min_streak`,
`frequency`, leverage (`max_de`), `min_current` ratio, `min_market_cap`,
dividend-`safety` ("safe"/"watch"/"at_risk"), `min_rating` (Quantic's
composite 0–10 read on the company), `type` ("equi params: aristocrat, currency, exclude_traps, frequency, has_ffo, max_de, max_yield, min_cagr5y, min_current, min_market_cap, min_rating, min_streak, min_yield, reit, safety, sector, sort, type |
screen_wheel | Options worth selling on the wheel, ranked by company quality first and
premium second — the same order the `/options/wheel` screen uses.
Two lenses via `side`: `"put"` (the default) lists quality dividend payers
the caller does **not** hold, where a cash-secured put gets paid to wait for
a price they'd accept; `"call"` lists holdings large enough to cover a
contract once shares already pledged t params: limit, portfolio, price, side |
search_stocks | Search dividend stocks by ticker or company name (e.g. "coca", "AAPL").
Public — returns up to ~10 matches with their symbols.
params: query* |
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