Etf Holdings MCP server

mcp-etf-holdings

<!-- mcp-name: io.github.vlearner/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.

What you can ask

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.

Requirements

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

Install uv:

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

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/claudedesktopconfig.json
• Windows: %APPDATA%\Claude\claudedesktopconfig.json

1. Add the server:

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

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

VS Code

MCP: Open User Configuration instead.

1. Create .vscode/mcp.json in your workspace. For a global config, run

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

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

1. 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.

Verify it works

Ask your client each of these:

• "Which ETFs hold NVDA?" — calls findetfsholding_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.

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

Shortened. The full README is on GitHub.