Dividend portfolio tracking and planning for US and EU markets: income, safety, Spain-aware taxes.
Connect Remote server
claude mcp add --transport http mcp https://quantic.finance/mcp{
"mcpServers": {
"mcp": {
"url": "https://quantic.finance/mcp"
}
}
}{
"servers": {
"mcp": {
"type": "http",
"url": "https://quantic.finance/mcp"
}
}
}Settings > Connectors > Add custom connector
URL: https://quantic.finance/mcpTools 24 found in our last check
compare_stocksCompare 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"].
dividend_calendarUpcoming 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 provi…
dividend_changesDividend 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" and `basis` "annual". A semi-annual payer's ro…
earnings_calendarUpcoming 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 compan…
get_dividendsThe 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. "2024-01-0…
get_holdingsThe 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 `p…
get_income_attributionWhy 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, s…
get_income_outlookThe 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 holdi…
get_movementsThe 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…
get_optionsThe 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 pr…
get_performanceHow 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,…
get_portfolioThe 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 s…
get_radarThe 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.
get_realizedWhat 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),…
get_stockLook up a stock or ETF by ticker (e.g. "KO", "SCHD"): its dividend profile, live quote, two annual dividends with their yields (`dividend_rates`: `trailing`, paid in the last 12 months, and `forward`, the latest payment times payments a year; `headline` says which of them the qu…
get_stock_researchFetch 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.
get_tax_reportA 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 convert…
get_upcoming_dividendsThe 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 alread…
get_valuationThe 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…
list_portfoliosThe 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_opt…
list_stocksFetch 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-divid…
screen_stocksFind 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`,…
screen_wheelOptions 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 t…
search_stocksSearch dividend stocks by ticker or company name (e.g. "coca", "AAPL"). Public — returns up to ~10 matches with their symbols.
Details
| Endpoint | https://quantic.finance/mcp (Streamable HTTP) |
| First published | 26 Aug 2026 |
| Last updated | 26 Aug 2026 |
| Registry name | finance.quantic/mcp |
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