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com.thebalancedinvestorclub/welcome

by thebalancedinvestorclub.com · remote · no sign-in to list tools · v0.3.3 · published by com.thebalancedinvestorclub

The Balanced Investor Club, the thinking companion for the markets. Educational, not advice.

Deletes · 4Changes · 12
CompareRegistry entry

57 tools: 4 can delete or cancel things, 12 change things and 41 only read.

Scanned Oct 21, 2026

3 checks matched something in the tool definitions. No finding is not a safety guarantee. How the checks work.

claude mcp add --transport http welcome https://thebalancedinvestorclub.com/api/mcp/mcp

Findings

Matches of fixed checks, with the text they matched.

3 warn
  • Warnstart_here

    The server marks "start_here" read-only (readOnlyHint: true), and its own name, description or input give the class "write".

    Matched text

    annotations: {"readOnlyHint":true,"destructiveHint":false,"idempotentHint":true,"openWorldHint":false}; The name "start_here" says "start": a word for a change.

    What this check looks for
  • Warnget_watchlist_by_slug

    The server marks "get_watchlist_by_slug" read-only (readOnlyHint: true), and its own name, description or input give the class "write".

    Matched text

    annotations: {"readOnlyHint":true,"destructiveHint":false,"idempotentHint":true,"openWorldHint":false}; The name "get_watchlist_by_slug" says "get": a word for reading.

    What this check looks for
  • Warnlog_trade

    The server marks "log_trade" as not read-only (readOnlyHint: false), and its words say it reads.

    Matched text

    annotations: {"readOnlyHint":false,"destructiveHint":false,"idempotentHint":false,"openWorldHint":false}; The name "log_trade" says "log": a word for reading.

    What this check looks for

Tools

Open a tool for its reasons and full description. Descriptions are the publisher's own words, shown as they are.

57 tools

Deletes or cancels 4Claude Code: deny
  • delete_tradeTake a trade out of your Trading Journal stats — for a mis-entry, a duplicate, or a practice trade you logged by mistake.No findings

    Why it is in this group

    • The name "delete_trade" says "delete": a word for removing or ending something.
    • The server marks it destructive (destructiveHint: true).
    Description, as the server wrote it
    Take a trade out of your Trading Journal stats — for a mis-entry, a duplicate, or a practice trade you logged by mistake. The trade stops counting towards your win rate, P&L and emotion breakdown. The row itself is kept (the journal has no hard delete, by design), so the record of what you actually did stays honest.

    Annotations the server declares

    • readOnlyHint: false
    • destructiveHint: true
    • idempotentHint: false
    • openWorldHint: false
    • title: Remove a trade from your stats
  • delete_watchlistDelete one of your Stock Trackers permanently, along with every instrument in it.No findings

    Why it is in this group

    • The name "delete_watchlist" says "delete": a word for removing or ending something.
    • The description says "cannot be undone".
    • The server marks it destructive (destructiveHint: true).
    Description, as the server wrote it
    Delete one of your Stock Trackers permanently, along with every instrument in it. If it was public, its followers lose it too. This cannot be undone.

    Annotations the server declares

    • readOnlyHint: false
    • destructiveHint: true
    • idempotentHint: false
    • openWorldHint: false
    • title: Delete Stock Tracker
  • remove_from_watchlistRemove an instrument from one of your Stock Trackers.No findings

    Why it is in this group

    • The name "remove_from_watchlist" says "remove": a word for removing or ending something.
    • The description says "cannot be undone".
    • The server marks it destructive (destructiveHint: true).
    Description, as the server wrote it
    Remove an instrument from one of your Stock Trackers. This will remove the instrument from your stock tracker. This action cannot be undone.

    Annotations the server declares

    • readOnlyHint: false
    • destructiveHint: true
    • idempotentHint: false
    • openWorldHint: false
    • title: Remove from Stock Tracker
  • unfollow_watchlistStop following a public Stock Tracker.No findings

    Why it is in this group

    • The description's first verb is "stop": a word for a change.
    • The server marks it destructive (destructiveHint: true).
    Description, as the server wrote it
    Stop following a public Stock Tracker. It disappears from your stock tracker page and you stop receiving its updates. Your own Stock Trackers are unaffected.

    Annotations the server declares

    • readOnlyHint: false
    • destructiveHint: true
    • idempotentHint: false
    • openWorldHint: false
    • title: Unfollow Stock Tracker
Changes things 12Claude Code: ask
  • about_usWho we are.No findings

    Why it is in this group

    • Nothing in its name or description says what it does, so it is counted as a write.
    • The server marks it read-only (readOnlyHint: true), but an annotation never lowers a class.
    Description, as the server wrote it
    Who we are. Philosophy, framework, what we are — and what we are NOT. The thinking companion for the markets.

    Annotations the server declares

    • readOnlyHint: true
    • destructiveHint: false
    • idempotentHint: true
    • openWorldHint: false
    • title: About The Balanced Investor Club
  • add_to_watchlistAdd an instrument to one of your Stock Trackers.No findings

    Why it is in this group

    • The name "add_to_watchlist" says "add": a word for a change.
    Description, as the server wrote it
    Add an instrument to one of your Stock Trackers. Stocks, ETFs, and crypto pairs are supported. Pre-checks for duplicates so you don't end up with the same ticker twice.

    Annotations the server declares

    • readOnlyHint: false
    • destructiveHint: false
    • idempotentHint: false
    • openWorldHint: false
    • title: Add to Stock Tracker
  • check_ticker_in_my_watchlistsQuickly check whether a specific ticker is already in any watchlist you own or follow.No findings

    Why it is in this group

    • Nothing in its name or description says what it does, so it is counted as a write.
    • The server marks it read-only (readOnlyHint: true), but an annotation never lowers a class.
    Description, as the server wrote it
    Quickly check whether a specific ticker is already in any watchlist you own or follow. Useful before adding it again.

    Annotations the server declares

    • readOnlyHint: true
    • destructiveHint: false
    • idempotentHint: true
    • openWorldHint: false
    • title: Is this ticker in my watchlists?
  • close_tradeClose an open trade in your Trading Journal with an exit reflection — exit price, date, and optionally how you felt and what you learned.No findings

    Why it is in this group

    • The name "close_trade" says "close": a word for a change.
    Description, as the server wrote it
    Close an open trade in your Trading Journal with an exit reflection — exit price, date, and optionally how you felt and what you learned. Identify the trade by id, or by ticker if you have a single open position for it.

    Annotations the server declares

    • readOnlyHint: false
    • destructiveHint: false
    • idempotentHint: false
    • openWorldHint: false
    • title: Close a trade
  • create_watchlistCreate a new Stock Tracker — a place for the instruments you want to keep an eye on.No findings

    Why it is in this group

    • The name "create_watchlist" says "create": a word for a change.
    Description, as the server wrote it
    Create a new Stock Tracker — a place for the instruments you want to keep an eye on. Names are unique per user.

    Annotations the server declares

    • readOnlyHint: false
    • destructiveHint: false
    • idempotentHint: false
    • openWorldHint: false
    • title: Create Stock Tracker
  • follow_watchlistFollow a public Stock Tracker so it shows up on your stock tracker page.No findings

    Why it is in this group

    • Nothing in its name or description says what it does, so it is counted as a write.
    Description, as the server wrote it
    Follow a public Stock Tracker so it shows up on your stock tracker page. Get updates when instruments are added or removed.

    Annotations the server declares

    • readOnlyHint: false
    • destructiveHint: false
    • idempotentHint: false
    • openWorldHint: false
    • title: Follow Stock Tracker
  • get_watchlist_by_slugOpen a community watchlist by its slug — see the full list of constituents (tickers, sector, industry, asset type) plus follower count.1 finding

    Why it is in this group

    • The name "get_watchlist_by_slug" says "get": a word for reading.
    • The description's first verb is "open": a word for a change.
    • The server marks it read-only (readOnlyHint: true), but an annotation never lowers a class.

    Findings

    • Warn

      The server marks "get_watchlist_by_slug" read-only (readOnlyHint: true), and its own name, description or input give the class "write".

      Matched text

      annotations: {"readOnlyHint":true,"destructiveHint":false,"idempotentHint":true,"openWorldHint":false}; The name "get_watchlist_by_slug" says "get": a word for reading.

      What this check looks for
    Description, as the server wrote it
    Open a community watchlist by its slug — see the full list of constituents (tickers, sector, industry, asset type) plus follower count. Use the slug returned by `discover_community_watchlists`.

    Annotations the server declares

    • readOnlyHint: true
    • destructiveHint: false
    • idempotentHint: true
    • openWorldHint: false
    • title: Open a community watchlist
  • import_tradesImport a batch of trades into your Trading Journal from a CSV export — Tradervue, TraderSync, Interactive Brokers, Degiro, or a generic CSV.No findings

    Why it is in this group

    • The name "import_trades" says "import": a word for a change.
    Description, as the server wrote it
    Import a batch of trades into your Trading Journal from a CSV export — Tradervue, TraderSync, Interactive Brokers, Degiro, or a generic CSV. Paste the CSV contents (including the header row). Columns are matched flexibly, so 'symbol'/'ticker', 'shares'/'quantity' and similar all work. Rows that can't be read are reported back rather than silently dropped.

    Annotations the server declares

    • readOnlyHint: false
    • destructiveHint: false
    • idempotentHint: false
    • openWorldHint: false
    • title: Import trades from CSV
  • log_tradeLog a trade you've already made into your Trading Journal — ticker, direction, entry date, price, and quantity, plus an optional thesis and how you felt.1 finding

    Why it is in this group

    • The name "log_trade" says "log": a word for reading.
    • The server marks it as not read-only (readOnlyHint: false).

    Findings

    • Warn

      The server marks "log_trade" as not read-only (readOnlyHint: false), and its words say it reads.

      Matched text

      annotations: {"readOnlyHint":false,"destructiveHint":false,"idempotentHint":false,"openWorldHint":false}; The name "log_trade" says "log": a word for reading.

      What this check looks for
    Description, as the server wrote it
    Log a trade you've already made into your Trading Journal — ticker, direction, entry date, price, and quantity, plus an optional thesis and how you felt. This records a past decision; it never executes anything. Stocks, ETFs, and crypto only.

    Annotations the server declares

    • readOnlyHint: false
    • destructiveHint: false
    • idempotentHint: false
    • openWorldHint: false
    • title: Log a trade
  • start_hereStart exploring The Balanced Investor Club.1 finding

    Why it is in this group

    • The name "start_here" says "start": a word for a change.
    • The server marks it read-only (readOnlyHint: true), but an annotation never lowers a class.

    Findings

    • Warn

      The server marks "start_here" read-only (readOnlyHint: true), and its own name, description or input give the class "write".

      Matched text

      annotations: {"readOnlyHint":true,"destructiveHint":false,"idempotentHint":true,"openWorldHint":false}; The name "start_here" says "start": a word for a change.

      What this check looks for
    Description, as the server wrote it
    Start exploring The Balanced Investor Club. A calm orientation — what we are, what the community is watching right now, and what to try next. Recommended as your first call.

    Annotations the server declares

    • readOnlyHint: true
    • destructiveHint: false
    • idempotentHint: true
    • openWorldHint: false
    • title: Start here
  • update_tradeUpdate fields on an existing trade in your Trading Journal — entry price, quantity, thesis, notes, how you felt at entry, or the lesson you took from it.No findings

    Why it is in this group

    • The name "update_trade" says "update": a word for a change.
    Description, as the server wrote it
    Update fields on an existing trade in your Trading Journal — entry price, quantity, thesis, notes, how you felt at entry, or the lesson you took from it. Identify the trade by id.

    Annotations the server declares

    • readOnlyHint: false
    • destructiveHint: false
    • idempotentHint: false
    • openWorldHint: false
    • title: Update a trade
  • update_watchlistUpdate one of your Stock Trackers — rename it, change the description, make it public or private, or change how often it alerts you.No findings

    Why it is in this group

    • The name "update_watchlist" says "update": a word for a change.
    Description, as the server wrote it
    Update one of your Stock Trackers — rename it, change the description, make it public or private, or change how often it alerts you. Only the fields you pass are changed.

    Annotations the server declares

    • readOnlyHint: false
    • destructiveHint: false
    • idempotentHint: false
    • openWorldHint: false
    • title: Update Stock Tracker
Only reads 41Claude Code: allow
  • compare_tickersSide-by-side log-returns for up to 5 tickers — stocks, ETFs, crypto.No findings

    Why it is in this group

    • The name "compare_tickers" says "compare": a word for reading.
    Description, as the server wrote it
    Side-by-side log-returns for up to 5 tickers — stocks, ETFs, crypto. Volatility, total return, max and min. Date-aligned.

    Annotations the server declares

    • readOnlyHint: true
    • destructiveHint: false
    • idempotentHint: true
    • openWorldHint: false
    • title: Compare tickers
  • discover_community_watchlistsBrowse public watchlists curated by our research team at The Balanced Investor Club.No findings

    Why it is in this group

    • The description's first verb is "browse": a word for reading.
    Description, as the server wrote it
    Browse public watchlists curated by our research team at The Balanced Investor Club. Filter by asset type or sort by what's popular.

    Annotations the server declares

    • readOnlyHint: true
    • destructiveHint: false
    • idempotentHint: true
    • openWorldHint: false
    • title: Discover community watchlists
  • get_balance_sheetBalance sheet for a stock — assets, liabilities and equity at each period end.No findings

    Why it is in this group

    • The name "get_balance_sheet" says "get": a word for reading.
    Description, as the server wrote it
    Balance sheet for a stock — assets, liabilities and equity at each period end. Mirrors what the Market Hub shows. Stocks only.

    Annotations the server declares

    • readOnlyHint: true
    • destructiveHint: false
    • idempotentHint: true
    • openWorldHint: false
    • title: Balance sheet
  • get_cash_flowCash flow statement for a stock — cash generated and used across operating, investing and financing.No findings

    Why it is in this group

    • The name "get_cash_flow" says "get": a word for reading.
    Description, as the server wrote it
    Cash flow statement for a stock — cash generated and used across operating, investing and financing. Mirrors what the Market Hub shows. Stocks only.

    Annotations the server declares

    • readOnlyHint: true
    • destructiveHint: false
    • idempotentHint: true
    • openWorldHint: false
    • title: Cash flow
  • get_close_historyDaily close-price history for a stock, ETF, or crypto pair over a selected range.No findings

    Why it is in this group

    • The name "get_close_history" says "get": a word for reading.
    Description, as the server wrote it
    Daily close-price history for a stock, ETF, or crypto pair over a selected range. Summary stats by default (start, end, high close, low close, percent change). Optionally returns the most recent N daily closes.

    Annotations the server declares

    • readOnlyHint: true
    • destructiveHint: false
    • idempotentHint: true
    • openWorldHint: false
    • title: Close history
  • get_crypto_price_alignmentHow a crypto pair's price aligns with its short, medium, and long-term moving averages — and the resulting Market Mood.No findings

    Why it is in this group

    • The name "get_crypto_price_alignment" says "get": a word for reading.
    Description, as the server wrote it
    How a crypto pair's price aligns with its short, medium, and long-term moving averages — and the resulting Market Mood. Educational, never predictive.

    Annotations the server declares

    • readOnlyHint: true
    • destructiveHint: false
    • idempotentHint: true
    • openWorldHint: false
    • title: Crypto price vs moving averages
  • get_curated_listsBacktested cross-MA strategies tuned for a specific ticker by The Balanced Investor Club — short/medium/long moving-average periods plus 1-year return, 3-year Sharpe, and trade cou…No findings

    Why it is in this group

    • The name "get_curated_lists" says "get": a word for reading.
    Description, as the server wrote it
    Backtested cross-MA strategies tuned for a specific ticker by The Balanced Investor Club — short/medium/long moving-average periods plus 1-year return, 3-year Sharpe, and trade count. Educational read on what historically lined up; never advice.

    Annotations the server declares

    • readOnlyHint: true
    • destructiveHint: false
    • idempotentHint: true
    • openWorldHint: false
    • title: Backtested strategies for a ticker
  • get_dividendsDividend history for a stock or distributing ETF — ex-dividend date, payment date, and amount per share.No findings

    Why it is in this group

    • The name "get_dividends" says "get": a word for reading.
    Description, as the server wrote it
    Dividend history for a stock or distributing ETF — ex-dividend date, payment date, and amount per share. Mirrors what the Market Hub shows. Not applicable to crypto.

    Annotations the server declares

    • readOnlyHint: true
    • destructiveHint: false
    • idempotentHint: true
    • openWorldHint: false
    • title: Dividends
  • get_earnings_estimatesAnalyst earnings estimates for upcoming quarters AND fiscal years — EPS consensus, revenue, and analyst counts per horizon.No findings

    Why it is in this group

    • The name "get_earnings_estimates" says "get": a word for reading.
    Description, as the server wrote it
    Analyst earnings estimates for upcoming quarters AND fiscal years — EPS consensus, revenue, and analyst counts per horizon. Mirrors what the Market Hub shows. Estimates, not forecasts — they shift as each date nears.

    Annotations the server declares

    • readOnlyHint: true
    • destructiveHint: false
    • idempotentHint: true
    • openWorldHint: false
    • title: Earnings estimates
  • get_earnings_transcriptFull earnings call transcript for a company and fiscal quarter — management remarks and the analyst Q&A, speaker by speaker.No findings

    Why it is in this group

    • The name "get_earnings_transcript" says "get": a word for reading.
    Description, as the server wrote it
    Full earnings call transcript for a company and fiscal quarter — management remarks and the analyst Q&A, speaker by speaker. The primary source for guidance, segment color, and management tone. Long: use offset/limit to page through big calls.

    Annotations the server declares

    • readOnlyHint: true
    • destructiveHint: false
    • idempotentHint: true
    • openWorldHint: false
    • title: Earnings call transcript
  • get_etf_profileProfile of an ETF — net assets, expense ratio, dividend yield, top holdings, and sector breakdown.No findings

    Why it is in this group

    • The name "get_etf_profile" says "get": a word for reading.
    Description, as the server wrote it
    Profile of an ETF — net assets, expense ratio, dividend yield, top holdings, and sector breakdown. Mirrors what the website shows in /analysis for ETFs.

    Annotations the server declares

    • readOnlyHint: true
    • destructiveHint: false
    • idempotentHint: true
    • openWorldHint: false
    • title: ETF profile
  • get_fundamentalsCompany fundamentals for a stock — market cap, P/E, EPS, dividend yield, 52-week range, and up to 20 quarters of EPS history vs analyst consensus.No findings

    Why it is in this group

    • The name "get_fundamentals" says "get": a word for reading.
    Description, as the server wrote it
    Company fundamentals for a stock — market cap, P/E, EPS, dividend yield, 52-week range, and up to 20 quarters of EPS history vs analyst consensus. Mirrors what the website shows in /analysis.

    Annotations the server declares

    • readOnlyHint: true
    • destructiveHint: false
    • idempotentHint: true
    • openWorldHint: false
    • title: Fundamentals snapshot
  • get_income_statementIncome statement for a stock — revenue, costs, profit — the P&L, period by period.No findings

    Why it is in this group

    • The name "get_income_statement" says "get": a word for reading.
    Description, as the server wrote it
    Income statement for a stock — revenue, costs, profit — the P&L, period by period. Mirrors what the Market Hub shows. Stocks only (not ETFs or crypto).

    Annotations the server declares

    • readOnlyHint: true
    • destructiveHint: false
    • idempotentHint: true
    • openWorldHint: false
    • title: Income statement
  • get_industry_returnsSame idea as the sector view, narrower scope — average return for a single industry over the last year.No findings

    Why it is in this group

    • The name "get_industry_returns" says "get": a word for reading.
    Description, as the server wrote it
    Same idea as the sector view, narrower scope — average return for a single industry over the last year.

    Annotations the server declares

    • readOnlyHint: true
    • destructiveHint: false
    • idempotentHint: true
    • openWorldHint: false
    • title: Industry returns
  • get_insider_transactionsRecent insider transactions for a company — who bought or sold, role, shares, and price.No findings

    Why it is in this group

    • The name "get_insider_transactions" says "get": a word for reading.
    Description, as the server wrote it
    Recent insider transactions for a company — who bought or sold, role, shares, and price. Insider activity is context, not a signal: executives sell for many reasons.

    Annotations the server declares

    • readOnlyHint: true
    • destructiveHint: false
    • idempotentHint: true
    • openWorldHint: false
    • title: Insider transactions
  • get_institutional_holdingsInstitutional ownership of a company — total holders, ownership percentage, how many increased vs decreased positions, and the largest holders.No findings

    Why it is in this group

    • The name "get_institutional_holdings" says "get": a word for reading.
    Description, as the server wrote it
    Institutional ownership of a company — total holders, ownership percentage, how many increased vs decreased positions, and the largest holders. Quarterly 13F data: always at least one quarter behind.

    Annotations the server declares

    • readOnlyHint: true
    • destructiveHint: false
    • idempotentHint: true
    • openWorldHint: false
    • title: Institutional holdings
  • get_instrument_overviewEverything we offer about a single instrument in one shot — identification, current Market Mood + price alignment, fundamentals (stocks) or holdings (ETFs), and recent news.No findings

    Why it is in this group

    • The name "get_instrument_overview" says "get": a word for reading.
    Description, as the server wrote it
    Everything we offer about a single instrument in one shot — identification, current Market Mood + price alignment, fundamentals (stocks) or holdings (ETFs), and recent news. Equivalent of opening the /analysis page on the website. Mood and price-alignment snapshots refresh on a daily cycle and can lag the latest close by one session.

    Annotations the server declares

    • readOnlyHint: true
    • destructiveHint: false
    • idempotentHint: true
    • openWorldHint: false
    • title: Full instrument snapshot
  • get_instrument_popularityHow many community watchlists include a given ticker — a simple read on what the club is tracking.No findings

    Why it is in this group

    • The name "get_instrument_popularity" says "get": a word for reading.
    Description, as the server wrote it
    How many community watchlists include a given ticker — a simple read on what the club is tracking.

    Annotations the server declares

    • readOnlyHint: true
    • destructiveHint: false
    • idempotentHint: true
    • openWorldHint: false
    • title: Instrument popularity
  • get_macro_indicatorsUS economic indicators — rates, jobs, growth, energy, metals, agriculture, and markets.No findings

    Why it is in this group

    • The name "get_macro_indicators" says "get": a word for reading.
    Description, as the server wrote it
    US economic indicators — rates, jobs, growth, energy, metals, agriculture, and markets. Latest reading per indicator plus the change from the prior period. Context behind the market, not a signal about any one stock.

    Annotations the server declares

    • readOnlyHint: true
    • destructiveHint: false
    • idempotentHint: true
    • openWorldHint: false
    • title: Macro indicators
  • get_market_calendarUpcoming earnings and IPOs across the market, next three months.No findings

    Why it is in this group

    • The name "get_market_calendar" says "get": a word for reading.
    Description, as the server wrote it
    Upcoming earnings and IPOs across the market, next three months. Filter to specific tickers and/or a date range to reach your coverage. Earnings carry analyst-estimate EPS when reported. IPOs carry exchange and price range when available.

    Annotations the server declares

    • readOnlyHint: true
    • destructiveHint: false
    • idempotentHint: true
    • openWorldHint: false
    • title: Market calendar
  • get_market_moversTop gainers, losers and most actively traded US tickers from the last completed session.No findings

    Why it is in this group

    • The name "get_market_movers" says "get": a word for reading.
    Description, as the server wrote it
    Top gainers, losers and most actively traded US tickers from the last completed session. Small illiquid names can dominate the gainers list — the volume column is there so you can judge. Movement is not merit.

    Annotations the server declares

    • readOnlyHint: true
    • destructiveHint: false
    • idempotentHint: true
    • openWorldHint: false
    • title: Market movers
  • get_market_pulseA snapshot of where the market sits right now — random sample of strongly bullish vs strongly bearish names, plus aggregate counts.No findings

    Why it is in this group

    • The name "get_market_pulse" says "get": a word for reading.
    Description, as the server wrote it
    A snapshot of where the market sits right now — random sample of strongly bullish vs strongly bearish names, plus aggregate counts. Great as an opener to ask 'what stands out today?'

    Annotations the server declares

    • readOnlyHint: true
    • destructiveHint: false
    • idempotentHint: true
    • openWorldHint: false
    • title: Market pulse
  • get_mood_for_tickerPull the current Market Mood for a single ticker — its history, how often the mood has shifted, and any patterns we've spotted.No findings

    Why it is in this group

    • The name "get_mood_for_ticker" says "get": a word for reading.
    Description, as the server wrote it
    Pull the current Market Mood for a single ticker — its history, how often the mood has shifted, and any patterns we've spotted. Educational only. Mood snapshots refresh on a daily cycle and can lag the latest close by one session; use get_close_history for the freshest price.

    Annotations the server declares

    • readOnlyHint: true
    • destructiveHint: false
    • idempotentHint: true
    • openWorldHint: false
    • title: Mood for a ticker
  • get_my_briefingYour daily briefing at The Balanced Investor Club — a read on your own activity: morning brief, journal counts, the instruments you follow, mood highlights, activity, and your lear…No findings

    Why it is in this group

    • The name "get_my_briefing" says "get": a word for reading.
    Description, as the server wrote it
    Your daily briefing at The Balanced Investor Club — a read on your own activity: morning brief, journal counts, the instruments you follow, mood highlights, activity, and your learning journey. A mirror, never advice.

    Annotations the server declares

    • readOnlyHint: true
    • destructiveHint: false
    • idempotentHint: true
    • openWorldHint: false
    • title: My briefing
  • get_my_cocreator_statusYour Co-Creator status at The Balanced Investor Club — tier, days until renewal, monthly progress on the 2 feedback + 2 invite obligations, lifetime totals.No findings

    Why it is in this group

    • The name "get_my_cocreator_status" says "get": a word for reading.
    Description, as the server wrote it
    Your Co-Creator status at The Balanced Investor Club — tier, days until renewal, monthly progress on the 2 feedback + 2 invite obligations, lifetime totals.

    Annotations the server declares

    • readOnlyHint: true
    • destructiveHint: false
    • idempotentHint: true
    • openWorldHint: false
    • title: My Co-Creator status
  • get_my_journal_statsPre-aggregated stats from your Trading Journal — counts, win rate, P&L, profit factor, and emotion analytics.No findings

    Why it is in this group

    • The name "get_my_journal_stats" says "get": a word for reading.
    Description, as the server wrote it
    Pre-aggregated stats from your Trading Journal — counts, win rate, P&L, profit factor, and emotion analytics. A calm mirror, no judgement.

    Annotations the server declares

    • readOnlyHint: true
    • destructiveHint: false
    • idempotentHint: true
    • openWorldHint: false
    • title: My journal stats
  • get_my_trust_scoreYour Trust Score and what built it — discipline, sizing, journaling, drawdown control.No findings

    Why it is in this group

    • The name "get_my_trust_score" says "get": a word for reading.
    Description, as the server wrote it
    Your Trust Score and what built it — discipline, sizing, journaling, drawdown control. A read on your own behaviour, not a verdict.

    Annotations the server declares

    • readOnlyHint: true
    • destructiveHint: false
    • idempotentHint: true
    • openWorldHint: false
    • title: My Trust Score
  • get_my_watchlistsRead your private and followed watchlists at The Balanced Investor Club.No findings

    Why it is in this group

    • The name "get_my_watchlists" says "get": a word for reading.
    Description, as the server wrote it
    Read your private and followed watchlists at The Balanced Investor Club. Returns names, item counts, and how many people are following you on each.

    Annotations the server declares

    • readOnlyHint: true
    • destructiveHint: false
    • idempotentHint: true
    • openWorldHint: false
    • title: My watchlists
  • get_newsRecent news mentioning a ticker, with article-level sentiment.No findings

    Why it is in this group

    • The name "get_news" says "get": a word for reading.
    Description, as the server wrote it
    Recent news mentioning a ticker, with article-level sentiment. Mirrors what the website shows in /analysis.

    Annotations the server declares

    • readOnlyHint: true
    • destructiveHint: false
    • idempotentHint: true
    • openWorldHint: false
    • title: Recent news with sentiment
  • get_price_alignmentHow a stock or ETF's price aligns with its short, medium, and long-term moving averages — and the resulting Market Mood.No findings

    Why it is in this group

    • The name "get_price_alignment" says "get": a word for reading.
    Description, as the server wrote it
    How a stock or ETF's price aligns with its short, medium, and long-term moving averages — and the resulting Market Mood. Educational, never predictive. Snapshots refresh on a daily cycle and can lag the latest close by one session; use get_close_history for the freshest price.

    Annotations the server declares

    • readOnlyHint: true
    • destructiveHint: false
    • idempotentHint: true
    • openWorldHint: false
    • title: Price vs moving averages
  • get_pricingPricing tiers at The Balanced Investor Club — what each one unlocks.No findings

    Why it is in this group

    • The name "get_pricing" says "get": a word for reading.
    Description, as the server wrote it
    Pricing tiers at The Balanced Investor Club — what each one unlocks. No sales pitch.

    Annotations the server declares

    • readOnlyHint: true
    • destructiveHint: false
    • idempotentHint: true
    • openWorldHint: false
    • title: Pricing tiers
  • get_sector_returnsMarket-cap-weighted average return for a sector over the last year.No findings

    Why it is in this group

    • The name "get_sector_returns" says "get": a word for reading.
    Description, as the server wrote it
    Market-cap-weighted average return for a sector over the last year. Pre-computed daily from public market data. GICS names like 'Consumer Discretionary' or 'Information Technology' are accepted.

    Annotations the server declares

    • readOnlyHint: true
    • destructiveHint: false
    • idempotentHint: true
    • openWorldHint: false
    • title: Sector returns
  • get_ticker_metadataQuick identity check on a ticker — name, sector, industry, exchange, asset type.No findings

    Why it is in this group

    • The name "get_ticker_metadata" says "get": a word for reading.
    Description, as the server wrote it
    Quick identity check on a ticker — name, sector, industry, exchange, asset type. Useful before going deeper.

    Annotations the server declares

    • readOnlyHint: true
    • destructiveHint: false
    • idempotentHint: true
    • openWorldHint: false
    • title: Ticker metadata
  • get_today_mood_changesMood TRANSITIONS today — instruments whose Market Mood label flipped in the last 24h (e.g.No findings

    Why it is in this group

    • The name "get_today_mood_changes" says "get": a word for reading.
    Description, as the server wrote it
    Mood TRANSITIONS today — instruments whose Market Mood label flipped in the last 24h (e.g. Bullish → Neutral). This is NOT price movers; mood changes only. If today is quiet, an empty result is normal — try `list_market_moods` with `only_with_changes` for the latest cycle of transitions across recent days.

    Annotations the server declares

    • readOnlyHint: true
    • destructiveHint: false
    • idempotentHint: true
    • openWorldHint: false
    • title: Today's mood transitions
  • get_valuation_inputsDCF building blocks for a stock in one call — current price, shares outstanding, beta, net debt, trailing FCF, 4-year FCF history and CAGR, revenue growth, and the 10-year Treasury…No findings

    Why it is in this group

    • The name "get_valuation_inputs" says "get": a word for reading.
    Description, as the server wrote it
    DCF building blocks for a stock in one call — current price, shares outstanding, beta, net debt, trailing FCF, 4-year FCF history and CAGR, revenue growth, and the 10-year Treasury as risk-free rate. The same pre-computed inputs the site's Valuation Lab uses; saves stitching five separate calls.

    Annotations the server declares

    • readOnlyHint: true
    • destructiveHint: false
    • idempotentHint: true
    • openWorldHint: false
    • title: Valuation inputs (DCF)
  • list_market_moodsBrowse Market Mood across instruments — The Balanced Investor Club's behavioural read on how short and long-term moving averages align.No findings

    Why it is in this group

    • The name "list_market_moods" says "list": a word for reading.
    Description, as the server wrote it
    Browse Market Mood across instruments — The Balanced Investor Club's behavioural read on how short and long-term moving averages align. Educational, never predictive. Filter by sector, asset type, or mood label.

    Annotations the server declares

    • readOnlyHint: true
    • destructiveHint: false
    • idempotentHint: true
    • openWorldHint: false
    • title: Browse Market Mood
  • list_my_tradesYour trades from the Trading Journal at The Balanced Investor Club.No findings

    Why it is in this group

    • The name "list_my_trades" says "list": a word for reading.
    Description, as the server wrote it
    Your trades from the Trading Journal at The Balanced Investor Club. Optionally filter by status or ticker. Set include_notes to read back the thesis and lesson you wrote on each trade. Your data, your patterns — never advice.

    Annotations the server declares

    • readOnlyHint: true
    • destructiveHint: false
    • idempotentHint: true
    • openWorldHint: false
    • title: My trades
  • list_securities_byList every security inside a sector or industry — a way to map the surface before drilling.No findings

    Why it is in this group

    • The name "list_securities_by" says "list": a word for reading.
    Description, as the server wrote it
    List every security inside a sector or industry — a way to map the surface before drilling. Returns ticker, name, sector, industry, and optionally market cap. Use this when the user asks 'what's in Technology?', 'show me the Banks industry', or to build a peer set by size for a comps analysis (sort='market_cap').

    Annotations the server declares

    • readOnlyHint: true
    • destructiveHint: false
    • idempotentHint: true
    • openWorldHint: false
    • title: List securities in a sector or industry
  • search_instrumentsSearch The Balanced Investor Club's coverage universe across stocks, ETFs, and crypto.No findings

    Why it is in this group

    • The name "search_instruments" says "search": a word for reading.
    Description, as the server wrote it
    Search The Balanced Investor Club's coverage universe across stocks, ETFs, and crypto. Type a ticker, company name, or coin name — same as the search box on the website.

    Annotations the server declares

    • readOnlyHint: true
    • destructiveHint: false
    • idempotentHint: true
    • openWorldHint: false
    • title: Search instruments
  • search_my_watchlistsSearch across your own watchlists, the curated/official ones, and shared community lists by name.No findings

    Why it is in this group

    • The name "search_my_watchlists" says "search": a word for reading.
    Description, as the server wrote it
    Search across your own watchlists, the curated/official ones, and shared community lists by name. Returns up to 5 matches per bucket.

    Annotations the server declares

    • readOnlyHint: true
    • destructiveHint: false
    • idempotentHint: true
    • openWorldHint: false
    • title: Search my watchlists
  • whoamiA quick hello — your name, plan, how long you've been with The Balanced Investor Club, and today's date from our servers.No findings

    Why it is in this group

    • The name "whoami" says "whoami": a word for reading.
    Description, as the server wrote it
    A quick hello — your name, plan, how long you've been with The Balanced Investor Club, and today's date from our servers. Call this before stamping a date on any deliverable: the date here is authoritative, and a date you recall is not.

    Annotations the server declares

    • readOnlyHint: true
    • destructiveHint: false
    • idempotentHint: true
    • openWorldHint: false
    • title: Who am I

This is not a safety rating, and no finding is not a safety guarantee. The groups and findings come from fixed checks of the tool definitions the server returned on the date shown, not from its code or what it does when called. How the checks work.

Install

Pinned to version 0.3.3. Values in angle brackets are yours to fill in.

claude mcp add --transport http welcome https://thebalancedinvestorclub.com/api/mcp/mcp

Run in a terminal.

Claude Code permissions

Allow the reads, ask before a change, deny the deletes. Paste into .claude/settings.json.

.claude/settings.json
{
  "permissions": {
    "allow": [
      "mcp__welcome__list_market_moods",
      "mcp__welcome__get_mood_for_ticker",
      "mcp__welcome__get_today_mood_changes",
      "mcp__welcome__get_market_pulse",
      "mcp__welcome__get_price_alignment",
      "mcp__welcome__get_crypto_price_alignment",
      "mcp__welcome__compare_tickers",
      "mcp__welcome__list_securities_by",
      "mcp__welcome__get_ticker_metadata",
      "mcp__welcome__search_instruments",
      "mcp__welcome__get_sector_returns",
      "mcp__welcome__get_industry_returns",
      "mcp__welcome__get_income_statement",
      "mcp__welcome__get_balance_sheet",
      "mcp__welcome__get_cash_flow",
      "mcp__welcome__get_dividends",
      "mcp__welcome__get_earnings_estimates",
      "mcp__welcome__get_macro_indicators",
      "mcp__welcome__get_market_calendar",
      "mcp__welcome__get_valuation_inputs",
      "mcp__welcome__get_close_history",
      "mcp__welcome__get_earnings_transcript",
      "mcp__welcome__get_insider_transactions",
      "mcp__welcome__get_market_movers",
      "mcp__welcome__get_institutional_holdings",
      "mcp__welcome__discover_community_watchlists",
      "mcp__welcome__get_instrument_popularity",
      "mcp__welcome__get_curated_lists",
      "mcp__welcome__get_fundamentals",
      "mcp__welcome__get_news",
      "mcp__welcome__get_etf_profile",
      "mcp__welcome__get_instrument_overview",
      "mcp__welcome__get_pricing",
      "mcp__welcome__whoami",
      "mcp__welcome__get_my_watchlists",
      "mcp__welcome__search_my_watchlists",
      "mcp__welcome__list_my_trades",
      "mcp__welcome__get_my_journal_stats",
      "mcp__welcome__get_my_trust_score",
      "mcp__welcome__get_my_cocreator_status",
      "mcp__welcome__get_my_briefing"
    ],
    "ask": [
      "mcp__welcome__start_here",
      "mcp__welcome__get_watchlist_by_slug",
      "mcp__welcome__about_us",
      "mcp__welcome__check_ticker_in_my_watchlists",
      "mcp__welcome__create_watchlist",
      "mcp__welcome__add_to_watchlist",
      "mcp__welcome__follow_watchlist",
      "mcp__welcome__update_watchlist",
      "mcp__welcome__log_trade",
      "mcp__welcome__close_trade",
      "mcp__welcome__update_trade",
      "mcp__welcome__import_trades"
    ],
    "deny": [
      "mcp__welcome__remove_from_watchlist",
      "mcp__welcome__unfollow_watchlist",
      "mcp__welcome__delete_watchlist",
      "mcp__welcome__delete_trade"
    ]
  }
}

Tools that only read are allowed, tools that change things ask first, tools that delete or cancel are denied. It assumes the server is installed as welcome. Review it before you use it.