Welcome MCP server

• about_usFree

  Who we are. Philosophy, framework, what we are — and what we are NOT. The thinking companion for the markets.

• add_to_watchlistFree

  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.

• check_ticker_in_my_watchlistsFree

  Quickly check whether a specific ticker is already in any watchlist you own or follow. Useful before adding it again.

• close_tradeFree

  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.

• compare_tickersFree

  Side-by-side log-returns for up to 5 tickers — stocks, ETFs, crypto. Volatility, total return, max and min. Date-aligned.

• create_watchlistwrite actionFree

  Create a new Stock Tracker — a place for the instruments you want to keep an eye on. Names are unique per user.

• delete_tradewrite actionFree

  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.

• delete_watchlistwrite actionFree

  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.

• discover_community_watchlistsFree

  Browse public watchlists curated by our research team at The Balanced Investor Club. Filter by asset type or sort by what's popular.

• follow_watchlistFree

  Follow a public Stock Tracker so it shows up on your stock tracker page. Get updates when instruments are added or removed.

• get_balance_sheetFree

  Balance sheet for a stock — assets, liabilities and equity at each period end. Mirrors what the Market Hub shows. Stocks only.

• get_cash_flowFree

  Cash flow statement for a stock — cash generated and used across operating, investing and financing. Mirrors what the Market Hub shows. Stocks only.

• get_close_historyFree

  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.

• get_crypto_price_alignmentFree

  How a crypto pair's price aligns with its short, medium, and long-term moving averages — and the resulting Market Mood. Educational, never predictive.

• get_curated_listsFree

  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.

• get_dividendsFree

  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.

• get_earnings_estimatesFree

  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.

• get_earnings_transcriptFree

  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.

• get_etf_profileFree

  Profile of an ETF — net assets, expense ratio, dividend yield, top holdings, and sector breakdown. Mirrors what the website shows in /analysis for ETFs.

• get_fundamentalsFree

  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.

• get_income_statementFree

  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).

• get_industry_returnsFree

  Same idea as the sector view, narrower scope — average return for a single industry over the last year.

• get_insider_transactionsFree

  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.

• get_institutional_holdingsFree

  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.

• get_instrument_overviewFree

  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.

• get_instrument_popularityFree

  How many community watchlists include a given ticker — a simple read on what the club is tracking.

• get_macro_indicatorsFree

  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.

• get_market_calendarFree

  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.

• get_market_moversFree

  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.

• get_market_pulseFree

  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?'

• get_mood_for_tickerFree

  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.

• get_my_briefingFree

  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.

• get_my_cocreator_statusFree

  Your Co-Creator status at The Balanced Investor Club — tier, days until renewal, monthly progress on the 2 feedback + 2 invite obligations, lifetime totals.

• get_my_journal_statsFree

  Pre-aggregated stats from your Trading Journal — counts, win rate, P&L, profit factor, and emotion analytics. A calm mirror, no judgement.

• get_my_trust_scoreFree

  Your Trust Score and what built it — discipline, sizing, journaling, drawdown control. A read on your own behaviour, not a verdict.

• get_my_watchlistsFree

  Read your private and followed watchlists at The Balanced Investor Club. Returns names, item counts, and how many people are following you on each.

• get_newsFree

  Recent news mentioning a ticker, with article-level sentiment. Mirrors what the website shows in /analysis.

• get_price_alignmentFree

  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.

• get_pricingFree

  Pricing tiers at The Balanced Investor Club — what each one unlocks. No sales pitch.

• get_sector_returnsFree

  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.

• get_ticker_metadataFree

  Quick identity check on a ticker — name, sector, industry, exchange, asset type. Useful before going deeper.

• get_today_mood_changesFree

  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.

• get_valuation_inputsFree

  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.

• get_watchlist_by_slugFree

  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`.

• import_tradesFree

  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.

• list_market_moodsFree

  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.

• list_my_tradesFree

  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.

• list_securities_byFree

  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').

• log_tradeFree

  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.

• remove_from_watchlistwrite actionFree

  Remove an instrument from one of your Stock Trackers. This will remove the instrument from your stock tracker. This action cannot be undone.

• search_instrumentsFree

  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.

• search_my_watchlistsFree

  Search across your own watchlists, the curated/official ones, and shared community lists by name. Returns up to 5 matches per bucket.

• start_hereFree

  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.

• unfollow_watchlistFree

  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.

• update_tradewrite actionFree

  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.

• update_watchlistwrite actionFree

  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.

• whoamiFree

  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.

• –Code scanremote-only server, no package to scann/a
• Live reliabilityremote reachable in 1169ms20/20
• Tool poisoning57 tool descriptions checked15/15
• Auth qualityopen endpoint exposes 6 write-action tools with no auth3/15
• Maintenanceno repository listed3/15
• Maintainer identityno repository or website to verify2/10

Welcome: common questions

Is Welcome MCP server safe?

With care: it is graded C, so read the findings first (57/100). Read the Welcome safety report

How do I install Welcome?

It runs remotely at thebalancedinvestorclub.com. Add it to Claude Code, Claude Desktop or Cursor with the snippets above, or call it through the mcp.market gateway without installing anything.

Does Welcome need an API key?

Not as far as the registry entry and our scan can tell: no credentials are declared or required.

Is Welcome maintained?

The latest release is v0.3.3.

Is Welcome up?

100% of our last 8 checks got an answer. We check remote servers about four times a day.