`fd_investor_portfolio`

Pack: financial-datasets · Endpoint: https://gateway.pipeworx.io/financial-datasets/mcp

What does fund hold (institutional 13F portfolio) — every long position an institutional filer reported in its latest SEC Form 13F. Identified by the fund’s 10-digit zero-padded SEC CIK (e.g. Berkshire Hathaway = 0001067983). Returns ticker, shares, market value, and report period per position. Example: fd_investor_portfolio({ filer_cik: “0001067983”, limit: 50, _apiKey: “your-key” })

Parameters

Name	Type	Required	Description
`filer_cik`	string	yes	The fund’s SEC filer CIK, 10-digit zero-padded, e.g. “0001067983” (Berkshire Hathaway). This endpoint requires a CIK, not a fund name.
`limit`	integer	no	Max positions to return (default 50, max 200)
`_apiKey`	string	yes	Financial Datasets API key (from financialdatasets.ai)

Example call

Arguments

{
  "filer_cik": "0001067983",
  "_apiKey": "your-financial-datasets-api-key"
}

curl

curl -X POST https://gateway.pipeworx.io/financial-datasets/mcp \
  -H 'Content-Type: application/json' \
  -d '{"jsonrpc":"2.0","id":1,"method":"tools/call","params":{"name":"fd_investor_portfolio","arguments":{"filer_cik":"0001067983","_apiKey":"your-financial-datasets-api-key"}}}'

TypeScript (@pipeworx/sdk)

import { Pipeworx } from '@pipeworx/sdk';
const pipeworx = new Pipeworx();

const result = await pipeworx.call('fd_investor_portfolio', {
  "filer_cik": "0001067983",
  "_apiKey": "your-financial-datasets-api-key"
});

More examples

{
  "filer_cik": "0000789019",
  "limit": 100,
  "_apiKey": "your-financial-datasets-api-key"
}

Connect

Add this to your MCP client config, or use one-click install buttons:

{
  "mcpServers": {
    "financial-datasets": {
      "url": "https://gateway.pipeworx.io/financial-datasets/mcp"
    }
  }
}

See Getting Started for client-specific install steps.

fd_investor_portfolio