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

NameTypeRequiredDescription
filer_cikstringyesThe fund’s SEC filer CIK, 10-digit zero-padded, e.g. “0001067983” (Berkshire Hathaway). This endpoint requires a CIK, not a fund name.
limitintegernoMax positions to return (default 50, max 200)
_apiKeystringyesFinancial Datasets API key (from financialdatasets.ai)

Example call

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":{}}}'

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.

Regenerated from source · build July 4, 2026