MCP App · Live
Phenomen ETFs US
Phenomen ETFs US — an MCP application for analyzing US-listed ETFs using AI. Suitability and technical scoring, four-universe classification, fundamentals cards, candlestick charts, screener, and authenticated portfolio tracking — all rendered directly in the chat.
Overview
Phenomen ETFs US provides 11 data tools, 4 portfolio actions, and 8 interactive widgets for analyzing US-listed ETFs inside Claude and ChatGPT. The server ingests daily EOD data from EODHD into a Neon Postgres database, computes an 8-component suitability score and a 6-component technical score (trend direction, trend strength, momentum, relative strength, timing, risk state), and classifies ETFs into four universes (Core, Sector-Style, Thematic, Research-Only) with a Recognition vs Recommendation distinction — ApprovedCore, ApprovedStandard, and Satellite tiers can be recommended; ResearchOnly and Excluded are recognized but never recommended. The recommendation engine ranks candidates by a blend of suitability and technical score.
Setup
Claude Desktop
- Open Settings and navigate to Connectors and click New Custom Connector
- Add name and the server URL:
https://etf-us.mcp-apps.lobix.ai/mcp - Find the new connector and click Connect
- Authenticate with your Google account when prompted
Claude.ai
- Open Settings and navigate to Connectors and click New Custom Connector
- Add name and the server URL:
https://etf-us.mcp-apps.lobix.ai/mcp - Find the new connector and click Connect
- Authenticate with your Google account when prompted
ChatGPT
- Open Settings, navigate to Apps, and enable Developer Mode (under Apps or advanced settings) — this unlocks the ability to add a custom MCP app.
- Click Create New App
- Add name and the server URL:
https://etf-us.mcp-apps.lobix.ai/mcp - Find the new connector and click Connect
- Authenticate with your Google account when prompted
- In a new chat, click Add sources (or + / Sources) and select your newly added MCP connector
- Use a tool through the MCP. Example: Show ETF suitability card for SPY.US. ChatGPT will call the MCP server, execute the tool, and return results.
Tools
ETF Analysis
| Tool | Description |
|---|---|
show-home-widget | Landing widget: tabbed index of user-facing tools (analyze, charts, my stuff) — click any card to fire the matching prompt |
show-etf-eod-widget | Interactive table of daily prices and indicators (OHLC, volume, RSI, SMA, MACD, Bollinger, Stochastic) |
show-etf-fundamentals-card | ETF identity card with AUM, expense ratio, classification, hard-exclude flags, and top-10 holdings |
show-etf-suitability-card | 0–100 suitability score with 8-component breakdown and status pill |
get-etf-technical-score | 0–100 technical score with 6-component breakdown (trend direction, trend strength, momentum, relative strength, timing, risk state) and confidence rating |
show-etf-candlestick | Interactive OHLC candlestick chart with SMA20/50/200 overlays and volume histogram |
Screener & Recommendations
| Tool | Description |
|---|---|
show-etf-screener-widget | Filterable, sortable ETF screener (universe, status, asset class, region, AUM, dollar volume, expense ratio) |
recommend-etfs | Top-ranked ETFs from the Recommendation universe (status ∈ ApprovedCore / ApprovedStandard / Satellite), ranked by a blend of suitability and technical score; never returns ResearchOnly or Excluded |
screen-etfs | Filter the recommendation universe by numeric and categorical criteria |
list-universe | Browse ETFs by universe class (A / B / C / D) |
analyze-etf | Diagnostic for any ticker — returns identity, status, full technical profile, ranked concerns and strengths, and explains risks of leveraged, inverse, ETN, or excluded ETFs |
Portfolio Tracking
| Tool | Description |
|---|---|
show-my-positions-manager | Manage portfolio positions (add, edit, delete) with entry price and allocation % |
get-my-positions | Retrieve your saved portfolio positions |
set-my-position | Add or update a portfolio position (upsert by symbol) with start date, share amount, and optional entry price / allocation % |
delete-my-position | Remove a portfolio position by symbol |
Watchlist
| Tool | Description |
|---|---|
show-watchlist-manager | Manage watchlist items (add, edit, delete) with free-text notes |
get-watchlist | Retrieve your watchlist |
set-watchlist-item | Add or update a watchlist item (upsert by symbol) with start date and an optional free-text note |
delete-watchlist-item | Remove a watchlist item by symbol |
Data Tools
Every show-* widget tool has a corresponding get-* data tool that returns raw JSON. Use the data tools when you want Claude to analyze or summarize the data directly, without opening an interactive widget.
Parameters
| Parameter | Type | Description |
|---|---|---|
symbol | string | ETF ticker with .US suffix (e.g. SPY.US, QQQ.US) |
from | YYYY-MM-DD | Start of date range |
to | YYYY-MM-DD | End of date range |
limit | number | Maximum number of EOD rows to return |
universeClass | A | B | C | D | ETF universe (Core / Sector-Style / Thematic / Research-Only) |
minAum | number | Minimum AUM (USD) |
maxExpenseRatio | number | Maximum expense ratio (decimal, e.g. 0.0020 for 0.20%) |
minScore | 0-100 | Minimum suitability score |
Symbols must include the .US suffix.
Example Prompts
- "Show the suitability card for SPY.US"
- "Show fundamentals for QQQ.US"
- "Recommend 5 core equity ETFs with score above 75"
- "Screen for bond ETFs with AUM above $1B and expense ratio below 0.20%"
- "Analyze TQQQ.US and explain its risks"
- "Show a candlestick chart for VOO.US over the last 90 days"
- "Add IVV.US to my watchlist"
- "Save 100 shares of VOO.US as my position at $450 entry price"
Technical Indicators
End-of-day data includes precomputed technical indicators for every ETF:
- RSI(14) — Relative Strength Index
- SMA(20, 50, 200) and EMA(12, 26, 50, 200) — Simple and Exponential Moving Averages
- MACD — Moving Average Convergence Divergence (signal line and histogram)
- Bollinger Bands(20, 2σ) — upper band, lower band, and %B
- Stochastic %K/%D(14) — Stochastic Oscillator
- ADX(14) with +DI / −DI — trend-strength index
- ATR(14, 20) and ATR % — Average True Range (volatility)
- Returns and momentum — 21d / 63d / 126d / 252d returns, momentum(12, 1), drawdown(252d)
- Relative Strength — 3M / 6M / 12M vs market with RS slope(63d)
- Volume — 20d / 50d average volume and dollar volume, volume ratio(20)
Troubleshooting
- No data returned — US markets are closed weekends and US holidays. EOD data populates after market close (around 21:30 UTC).
- Auth required — Portfolio and watchlist tools require sign-in. Authenticate with your Google account during setup.
- Widget not loading — Try refreshing the MCP connection in your client settings, then start a new chat.
- Need help? — Contact us at contact@lobix.ai.