analyze_fund
Fon için yatırım analizi yapar
LABSCO SUMMARY
The inflation series lives in the same server as the fund returns, which is the only way a Turkish fund's performance means anything.
monthly_inflation_rate, inflation_rates and latest_inflation_rate sit alongside fund_historical_data and analyze_fund, so a nominal return and the price level it should be measured against come from one place rather than two. analyze_fund is the tool that goes past screening: it takes a start date, an initial amount, a monthly contribution and a yearly increase rule, which models a savings plan rather than a lump sum. compare_funds is bounded at two to five funds, so a wide screen belongs in list_funds before anything reaches it.
What it is
A Fonparam client with 15 tools covering fund listings and filters, comparison and investment analysis, historical values, portfolio-management companies, daily statistics, fund types, and Turkish inflation data.
What you get
- list_funds filters the universe by code, management_company, type, TEFAS listing and a minimum and maximum risk value, with search, sorting and paging.
- top_performing_funds returns the best performers, and compare_funds puts between two and five funds side by side.
- analyze_fund runs an investment analysis on one fund from a start date, an initial investment and a monthly contribution, with a yearly increase type and value and optional monthly detail.
- fund_historical_data returns a fund's past values over a date range at a chosen interval.
- Company reads: list_companies filtered by total fund count with search and paging, and company_details, which can include that company's funds.
- Fund types: list_fund_types filtered by total fund count, and fund_type_details for one type.
- Daily statistics through statistics over a range, latest_statistics, and statistics_by_date for a single day.
- Inflation through inflation_rates over a range, latest_inflation_rate, and monthly_inflation_rate for a specific month and year.
Requirements
Nothing — no account, no key.
Setup effort
One command — npx -y fonparam-mcp
USE CASES
01
Screening the fund universe down to something comparable
Risk band, management company, type and TEFAS listing narrow the list before performance is worth looking at.
02
Putting a shortlist side by side
The comparison is bounded at two to five funds, so the screening step is what decides which ones get there.
03
Modelling a monthly savings plan into one fund
A start date, an initial amount, a monthly contribution and a yearly increase rule are all inputs, which makes this a plan rather than a backtest of a lump sum.
04
Judging a return against inflation rather than against zero
The price series and the fund series come from the same server, so the real return does not need a second source stitched in.
05
Looking at the manager behind a fund
Company details can bring that company's funds with them, which turns a single-fund question into a house-level one.
06
Checking the state of the market on a given day
Daily statistics come as a range, as the latest reading, or as one specific date, which covers both monitoring and looking something up after the fact.
15 tools
Counted once with only startup setup. Other versions, modes or optional credentials may expose a different list.
company_details
Portföy yönetim şirketi detaylarını getirir
compare_funds
Fonları karşılaştırır (2-5 fon)
fund_historical_data
Fonun geçmiş değerlerini getirir
fund_type_details
Belirli bir fon tipinin detaylarını getirir
inflation_rates
Enflasyon verilerini listeler
latest_inflation_rate
Son enflasyon verisini getirir
latest_statistics
Son istatistikleri getirir
list_companies
Portföy yönetim şirketlerini listeler
list_fund_types
Fon tiplerini listeler
list_funds
Yatırım fonlarını listeler ve filtreleme imkanı sunar
monthly_inflation_rate
Belirli bir ay ve yıldaki enflasyon verisini getirir
statistics
Günlük istatistikleri listeler
statistics_by_date
Belirli bir günün istatistiklerini getirir
top_performing_funds
En iyi performans gösteren fonları getirir
BEFORE YOU INSTALL
What to know first
Tools you get
15 tools when we connected.
Requires
npx on PATH
CONTEXT COST
Light Standing cost
Rated by the size of the 15 tool definitions that ride along on every turn, not by how many there are
INSTALLATION
Connect your client
Add the block to your client, or run the command directly.
Server setup
Configuration file
JSON
{
"mcpServers": {
"fonparam-mcp": {
"command": "npx",
"args": [
"-y",
"fonparam-mcp"
]
}
}
}npx
TERMINAL
npx -y fonparam-mcp
