Welcome is an MCP server with 57 tools an agent can call, among them about_us, add_to_watchlist, check_ticker_in_my_watchlists. It answers at https://thebalancedinvestorclub.com/api/mcp/mcp over streamable HTTP, and it listed its tools to an anonymous client, so no sign-in was needed for that. Our probes reached it 6 of 6 times since 10 September 2026; the last check, on 19 October 2026, succeeded.
The Balanced Investor Club, the thinking companion for the markets. Educational, not advice.
Description as the publisher wrote it.
| Tool | What it does |
|---|---|
about_us | Who we are. Philosophy, framework, what we are — and what we are NOT. The thinking companion for the markets. |
add_to_watchlist | 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. Inputs: ticker, watchlist, asset_type, ma_type, added_price |
check_ticker_in_my_watchlists | Quickly check whether a specific ticker is already in any watchlist you own or follow. Useful before adding it again. Inputs: ticker, asset_type |
close_trade | 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. Inputs: trade_id, ticker, exit_price, exit_date, exit_reason, emotional_state |
compare_tickers | Side-by-side log-returns for up to 5 tickers — stocks, ETFs, crypto. Volatility, total return, max and min. Date-aligned. Inputs: tickers, period |
create_watchlist | Create a new Stock Tracker — a place for the instruments you want to keep an eye on. Names are unique per user. Inputs: name, description, is_public, alert_frequency |
delete_trade | 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 Inputs: trade_id, confirm |
delete_watchlist | 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. Inputs: watchlist, confirm_name |
discover_community_watchlists | Browse public watchlists curated by our research team at The Balanced Investor Club. Filter by asset type or sort by what's popular. Inputs: asset_type, sort_by, limit |
follow_watchlist | Follow a public Stock Tracker so it shows up on your stock tracker page. Get updates when instruments are added or removed. Inputs: watchlist_slug, alert_frequency |
get_balance_sheet | Balance sheet for a stock — assets, liabilities and equity at each period end. Mirrors what the Market Hub shows. Stocks only. Inputs: ticker, frequency, periods |
get_cash_flow | Cash flow statement for a stock — cash generated and used across operating, investing and financing. Mirrors what the Market Hub shows. Stocks only. Inputs: ticker, frequency, periods |
get_close_history | 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. Inputs: ticker, asset_type, range, interval, include_recent |
get_crypto_price_alignment | How a crypto pair's price aligns with its short, medium, and long-term moving averages — and the resulting Market Mood. Educational, never predictive. Inputs: pair, ma_type |
get_curated_lists | 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 ad Inputs: ticker |
get_dividends | 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. Inputs: ticker, limit |
get_earnings_estimates | 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. Inputs: ticker, horizon, limit |
get_earnings_transcript | 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 cal Inputs: ticker, quarter, offset, limit |
get_etf_profile | Profile of an ETF — net assets, expense ratio, dividend yield, top holdings, and sector breakdown. Mirrors what the website shows in /analysis for ETFs. Inputs: ticker, holdings_limit |
get_fundamentals | 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. Inputs: ticker |
get_income_statement | 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). Inputs: ticker, frequency, periods |
get_industry_returns | Same idea as the sector view, narrower scope — average return for a single industry over the last year. Inputs: industry |
get_insider_transactions | 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. Inputs: ticker, limit |
get_institutional_holdings | 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. Inputs: ticker, limit |
get_instrument_overview | 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 Inputs: ticker |
get_instrument_popularity | How many community watchlists include a given ticker — a simple read on what the club is tracking. Inputs: ticker |
get_macro_indicators | 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. Inputs: include_keys, history |
get_market_calendar | 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. Inputs: filter, tickers, from, to, limit |
get_market_movers | 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. Inputs: list, limit |
get_market_pulse | 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_ticker | 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_c Inputs: ticker, history_limit |
get_my_briefing | 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_status | 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_stats | 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_score | Your Trust Score and what built it — discipline, sizing, journaling, drawdown control. A read on your own behaviour, not a verdict. |
get_my_watchlists | Read your private and followed watchlists at The Balanced Investor Club. Returns names, item counts, and how many people are following you on each. Inputs: limit |
get_news | Recent news mentioning a ticker, with article-level sentiment. Mirrors what the website shows in /analysis. Inputs: ticker, limit |
get_price_alignment | 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_ Inputs: ticker, ma_type |
get_pricing | Pricing tiers at The Balanced Investor Club — what each one unlocks. No sales pitch. |
get_sector_returns | 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. Inputs: sector |
get_ticker_metadata, get_today_mood_changes, get_valuation_inputs, get_watchlist_by_slug, import_trades, list_market_moods, list_my_trades, list_securities_by, log_trade, remove_from_watchlist, search_instruments, search_my_watchlists, start_here, unfollow_watchlist, update_trade, update_watchlist, whoami
Every block below points at https://thebalancedinvestorclub.com/api/mcp/mcp. Pick your client and copy.
claude mcp add --transport http welcome https://thebalancedinvestorclub.com/api/mcp/mcp
{
"mcpServers": {
"welcome": {
"command": "npx",
"args": ["-y", "mcp-remote", "https://thebalancedinvestorclub.com/api/mcp/mcp"]
}
}
}{
"mcpServers": {
"welcome": {
"url": "https://thebalancedinvestorclub.com/api/mcp/mcp"
}
}
}{
"servers": {
"welcome": {
"type": "http",
"url": "https://thebalancedinvestorclub.com/api/mcp/mcp"
}
}
}{
"context_servers": {
"welcome": {
"url": "https://thebalancedinvestorclub.com/api/mcp/mcp"
}
}
}{
"mcpServers": {
"welcome": {
"serverUrl": "https://thebalancedinvestorclub.com/api/mcp/mcp"
}
}
}{
"mcpServers": {
"welcome": {
"url": "https://thebalancedinvestorclub.com/api/mcp/mcp"
}
}
}name: Welcome
version: 0.0.1
schema: v1
mcpServers:
- name: Welcome
type: streamable-http
url: https://thebalancedinvestorclub.com/api/mcp/mcp{
"mcpServers": {
"welcome": {
"httpUrl": "https://thebalancedinvestorclub.com/api/mcp/mcp"
}
}
}{
"mcpServers": {
"welcome": {
"type": "http",
"url": "https://thebalancedinvestorclub.com/api/mcp/mcp"
}
}
}{
"mcpServers": {
"welcome": {
"url": "https://thebalancedinvestorclub.com/api/mcp/mcp"
}
}
}goose://extension?url=https%3A%2F%2Fthebalancedinvestorclub.com%2Fapi%2Fmcp%2Fmcp&type=streamable_http&id=welcome&name=Welcome
It answered our last check on 19 October 2026 in 342 ms. Over 6 checks since 10 September 2026 it answered 6. Status here comes from Neuronto's own probes, not from the publisher.
Yes. It is published by thebalancedinvestorclub.com and served from thebalancedinvestorclub.com, the vendor's own domain: https://thebalancedinvestorclub.com/api/mcp/mcp.
57, as returned by the server's own tools/list on 11 September 2026: about_us, add_to_watchlist, check_ticker_in_my_watchlists, close_trade, compare_tickers, create_watchlist, delete_trade, delete_watchlist, and 49 more.
It answered our last check on 19 October 2026 in 342 ms. Over 6 checks since 10 September 2026 it answered 6.
Put the server under mcpServers in ~/.cursor/mcp.json with the URL https://thebalancedinvestorclub.com/api/mcp/mcp. The exact JSON is above, with the same setup for Claude Code, Claude Desktop, VS Code, Windsurf, Zed, Gemini CLI and the rest.
It listed its tools to an anonymous client, so reading the tool list needs no key. Individual tools can still ask for credentials in their own inputs.
Publisher: com.thebalancedinvestorclub. Endpoint host: thebalancedinvestorclub.com. ARD identifier: urn:air:com.thebalancedinvestorclub:mcp:welcome.
First indexed 10 September 2026. The tools are exactly what the server returned; nothing on this page
is inferred from its name. Ranking in Neuronto search is never for sale.