FolioFact
Read-only value-investing fund, holdings, financial, options, and insider research.
Community: Submitted by a user or imported; check the owner before granting accessOnlineAPI key requiredGlobalFreeRead-only
What it can do
What data it sees
Do you need an account
An API key from the service settings is required
Read-only value-investing fund, holdings, financial, options, and insider research.
Server tool list (13)
Raw names from tools/list. Only developers need these.
| search | Bounded cross-domain search: funds by name, stocks by ticker/name, and insider transactions by owner. The same scopes the web search uses. A blank or missing query returns empty buckets, mirroring GET /api/v1/search. |
| get_fund | One fund's latest filing and its investors. |
| fund_holdings | A fund's current portfolio positions with quarter-over-quarter change. |
| fund_history | Quarter-by-quarter filing history and a summary (turnover, concentration, favorites). |
| get_stock | One company as held by tracked funds: holders, values, and last-quarter moves. |
| get_investor | One investor's portfolio links (funds they run or back) and featured fund. |
| insider_feed | Recent Form 4/5 insider transactions across all held stocks, newest first. Filterable by transaction type and owner. Page 2+ requires FolioFact Pro. |
| fetch_page | Fetches an allowlisted public page as markdown/text: published blog posts (/blog/:slug), static pages (e.g. /agents, /api-docs, /about), and the agent discovery doc (/llms.txt). |
| stock_earnings | The latest cited AI Earnings Report for one stock (or a stable period with `period`). Requires FolioFact Pro. |
| stock_financials | Financial statements (yearly and quarterly) and the valuation summary (enterprise value, FCF/EV and OCF/EV yields). Requires FolioFact Pro. |
| stock_insiders | Recent Form 4/5 insider transactions for one company. Requires FolioFact Pro. |
| stock_options | Daily 30-day implied volatility history for one company. Requires FolioFact Pro. |
| compare_stocks | Aligned multi-stock comparison: valuation, latest financial point, fund conviction, and insider activity. Requires FolioFact Pro. |