smart-money
PIT-safe
Manager Portfolio (13F by filer)
get_manager_portfolioInstitutional and above
Returns a 13F filer's full portfolio at a specific period_end (latest by default), with QoQ deltas vs the prior quarter (new / increased / decreased / exited / unchanged). Specify the filer either by filer_cik (preferred) or filer_name (fuzzy match against entity.name; multipl...
Example Call
example_call.pypython
# Using the Valuein MCP server from Python (via MCP SDK)# Or call directly from Claude / Cursor after setup result = await client.call_tool( "get_manager_portfolio", arguments={})print(result)Direct tool call:get_manager_portfolio(...)
Inputs
This tool takes no inputs.
Output Fields
Example Response
Illustrative
response.jsonjson
{}Shape only — field names match the live schema; values are placeholders, not real filings. See MCP server for the structured response shape.
Notes
Available from full tier and above.
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Plan Access
Free (guest)
Not includedFree (token)
Not includedPro
Not includedInstitutional
Available