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verified live · 27h ago
pensiata
Bulgarian pension fund analytics — NAV data, metrics, rankings, and benchmarks.
Tools
26
GitHub stars
—
Installs / wk
—
Licence
MIT
Transport
streamable-http
Last checked
27h ago
Tools & capabilities
26 toolsRead from the running server on 27h ago.
cache_stats
Return MCP cache telemetry for diagnostics and performance debugging. Return MCP cache telemetry for diagnostics and performance debugging.
compute_metric
metric*period*windowfund_idfrequencyscheme_code
+5
Compute a metric for Bulgarian pension funds or benchmark targets. Supports returns, drawdown, volatility, Sharpe/Sortino/Calmar, correlation, and benchmark-aware metrics over con… Compute a metric for Bulgarian pension funds or benchmark targets. Supports returns, drawdown, volatility, Sharpe/Sortino/Calmar, correlation, and benchmark-aware metrics over configurable period and frequency. Data freshness: computed from latest ingested FSC NAV and benchmark data.
get_benchmark_series
date_todate_fromfrequencybenchmark_slug*
Get historical benchmark series for pension-fund comparison workflows. Use with compute/rank tools to compare Bulgarian pension funds against inflation or market proxies over alig… Get historical benchmark series for pension-fund comparison workflows. Use with compute/rank tools to compare Bulgarian pension funds against inflation or market proxies over aligned periods. Data freshness: updated as new benchmark source observations become available.
get_bulgarian_pension_benchmarks
Alias for `list_benchmarks` with Bulgarian pension comparison context. Alias for `list_benchmarks` with Bulgarian pension comparison context.
get_bulgarian_pension_benchmark_series
date_todate_fromfrequencybenchmark_slug*
Alias for `get_benchmark_series` to retrieve inflation/market comparators for UPF/PPF/VPF. Alias for `get_benchmark_series` to retrieve inflation/market comparators for UPF/PPF/VPF.
get_bulgarian_pension_fund_managers
scheme_code
Alias for `list_managers` with explicit Bulgarian pension context for agent discovery. Alias for `list_managers` with explicit Bulgarian pension context for agent discovery.
get_bulgarian_pension_fund_metric
metric*period*windowfund_idfrequencyscheme_code
+5
Alias for `compute_metric` with explicit Bulgarian pension metric intent. Alias for `compute_metric` with explicit Bulgarian pension metric intent.
get_bulgarian_pension_fund_nav_series
date_tofund_iddate_fromfrequencyscheme_codemanager_slug
Alias for `get_nav_series` with explicit pension NAV semantics for tool-RAG routing. Alias for `get_nav_series` with explicit pension NAV semantics for tool-RAG routing.
get_bulgarian_pension_funds
active_onlyscheme_code
Alias for `list_funds` to discover UPF/PPF/VPF fund IDs for FSC-based analysis. Alias for `list_funds` to discover UPF/PPF/VPF fund IDs for FSC-based analysis.
get_bulgarian_pension_metrics_catalog
Alias for `list_metrics` so agents can semantically find available pension metrics. Alias for `list_metrics` so agents can semantically find available pension metrics.
get_holdings_reports_index
date_todate_fromfund_typemanager_slug
Get a lightweight summary index of pension fund holdings reports. Returns allocation metadata (equity %, domestic %, funds %) and top holdings for each report without loading full… Get a lightweight summary index of pension fund holdings reports. Returns allocation metadata (equity %, domestic %, funds %) and top holdings for each report without loading full content. Use this for quick discovery to decide which reports to load in full with `read_holdings_report`.
get_nav_series
date_tofund_iddate_fromfrequencyscheme_codemanager_slug
Get official NAV time series for a Bulgarian pension fund (UPF/PPF/VPF). Accepts either `fund_id` or (`manager_slug`, `scheme_code`) and returns normalized NAV points for return/r… Get official NAV time series for a Bulgarian pension fund (UPF/PPF/VPF). Accepts either `fund_id` or (`manager_slug`, `scheme_code`) and returns normalized NAV points for return/risk calculations and charting. Data freshness: updated as new source NAV observations are ingested.
get_pension_legal_framework
document
Return the full text of Bulgarian pension legal documents. Return the full text of Bulgarian pension legal documents.
list_benchmarks
List benchmark assets for Bulgarian pension comparisons. Includes inflation and market references used to evaluate relative performance of UPF, PPF, and VPF/DPF funds. Data freshn… List benchmark assets for Bulgarian pension comparisons. Includes inflation and market references used to evaluate relative performance of UPF, PPF, and VPF/DPF funds. Data freshness: benchmark metadata is stable; prices are updated as new source data arrives.
list_funds
active_onlyscheme_code
List Bulgarian private pension funds and canonical fund IDs. Returns `fund_id` in `manager_slug:scheme_code` format for UPF, PPF, and VPF/DPF. Use this as discovery before calling… List Bulgarian private pension funds and canonical fund IDs. Returns `fund_id` in `manager_slug:scheme_code` format for UPF, PPF, and VPF/DPF. Use this as discovery before calling NAV, metric, and ranking tools. Data freshness: fund metadata follows latest FSC-tracked manager/scheme dataset.
list_holdings_reports
date_todate_fromfund_typemanager_slug
List available markdown holdings reports for Bulgarian pension funds. Reports contain detailed portfolio holdings data extracted from official PDF filings and converted to structu… List available markdown holdings reports for Bulgarian pension funds. Reports contain detailed portfolio holdings data extracted from official PDF filings and converted to structured markdown with metadata (allocation %, exposure, top holdings). Use this tool to discover what reports are available before loading specific ones with `read_holdings_report`. Filter by manager, fund type, or date range.
list_managers
scheme_code
Retrieve Bulgarian pension manager metadata for UPF, PPF, and VPF/DPF schemes. Use this to discover licensed managers and their supported scheme types before running rankings or m… Retrieve Bulgarian pension manager metadata for UPF, PPF, and VPF/DPF schemes. Use this to discover licensed managers and their supported scheme types before running rankings or metric calculations over FSC-tracked pension data. Data freshness: reflects latest ingested official FSC manager/scheme coverage.
list_metrics
List all supported financial metric identifiers for MCP analytics tools. List all supported financial metric identifiers for MCP analytics tools.
rank
limitordermetric*offsetperiod*window
+5
Rank funds within UPF/PPF/VPF schemes by a selected metric and period. Supports optional extra columns via `include_metrics` for agent-friendly table outputs. Data freshness: rank… Rank funds within UPF/PPF/VPF schemes by a selected metric and period. Supports optional extra columns via `include_metrics` for agent-friendly table outputs. Data freshness: rankings are computed from the latest ingested FSC-aligned NAV dataset.
rank_benchmarks
limitordermetric*offsetperiod*window
+4
Rank benchmark assets by metric and period for market-context comparison. Data freshness: rankings reflect latest ingested benchmark observations. Rank benchmark assets by metric and period for market-context comparison. Data freshness: rankings reflect latest ingested benchmark observations.
rank_bulgarian_pension_benchmarks_by_metric
limitordermetric*offsetperiod*window
+5
Alias for `rank_benchmarks` for semantically rich benchmark ranking discovery. Alias for `rank_benchmarks` for semantically rich benchmark ranking discovery.
rank_bulgarian_pension_funds_by_metric
limitordermetric*offsetperiod*window
+5
Alias for `rank` to semantically target Bulgarian UPF/PPF/VPF leaderboard queries. Alias for `rank` to semantically target Bulgarian UPF/PPF/VPF leaderboard queries.
read_holdings_report
date*fund_type*manager_slug*summary_only
Read a specific markdown holdings report for a Bulgarian pension fund. Returns the full markdown content (or just metadata if summary_only=True) for a specific manager, fund type,… Read a specific markdown holdings report for a Bulgarian pension fund. Returns the full markdown content (or just metadata if summary_only=True) for a specific manager, fund type, and date. The report includes detailed portfolio holdings with instrument types, issuers, values, and portfolio shares.
search_pension_law
query*documentmax_results
Search across Bulgarian pension legal framework documents. Search across Bulgarian pension legal framework documents.
simulate_bulgarian_pension_saver_outcome
end_datedate_fromscheme_codemanager_slugmonthly_amount
Alias for `simulate_saver_outcome` with explicit Bulgarian pension savings semantics. Alias for `simulate_saver_outcome` with explicit Bulgarian pension savings semantics.
simulate_saver_outcome
fund_idend_datestart_datescheme_code*manager_slugmonthly_contribution*