ETFs & Mutual Funds Skill

Financial

Domain knowledge for your AI assistant — workflow patterns, data model concepts, and gotchas for ETFs & Mutual Funds tools.

8 tools
SKILL.md

ETFs & Mutual Funds
SKILL.md

Domain knowledge for FMP ETF/mutual fund holdings, allocations

FMP ETFs & Mutual Funds

ETF and mutual fund holdings, sector/country allocation, disclosures. Use ETF symbol from Stock Directory.

Data Model

  • Holdings — constituent stocks and weights.
  • Info — fund metadata.
  • Allocation — sector weighting, country allocation, asset exposure.
  • Disclosures — ETF/mutual fund disclosures.

Gotchas

  • ETF symbol: Find ETF symbol (Stock Directory) before these.
  • Holdings lag: Holdings updated periodically (e.g. monthly); not real-time.
  • Asset exposure: Equity/bond/cash mix.

Use with ETFs & Mutual Funds Bundle

This skill teaches your AI assistant domain knowledge. To actually execute ETFs & Mutual Funds API calls, enable the MCP bundle — the skill and bundle work together.

Ready to use ETFs & Mutual Funds?

Install the skill for domain knowledge, enable the bundle for authenticated tool access

What is a Skill?

ETFs & Mutual Funds Skill - MCP Bundles