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thebalancedinvestorclub.com

The Balanced Investor Club, the thinking companion for the markets. Educational, not advice.

https://thebalancedinvestorclub.com/api/mcp/mcpOAuthMCP 2025-11-25v0.3.2last checked 24 Aug 2026spoke MCP on 2 of 2 checks (30 days)initialize in 503 ms

How to authenticate

Checked against the endpoint by our probe on 24 Aug 2026. These are the capabilities the server advertises, not a prediction about any particular client.

Scheme
OAuth
Issuer
https://thebalancedinvestorclub.com
Dynamic client registration
Advertised (RFC 7591)
Client ID Metadata Document
Not advertised
PKCE
S256
Grant types
authorization_code, refresh_token
Scopes
mcp:profile:read, mcp:watchlists:read, mcp:journal:read, mcp:trust_score:read, mcp:briefing:read, mcp:watchlists:write, mcp:journal:write
Protected-resource metadata
Published (RFC 9728)
Anonymous access
Handshake succeeds; 57 tools listable
Documentation
https://thebalancedinvestorclub.com/disclaimer

What the probe found

No CORS headers for browser-based clients

A cross-origin preflight came back without Access-Control-Allow-Origin, so the endpoint is reachable from native clients only — code running in a web page is stopped by the browser before a request is ever sent.

57 tools usable without signing in

The server exposes a public surface before authorization: start_here, list_market_moods, get_mood_for_ticker, get_today_mood_changes, get_market_pulse, get_price_alignment, get_crypto_price_alignment, compare_tickers, list_securities_by, get_ticker_metadata, search_instruments, get_sector_returns, get_industry_returns, get_income_statement, get_balance_sheet, get_cash_flow, get_dividends, get_earnings_estimates, get_macro_indicators, get_market_calendar, get_valuation_inputs, get_close_history, get_earnings_transcript, get_insider_transactions, get_market_movers, get_institutional_holdings, discover_community_watchlists, get_watchlist_by_slug, get_instrument_popularity, get_curated_lists, get_fundamentals, get_news, get_etf_profile, get_instrument_overview, about_us, get_pricing, whoami, get_my_watchlists, search_my_watchlists, check_ticker_in_my_watchlists, list_my_trades, get_my_journal_stats, get_my_trust_score, get_my_cocreator_status, get_my_briefing, create_watchlist, add_to_watchlist, remove_from_watchlist, follow_watchlist, unfollow_watchlist, update_watchlist, delete_watchlist, log_trade, close_trade, update_trade, delete_trade, import_trades.

Tools

about_usadd_to_watchlistcheck_ticker_in_my_watchlistsclose_tradecompare_tickerscreate_watchlistdelete_tradedelete_watchlistdiscover_community_watchlistsfollow_watchlistget_balance_sheetget_cash_flowget_close_historyget_crypto_price_alignmentget_curated_listsget_dividendsget_earnings_estimatesget_earnings_transcriptget_etf_profileget_fundamentalsget_income_statementget_industry_returnsget_insider_transactionsget_institutional_holdingsget_instrument_overviewget_instrument_popularityget_macro_indicatorsget_market_calendarget_market_moversget_market_pulseget_mood_for_tickerget_my_briefingget_my_cocreator_statusget_my_journal_statsget_my_trust_scoreget_my_watchlistsget_newsget_price_alignmentget_pricingget_sector_returnsget_ticker_metadataget_today_mood_changesget_valuation_inputsget_watchlist_by_slugimport_tradeslist_market_moodslist_my_tradeslist_securities_bylog_traderemove_from_watchlistsearch_instrumentssearch_my_watchlistsstart_hereunfollow_watchlistupdate_tradeupdate_watchlistwhoami

Contract history

24 Aug 2026v0.3.2first recorded contract

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