Real Queries. Live Data.
Every example below was run against the live MCP endpoint at
ai.fin-discovery.com/mcp
— real FINRA, SEC, and market data, no mocks.
{
"place": "San Francisco, CA",
"category": "financial",
"radius_km": 10
}// Step 1 — Find CRD by name
SearchBrokerCheck({
"name": "Anthony Feeney"
})
// Step 2 — Pull full profile
GetBrokerCheckDetail({
"crd": "6753609"
})| CRD Number | 6753609 |
| Firm | EDWARD JONES |
| Office | 6085 State Farm Dr, Suite 105 Rohnert Park, CA 94928 |
| BD Registration | Mar 28, 2017 |
| IA Registration | Aug 4, 2017 |
| Industry Since | March 2017 |
| Exams Passed | Series 7 · SIE · Series 66 |
| SRO Registrations | FINRA · NYSE · NYSE American · Nasdaq |
| Disclosures | None on record |
| Filer | MORGAN STANLEY |
| CIK | 0000895421 |
| Period | Q4 2025 (Dec 31, 2025) |
| Filed | February 13, 2026 |
| Form | 13F-HR |
| Accession | 0000895421-26-000080 |
| Total Positions | 2,000+ |
| Tickers | MS, MS-PA, MS-PE, MS-PF … |
| Issuer | Class / Type | Category |
|---|---|---|
| APPLE INC | COM | Large Cap |
| MICROSOFT CORP | COM | Large Cap |
| NVIDIA CORP | COM | Large Cap |
| PROSHARES TR | SHORT DOW30 ETF | Inverse ETF |
| ISHARES TR | GLOBAL ENERGY ETF | Sector ETF |
| ARK ETF TR | 3D PRINTING ETF | Thematic ETF |
| ATLANTA BRAVES HLDGS | COM SER A | Sports / Alt |
| WINNEBAGO INDS INC | COM | Consumer |
| EMPIRE ST RLTY TR | CL A | REIT |
| DIMENSIONAL ETF TRUST | US SMALL CAP VALUE | Factor ETF |
{
"symbols": "SPY,QQQ,IWM",
"period": "2y",
"interval": "1mo"
}SearchFundsByCategory({
"keywords": "commodity",
"fund_type": "etf",
"max_results": 40
})
// → 27 commodity ETF filers foundGetFundFees({
"cik": "1595386" // Invesco/PDBC
})
// → net_expense_ratio: 0.59%
// Filed: 2026-02-26 (N-1A)rr:NetExpenseRatio taxonomy — the same data regulators use.
| # | Ticker | Fund Name | Focus | Expense Ratio |
|---|---|---|---|---|
| 1 | COMB | GraniteShares Bloomberg Commodity Broad | Broad | 0.25% |
| 2 | BCD | abrdn Bloomberg All Commodity K-1 Free | Broad | 0.30% |
| 3 | COMT | iShares GSCI Commodity Dynamic Roll | Broad | 0.48% |
| 4 | PDBC | Invesco Optimum Yield Diversified Commodity | Broad | 0.59% ★ SEC |
| 5 | NBCM | Neuberger Berman Commodity Strategy ETF | Active | 0.69% ★ SEC |
| 6 | DJP | iPath Bloomberg Commodity Index ETN | Broad | 0.70% |
| 7 | GSCI | Goldman Sachs ActiveBeta Commodity ETF | Active | 0.77% ★ SEC |
| 8 | GSG | iShares S&P GSCI Commodity-Indexed Trust | Broad | 0.75% |
| 9 | DBC | Invesco DB Commodity Index Tracking | Broad | 0.85% |
| 10 | USCF | USCF Commodity Strategy Fund ETF | Active | 0.89% ★ SEC |
| 11 | FTGC | First Trust Global Tactical Commodity Strategy | Active | 0.95% |
// Step 1 — discover series IDs
SearchFredSeries({
"query": "federal funds rate"
})
// Step 2a — Fed Funds Rate
GetFredSeriesData({
"series_id": "FEDFUNDS",
"observation_start": "2022-01-01",
"frequency": "m"
})
// Step 2b — CPI Inflation
GetFredSeriesData({
"series_id": "CPIAUCSL",
"observation_start": "2022-01-01",
"frequency": "m"
})| Date | Fed Funds Rate | CPI (YoY approx) | Macro Signal |
|---|---|---|---|
| Jan 2022 | 0.08% | 7.5% | Rate Liftoff |
| Jun 2022 | 1.58% | 9.1% | Peak Inflation |
| Dec 2022 | 4.10% | 6.5% | Hike Cycle |
| Jul 2023 | 5.33% | 3.2% | Peak Rate |
| Dec 2024 | 4.33% | 2.7% | Cutting Cycle |
| Mar 2025 | 4.33% | 2.4% | Stabilizing |
| Series ID | Description | Frequency |
|---|---|---|
| FEDFUNDS | Federal Funds Effective Rate | Monthly |
| DGS10 | 10-Year Treasury Yield | Daily |
| CPIAUCSL | Consumer Price Index (CPI-U) | Monthly |
| UNRATE | Unemployment Rate | Monthly |
| GDP | Gross Domestic Product | Quarterly |
| M2SL | M2 Money Supply | Monthly |
| T10Y2Y | 10Y–2Y Yield Curve Spread | Daily |
GetTerritoryWealthProfile) and institutional holdings (Get13FHoldings) for a complete picture of the financial landscape in any region.
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