# Quantic Finance Muse connector

From musedirectory.ai, the independent directory of Meta Muse connectors. Not affiliated with Meta.

## Quantic Finance

Track dividend portfolios, income projections and tax reports for US and EU stocks.

- Record: https://musedirectory.ai/connector/quantic-finance
- Category: Finance & Bills
- Developer: Quantic (https://quantic.finance)
- Muse status: Extra setup. Not in Muse's Connectors list yet. Muse can still use it: its page gives you a request to paste into Muse.
- Health: Working, 2262ms, checked 2026-09-28T09:31:21Z
- Endpoint: https://quantic.finance/mcp
- Auth: No account needed; Pricing: unknown
- Screening: Screened, no issues found (2026-09-24T02:31:15Z)
- Source: Found in the official MCP Registry (finance.quantic/mcp) https://registry.modelcontextprotocol.io/v0/servers?search=finance.quantic%2Fmcp

Connects to Quantic Finance dividend tracking. Muse can show your holdings, dividend history, income outlook, portfolio performance, tax reports for Spain, and help you screen or compare dividend stocks and ETFs.

Example request: "Show me my dividend income for the last year and project what I'll earn next year."

How to connect: Not in Muse's Connectors list yet, but Muse can still use it. Paste this into Muse: "Use Quantic Finance to help me. It is a free service with an MCP server at https://quantic.finance/mcp. It does not need an API key. Ask me before you share anything with it." Muse asks before it shares anything with the app's site. Meta does not review apps used this way, so only use ones you trust. We tested this in the Muse app on September 24, 2026: Muse used an app's link directly this way and returned a live answer.

Tools:
- compare_stocks: Compare 2–4 stocks side by side (the /compare view): snapshot, dividend growth, Quantic reads, valuation, momentum, financial health, schedule and community metrics — with the winning column flagged per row (`best`). Pass a list of tickers, e.g. ["KO","PEP","MO"]. 
- dividend_calendar: Upcoming ex-dividend dates across the dividend universe over the next `days` days (default 45, max 120), soonest first. Public — buy before the ex-date to receive the next dividend. 
- get_dividends: The signed-in user's received (paid) dividends, newest first. Each row carries the symbol, pay date, shares, per-share and gross amount, withholding tax, net amount and currency. Optionally filter by `symbol` (e.g. "AAPL") and a `from`/`to` date window (ISO-8601, e.g. "2024-01-01
- get_holdings: The signed-in user's current holdings: each position's symbol, name, shares held, average cost per share, trading currency and sector. This is cost-basis data from the ledger (no live prices) — use `get_valuation` for current market value, gain/loss and yield. Optionally pass `po
- get_income_attribution: Why the signed-in user's dividend income changed: the trailing 12 months against the 12 before them, split into what the companies did, what the user did, what the tax office took and what the exchange rate moved. The four components sum to the headline change by construction, so
- get_income_outlook: The signed-in user's forward dividend income outlook, in their preferred currency: projected annual income at the current rate (gross and net of estimated foreign withholding tax), the income-weighted trailing dividend growth, the current yield, the top income-contributing holdin
- get_movements: The signed-in user's trades / cash movements (buys, sells, …), newest first. Each row carries the symbol, date, type, quantity, price, total amount, fee and currency. Optionally filter by `symbol` (e.g. "AAPL") and a `from`/`to` date window (ISO-8601, e.g. "2024-01-01"), and/or p
- get_options: The signed-in user's options positions — the income "wheel" of sold puts and calls — newest first. Each row carries the symbol, put/call type, strike, expiry, contracts, premium collected, fees, status (open/expired/assigned/ closed), net premium, break-even price, annualized pre
- get_performance: How the signed-in user's portfolio has actually done — an annualized **money-weighted** return (XIRR) in their preferred currency, including dividends received and any sales, next to what the same money moved on the same days would have made in broad index funds. Money-weighted, 
- get_portfolio: The signed-in user's complete portfolio snapshot in one call: current holdings (shares + average cost), dividends received, trades (movements) and radar watchlist with target prices. Their own private data, including amounts. Use this for a full overview/backup; for a specific sl
- get_radar: The signed-in user's radar (watchlist): stocks they're tracking to buy or sell, with their target buy/sell prices, notes and currency. Private to the caller. Use `get_stock` to fetch the current price for any of these symbols. 
- get_realized: What the signed-in user's sales actually realized — the positions they've sold out of, and the partial sales of positions they still hold. Each row carries proceeds, the cost basis those proceeds consumed, and the **signed** `result` (negative when sold below the average cost), p
- get_stock: Look up a stock or ETF by ticker (e.g. "KO", "SCHD"): its dividend profile, live quote, dividend safety, balance-sheet leverage, the momentum & value scores and the snowflake radar — and, for a signed-in caller, the full "Valuation & strategy" read (fair value, two-stage DDM, mar
- get_stock_research: Fetch Quantic's AI-generated research deep-dive for a stock — the narrative brief (overview, dividend history, safety, risks, watch items). Optional `locale` (falls back to English). Returns `found: false` when no article has been generated for the stock yet. 
- get_tax_report: A tax year assembled from the signed-in user's own ledger: the dividends received (gross, withheld at source, net — per payment and per source country) and the disposals made (matched first-in first-out, with Spain's two-month rule applied to losses). Foreign currency is converte
- get_valuation: The signed-in user's portfolio valued at current market prices, in their preferred display currency. Returns the total market value and cost basis (so total − cost is the unrealised gain/loss), the yield on cost and current yield, a sector breakdown, and a per-position list with 
- list_portfolios: The signed-in user's portfolios: each one's name and whether it is the default; publicly shared portfolios also carry their URL `slug`. Pass a name (or slug) as the `portfolio` param of the ledger tools (`get_holdings`, `get_portfolio`, `get_movements`, `get_dividends`, `get_opti
- list_stocks: Fetch a curated dividend list by `slug`. Slugs: dividend-aristocrats, dividend-kings, monthly-dividend-stocks, highest-yield-dividend-stocks, safest-reits, dividend-growth-stocks, low-debt-dividend-stocks, large-cap-safe-dividend-stocks, utility-dividend-stocks, healthcare-divide
- screen_stocks: Find dividend stocks & ETFs matching criteria — the screener behind quantic.finance. Filter by `sector`, `currency`, yield range (`min_yield`/`max_yield`, on the 5-year average), `min_cagr5y`, `min_streak`, `frequency`, leverage (`max_de`), `min_current` ratio, `min_market_cap`, 
- screen_wheel: Options worth selling on the wheel, ranked by company quality first and premium second — the same order the `/options/wheel` screen uses. Two lenses via `side`: `"put"` (the default) lists quality dividend payers the caller does **not** hold, where a cash-secured put gets paid to
- search_stocks: Search dividend stocks by ticker or company name (e.g. "coca", "AAPL"). Public — returns up to ~10 matches with their symbols. 

Screening checks:
- MCP handshake: pass (Answered in 256ms)
- Domain against threat feeds (Cloudflare security DNS): pass (quantic.finance not flagged)
- Published packages against the OSV malicious-package database: n/a (No npm or PyPI package published)
- Hidden instructions or invisible characters in tool text: pass (21 tools read, nothing found)
- Inputs asking for passwords, card numbers or seed phrases: pass (None found)
- Domain and redirects: pass (No redirects off the domain)
- AI review of purpose and tool behavior: pass (No concerns)