ETFIQ

Find US listed ETFs by ticker, fund name, or a word from the name. Use this FIRST when the user names a fund loosely, then etf_profile with the ticker it returns. Refuses rather than returning a near match.

{
  "type": "object",
  "properties": {
    "query": {
      "type": "string"
    },
    "desk": {
      "type": "string"
    },
    "limit": {
      "type": "integer"
    }
  },
  "required": [
    "query"
  ]
}

Everything ETFIQ publishes about one fund: issuer, desk, and each figure with its source and as-of date, plus a one sentence verdict on how it did against what its own label promises.

{
  "type": "object",
  "properties": {
    "ticker": {
      "type": "string"
    }
  },
  "required": [
    "ticker"
  ]
}

What a fund holds, by weight, and how old that is. ALWAYS read lag_days before presenting it: an issuer file read today and a filing from two months ago both come back here and are not the same answer.

{
  "type": "object",
  "properties": {
    "ticker": {
      "type": "string"
    },
    "top_n": {
      "type": "integer"
    }
  },
  "required": [
    "ticker"
  ]
}

Every US listed fund in a theme, largest first, with what each charges and how much of it is already in the S&P 500. USE THIS for any "what X ETFs are there" or "top X ETFs" question: it returns the whole published set rather than a sample.

{
  "type": "object",
  "properties": {
    "theme": {
      "type": "string"
    },
    "limit": {
      "type": "integer"
    }
  },
  "required": [
    "theme"
  ]
}

Every theme ETFIQ publishes and how many funds each holds. Call when unsure what a theme is called, then etf_theme.

{
  "type": "object",
  "properties": {}
}

Read ANY published ETFIQ page as text: a theme hub, a ranking, a comparison of two funds, an issuer, a methodology note, a dated study. Takes a path like /themes/cyber or a full etfiq.com URL. This reaches all 40,000 pages, including everything the typed tools above do not cover, and returns the page content rather than its navigation.

{
  "type": "object",
  "properties": {
    "path": {
      "type": "string"
    }
  },
  "required": [
    "path"
  ]
}

What ETFIQ publishes, section by section, with a page count for each. Start here when the question is not about one fund: it names every section and what is in it.

{
  "type": "object",
  "properties": {}
}

The pages inside one section, optionally filtered to those whose address contains a word. Use after etfiq_sections to find a page, then etfiq_page to read it. The count returned is the whole matching set even when the list is capped.

{
  "type": "object",
  "properties": {
    "section": {
      "type": "string"
    },
    "contains": {
      "type": "string"
    },
    "limit": {
      "type": "integer"
    }
  },
  "required": [
    "section"
  ]
}

Every fund matching some filters, largest first, each with its net assets and the source and date that figure came from. Use for "find me all X" questions rather than repeated searches. Fees are percentages, not basis points. Funds with no published size are set aside from a size filter and counted in no_size_figure rather than treated as small.

{
  "type": "object",
  "properties": {
    "desk": {
      "type": "string"
    },
    "issuer": {
      "type": "string"
    },
    "max_fee_pct": {
      "type": "number"
    },
    "min_assets_usd": {
      "type": "number"
    },
    "limit": {
      "type": "integer"
    }
  }
}

How much of their weight two funds hold in common, as ETFIQ published it on the comparison page for that pair. Use when asked whether two ETFs are the same thing, or whether owning both adds anything. Refuses rather than estimating when the pair is not compared or either holdings book is incomplete.

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  "type": "object",
  "properties": {
    "a": {
      "type": "string"
    },
    "b": {
      "type": "string"
    }
  },
  "required": [
    "a",
    "b"
  ]
}

What ETFIQ published on a given date, from its frozen dated archive. Use when a question is about a past date, or when a figure needs to stay true after it is quoted: every other tool here answers about today and today moves overnight. Takes YYYY-MM-DD. Covers the pieces written that night, not an arbitrary per-fund figure on an arbitrary day.

{
  "type": "object",
  "properties": {
    "date": {
      "type": "string"
    }
  },
  "required": [
    "date"
  ]
}

Which US listed ETFs hold a given company, ranked by how much of each fund it is. USE THIS for any "which ETFs hold X", "which fund holds the most X", or "how do I get exposure to X" question, where X is a company rather than a fund. Takes a company name or its ticker. Returns every holder with the weight its issuer published and the date that book was filed. Covers 31,019 companies.

{
  "type": "object",
  "properties": {
    "company": {
      "type": "string"
    },
    "limit": {
      "type": "integer"
    }
  },
  "required": [
    "company"
  ]
}

The ranked lists ETFIQ publishes, or one of them. Each ranks ONE published figure inside a stated set: the cheapest funds in a theme, the leveraged funds furthest from their stated multiple, the buffer funds closest to their cap. Call with no argument for the list.

{
  "type": "object",
  "properties": {
    "slug": {
      "type": "string"
    },
    "limit": {
      "type": "integer"
    }
  }
}