Pensiata - Bulgarian Pension Fund Analytics

Measured conclusion: Deep-tested. L2 outcome: tools_ok.

Bulgarian pension fund analytics — NAV data, metrics, rankings, and benchmarks.

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Copy this into your MCP client config:

{
  "mcpServers": {
    "Pensiata - Bulgarian Pension Fund Analytics": {
      "url": "https://mcp.pensiata.me/mcp",
      "transport": "streamable-http"
    }
  }
}

Measured tools (26)

• list_managers

  Retrieve Bulgarian pension manager metadata for UPF, PPF, and VPF/DPF schemes. Use this to discover licensed managers and their supported scheme types before running rankings or metric calculations over FSC-tracked pension data. Data freshness: reflects latest ingested official FSC manager/scheme coverage.

  Parameters:

  • scheme_code

  Hints: read-only not declared · destructive not declared · idempotent not declared · open-world not declared

• list_funds

  List Bulgarian private pension funds and canonical fund IDs. Returns `fund_id` in `manager_slug:scheme_code` format for UPF, PPF, and VPF/DPF. Use this as discovery before calling NAV, metric, and ranking tools. Data freshness: fund metadata follows latest FSC-tracked manager/scheme dataset.

  Parameters:

  • active_only — boolean
  • scheme_code

  Hints: read-only not declared · destructive not declared · idempotent not declared · open-world not declared

• get_nav_series

  Get official NAV time series for a Bulgarian pension fund (UPF/PPF/VPF). Accepts either `fund_id` or (`manager_slug`, `scheme_code`) and returns normalized NAV points for return/risk calculations and charting. Data freshness: updated as new source NAV observations are ingested.

  Parameters:

  • date_to
  • fund_id
  • date_from
  • frequency — string
  • scheme_code
  • manager_slug

  Hints: read-only not declared · destructive not declared · idempotent not declared · open-world not declared

• list_benchmarks

  List benchmark assets for Bulgarian pension comparisons. Includes inflation and market references used to evaluate relative performance of UPF, PPF, and VPF/DPF funds. Data freshness: benchmark metadata is stable; prices are updated as new source data arrives.

  Hints: read-only not declared · destructive not declared · idempotent not declared · open-world not declared

• list_metrics

  List all supported financial metric identifiers for MCP analytics tools.

  Hints: read-only not declared · destructive not declared · idempotent not declared · open-world not declared

• cache_stats

  Return MCP cache telemetry for diagnostics and performance debugging.

  Hints: read-only not declared · destructive not declared · idempotent not declared · open-world not declared

• get_benchmark_series

  Get historical benchmark series for pension-fund comparison workflows. Use with compute/rank tools to compare Bulgarian pension funds against inflation or market proxies over aligned periods. Data freshness: updated as new benchmark source observations become available.

  Parameters:

  • benchmark_slug (required) — string
  • date_to
  • date_from
  • frequency — string

  Hints: read-only not declared · destructive not declared · idempotent not declared · open-world not declared

• compute_metric

  Compute a metric for Bulgarian pension funds or benchmark targets. Supports returns, drawdown, volatility, Sharpe/Sortino/Calmar, correlation, and benchmark-aware metrics over configurable period and frequency. Data freshness: computed from latest ingested FSC NAV and benchmark data.

  Parameters:

  • metric (required) — string
  • period (required)
  • window
  • fund_id
  • frequency — string
  • scheme_code
  • manager_slug
  • benchmark_slug
  • risk_free_rate
  • risk_free_slug
  • benchmark_target_slug

  Hints: read-only not declared · destructive not declared · idempotent not declared · open-world not declared

• rank

  Rank funds within UPF/PPF/VPF schemes by a selected metric and period. Supports optional extra columns via `include_metrics` for agent-friendly table outputs. Data freshness: rankings are computed from the latest ingested FSC-aligned NAV dataset.

  Parameters:

  • scheme_code (required) — string
  • metric (required) — string
  • period (required)
  • limit — integer
  • order — string
  • offset — integer
  • window
  • frequency — string
  • benchmark_slug
  • risk_free_rate
  • include_metrics

  Hints: read-only not declared · destructive not declared · idempotent not declared · open-world not declared

• rank_benchmarks

  Rank benchmark assets by metric and period for market-context comparison. Data freshness: rankings reflect latest ingested benchmark observations.

  Parameters:

  • metric (required) — string
  • period (required)
  • limit — integer
  • order — string
  • offset — integer
  • window
  • frequency — string
  • benchmark_slug
  • risk_free_rate
  • include_metrics

  Hints: read-only not declared · destructive not declared · idempotent not declared · open-world not declared

• simulate_saver_outcome

  Simulate saver outcomes with periodic contributions into Bulgarian pension funds. Estimates invested amount, terminal value, and IRR-like performance diagnostics. Data freshness: simulation uses the latest available NAV history in the dataset.

  Parameters:

  • monthly_contribution (required) — number
  • scheme_code (required) — string
  • fund_id
  • end_date
  • start_date — string
  • manager_slug

  Hints: read-only not declared · destructive not declared · idempotent not declared · open-world not declared

• get_bulgarian_pension_fund_managers

  Alias for `list_managers` with explicit Bulgarian pension context for agent discovery.

  Parameters:

  • scheme_code

  Hints: read-only not declared · destructive not declared · idempotent not declared · open-world not declared

• get_bulgarian_pension_funds

  Alias for `list_funds` to discover UPF/PPF/VPF fund IDs for FSC-based analysis.

  Parameters:

  • active_only — boolean
  • scheme_code

  Hints: read-only not declared · destructive not declared · idempotent not declared · open-world not declared

• get_bulgarian_pension_fund_nav_series

  Alias for `get_nav_series` with explicit pension NAV semantics for tool-RAG routing.

  Parameters:

  • date_to
  • fund_id
  • date_from
  • frequency — string
  • scheme_code
  • manager_slug

  Hints: read-only not declared · destructive not declared · idempotent not declared · open-world not declared

• get_bulgarian_pension_benchmarks

  Alias for `list_benchmarks` with Bulgarian pension comparison context.

  Hints: read-only not declared · destructive not declared · idempotent not declared · open-world not declared

• get_bulgarian_pension_metrics_catalog

  Alias for `list_metrics` so agents can semantically find available pension metrics.

  Hints: read-only not declared · destructive not declared · idempotent not declared · open-world not declared

• get_bulgarian_pension_benchmark_series

  Alias for `get_benchmark_series` to retrieve inflation/market comparators for UPF/PPF/VPF.

  Parameters:

  • benchmark_slug (required) — string
  • date_to
  • date_from
  • frequency — string

  Hints: read-only not declared · destructive not declared · idempotent not declared · open-world not declared

• get_bulgarian_pension_fund_metric

  Alias for `compute_metric` with explicit Bulgarian pension metric intent.

  Parameters:

  • metric (required) — string
  • period (required)
  • window
  • fund_id
  • frequency — string
  • scheme_code
  • manager_slug
  • benchmark_slug
  • risk_free_rate
  • risk_free_slug
  • benchmark_target_slug

  Hints: read-only not declared · destructive not declared · idempotent not declared · open-world not declared

• rank_bulgarian_pension_funds_by_metric

  Alias for `rank` to semantically target Bulgarian UPF/PPF/VPF leaderboard queries.

  Parameters:

  • scheme_code (required) — string
  • metric (required) — string
  • period (required)
  • limit — integer
  • order — string
  • offset — integer
  • window
  • frequency — string
  • benchmark_slug
  • risk_free_rate
  • include_metrics

  Hints: read-only not declared · destructive not declared · idempotent not declared · open-world not declared

• rank_bulgarian_pension_benchmarks_by_metric

  Alias for `rank_benchmarks` for semantically rich benchmark ranking discovery.

  Parameters:

  • metric (required) — string
  • period (required)
  • limit — integer
  • order — string
  • offset — integer
  • window
  • frequency — string
  • scheme_code — string
  • benchmark_slug
  • risk_free_rate
  • include_metrics

  Hints: read-only not declared · destructive not declared · idempotent not declared · open-world not declared

• simulate_bulgarian_pension_saver_outcome

  Alias for `simulate_saver_outcome` with explicit Bulgarian pension savings semantics.

  Parameters:

  • end_date
  • date_from
  • scheme_code — string
  • manager_slug
  • monthly_amount — number

  Hints: read-only not declared · destructive not declared · idempotent not declared · open-world not declared

• list_holdings_reports

  List available markdown holdings reports for Bulgarian pension funds. Reports contain detailed portfolio holdings data extracted from official PDF filings and converted to structured markdown with metadata (allocation %, exposure, top holdings). Use this tool to discover what reports are available before loading specific ones with `read_holdings_report`. Filter by manager, fund type, or date range.

  Parameters:

  • date_to
  • date_from
  • fund_type
  • manager_slug

  Hints: read-only not declared · destructive not declared · idempotent not declared · open-world not declared

• get_holdings_reports_index

  Get a lightweight summary index of pension fund holdings reports. Returns allocation metadata (equity %, domestic %, funds %) and top holdings for each report without loading full content. Use this for quick discovery to decide which reports to load in full with `read_holdings_report`.

  Parameters:

  • date_to
  • date_from
  • fund_type
  • manager_slug

  Hints: read-only not declared · destructive not declared · idempotent not declared · open-world not declared

• read_holdings_report

  Read a specific markdown holdings report for a Bulgarian pension fund. Returns the full markdown content (or just metadata if summary_only=True) for a specific manager, fund type, and date. The report includes detailed portfolio holdings with instrument types, issuers, values, and portfolio shares.

  Parameters:

  • manager_slug (required) — string — Manager identifier (e.g., 'dskrodina', 'allianz', 'doverie')
  • fund_type (required) — string — Fund type code (e.g., 'upf', 'ppf', 'dpf')
  • date (required) — string — Report date in YYYY-MM-DD format
  • summary_only — boolean — If True, return only parsed metadata (allocation, exposure, top holdings)

  Hints: read-only not declared · destructive not declared · idempotent not declared · open-world not declared

• get_pension_legal_framework

  Return the full text of Bulgarian pension legal documents.

  Parameters:

  • document — Optional filter – "ordinance_9", "ordinance_33", or "kso". If omitted, returns all available documents.

  Hints: read-only not declared · destructive not declared · idempotent not declared · open-world not declared

• search_pension_law

  Search across Bulgarian pension legal framework documents.

  Parameters:

  • query (required) — string — Search term (e.g., "чл. 175", "equity limits", "инвестиционни ограничения").
  • document — Optional filter to search only one document.
  • max_results — integer — Maximum number of matching sections to return (default 10).

  Hints: read-only not declared · destructive not declared · idempotent not declared · open-world not declared

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