About Pensiata - Bulgarian Pension Fund Analytics
Pensiata - Bulgarian Pension Fund Analytics is an MCP server in the Documentation category: bulgarian pension fund analytics — NAV data, metrics, rankings, and benchmarks.
Install
git clone https://github.com/nvasilevv/pensiata-mcpThis server has no ConduID identity, so agent calls to it are not receipted. Pin the version you install and review the source before granting it credentials.
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README
Pensiata MCP Server
A Model Context Protocol server providing analytics for Bulgarian pension funds — covering all three pillar II schemes (UPF, PPF, DPF).
Hosted at: https://mcp.pensiata.me/mcp (streamable HTTP transport)
Connect
Add to your MCP client configuration:
{
"mcpServers": {
"pensiata": {
"type": "streamable-http",
"url": "https://mcp.pensiata.me/mcp"
}
}
}
No API key required.
Tools
list_managers
List pension fund management companies with AUM and supported schemes.
| Parameter | Type | Description |
|---|---|---|
scheme_code |
upf | ppf | dpf (optional) |
Filter by scheme |
list_funds
List individual funds with metadata.
| Parameter | Type | Description |
|---|---|---|
scheme_code |
upf | ppf | dpf (optional) |
Filter by scheme |
active_only |
bool (default: true) |
Only active funds |
get_nav_series
Retrieve NAV (Net Asset Value) time series for one or more funds.
| Parameter | Type | Description |
|---|---|---|
fund_id |
string (optional) | e.g. allianz:upf |
manager_slug |
string (optional) | All funds for a manager |
scheme_code |
upf | ppf | dpf (optional) |
All funds in a scheme |
frequency |
daily | weekly | monthly |
Default: daily |
date_from |
string (optional) | Start date (YYYY-MM-DD) |
date_to |
string (optional) | End date (YYYY-MM-DD) |
compute_metric
Compute a performance metric for one or more funds over a given period.
| Parameter | Type | Description |
|---|---|---|
metric |
string | Metric name (see below) |
period |
string or object | e.g. "5y", "10y", "ytd", or {"date_from": "...", "date_to": "..."} |
fund_id |
string (optional) | Specific fund |
manager_slug |
string (optional) | All funds for a manager |
scheme_code |
upf | ppf | dpf (optional) |
All funds in a scheme |
benchmark_slug |
string (optional) | Benchmark or fund ID for relative metrics |
frequency |
daily | weekly | monthly |
Default: daily |
risk_free_rate |
number (optional) | Override risk-free rate |
risk_free_slug |
string (optional) | Benchmark to use as risk-free rate |
rank
Rank funds within a scheme by any metric.
| Parameter | Type | Description |
|---|---|---|
scheme_code |
upf | ppf | dpf |
Required |
metric |
string | Metric to rank by |
period |
string or object | Time period |
order |
desc | asc |
Default: desc |
include_metrics |
string[] (optional) | Additional metrics in output |
benchmark_slug |
string (optional) | For relative metrics |
limit |
int | Default: 50 |
offset |
int | Default: 0 |
list_benchmarks
List available benchmark indices (S&P 500, Euro Stoxx 600, Gold, BG Inflation, etc.).
get_benchmark_series
Retrieve benchmark time series.
| Parameter | Type | Description |
|---|---|---|
benchmark_slug |
string | e.g. sp500, bg_inflation, gold |
frequency |
daily | weekly | monthly |
Default: daily |
date_from |
string (optional) | Start date |
date_to |
string (optional) | End date |
list_metrics
List all available metric names.
Available Metrics
| Metric | Description |
|---|---|
return_total |
Cumulative total return |
cagr |
Compound annual growth rate |
real_cagr |
Inflation-adjusted CAGR |
ytd_return |
Year-to-date return |
volatility_ann |
Annualized volatility |
downside_volatility_ann |
Annualized downside volatility |
max_drawdown |
Maximum drawdown |
sharpe |
Sharpe ratio |
sortino |
Sortino ratio |
calmar |
Calmar ratio |
information_ratio |
Information ratio (vs benchmark) |
tracking_error_ann |
Annualized tracking error |
excess_return |
Excess return vs benchmark |
correlation |
Correlation with benchmark or another fund |
ulcer_index |
Ulcer index |
consistency_score |
Return consistency score |
Available Benchmarks
| Slug | Description |
|---|---|
sp500 |
S&P 500 (USD) |
eurostoxx600 |
STOXX Europe 600 (USD) |
gold |
Gold (USD) |
bg_inflation |
Bulgarian CPI Inflation |
us10y_gov_bond |
US 10Y Government Bond (USD) |
de10y_gov_bond |
German 10Y Government Bond (EUR) |
Coverage
- Schemes: UPF (Universal Pension Fund), PPF (Professional Pension Fund), DPF (Voluntary Pension Fund)
- Managers: 10 active + 2 historical pension management companies
- Data: Daily NAV data, some funds dating back to 2005
- Currency: BGN
Website
License
MIT
README copy captured when this server was indexed; it may lag the repository. The original is authoritative.