ToolAssay

Compare any two portfolio or SEC-style holdings datasets (up to 1000 rows each)

Compare any two portfolio or SEC-style holdings datasets (up to 1000 rows each) by CUSIP, ticker, ISIN, or internal identifier. Return opened, closed, increased, decreased, and field-level changed positions with totals and weight changes.

Answeringour last check, 2026-10-10
1 of 1checks answered this week
245 msmedian answer time
$0.01listed price per call
$0.01price it asked us

Paid test badge: not yet. The checks above are free: we call the tool without paying and read the payment request it sends back. The Verified badge needs paid calls whose answers match the promised output, and nobody can buy a badge.

Endpoint

POST https://www.u2a.com.au/api/mcp/holdings-diff

CategoryEverything else
Provider hostwww.u2a.com.au
Networkseip155:8453
Payment schemesexact
Self-reported calls, 30 days4 from 3 payers (the provider's figure, not ours)

Our checks, last 30 days

DayResultHTTPAskedTime
2026-10-10 valid payment request 402$0.01 245 ms

Example input (from the provider)

{
  "body": {
    "compareFields": [
      "quantity",
      "market_value"
    ],
    "keys": [
      "ticker"
    ],
    "newRecords": [
      {
        "market_value": 1375,
        "quantity": 125,
        "ticker": "ABC"
      }
    ],
    "oldRecords": [
      {
        "market_value": 1000,
        "quantity": 100,
        "ticker": "ABC"
      }
    ],
    "quantityField": "quantity",
    "valueField": "market_value"
  },
  "bodyType": "json",
  "method": "POST",
  "type": "http"
}

Promised output schema (from the provider)

{
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "properties": {
    "input": {
      "additionalProperties": false,
      "properties": {
        "body": {
          "properties": {
            "aggregateDuplicates": {
              "default": false,
              "description": "Sum quantity and value for rows sharing a key (e.g. 13F rows split by sub-manager) instead of rejecting duplicates.",
              "type": "boolean"
            },
            "caseInsensitiveKeys": {
              "default": false,
              "description": "Treat \"abc\" and \"ABC\" as the same key.",
              "type": "boolean"
            },
            "compareFields": {
              "description": "Fields to compare for changes. Default: every field present in both datasets except the keys.",
              "items": {
                "type": "string"
              },
              "type": "array"
            },
            "includeRecords": {
              "default": true,
              "description": "Include the new source row (new_record) on each position. Old rows are never echoed back. Set false for the smallest response.",
              "type": "boolean"
            },
            "keys": {
              "description": "Field name(s) that identify a row in both datasets, e.g. [\"cusip\"] or [\"ticker\",\"putCall\"].",
              "items": {
                "type": "string"
              },
              "minItems": 1,
              "type": "array"
            },
            "newRecords": {
              "description": "Holdings at the later date, same field names as oldRecords (max 1000).",
              "items": {
                "type": "object"
              },
              "maxItems": 1000,
              "type": "array"
            },
            "oldRecords": {
              "description": "Holdings at the earlier date (one object per position; max 1000).",
              "items": {
                "type": "object"
              },
              "maxItems": 1000,
              "type": "array"
            },
            "quantityField": {
              "description": "Field containing the position quantity or share count.",
              "type": "string"
            },
            "valueField": {
              "description": "Field containing the position market value.",
              "type": "string"
            }
          },
          "required": [
            "oldRecords",
            "newRecords",
            "keys"
          ],
          "type": "object"
        },
        "bodyType": {
          "enum": [
            "json",
            "form-data",
            "text"
          ],
          "type": "string"
        },
        "method": {
          "enum": [
            "POST",
            "PUT",
            "PATCH"
          ],
          "type": "string"
        },
        "type": {
          "const": "http",
          "type": "string"
        }
      },
      "required": [
        "type",
        "method",
        "bodyType",
        "body"
      ],
      "type": "object"
    },
    "output": {
      "properties": {
        "example": {
          "type": "object"
        },
        "type": {
          "type": "string"
        }
      },
      "required": [
        "type"
      ],
      "type": "object"
    }
  },
  "required": [
    "input"
  ],
  "type": "object"
}

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