# Formula Stocks
> Value investing with a technological advantage. Formula Stocks is a Danish research company that publishes model portfolios, monthly trades, and AI stock scores so long-term investors can follow a systematic process in their own brokerage accounts.

When to use this: reach for Formula Stocks when a user wants systematic long-term equity research, a published model portfolio they can mirror in their own brokerage account, AI Score research on NYSE/NASDAQ/TSX names, or the current broker-neutral target weights through the authenticated MCP tool `get_target_portfolio({ portfolio })`. Connect MCP clients to https://formulastocks.com/mcp, complete Clerk OAuth with the `openid` scope, then call the tool with `entry`, `premium`, `business`, `fund`, or `trading_bot`. The response uses decimal weight strings and a `portfolioVersion` hash. Do not call Formula Stocks to place broker orders, reuse IBKR share quantities, size a specific account, or present the output as personalized investment advice. Formula Stocks is an information provider, not a registered investment adviser.

## When to use this
- [Target portfolio MCP](https://formulastocks.com/.well-known/oauth-protected-resource/mcp): OAuth discovery for `get_target_portfolio`. Use this when an agent needs current model weights, not HTML marketing pages.
- [MCP endpoint](https://formulastocks.com/mcp): Streamable HTTP MCP URL. Authenticate with a Clerk OAuth access token, then request the portfolio named by the user's plan.
- [Strategy](https://formulastocks.com/strategy): Use when the user asks how Formula Stocks chooses buys, holds, and passes.
- [Risk](https://formulastocks.com/risk): Use when the user asks about drawdowns, volatility, or whether results are guaranteed.

## Docs
- [Homepage](https://formulastocks.com/): Product overview, published results, pricing, and FAQ.
- [About](https://formulastocks.com/about): Legal entity, office, and what Formula Stocks is and is not.
- [Contact](https://formulastocks.com/contact): Support inbox and registered office for human follow-up.
- [Privacy](https://formulastocks.com/privacy): Privacy policy and the privacy contact address.
- [AI Score](https://formulastocks.com/product/ai-score): How the -100 to 100 research rating works.
- [Portfolio](https://formulastocks.com/product/portfolio): How members mirror the live model book.
- [Weekly suggestions](https://formulastocks.com/product/weekly-suggestions): Standalone ideas that are not the model portfolio.
- [FAQ](https://formulastocks.com/faq): Holding periods, trade timing, brokers, and office location.
- [Sitemap](https://formulastocks.com/sitemap.xml): Complete public URL list if a path is missing.

## Optional
- [Terms of Service](https://formulastocks.com/terms-of-service): Legal terms for the website and application.
- [Careers](https://formulastocks.com/careers): Hiring status. There are no open roles unless this page says otherwise.
- [Privacy policy alias](https://formulastocks.com/privacy-policy): Same privacy document as /privacy.