Search / fit.portfolio/portfoliofit
PortfolioFit
R0· no sign-inCheck normalized portfolios against mandates and calculate allocation constraints.
v0.1.3 · active · website · descriptor JSON · versions
Search / fit.portfolio/portfoliofit
R0· no sign-inCheck normalized portfolios against mandates and calculate allocation constraints.
v0.1.3 · active · website · descriptor JSON · versions
{
"mcpServers": {
"portfoliofit": {
"type": "http",
"url": "https://portfolio.fit/mcp"
}
}
}claude mcp add --transport http portfoliofit https://portfolio.fit/mcp[mcp_servers.portfoliofit]
url = "https://portfolio.fit/mcp"
{
"$schema": "https://opencode.ai/config.json",
"mcp": {
"portfoliofit": {
"type": "remote",
"url": "https://portfolio.fit/mcp",
"enabled": true
}
}
}{
"mcpServers": {
"portfoliofit": {
"type": "http",
"url": "https://portfolio.fit/mcp"
}
},
"deeplink": "cursor://anysphere.cursor-deeplink/mcp/install?name=portfoliofit&config=eyJ0eXBlIjoiaHR0cCIsInVybCI6Imh0dHBzOi8vcG9ydGZvbGlvLmZpdC9tY3AifQ%3D%3D"
}{
"servers": {
"portfoliofit": {
"type": "http",
"url": "https://portfolio.fit/mcp"
}
}
}{
"mcpServers": {
"portfoliofit": {
"httpUrl": "https://portfolio.fit/mcp"
}
}
}extensions:
"portfoliofit":
enabled: true
name: "portfoliofit"
type: streamable_http
uri: "https://portfolio.fit/mcp"
timeout: 300
protocol.modernsupports 2026-07-28 (server/discover)protocol.statelessanswers without a sessionprotocol.transportstreamable HTTPprotocol.list_ttltools/list declares ttlMs 0, so clients re-fetch it on every useauth.prm, auth.as_metadata, auth.cimdno remote uses OAuthauth.secret_in_urlno templated URLtools.descriptionsevery tool has a descriptiontools.description_lengthdescriptions are concisetools.schemasevery tool has an object input schematools.annotations10 of 10 tools declare readOnlyHint or destructiveHinttools.directory_hintsevery tool declares readOnlyHint, destructiveHint, idempotentHint and openWorldHinttools.token_costabout 5,529 tokens to load every tooltools.api_dumptools are not a one-to-one API dumpstability.changes10 tool changes in 30 daysstability.rug_pullno tool changed its meaning under the same namedeps.known_vulns, deps.mcp_sdk_version, deps.resolvableno npm or PyPI packagecalculate_portfolio_statisticsaddedCalculate historical return, volatility, drawdown, risk-adjusted and benchmark-relative statistics from a confirmed portfolio series profile. The metrics parameter describes all available calculations and their required inputs. Use daily, weekly or monthly complete periods; results include coverage, warnings and exact dataset/profile pins. Reuse an idempotency_key only for an identical calculation.
review_portfolio_series_profileaddedCreate an immutable profile revision using revise, or explicitly confirm a warning-free proposal with confirmation=true.
cancel_portfolio_series_uploadaddedCancel a pending upload and permanently remove its staging chunks.
upload_portfolio_series_rowsaddedUpload normalized series_key/date/value/distribution rows and commit a dataset version. For up to 5,000 rows, omit chunk_index and total_chunks to complete in one call. For larger inputs, declare total_chunks on every call, send chunks in order, and reuse upload_id and idempotency_key. The final chunk automatically verifies and commits all data and returns immutable series profiles. Parse files locally before calling.
calculate_portfolio_constraintschangedinput schema, output schemaevaluate_portfolio_alignmentchangedinput schema, output schemaget_analysisaddedRead retained normalized inputs, operations, results and owner-scoped dataset references. This is not an external agent transcript.
list_analysesaddedRead private calculation groups and independent operations. Filter by kind, portfolio, dates, ready/running/attention status or legacy open/finished status.
list_portfolio_seriesaddedDiscover owner-scoped immutable series profiles and their exact dataset versions. This returns metadata and coverage only, never dataset rows.
list_analysis_portfoliosaddedList owner-scoped portfolios, analytics datasets, and profile readiness.
Full history: list_changes · trend: quality JSON.
Checks run on what our credential-free, read-only probes observe; tools are never called and no code audit is performed. How it is computed.
+dns-namespace +website +reachable +uptime-96% ~updated-77d-ago -no-repository
Derived from observable signals (official registry feed and our own credential-free probes); no code audit performed. How it is computed.
| remote | auth | reachable | uptime 30d | p50 | protocol | last ok |
|---|---|---|---|---|---|---|
https://portfolio.fit/mcp streamable-http | none | yes | 96% | 467 ms | 2026-07-28 | 2026-10-19 |
calculate_portfolio_constraints | Calculate explicit portfolio constraints deterministically from normalized holdings. Use this for arithmetic checks, not for interpreting natural-language mandates. |
calculate_portfolio_statistics | Calculate historical return, volatility, drawdown, risk-adjusted and benchmark-relative statistics from a confirmed portfolio series profile. The metrics parameter describes all available calculations and their required inputs. Use daily, weekly or monthly complete periods; results include coverage, warnings and exact dataset/profile pins. Reuse an idempotency_key only for an identical calculation. |
cancel_portfolio_series_uploaddestructive | Cancel a pending upload and permanently remove its staging chunks. |
evaluate_portfolio_alignment | Compare a clean mandate with normalized holdings. Do not send PDF, CSV, spreadsheet, or factsheet files; extract them before calling. |
get_analysisread-only | Read retained normalized inputs, operations, results and owner-scoped dataset references. This is not an external agent transcript. |
list_analysesread-only | Read private calculation groups and independent operations. Filter by kind, portfolio, dates, ready/running/attention status or legacy open/finished status. |
list_analysis_portfoliosread-only | List owner-scoped portfolios, analytics datasets, and profile readiness. |
list_portfolio_seriesread-only | Discover owner-scoped immutable series profiles and their exact dataset versions. This returns metadata and coverage only, never dataset rows. |
review_portfolio_series_profile | Create an immutable profile revision using revise, or explicitly confirm a warning-free proposal with confirmation=true. |
upload_portfolio_series_rows | Upload normalized series_key/date/value/distribution rows and commit a dataset version. For up to 5,000 rows, omit chunk_index and total_chunks to complete in one call. For larger inputs, declare total_chunks on every call, send chunks in order, and reuse upload_id and idempotency_key. The final chunk automatically verifies and commits all data and returns immutable series profiles. Parse files locally before calling. |
Schemas: list_tools.
{
"name": "fit.portfolio/portfoliofit",
"icons": [
{
"src": "https://portfolio.fit/static/shared/logo.png",
"sizes": [
"512x512"
],
"mimeType": "image/png"
}
],
"title": "PortfolioFit",
"$schema": "https://static.modelcontextprotocol.io/schemas/2025-12-11/server.schema.json",
"remotes": [
{
"url": "https://portfolio.fit/mcp",
"type": "streamable-http"
}
],
"version": "0.1.3",
"websiteUrl": "https://portfolio.fit/mcp-docs/",
"description": "Check normalized portfolios against mandates and calculate allocation constraints."
}