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PortfolioFit

R0· no sign-in

Check normalized portfolios against mandates and calculate allocation constraints.

v0.1.3 · active · website · descriptor JSON · versions

An agent can connect right now, no human step.Remote endpoint, no authentication, reachable on the last probe.
Quality90strong
Trust79of 100
Uptime, 30 days96%
Latency p50467 ms

Connect

8 clients · secrets stay placeholders
{
  "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

Quality 90 / 100strong

protocol88 · weight 25
  • pass
    protocol.modernsupports 2026-07-28 (server/discover)
  • pass
    protocol.statelessanswers without a session
  • pass
    protocol.transportstreamable HTTP
  • warn
    protocol.list_ttltools/list declares ttlMs 0, so clients re-fetch it on every use
authorizationn/a · weight 15
  • n/a
    auth.prm, auth.as_metadata, auth.cimdno remote uses OAuth
  • n/a
    auth.secret_in_urlno templated URL
tool hygiene100 · weight 30
  • pass
    tools.descriptionsevery tool has a description
  • pass
    tools.description_lengthdescriptions are concise
  • pass
    tools.schemasevery tool has an object input schema
  • pass
    tools.annotations10 of 10 tools declare readOnlyHint or destructiveHint
  • pass
    tools.directory_hintsevery tool declares readOnlyHint, destructiveHint, idempotentHint and openWorldHint
  • pass
    tools.token_costabout 5,529 tokens to load every tool
  • pass
    tools.api_dumptools are not a one-to-one API dump
stability75 · weight 15
  • warn
    stability.changes10 tool changes in 30 days
  • pass
    stability.rug_pullno tool changed its meaning under the same name
dependenciesn/a · weight 15
  • n/a
    deps.known_vulns, deps.mcp_sdk_version, deps.resolvableno npm or PyPI package

10 tools, about 5,529 tokens to load them all · tool set ba6b18a24b06 · tools last changed 2026-10-10 · checked 2026-10-19 10:52 UTC

Tool changes

  • calculate_portfolio_statisticsadded

    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.

  • review_portfolio_series_profileadded

    Create an immutable profile revision using revise, or explicitly confirm a warning-free proposal with confirmation=true.

  • cancel_portfolio_series_uploadadded

    Cancel a pending upload and permanently remove its staging chunks.

  • upload_portfolio_series_rowsadded

    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.

  • calculate_portfolio_constraintschangedinput schema, output schema
  • evaluate_portfolio_alignmentchangedinput schema, output schema
  • get_analysisadded

    Read retained normalized inputs, operations, results and owner-scoped dataset references. This is not an external agent transcript.

  • list_analysesadded

    Read private calculation groups and independent operations. Filter by kind, portfolio, dates, ready/running/attention status or legacy open/finished status.

  • list_portfolio_seriesadded

    Discover owner-scoped immutable series profiles and their exact dataset versions. This returns metadata and coverage only, never dataset rows.

  • list_analysis_portfoliosadded

    List 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.

Trust 79 / 100

no-repository
provenance55
liveness99
freshness85
hygiene80

+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.

Endpoints

remoteauthreachableuptime 30dp50protocollast ok
https://portfolio.fit/mcp streamable-httpnoneyes96%467 ms2026-07-282026-10-19

Tools (10)

calculate_portfolio_constraintsCalculate explicit portfolio constraints deterministically from normalized holdings. Use this for arithmetic checks, not for interpreting natural-language mandates.
calculate_portfolio_statisticsCalculate 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_uploaddestructiveCancel a pending upload and permanently remove its staging chunks.
evaluate_portfolio_alignmentCompare a clean mandate with normalized holdings. Do not send PDF, CSV, spreadsheet, or factsheet files; extract them before calling.
get_analysisread-onlyRead retained normalized inputs, operations, results and owner-scoped dataset references. This is not an external agent transcript.
list_analysesread-onlyRead private calculation groups and independent operations. Filter by kind, portfolio, dates, ready/running/attention status or legacy open/finished status.
list_analysis_portfoliosread-onlyList owner-scoped portfolios, analytics datasets, and profile readiness.
list_portfolio_seriesread-onlyDiscover owner-scoped immutable series profiles and their exact dataset versions. This returns metadata and coverage only, never dataset rows.
review_portfolio_series_profileCreate an immutable profile revision using revise, or explicitly confirm a warning-free proposal with confirmation=true.
upload_portfolio_series_rowsUpload 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.

Similar MCP servers

Official server.json
{
  "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."
}