PortfolioFit

Connect it to your AI

Claude Code

claude mcp add --transport http portfoliofit https://portfolio.fit/mcp

Claude, ChatGPT, Cursor and other apps

Add it as a custom connector with this URL (Streamable HTTP):

https://portfolio.fit/mcp

Cursor, VS Code and other apps (mcp.json)

{
  "mcpServers": {
    "portfoliofit": {
      "url": "https://portfolio.fit/mcp"
    }
  }
}

Tools it offers

10 tools, as the server itself reported during our check on Oct 31, 2026.

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

Questions