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MCP live MCP 2026-07-28 streamable-http

Folionomiq

com.folionomiq/folionomiq

Measures a portfolio from price history: real bets, look-through, past crises in money. No advice.

Watch this dependency Share evidence report
Uptime
100.0%
5 direct probes · 30d
Response
1258ms
last probe
Tools
22
callable
Resources
2
readable
Prompts
3
available
Primary URL
https://folionomiq.com/mcp
Score: 100/100
Handshake verified by our own probe.
pass Answers the MCP handshake 50/50
The handshake and the list calls succeeded on the primary URL.
pass Lists tools, resources or prompts 30/30
22 tools, 2 resources, 3 prompts returned.
pass 3 or more catalogue items 10/10
27 items in total; 3 or more earns these points.
pass Describes itself 10/10
98 characters; more than 30 earns these points.

Tools · 22

measure_portfolio

The full measurement of one portfolio in one call. In: holdings as weights or money amounts. Out: how many independent bets they make, each holding's share of the risk beside its share…

compare_portfolios

Two to eight separate portfolios on one shared window of prices. In: {label: {ticker: weight}}. Out: growth, volatility, worst fall, and how each moved against the others. Typical ques…

test_a_change

Any change to one portfolio, measured before it is made: current and proposed holdings side by side on the same prices. In: two sets of holdings. Out: structure, share of the risk, fal…

search_symbols

Finds tickers from a name, part of a ticker or an ISIN, with the exchange of each listing. In: one search phrase. Out: up to ten listings, those not yet checked marked as such. Typical…

validate_symbols

Checks tickers before a measurement. In: up to 150 tickers. Out: which have usable price history, their trading currency, and the closest listings for those that do not. Typical questi…

portfolio_structure

How many independent bets a portfolio's holdings make, from how their prices moved together rather than how many tickers there are, and each holding's share of the risk beside its shar…

look_through

The companies a portfolio owns through its funds, added up across funds. In: holdings. Out: the largest companies with their share of the whole portfolio, companies reached through mor…

past_crises

What past crises did to one portfolio held as it is today: 2008, 2020, 2022 and the others inside its price history. In: holdings. Out: for each crisis the deepest fall, the worst day …

portfolio_report

The written report on one portfolio, every figure numbered F1, F2… beside its method and window. In: holdings. Out: a text to quote or keep. Typical questions: 'Write me a report on th…

factor_exposure

How a portfolio's daily moves line up with four common patterns: the market, small versus large, value versus growth, momentum. Out: each sensitivity, whether it can be told from zero,…

currency_effect

For a portfolio held in one currency but priced partly in others: how much is outside the base currency, and what exchange rates added to growth, volatility and the worst fall, against…

health_axes

One portfolio read along three separate questions: what its risk is built from, how it behaved when markets broke, and what it returned for the risk taken, each with its own figures an…

sweep_holding

One holding already in the portfolio, measured at every weight from none to all, the rest of the money shared out in proportion: volatility, its share of the risk and the number of ind…

reverse_stress

Starts from a loss the reader names and finds the least extreme combination of market moves that would cause it on this portfolio, beside the worst each move actually did in the record…

return_history

What one portfolio returned over its record: growth per year before and after inflation, best and worst months and years, every 12-month stretch, returns by month and year, and weight …

plain_findings

Three or four plain sentences about one portfolio, how its risk is built and its worst historical fall, each with its window. Typical questions: 'Explain my portfolio simply.'; 'In pla…

last_price

The latest daily close for each ticker, in its own currency and in the base currency, with the date. Typical questions: 'What's the last price of VWCE?'; 'Turn 120 shares of VTI into d…

asset_info

One fund or share on its own: name, type, exchange, yearly cost when published, measured return, volatility and worst fall, and for a fund its largest holdings and sectors. Typical que…

monthly_plan

The same amount bought on the first trading day of each month, replayed on a portfolio's own history with dividends reinvested: what it became against what was put in, the deepest poin…

walk_forward

Whether re-optimising an allocation would have helped: fit on the years before each date, hold on prices not yet seen, repeat, and compare with the portfolio held and with equal weight…

check_before_you_buy

Before adding one new holding to a portfolio: how much of it is already owned through the current funds, whether it adds an independent bet, what past crises would have done with it, a…

living_off_it

A yearly withdrawal, raised with real inflation, replayed from every start month the history allows: how many starts lasted the full span, how many ran out and when, the lowest point f…

Resources · 2

What these figures are and are not guide://descriptive-boundary
What each tool measures guide://tools

Prompts · 3

explain_my_portfolio

Ask the assistant to measure the portfolio with `measure_portfolio` and then explain the figures at the reader's level, without advice.

check_a_change

Ask the assistant to measure a proposed change with `test_a_change` and report what it moves, without saying whether to make it.

what_the_figures_cannot_say

Ask the assistant to name the limits of a measurement it just returned.

How to use

Claude Desktop or claude.ai: add a custom connector (Customize → Connectors; on Team and Enterprise plans an owner adds it under Organization settings → Connectors) with this server URL: https://folionomiq.com/mcp

Cursor or Cline: add to your MCP config:

{
  "mcpServers": {
    "folionomiq": {
      "url": "https://folionomiq.com/mcp",
      "transport": "streamable-http"
    }
  }
}