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100
MCP live MCP 2026-07-28 streamable-http

PortfolioFit

fit.portfolio/portfoliofit

Check normalized portfolios against mandates and calculate allocation constraints.

Uptime
100.0%
5 direct probes · 30d
Response
258ms
last probe
Tools
10
callable
Resources
0
readable
Prompts
0
available
Primary URL
https://portfolio.fit/mcp
Score: 100/100
Handshake verified by our own probe.
why this score
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
10 tools, 0 resources, 0 prompts returned.
pass 3 or more catalogue items 10/10
10 items in total; 3 or more earns these points.
pass Describes itself 10/10
82 characters; more than 30 earns these points.

Tools · 10

list_analysis_portfolios

List owner-scoped portfolios, analytics datasets, and profile readiness.

list_portfolio_series

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

list_analyses

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

get_analysis

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

evaluate_portfolio_alignment

Compare a clean mandate with normalized holdings. Do not send PDF, CSV, spreadsheet, or factsheet files; extract them before calling.

calculate_portfolio_constraints

Calculate explicit portfolio constraints deterministically from normalized holdings. Use this for arithmetic checks, not for interpreting natural-language mandates.

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 tota…

cancel_portfolio_series_upload

Cancel a pending upload and permanently remove its staging chunks.

review_portfolio_series_profile

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

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…

How to use

Add to your Claude Desktop / Cursor / Cline MCP config:

{
  "mcpServers": {
    "portfoliofit": {
      "url": "https://portfolio.fit/mcp",
      "transport": "streamable-http"
    }
  }
}