PortfolioFit
Check normalized portfolios against mandates and calculate allocation constraints.
Connect it
Settings → Connectors → Add custom connector
URL: https://portfolio.fit/mcpSettings → Apps & Connectors → Advanced → Developer mode
Create connector with URL: https://portfolio.fit/mcp{
"mcpServers": {
"portfoliofit": {
"url": "https://portfolio.fit/mcp"
}
}
}claude mcp add --transport http portfoliofit https://portfolio.fit/mcp{
"servers": {
"portfoliofit": {
"type": "http",
"url": "https://portfolio.fit/mcp"
}
}
}10 tools, verified live
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.
list_analysesread-onlyRead private calculation groups and independent operations. Filter by kind, portfolio, dates, ready/running/attention status or legacy open/finished status.
get_analysisread-onlyRead 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 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 lo
cancel_portfolio_series_uploadcan modifyCancel 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 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
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