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PortfolioFit MCP Server

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answering

PortfolioFit is answering right now. Last checked 3 min ago. It exposes 10 tools.

Check normalized portfolios against mandates and calculate allocation constraints.

Uptime history 90 days of history · worst day 88%
90 days agonow
100.0%
Uptime 24h
92 of 92 checks
10
Tools
read from the server
192 ms
Response time
average over 24h
open, no key
Access
streamable-http

What changed 12

Every tool that appeared, vanished or quietly changed what it asks for. Recorded since 24 August 2026. No other catalogue keeps this.

10 Oct 8 tools appeared calculate_portfolio_statistics, cancel_portfolio_series_upload, get_analysis and 5 more
10 Oct 2 tools changed the parameters they ask for calculate_portfolio_constraints, evaluate_portfolio_alignment
10 Oct a tool changed version
24 Aug a tool changed version

Nothing serious here today

Today is the operative word: we check PortfolioFit every 15 minutes and re-read its code on every release. Watch it and you find out the day that stops being true.

Three servers free · no card

Connect this server

Endpoint below is the one we actually reach during checks — not the one copied from a README. Last verified 3 min ago.

run in your terminal
claude mcp add portfoliofit --transport http https://portfolio.fit/mcp
Settings → Connectors → Add custom connector, then paste this address
https://portfolio.fit/mcp
~/.codex/config.toml
[mcp_servers.portfoliofit]
url = "https://portfolio.fit/mcp"
.cursor/mcp.json
{
  "mcpServers": {
    "portfoliofit": {
      "url": "https://portfolio.fit/mcp"
    }
  }
}
.vscode/mcp.json
{
  "servers": {
    "portfoliofit": {
      "type": "http",
      "url": "https://portfolio.fit/mcp"
    }
  }
}

Available tools 10

Read directly from the server with tools/list, grouped by what they act on. If a tool disappears, we record the date.

analysis
get_analysis
Read retained normalized inputs, operations, results and owner-scoped dataset references. This is not an external agent transcript.
list_analysis_portfolios
List owner-scoped portfolios, analytics datasets, and profile readiness.
calculate
calculate_portfolio_constraints
Calculate explicit portfolio constraints deterministically from normalized holdings. Use this for arithmetic checks, not for interpreting natural-language mandates.
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 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.
analyses
list_analyses
Read private calculation groups and independent operations. Filter by kind, portfolio, dates, ready/running/attention status or legacy open/finished status.
cancel
cancel_portfolio_series_upload
Cancel a pending upload and permanently remove its staging chunks.
evaluate
evaluate_portfolio_alignment
Compare a clean mandate with normalized holdings. Do not send PDF, CSV, spreadsheet, or factsheet files; extract them before calling.
portfolio
list_portfolio_series
Discover owner-scoped immutable series profiles and their exact dataset versions. This returns metadata and coverage only, never dataset rows.
review
review_portfolio_series_profile
Create an immutable profile revision using revise, or explicitly confirm a warning-free proposal with confirmation=true.
upload
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 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.

Endpoints

URLTransportStateLatencyChecked
https://portfolio.fit/mcp streamable-http answering 186 ms 3 min ago

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PortfolioFit — questions

Answers built from our own checks of this server.

What can PortfolioFit do?
It exposes 10 tools, read directly from the server on our last check. Among them: calculate_portfolio_constraints, calculate_portfolio_statistics, cancel_portfolio_series_upload, evaluate_portfolio_alignment, get_analysis, list_analyses and 4 more. The full list with descriptions is on this page — we take it from the server itself via tools/list, not from a README. How MCP servers expose tools in the first place →
What is PortfolioFit mostly used for?
Its tools cluster around analysis and calculate. That is what this server is built to work with — the grouping comes from the actual tool names, not from a category we assigned.
Is PortfolioFit working right now?
We send a real MCP handshake every 15 minutes. Over the last 24 hours 92 of 92 checks got a reply (100.0%), average response time 192 ms. The bar chart above shows every period we have measured.
How do I connect PortfolioFit?
Copy the ready config from this page. We generate it for Claude Code, Claude Desktop, Codex, Cursor and VS Code, each in the form that client actually reads. It is a remote server, so there is nothing to install — the client connects to the address.
Does PortfolioFit need an API key?
No. PortfolioFit completed a full MCP handshake with us as an anonymous client and listed its tools without asking for anything. All 10 of them are readable on this page. This is what we observed, not what the docs claim.
How fast is PortfolioFit?
It answers our handshake in 192 ms on average, which is faster than 73% of all working MCP servers we measure. The comparison comes from our own checks across the whole registry, every 15 minutes.