mcpbeat

PortfolioFit MCP Server

by portfolio
answering

PortfolioFit is answering right now. Last checked 14 min ago. It exposes 2 tools.

Check normalized portfolios against mandates and calculate allocation constraints.

Uptime history 39 hours of history
39 hours agonow
100.0%
Uptime 24h
91 of 91 checks
2
Tools
read from the server
142 ms
Response time
average over 24h
open, no key
Access
streamable-http

Connect this server

Endpoint below is the one we actually reach during checks — not the one copied from a README. Last verified 14 min ago.

run in your terminal
claude mcp add portfoliofit --transport http https://portfolio.fit/mcp
~/Library/Application Support/Claude/claude_desktop_config.json
{
  "mcpServers": {
    "portfoliofit": {
      "url": "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
{
  "mcpServers": {
    "portfoliofit": {
      "url": "https://portfolio.fit/mcp"
    }
  }
}

Available tools 2

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

calculate
calculate_portfolio_constraints
Calculate explicit portfolio constraints deterministically from normalized holdings. Use this for arithmetic checks, not for interpreting natural-language mandates.
evaluate
evaluate_portfolio_alignment
Compare a clean mandate with normalized holdings. Do not send PDF, CSV, spreadsheet, or factsheet files; extract them before calling.

Endpoints

URLTransportStateLatencyChecked
https://portfolio.fit/mcp streamable-http answering 147 ms 14 min ago

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PortfolioFit — questions

Answers built from our own checks of this server.

What can PortfolioFit do?
It exposes 2 tools, read directly from the server on our last check. Among them: calculate_portfolio_constraints, evaluate_portfolio_alignment. 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 →
Is PortfolioFit working right now?
We send a real MCP handshake every 15 minutes. Over the last 24 hours 91 of 91 checks got a reply (100.0%), average response time 142 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 with the file path 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 2 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 142 ms on average, which is faster than 76% of all working MCP servers we measure. That puts it in the quick quarter of the ecosystem. The comparison comes from our own checks across the whole registry, every 15 minutes.