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Folionomiq

com.folionomiq/folionomiq · v1.5.0

Measured by MCP Station

Description written by the publisher, not verified

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

Connect

claude mcp add --transport http folionomiq https://folionomiq.com/mcp

{
  "mcpServers": {
    "folionomiq": {
      "url": "https://folionomiq.com/mcp"
    }
  }
}

Tools as reported by the server

• 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 of the money, the companies owned through the funds, what past crises did and how long recovery took, and the numbe
• 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 questions: 'Compare 60/40 with an all-world fund.'; 'Which of these three mixes fell less in 2022?'; 'Put my portfolio n
• 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, falls in past crises, and what the change adds or removes; the figures are in the structured result. Typical questions:
• 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 questions: 'What's the ticker for Vanguard FTSE All-World?'; 'Find IE00BK5BQT80.'; 'Is there a euro listing of the
• 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 questions: 'Check these tickers before you measure: VWCE, EQQQ, CSPX.'; 'Are VTI and BND valid?'; 'Which of these symbols
• 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 share of the money, over the full record and recent years. Shares of the risk are Euler contributions and add up to 100%
• 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 more than one fund, the part of the money that buys a company a second time, sectors, and how much of the money could b
• 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 and the days until the previous high came back; crises before a holding existed are named as not tested. Typical que
• 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 this portfolio I can keep.'; 'Give me the numbers with their sources.'; 'A citable summary of my portfolio, please.'.
• 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, and how much of the movement the four explain. Typical questions: 'Am I a growth investor without knowing it?'; 'Wh
• 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 the same holdings currency-hedged. Typical questions: 'I'm in euros but hold US funds: what did the dollar do to me
• 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 and no overall score. Typical questions: 'Is anything off in how my portfolio is built?'; 'How did this hold up in bad
• 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 independent bets at each point. Typical questions: 'How much BND does it take to change anything?'; 'Show me my portfol
• 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; also each single company on its own. Typical questions: 'What would it take to lose 30%?'; 'A third of my portfoli
• 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 drift between rebalances. Typical questions: 'How did this portfolio do over the years?'; 'What was its worst year?'
• 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 plain words, what should I know?'; 'I'm new to investing: what does this portfolio look like?'. Instead: for the figure
• 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 dollars.'; 'Latest close for these tickers.'. Instead: for history and figures of one asset, asset_info. One price pe
• 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 questions: 'What is EQQQ.DE?'; 'Tell me about this ETF before I add it.'; 'What's inside VXUS?'. Instead: for a whole p
• 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 point below the money put in, and the same plan from every possible starting January. Typical questions: 'If I put $500
• 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 weights. Typical questions: 'Would an optimiser have beaten my portfolio?'; 'Test max-Sharpe out of sample on these funds.
• 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, and a decision sheet with three columns: now, the same money kept as cash, the money in the new holding. Typical ques
• 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 from the worst start, and the highest yearly rate that ran out from no start in the record. Typical questions: 'Can I

Tool changes

• 2026-10-23: measure_portfolio, compare_portfolios, test_a_change, search_symbols, validate_symbols, portfolio_structure, look_through, past_crises, portfolio_report, factor_exposure, currency_effect, health_axes
• 2026-10-16: measure_portfolio, compare_portfolios, test_a_change, search_symbols, validate_symbols, portfolio_structure, look_through, past_crises, portfolio_report, factor_exposure, currency_effect, health_axes

Website · JSON · Text for agents · Registry updated 2026-09-25