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PortfolioFit

fit.portfolio/portfoliofit · v0.1.3

Measured by MCP Station

Description written by the publisher, not verified

Check normalized portfolios against mandates and calculate allocation constraints.

Connect

claude mcp add --transport http portfoliofit https://portfolio.fit/mcp

{
  "mcpServers": {
    "portfoliofit": {
      "url": "https://portfolio.fit/mcp"
    }
  }
}

Tools as reported by the server

• 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 total_chunks on every call, send chunks in order, and reuse upload_id and idempotency_key. The final chu
• cancel_portfolio_series_upload write/delete
  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 and their required inputs. Use daily, weekly or monthly complete periods; results include coverage,

Website · JSON · Text for agents · Registry updated 2026-08-03