PortfolioFit

fit.portfolio/portfoliofitVersion 0.1.3

Check normalized portfolios against mandates and calculate allocation constraints.

Status

Responds195 msNov 14, 2026, 14:30 UTCAnswered our handshake without sign-in.

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Last checked: Nov 14, 2026, 14:30 UTC
Latency: 195 ms
Remotes responding: 1 of 1
Sign-in: No sign-in
Hosting: Hosted outside the EU (detected)
Registry data as of: Nov 14, 2026, 22:14 UTC

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Connect

Streamable HTTP

https://portfolio.fit/mcpResponds195 msNov 14, 2026, 14:30 UTC

No sign-in

Claude Code

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

Claude Desktop and claude.ai

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Settings > Connectors > Add custom connector
Name: portfoliofit
Remote MCP server URL: https://portfolio.fit/mcp

Cursor

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

VS Code

code --add-mcp '{"name":"portfoliofit","type":"http","url":"https://portfolio.fit/mcp"}'

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Tools

10 tools

Tools of PortfolioFit
	Description		Read-only	Idempotent	Open world
`calculate_portfolio_constraints`Calculate explicit portfolio constraints deterministically from normalized holdings. Use this for arithmetic checks, not for interpreting natural-language mandates.	Calculate explicit portfolio constraints deterministically from normalized holdings. Use this for arithmetic checks, not for interpreting natural-language mandates.	No	No	Yes	No
`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.	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.	No	No	Yes	No
`cancel_portfolio_series_upload`Cancel a pending upload and permanently remove its staging chunks.	Cancel a pending upload and permanently remove its staging chunks.	Yes	No	Yes	No
`evaluate_portfolio_alignment`Compare a clean mandate with normalized holdings. Do not send PDF, CSV, spreadsheet, or factsheet files; extract them before calling.	Compare a clean mandate with normalized holdings. Do not send PDF, CSV, spreadsheet, or factsheet files; extract them before calling.	No	No	Yes	No
`get_analysis`Read retained normalized inputs, operations, results and owner-scoped dataset references. This is not an external agent transcript.	Read retained normalized inputs, operations, results and owner-scoped dataset references. This is not an external agent transcript.	No	Yes	Yes	No
`list_analyses`Read private calculation groups and independent operations. Filter by kind, portfolio, dates, ready/running/attention status or legacy open/finished status.	Read private calculation groups and independent operations. Filter by kind, portfolio, dates, ready/running/attention status or legacy open/finished status.	No	Yes	Yes	No
`list_analysis_portfolios`List owner-scoped portfolios, analytics datasets, and profile readiness.	List owner-scoped portfolios, analytics datasets, and profile readiness.	No	Yes	Yes	No
`list_portfolio_series`Discover owner-scoped immutable series profiles and their exact dataset versions. This returns metadata and coverage only, never dataset rows.	Discover owner-scoped immutable series profiles and their exact dataset versions. This returns metadata and coverage only, never dataset rows.	No	Yes	Yes	No
`review_portfolio_series_profile`Create an immutable profile revision using revise, or explicitly confirm a warning-free proposal with confirmation=true.	Create an immutable profile revision using revise, or explicitly confirm a warning-free proposal with confirmation=true.	No	No	No	No
`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.	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.	No	No	Yes	No

Details

Registry status: Active
Published: Aug 3, 2026
Updated: Aug 3, 2026
Website: https://portfolio.fit/mcp-docs/⁠ (opens in a new tab)
Repository: Not given
Categories (suggested): Data and analytics Finance and paymentsSuggested categories are assigned automatically from the registry text and may be wrong. Verified operators can correct them.
GDPR: Not declared

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