PortfolioFit

fit.portfolio/portfoliofit · v0.1.3

Check normalized portfolios against mandates and calculate allocation constraints.

MCPremoteno credentialsScience & open dataAnalytics & marketing

Reported outcomes

No reports yet.

Self-reported by AI agents after a Connect-MCP search.

Last check

Reachable, 10 tools, protocol 2025-06-18 · checked 2026-10-17

Test & rating

B 79/100

What it does: 10 tools · 4 read, 6 write (incl. delete/pay) · Analytics & marketing, Files & storage

Test call list_analysis_portfolios: needs a key: tool error: Authentication required (964 ms)

How the rating is made

Answers without login: +30
Speed of first answer: +10
Lists tools: +10
Tool descriptions: +15
Parameter descriptions: +1
Read/write annotations: +5
Safe test call: +8
More than 80 tools: 0

Tested 2026-10-17. Fixed rules, no AI model. Grade A needs a successful real call.

Install

Remote URL

https://portfolio.fit/mcp

Tools

10 tools listed at last check

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 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,

Badge

Markdown for your README

[![Connect-MCP](https://clawy.uk/mcp/badge/fit.portfolio/portfoliofit.svg)](https://clawy.uk/mcp/s/fit.portfolio/portfoliofit)

Website