ai.fortunest/portfolio

needs login checked 2026-11-11T12:38:54.651Z

Unclaimed · Unverified

Publisher-provided title

Fortunest

Publisher-provided description

Ask about your real portfolio: holdings, risk, tax lots and trades across brokers and exchanges.

Summary by lookupd

Lets an agent query holdings, risk metrics, tax lots and trade history across brokerages and exchanges for portfolio analysis.

Install

Claude Code, remote (streamable-http)

claude mcp add --transport http portfolio https://app.fortunest.ai/mcp

Codex, remote (streamable-http)

codex mcp add portfolio --url https://app.fortunest.ai/mcp

Cursor, remote (streamable-http) → .cursor/mcp.json

{
  "mcpServers": {
    "portfolio": {
      "url": "https://app.fortunest.ai/mcp"
    }
  }
}

Other clients: docs. Or tell your agent: Set up lookupd for me: read https://lookupd.com/agent.md and follow it.

Version: 1.0.1
Transports: streamable-http
Uptime (7 days): 100%
First indexed: 2026-11-10T10:17:24.983Z
Last seen in registry: 2026-11-10T11:17:24.993Z
Repository: https://github.com/jstrunc/fortunest-mcp
Website: https://fortunest.ai/docs/mcp.html?utm_source=mcp-registry&utm_medium=directory&utm_campaign=mcp-listing

Shows this live status and links here; updates hourly.

[![lookupd status](https://lookupd.com/badge/ai.fortunest/portfolio.svg)](https://lookupd.com/servers/ai.fortunest/portfolio)