ai.fortunest/portfolio-demo

up checked 2026-11-11T11:37:58.538Z

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Publisher-provided title

Fortunest demo

Publisher-provided description

Free demo of Fortunest: a sample multi-broker portfolio your AI can query. No account needed.

Summary by lookupd

Reads a synthetic demo portfolio's holdings, allocation, risk, trades, tax lots and docs in read-only mode, with no account required.

Install

Claude Code, remote (streamable-http)

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

Codex, remote (streamable-http)

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

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

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

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

Tools (17 tools)

Publisher-provided text

• get_core DEMO portfolio (synthetic, shared, read-only). Read the whole portfolio as one small digest (at most 16 000 characters, about 4 000 tokens) instead of the enorm
• holdings DEMO portfolio (synthetic, shared, read-only). Read the holdings table — the positions themselves — instead of the whole context. sort: weight (default), value,
• holding DEMO portfolio (synthetic, shared, read-only). Read ONE position in depth — the asset drawer, as data. Give symbol, or symbols for SEVERAL positions in one call
• allocation DEMO portfolio (synthetic, shared, read-only). Read ONE dimension of the portfolio's allocation — where the money is, and how far that is from the user's saved
• risk DEMO portfolio (synthetic, shared, read-only). Read the portfolio's risk picture in selectable pieces instead of the whole context. include (default ['metrics']
• chart_values DEMO portfolio (synthetic, shared, read-only). The Portfolio value chart's lines on up to 6 dates, from the series the chart draws: value, valueDate, change and
• events DEMO portfolio (synthetic, shared, read-only). Read the portfolio's forward calendar as a dated list instead of the whole context: earnings dates, ex-dividend a
• recent_trades DEMO portfolio (synthetic, shared, read-only). Read the user's OWN executed buys and sells — trade history, never recommendations; the rows of the Trades tab's
• money_flow DEMO portfolio (synthetic, shared, read-only). Read the Trades tab's Money flow card: the cash spent on purchases and raised by sales per week, month or year, f
• tax_lots DEMO portfolio (synthetic, shared, read-only). Read one slice of the illustrative tax-lot orientation (the Taxes tab) instead of the whole context. view is requ
• tax_free_summary DEMO portfolio (synthetic, shared, read-only). Read actual tax-lot summary and optionally one symbol. Illustrative orientation only; do not estimate missing tax
• warnings DEMO portfolio (synthetic, shared, read-only). Read the portfolio's data-quality warnings — what the import could not read, what it assumed, and what could not
• get_trade_plan DEMO portfolio (synthetic, shared, read-only). Read the Trade plan card: suggested orders, their company ratings and decision reasons, buy/sell/net/leftover amo
• trade_candidates DEMO portfolio (synthetic, shared, read-only). Read buy or sell candidates. side is required (buy or sell). Each row carries one company rating (0-100, 50 neutr
• simulation DEMO portfolio (synthetic, shared, read-only). Read what the app knows about the user's SIMULATIONS — the Simulator tab's future projection, the goal seek, the
• docs_search DEMO portfolio (synthetic, shared, read-only). Search the actual product documentation and return bounded matched sections with source links.
• docs_lookup DEMO portfolio (synthetic, shared, read-only). Read one to five exact section labels from the product docs index; missing sections are reported rather than fabr

Details

• Version: 1.0.1
• Transports: streamable-http
• Uptime (7 days): 100%
• Median latency: 1100 ms
• First indexed: 2026-11-10T10:17:25.025Z
• Last seen in registry: 2026-11-10T11:17:25.014Z
• 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

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• MCP URL: https://api.lookupd.com/mcp