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com.finawaken/portfolio

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Publisher-provided title

Finawaken Portfolio

Publisher-provided description

Clarity on your investments: performance, holdings, dividends, ETF look-through and transactions.

Summary by lookupd

Lets an agent review investment holdings, performance, dividends, ETF look-through and transaction history.

Install

Claude Code, remote (streamable-http)

claude mcp add --transport http portfolio https://mcp.portfolio.finawaken.com

Codex, remote (streamable-http)

codex mcp add portfolio --url https://mcp.portfolio.finawaken.com

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

{
  "mcpServers": {
    "portfolio": {
      "url": "https://mcp.portfolio.finawaken.com"
    }
  }
}

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

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