com.folionomiq/folionomiq

up checked 2026-11-12T13:38:00.737Z

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Publisher-provided title

Folionomiq

Publisher-provided description

Measures a portfolio from price history: independent bets, what funds own, past crises. No advice.

Summary by lookupd

Measures portfolio risk, overlap, currency effects, and historical crisis performance from price history; provides no investment advice.

Install

Claude Code, remote (streamable-http)

claude mcp add --transport http folionomiq https://folionomiq.com/mcp

Codex, remote (streamable-http)

codex mcp add folionomiq --url https://folionomiq.com/mcp

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

{
  "mcpServers": {
    "folionomiq": {
      "url": "https://folionomiq.com/mcp"
    }
  }
}

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

Tools (22 tools)

Publisher-provided text

• measure_portfolio The full measurement of one portfolio in one call. In: holdings as weights or money amounts. Out: how many independent bets they make, each holding's sh
• compare_portfolios Two to eight separate portfolios on one shared window of prices. In: {label: {ticker: weight}}. Out: growth, volatility, worst fall, and how each moved
• test_a_change Any change to one portfolio, measured before it is made: current and proposed holdings side by side on the same prices. In: two sets of holdings. Out: s
• search_symbols Finds tickers from a name, part of a ticker or an ISIN, with the exchange of each listing. In: one search phrase. Out: up to ten listings, those not yet
• validate_symbols Checks tickers before a measurement. In: up to 150 tickers. Out: which have usable price history, their trading currency, and the closest listings for t
• portfolio_structure How many independent bets a portfolio's holdings make, from how their prices moved together rather than how many tickers there are, and each holding's s
• look_through The companies a portfolio owns through its funds, added up across funds. In: holdings. Out: the largest companies with their share of the whole portfoli
• past_crises What past crises did to one portfolio held as it is today: 2008, 2020, 2022 and the others inside its price history. In: holdings. Out: for each crisis
• portfolio_report The written report on one portfolio, every figure numbered F1, F2… beside its method and window. In: holdings. Out: a text to quote or keep. Typical que
• factor_exposure How a portfolio's daily moves line up with four common patterns: the market, small versus large, value versus growth, momentum. Out: each sensitivity, w
• currency_effect For a portfolio held in one currency but priced partly in others: how much is outside the base currency, and what exchange rates added to growth, volati
• health_axes One portfolio read along three separate questions: what its risk is built from, how it behaved when markets broke, and what it returned for the risk tak
• sweep_holding One holding already in the portfolio, measured at every weight from none to all, the rest of the money shared out in proportion: volatility, its share o
• reverse_stress Starts from a loss the reader names and finds the least extreme combination of market moves that would cause it on this portfolio, beside the worst each
• return_history What one portfolio returned over its record: growth per year before and after inflation, best and worst months and years, every 12-month stretch, return
• plain_findings Three or four plain sentences about one portfolio, how its risk is built and its worst historical fall, each with its window. Typical questions: 'Explai
• last_price The latest daily close for each ticker, in its own currency and in the base currency, with the date. Typical questions: 'What's the last price of VWCE?'
• asset_info One fund or share on its own: name, type, exchange, yearly cost when published, measured return, volatility and worst fall, and for a fund its largest h
• monthly_plan The same amount bought on the first trading day of each month, replayed on a portfolio's own history with dividends reinvested: what it became against w
• walk_forward Whether re-optimising an allocation would have helped: fit on the years before each date, hold on prices not yet seen, repeat, and compare with the port
• check_before_you_buy Before adding one new holding to a portfolio: how much of it is already owned through the current funds, whether it adds an independent bet, what past c
• living_off_it A yearly withdrawal, raised with real inflation, replayed from every start month the history allows: how many starts lasted the full span, how many ran

Details

• Version: 1.6.1
• Transports: streamable-http
• Uptime (7 days): 100%
• Median latency: 694 ms
• First indexed: 2026-11-01T08:54:05.864Z
• Last seen in registry: 2026-11-10T09:17:25.530Z
• Website: https://folionomiq.com/connect

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