com.portfolio-terminal/portfolio-terminal

up checked 2026-11-12T09:40:17.958Z

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Publisher-provided title

Portfolio Terminal

Publisher-provided description

Dated ETF, stock and calendar data, plus tax-loss, withholding and fee math on your holdings.

Summary by lookupd

Gives dated ETF, stock and earnings/dividend calendar data plus tax-loss, withholding, fee and holdings-overlap calculations for portfolios.

Install

Claude Code, remote (streamable-http)

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

Codex, remote (streamable-http)

codex mcp add portfolio-terminal --url https://portfolio-terminal.com/api/mcp

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

{
  "mcpServers": {
    "portfolio-terminal": {
      "url": "https://portfolio-terminal.com/api/mcp"
    }
  }
}

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

Tools (10 tools)

Publisher-provided text

• analyze_ticker Dated key facts and a plain-English chart read for one ticker Portfolio Terminal covers (390 US stocks, 30 ETFs, 17 cryptocurrencies and 4 commodity futures): p
• who_holds Which of the 54 tracked US ETFs hold a US-listed stock (weight and rank, from each issuer's full holdings file, matched on ISIN), and which famous investors hol
• etf_holdings An ETF's or index fund's holdings from the issuer's full file (or its latest SEC N-PORT report for funds outside the catalog): the largest lines with their weig
• etf_overlap How much of two ETFs is the same money: overlap by weight (the sum, over companies both hold, of the smaller of the two weights), how many companies they share,
• compare Five-year head-to-head of two covered stocks or ETFs from weekly closes adjusted for dividends and splits: total and annualized return, 1-, 3- and 5-year return
• dividend_calendar US stocks and ETFs (of the 420 Portfolio Terminal covers) going ex-dividend in a month or a date range: ex-dividend date, pay date, dividend per share, yield, f
• earnings_calendar US companies (of the 390 Portfolio Terminal covers) reporting earnings in a month or a date range: the day, before the open or after the close, EPS and revenue
• tax_loss_harvest Computes, on the lots the user gives (ticker, shares, price, date, account and its type), the losses a sale before December 31 would realize and what they offse
• withholding_check Computes, on the dividends the user gives (a year of dividends, gross, by payer: a ticker such as "NESN.SW" or a country code), the tax each payer's country kee
• fund_fees Computes, on the funds and amounts the user gives, what each fund's expense ratio takes a year (amount × expense ratio), the total and the weighted ratio, with

Details

• Version: 1.1.0
• Transports: streamable-http
• Uptime (7 days): 100%
• Median latency: 647 ms
• First indexed: 2026-11-01T13:17:25.920Z
• Last seen in registry: 2026-11-01T13:17:25.920Z
• Website: https://portfolio-terminal.com/mcp

Badge for your README

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

• 62930 servers
• Last crawl: 2026-11-13T00:17:28.001Z
• API base: https://api.lookupd.com
• MCP URL: https://api.lookupd.com/mcp