fit.portfolio/portfoliofit

up checked 2026-11-12T12:39:23.233Z

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Publisher-provided title

PortfolioFit

Publisher-provided description

Check normalized portfolios against mandates and calculate allocation constraints.

Summary by lookupd

Checks portfolios against mandates, computes allocation constraints and return/risk statistics, and manages private portfolio series…

Install

Claude Code, remote (streamable-http)

claude mcp add --transport http portfoliofit https://portfolio.fit/mcp

Codex, remote (streamable-http)

codex mcp add portfoliofit --url https://portfolio.fit/mcp

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

{
  "mcpServers": {
    "portfoliofit": {
      "url": "https://portfolio.fit/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

• list_analysis_portfolios List owner-scoped portfolios, analytics datasets, and profile readiness.
• list_portfolio_series Discover owner-scoped immutable series profiles and their exact dataset versions. This returns metadata and coverage only, never dataset rows.
• list_analyses Read private calculation groups and independent operations. Filter by kind, portfolio, dates, ready/running/attention status or legacy open/finished status.
• get_analysis Read retained normalized inputs, operations, results and owner-scoped dataset references. This is not an external agent transcript.
• evaluate_portfolio_alignment Compare a clean mandate with normalized holdings. Do not send PDF, CSV, spreadsheet, or factsheet files; extract them before calling.
• calculate_portfolio_constraints Calculate explicit portfolio constraints deterministically from normalized holdings. Use this for arithmetic checks, not for interpreting natural-language manda
• upload_portfolio_series_rows Upload normalized series_key/date/value/distribution rows and commit a dataset version. For up to 5,000 rows, omit chunk_index and total_chunks to complete in o
• cancel_portfolio_series_upload Cancel a pending upload and permanently remove its staging chunks.
• review_portfolio_series_profile Create an immutable profile revision using revise, or explicitly confirm a warning-free proposal with confirmation=true.
• calculate_portfolio_statistics Calculate historical return, volatility, drawdown, risk-adjusted and benchmark-relative statistics from a confirmed portfolio series profile. The metrics parame

Details

• Version: 0.1.3
• Transports: streamable-http
• Uptime (7 days): 100%
• Median latency: 990 ms
• First indexed: 2026-11-01T09:02:25.665Z
• Last seen in registry: 2026-11-01T09:02:25.665Z
• Website: https://portfolio.fit/mcp-docs/

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