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io.github.tibi-metapartner-ai/mcp-portfolio-ideas

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Publisher-provided title

Portfolio Ideas

Publisher-provided description

Analyze your portfolio and generate ideas for improvements

Summary by lookupd

Lets an agent analyze a portfolio and generate suggested improvements for holdings and allocation.

Install

Claude Code, remote (streamable-http)

claude mcp add --transport http portfolio-ideas https://mcp-portfolio-ideas.metapartner.ai/mcp/stream

Claude Code, remote (sse)

claude mcp add --transport sse portfolio-ideas https://mcp-portfolio-ideas.metapartner.ai/mcp/sse

Codex, remote (streamable-http)

codex mcp add portfolio-ideas --url https://mcp-portfolio-ideas.metapartner.ai/mcp/stream

Codex, remote (sse)

codex mcp add portfolio-ideas --url https://mcp-portfolio-ideas.metapartner.ai/mcp/sse

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

{
  "mcpServers": {
    "portfolio-ideas": {
      "url": "https://mcp-portfolio-ideas.metapartner.ai/mcp/stream"
    }
  }
}

Cursor, remote (sse) → .cursor/mcp.json

{
  "mcpServers": {
    "portfolio-ideas": {
      "type": "sse",
      "url": "https://mcp-portfolio-ideas.metapartner.ai/mcp/sse"
    }
  }
}

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

Details

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