PortfolioFit
Check normalized portfolios against mandates and calculate allocation constraints.
| Endpoint | https://portfolio.fit/mcp (streamable-http) |
|---|---|
| Registry version | 0.1.3 |
| Now | 10 tools · grade B (81) · pin ts_c7c24b3a334434f121b3277821056298 · protocol 2025-06-18 |
| First / last listed | 2026-11-08 01:03 UTC / 2026-11-08 01:03 UTC |
| Grade over time | 2026-11-08: B (81), 10 tools |
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Tools: list_analysis_portfolios list_portfolio_series list_analyses get_analysis evaluate_portfolio_alignment calculate_portfolio_constraints upload_portfolio_series_rows cancel_portfolio_series_upload review_portfolio_series_profile calculate_portfolio_statistics
list_analysis_portfolios | List owner-scoped portfolios, analytics datasets, and profile readiness. params: none |
list_portfolio_series | Discover owner-scoped immutable series profiles and their exact dataset versions. This returns metadata and coverage only, never dataset rows. params: portfolio_id, statuses, cursor, page_size |
list_analyses | Read private calculation groups and independent operations. Filter by kind, portfolio, dates, ready/running/attention status or legacy open/finished status. params: kind, portfolio_id, status, date_from, date_to, page, page_size |
get_analysis | Read retained normalized inputs, operations, results and owner-scoped dataset references. This is not an external agent transcript. params: analysis_id* |
evaluate_portfolio_alignment | Compare a clean mandate with normalized holdings. Do not send PDF, CSV, spreadsheet, or factsheet files; extract them before calling. params: holdings*, idempotency_key*, mandate, rules, portfolio_name, base_currency, composition_scope, source_warnings, analysis_name |
calculate_portfolio_constraints | Calculate explicit portfolio constraints deterministically from normalized holdings. Use this for arithmetic checks, not for interpreting natural-language mandates. params: holdings*, constraints*, idempotency_key*, base_currency, composition_scope, source_warnings, analysis_name |
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 one call. For larger inputs, declare total_chunks on every call, send chunks in order, and reuse upload_id and idempotency_key. The final chunk automatically verifies and commits all data and returns immutable series profiles. Parse files lo params: idempotency_key*, rows*, chunk_index, total_chunks, upload_id, portfolio_id, new_portfolio_name, dataset_id, dataset_name, source, series_profiles, content_hash, analysis_name |
cancel_portfolio_series_upload | Cancel a pending upload and permanently remove its staging chunks. params: upload_id*, analysis_name |
review_portfolio_series_profile | Create an immutable profile revision using revise, or explicitly confirm a warning-free proposal with confirmation=true. params: profile_id*, action*, confirmation, revisions, analysis_name |
calculate_portfolio_statistics | Calculate historical return, volatility, drawdown, risk-adjusted and benchmark-relative statistics from a confirmed portfolio series profile. The metrics parameter describes all available calculations and their required inputs. Use daily, weekly or monthly complete periods; results include coverage, warnings and exact dataset/profile pins. Reuse an idempotency_key only for an identical calculation params: series_profile_id*, metrics*, target_frequency*, idempotency_key*, start_date, end_date, benchmark_profile_id, risk_free_rate, minimum_acceptable_return, analysis_name |
Entries describe changes in tool definitions. They are not statements about a server, its quality or its author. The grade measures how the tool definitions fit model providers (token cost, schema compatibility, confusable names) as scored by the ToolFit engine at the time of the listing. JSON: append .json. Opt-out: how or hello@youraitools.co.