Financial Portfolios AI

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Systematic model portfolios: allocations, holdings history, model-alignment arithmetic, research.

Install

Add this to your client's MCP configuration (Claude Desktop: claude_desktop_config.json; Cursor: .cursor/mcp.json; VS Code and others use the same "mcpServers" shape).

Remote (streamable-http)
Claude Code
claude mcp add --transport http financial-portfolios-ai 'https://financial-portfolios.ai/mcp'
JSON configuration (Claude Desktop, Cursor, VS Code)
{
    "mcpServers": {
        "financial-portfolios-ai": {
            "type": "http",
            "url": "https://financial-portfolios.ai/mcp"
        }
    }
}
Remote (sse)
Claude Code
claude mcp add --transport sse financial-portfolios-ai 'https://financial-portfolios.ai/sse'
JSON configuration (Claude Desktop, Cursor, VS Code)
{
    "mcpServers": {
        "financial-portfolios-ai": {
            "type": "sse",
            "url": "https://financial-portfolios.ai/sse"
        }
    }
}

Frequently asked questions

What is Financial Portfolios AI?

Systematic model portfolios: allocations, holdings history, model-alignment arithmetic, research.

How do I install Financial Portfolios AI?

It runs as a remote server. In Claude Code: claude mcp add --transport http financial-portfolios-ai 'https://financial-portfolios.ai/mcp'. For other clients, paste the JSON configuration from this page into their MCP settings.

Does Financial Portfolios AI need an API key?

Its registry entry lists no required key or secret. Some features may still need an account with the service it connects to.

Is Financial Portfolios AI open source?

Its code is public on GitHub, but the repository does not declare a standard license.

Who maintains Financial Portfolios AI?

It is published by Financial-Portfolios-AI. AI.tn lists it but does not maintain or endorse it.

From the official MCP Registry. Listing is not an endorsement: review a server's code and permissions before giving it access to your data.