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PortfolioFit

Official registry Other

Check normalized portfolios against mandates and calculate allocation constraints.

Website

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 portfoliofit 'https://portfolio.fit/mcp'
JSON configuration (Claude Desktop, Cursor, VS Code) 
{
    "mcpServers": {
        "portfoliofit": {
            "type": "http",
            "url": "https://portfolio.fit/mcp"
        }
    }
}

Frequently asked questions

What is PortfolioFit?

Check normalized portfolios against mandates and calculate allocation constraints.

How do I install PortfolioFit?

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

Does PortfolioFit 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.

Who maintains PortfolioFit?

It is published by fit.portfolio. 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.