PortfolioFit
REMOTE · PORTFOLIO.FIT
Check normalized portfolios against mandates and calculate allocation constraints.
Available components
Last scanned (4 hours ago)
Scores higher than 57% of remote servers
Reachable. Last reached 5 Nov 2026.
Category Finance and Payments
Recent critical change
Authorization (10 Oct 2026). See the changelog before you install this server.
How this component scores in each security and reliability category. Every signal is checked automatically against the live server, and we only credit what we can confirm. How we score → Why this is hard to score →
Endpoint Security57
- The endpoint's TLS certificate is valid, in date, and uses a strong key. View diagnostics → Pass
- Authorisation check failed: no authorisation is required to call this server, and it exposes a tool marked destructive (cancel_portfolio_series_upload). See how to fix → View diagnostics → Fail
- HTTPS is enforced; there's no plaintext access path. View diagnostics → Pass
- HSTS check failed: the Strict-Transport-Security header is absent. See how to fix → View diagnostics → Fail
- DNSSEC check failed: this domain isn't protected by DNSSEC. See how to fix → View diagnostics → Fail
Transport & Reachability100
- Verified streamable-http transport via a live MCP handshake. View diagnostics → Pass
Schema Quality & AI Usability45
- AI-judged instruction clarity (fair).Partial
- Context-footprint check failed: tool/resource definitions use about 1718 tokens (~171/item across 10 items; 10 tools + 0 resources), over budget; trim descriptions and params. See how to fix → Fail
- Usage-examples check failed: none of the tools include examples. See how to fix → Fail
Stability & Change Management100
- No destabilizing schema changes in the last 30 days.Pass
Tool Coverage79
- 100% of tools have a non-trivial description (not blank, and not just the tool's name).Pass
- 26% of tool parameters carry a description.Partial
- Structured output schemas are declared (100% of tools); any adoption earns full credit.Pass
Tool Safety100
- No prompt-injection markers were found in the server instructions, tool names or descriptions we captured.Pass
- We read all 10 captured tool definition(s), and no name or description among them implies an irreversible operation.Pass
- An AI judge read all 11 captured unit(s) of tool text and found none that tries to manipulate the model reading it.Pass
Capabilities100
- Implements a current MCP spec version (2026-07-28).Pass
Every change we have recorded for this component, newest first. Security-relevant changes are always shown. ▲ marks a change for the better, ▼ a change for the worse; unmarked changes are neutral.
- 5 Nov 26 0
- Stability: 0.97 → pass security
- 4 Nov 26 0
- Stability: pass → 0.97 functional
- 10 Oct 26 −9
- Authorization: partial → fail ▼ critical
- The server rewrote its instructions, which are the text every model session reads security
- New tool “cancel_portfolio_series_upload”, which the server declares destructive security
- Schema quality: pass → fail ▼ functional
- Tool coverage: 0% → 26% ▲ functional
- Server version: 0.1.4 → 2.2.0 functional
- New tool “list_analyses” functional
- New tool “calculate_portfolio_statistics” functional
- New tool “get_analysis” functional
- New tool “list_analysis_portfolios” functional
- New tool “list_portfolio_series” functional
- New tool “review_portfolio_series_profile” functional
- New tool “upload_portfolio_series_rows” functional
- “calculate_portfolio_constraints” added an optional parameter “analysis_name” cosmetic
- “evaluate_portfolio_alignment” added an optional parameter “analysis_name” cosmetic
- 28 Sept 26 0
- We updated how we score, so this day's move reflects our rubric, not a change to the server See what changed → functional
- 25 Sept 26 0
- We updated how we score, so this day's move reflects our rubric, not a change to the server See what changed → functional
- 2 Sept 26 0
- Stability: 0.97 → pass security
- 26 Aug 26 0
- We updated how we score, so this day's move reflects our rubric, not a change to the server See what changed → functional
- 24 Aug 26 0
- MCP protocol: Implements a current MCP spec version (2026-07-28). functional
- MCP protocol version: 2025-11-25 → 2026-07-28 functional
- Server version: 0.1.3 → 0.1.4 functional
Diagnostic detail from the automated scan of this channel: what the scanner observed at each step, so you can see exactly where a check passed or failed. It is informational only and never changes the trust score.
Captured 5 Nov 2026 · Probed https://portfolio.fit/mcp
TLS valid
Negotiated TLS 1.3 with TLS_AES_128_GCM_SHA256 .
| Subject | Issuer | Valid from | Valid until | Key | Signature | Serial |
|---|---|---|---|---|---|---|
| CN=portfolio.fit | CN=WE1,O=Google Trust Services,C=US | 23 Oct 2026 | 21 Jan 2027 | ECDSA 256 | ECDSA-SHA256 | 328ef96400f76c350edb71177cfa03a5 |
| SANs: portfolio.fit, *.portfolio.fit | ||||||
| CN=WE1,O=Google Trust Services,C=US (CA) | CN=GTS Root R4,O=Google Trust Services LLC,C=US | 13 Dec 2023 | 20 Feb 2029 | ECDSA 256 | ECDSA-SHA384 | 7ff31977972c224a76155d13b6d685e3 |
| CN=GTS Root R4,O=Google Trust Services LLC,C=US (CA) | CN=GlobalSign Root CA,OU=Root CA,O=GlobalSign nv-sa,C=BE | 15 Nov 2023 | 28 Jan 2028 | ECDSA 384 | SHA256-RSA | 7fe530bf331343bedd821610493d8a1b |
Background: What to check on a remote MCP endpoint →
DNSSEC insecure
Validation of portfolio.fit. — Not signed
| Zone | DS | Keys | Algorithms | Outcome |
|---|---|---|---|---|
| . | trust_anchor | 20326, 38696 | 8, 8 | Verified |
| fit. | present | 21471 | 13 | Verified |
| portfolio.fit. | absent | Unsigned (proven) parent-signed NSEC/NSEC3 proves an unsigned delegation |
Authentication No authorisation required
The endpoint answered without asking for a token. Anyone who knows the URL can reach it.
| Result | No authorisation required |
|---|---|
| HTTP status | 200 |
Background: How OAuth 2.1 works in the 2026 MCP spec →
Transports 2 probes
| Transport | URL | Outcome | Status | Location |
|---|---|---|---|---|
| streamable-http | https://portfolio.fit/mcp | Verified | 200 | |
| http (plaintext) | http://portfolio.fit/mcp | HTTPS enforced | 301 | https://portfolio.fit/mcp |
The tools this component advertises to a client, with an estimated token cost for each. Expand a tool to see its parameters and schema. The per-tool counts are indicative and are not scored directly; the schema's total context footprint is one signal in Schema Quality & AI Usability. A tool's description is untrusted text the model reads on every call, which is what makes this list a security surface and not just an inventory: how tool poisoning works →
calculate_portfolio_constraints Calculate portfolio constraints ~134
Calculate explicit portfolio constraints deterministically from normalized holdings. Use this for arithmetic checks, not for interpreting natural-language mandates.
| Name | Type | Req | Description |
|---|---|---|---|
| analysis_name | – | – | Optional private grouping name. The same case-sensitive name, after trimming outer whitespace, reuses one group for this user. Omit it for an independent operation. Keep the name on retries; each cal… |
| base_currency | string | – | – |
| composition_scope | string | – | – |
| constraints | array | yes | – |
| holdings | array | yes | – |
| idempotency_key | string | yes | – |
| source_warnings | – | – | – |
Structured output declared, but exposes no named fields.
No examples provided.
calculate_portfolio_statistics Calculate portfolio statistics ~679
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.
| Name | Type | Req | Description |
|---|---|---|---|
| analysis_name | – | – | Optional private grouping name. The same case-sensitive name, after trimming outer whitespace, reuses one group for this user. Omit it for an independent operation. Keep the name on retries; each cal… |
| benchmark_profile_id | – | – | Confirmed benchmark series profile in the same currency and return basis as the portfolio. Required for beta, alpha, correlation, tracking_error and information_ratio. Returns are matched by exact pe… |
| end_date | – | – | – |
| idempotency_key | string | yes | – |
| metrics | array | yes | Select one or more unique metric names. periodic_returns: Return for each complete period at target_frequency. cumulative_return: Compounded return across the selected complete periods. observation_c… |
| minimum_acceptable_return | – | – | Required for downside_deviation and sortino. Use a confirmed minimum acceptable return profile or a source-backed dated annualized scalar with currency, tenor, compounding and provenance. |
| risk_free_rate | – | – | Required for sharpe and alpha. Use a confirmed risk-free rate profile or a source-backed dated annualized scalar with currency, tenor, compounding and provenance. Do not substitute an assumed rate. |
| series_profile_id | string | yes | Confirmed portfolio series profile returned by upload or list_portfolio_series; pins one immutable dataset version. |
| start_date | – | – | – |
| target_frequency | string | yes | Calculate complete daily, weekly or monthly return periods. Annualization uses 252, 52 or 12 periods per year respectively; finer-frequency data must be available. |
Structured output declared, but exposes no named fields.
No examples provided.
cancel_portfolio_series_upload Cancel portfolio series upload ~84
Cancel a pending upload and permanently remove its staging chunks.
| Name | Type | Req | Description |
|---|---|---|---|
| analysis_name | – | – | Optional private grouping name. The same case-sensitive name, after trimming outer whitespace, reuses one group for this user. Omit it for an independent operation. Keep the name on retries; each cal… |
| upload_id | string | yes | – |
| Name | Type | Req | Description |
|---|---|---|---|
| analysis_id | string | yes | – |
| analysis_name | – | yes | – |
| analysis_url | string | yes | – |
| cancelled_at | – | yes | – |
| staging_deleted | boolean | yes | – |
| status | string | yes | – |
| upload_id | string | yes | – |
No examples provided.
evaluate_portfolio_alignment Evaluate portfolio alignment ~151
Compare a clean mandate with normalized holdings. Do not send PDF, CSV, spreadsheet, or factsheet files; extract them before calling.
| Name | Type | Req | Description |
|---|---|---|---|
| analysis_name | – | – | Optional private grouping name. The same case-sensitive name, after trimming outer whitespace, reuses one group for this user. Omit it for an independent operation. Keep the name on retries; each cal… |
| base_currency | string | – | – |
| composition_scope | string | – | – |
| holdings | array | yes | – |
| idempotency_key | string | yes | – |
| mandate | string | – | – |
| portfolio_name | string | – | – |
| rules | – | – | – |
| source_warnings | – | – | – |
Structured output declared, but exposes no named fields.
No examples provided.
get_analysis Get an analysis ~39
Read retained normalized inputs, operations, results and owner-scoped dataset references. This is not an external agent transcript.
| Name | Type | Req | Description |
|---|---|---|---|
| analysis_id | string | yes | – |
| Name | Type | Req | Description |
|---|---|---|---|
| analysis_id | string | yes | – |
| finished_at | – | – | – |
| idempotent_replay | boolean | – | – |
| kinds | array | yes | – |
| needs_attention | boolean | yes | – |
| portfolios | array | yes | – |
| retention_days | integer | yes | – |
| started_at | string | yes | – |
| status | string | yes | – |
| step_count | integer | yes | – |
| steps | array | yes | – |
| title | string | yes | – |
| updated_at | string | yes | – |
| url | string | yes | – |
No examples provided.
list_analyses List analyses ~82
Read private calculation groups and independent operations. Filter by kind, portfolio, dates, ready/running/attention status or legacy open/finished status.
| Name | Type | Req | Description |
|---|---|---|---|
| date_from | – | – | – |
| date_to | – | – | – |
| kind | – | – | – |
| page | integer | – | – |
| page_size | integer | – | – |
| portfolio_id | – | – | – |
| status | – | – | – |
| Name | Type | Req | Description |
|---|---|---|---|
| analyses | array | yes | – |
| has_more | boolean | yes | – |
| page | integer | yes | – |
| page_size | integer | yes | – |
| total | integer | yes | – |
No examples provided.
list_analysis_portfolios List analysis portfolios ~23
List owner-scoped portfolios, analytics datasets, and profile readiness.
Input schema present but exposes no named parameters.
| Name | Type | Req | Description |
|---|---|---|---|
| portfolios | array | yes | – |
No examples provided.
list_portfolio_series List portfolio series ~58
Discover owner-scoped immutable series profiles and their exact dataset versions. This returns metadata and coverage only, never dataset rows.
| Name | Type | Req | Description |
|---|---|---|---|
| cursor | – | – | – |
| page_size | integer | – | – |
| portfolio_id | – | – | – |
| statuses | – | – | – |
| Name | Type | Req | Description |
|---|---|---|---|
| next_cursor | – | – | – |
| series | array | yes | – |
No examples provided.
review_portfolio_series_profile Review portfolio series profile ~111
Create an immutable profile revision using revise, or explicitly confirm a warning-free proposal with confirmation=true.
| Name | Type | Req | Description |
|---|---|---|---|
| action | string | yes | – |
| analysis_name | – | – | Optional private grouping name. The same case-sensitive name, after trimming outer whitespace, reuses one group for this user. Omit it for an independent operation. Keep the name on retries; each cal… |
| confirmation | boolean | – | – |
| profile_id | string | yes | – |
| revisions | – | – | – |
| Name | Type | Req | Description |
|---|---|---|---|
| analysis_id | string | yes | – |
| analysis_name | – | yes | – |
| analysis_url | string | yes | – |
| series_profile | object | yes | – |
No examples provided.
upload_portfolio_series_rows Upload portfolio series rows ~296
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 locally before calling.
| Name | Type | Req | Description |
|---|---|---|---|
| analysis_name | – | – | Optional private grouping name. The same case-sensitive name, after trimming outer whitespace, reuses one group for this user. Omit it for an independent operation. Keep the name on retries; each cal… |
| chunk_index | integer | – | Zero-based chunk position; upload chunks in order. |
| content_hash | string | – | – |
| dataset_id | – | – | – |
| dataset_name | string | – | – |
| idempotency_key | string | yes | – |
| new_portfolio_name | string | – | – |
| portfolio_id | – | – | – |
| rows | array | yes | – |
| series_profiles | – | – | Source-backed semantics for each series_key. Supply on the first or final chunk; the final chunk can complete the proposals before commit. Ambiguous or incomplete profiles require review before calcu… |
| source | – | – | – |
| total_chunks | integer | – | Total number of chunks in this upload. The last accepted chunk commits the dataset automatically. |
| upload_id | – | – | – |
| Name | Type | Req | Description |
|---|---|---|---|
| accepted_chunk_index | integer | yes | – |
| analysis_id | string | yes | – |
| analysis_name | – | yes | – |
| analysis_url | string | yes | – |
| chunk_content_hash | string | yes | – |
| chunk_replayed | boolean | yes | – |
| content_hash | – | – | – |
| dataset_id | – | yes | – |
| dataset_name | string | yes | – |
| dataset_version_id | – | – | – |
| dataset_version_number | – | – | – |
| expires_at | string | yes | – |
| finalized_at | – | – | – |
| idempotent_replay | boolean | – | – |
| manifest_hash | – | – | – |
| next_chunk_index | integer | yes | – |
| portfolio_id | string | yes | – |
| review_required | – | – | – |
| row_count | – | – | – |
| series_profiles | array | – | – |
| status | string | yes | – |
| total_bytes | integer | yes | – |
| total_chunks | integer | yes | – |
| total_rows | integer | yes | – |
| upload_id | string | yes | – |
No examples provided.
How do I install the PortfolioFit MCP server?
PortfolioFit is a hosted endpoint at https://portfolio.fit/mcp, so there is nothing to install locally. Ready-made configuration for Claude, Cursor, VS Code, Codex and 5 more is on this page, copied from each client's own documentation.
remote · portfolio.fit
claude mcp add --transport http fit-portfolio-portfoliofit 'https://portfolio.fit/mcp'
What is the PortfolioFit MCP server?
PortfolioFit is an MCP server listed in the public MCP registry as fit.portfolio/portfoliofit. Check normalized portfolios against mandates and calculate allocation constraints. This page covers its hosted endpoint (https://portfolio.fit/mcp).
Is the PortfolioFit MCP server safe to use?
PortfolioFit scores 71 out of 100 on VerifyMCP. That is a record of what we were able to check automatically, not an endorsement. The category breakdown on this page shows every signal behind the number, including the ones we could not confirm.
What tools does the PortfolioFit MCP server expose?
PortfolioFit exposes 10 tools: list_analysis_portfolios, list_portfolio_series, list_analyses, get_analysis, evaluate_portfolio_alignment, and 5 more. Their descriptions and schemas cost roughly 1,657 tokens of context every time the server is loaded.
Does the PortfolioFit MCP server require authentication?
No. We connected to PortfolioFit without credentials and it answered, so anything it exposes is reachable by anyone who knows the address.
Is the PortfolioFit MCP server still maintained?
PortfolioFit is still listed as active in the MCP registry. We last reached this channel on 5 November 2026. Those dates come from our own scans of the registry and the channel itself, not from anything the publisher announced.