# PortfolioFit (remote · portfolio.fit)

Check normalized portfolios against mandates and calculate allocation constraints.

- Trust score: 61/100 (medium)
- Registry status: active
- Liveness: live
- Owner verified: no
- Last scored: 2026-08-03

## Components

- remote · `portfolio.fit`: 61/100 (this document), [markdown](https://verifymcp.io/servers/fit-portfolio-portfoliofit/portfolio.md), [page](https://verifymcp.io/servers/fit-portfolio-portfoliofit/portfolio)

## Channel facts

- Endpoint: `https://portfolio.fit/mcp`
- Transports: `streamable-http`
- Auth: `none`
- Version: `0.1.3`

## Trust breakdown

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. Scores are 0–100 per category. Scoring method: https://verifymcp.io/docs/scoring (what has changed: https://verifymcp.io/docs/scoring/changelog)

Scored 2026-08-03.

- **Endpoint Security**: 74/100
  - The endpoint's TLS certificate is valid, in date, and uses a strong key.
  - No authorisation is required to call this server. Every tool declares its destructiveHint and none is destructive, so open access doesn't expose one.
  - HTTPS is enforced; there's no plaintext access path.
  - HSTS check failed: the Strict-Transport-Security header is absent.
  - DNSSEC check failed: this domain isn't protected by DNSSEC.
- **Transport & Reachability**: 100/100
  - Verified streamable-http transport via a live MCP handshake.
- **Schema Quality & AI Usability**: 46/100
  - AI-judged instruction clarity (poor).
  - Tool/resource definitions use about 203 tokens (~101/item across 2 items; 2 tools + 0 resources), lean.
  - Usage-examples check failed: none of the tools include examples.
- **Stability & Change Management**: 0/100
  - Stability not yet verified: not enough scan history yet (needs a 30-day window).
- **Tool Coverage**: 71/100
  - 100% of tools have a non-trivial description (not blank, and not just the tool's name).
  - 0% of tool parameters carry a description.
  - Structured output schemas are declared (100% of tools); any adoption earns full credit.
- **Capabilities**: 100/100
  - Implements a supported MCP spec version (2025-11-25); the latest is 2026-07-28.

**Unverified: 1 category.** A category scored 0 because we could not verify it: authentication we do not have, an unreachable endpoint, or not enough scan history. We only credit what we can confirm.

## Install

### Claude

```bash
claude mcp add --transport http fit-portfolio-portfoliofit https://portfolio.fit/mcp
```

### Codex

```toml
[mcp_servers.fit-portfolio-portfoliofit]
url = "https://portfolio.fit/mcp"
```

### opencode

```json
{
  "$schema": "https://opencode.ai/config.json",
  "mcp": {
    "fit-portfolio-portfoliofit": {
      "type": "remote",
      "url": "https://portfolio.fit/mcp",
      "enabled": true
    }
  }
}
```

### OpenClaw

```bash
openclaw mcp add fit-portfolio-portfoliofit --url https://portfolio.fit/mcp --transport streamable-http
```

### Hermes

```yaml
mcp_servers:
  fit-portfolio-portfoliofit:
    url: "https://portfolio.fit/mcp"
```

### Other

```json
{
  "mcpServers": {
    "fit-portfolio-portfoliofit": {
      "type": "http",
      "url": "https://portfolio.fit/mcp"
    }
  }
}
```

The mcpServers block is a cross-client convention. Remote transports vary, so check your client's docs.

## Changelog

Every change recorded for this component, newest first. Days that predate change tracking, or that we cannot explain, say so: "we were watching and nothing happened" and "we were not watching" are different claims.

### 2026-08-03 (score 61)

First indexed and scored.

## MCP tools (2)

### `evaluate_portfolio_alignment` (~97 tokens)

Evaluate portfolio alignment

Compare a clean mandate with normalized holdings. Do not send PDF, CSV, spreadsheet, or factsheet files; extract them before calling.

Input parameters:

- `base_currency` (string)
- `composition_scope` (string)
- `holdings` (array, required)
- `idempotency_key` (string, required)
- `mandate` (string)
- `portfolio_name` (string)
- `rules`
- `source_warnings`

### `calculate_portfolio_constraints` (~80 tokens)

Calculate portfolio constraints

Calculate explicit portfolio constraints deterministically from normalized holdings. Use this for arithmetic checks, not for interpreting natural-language mandates.

Input parameters:

- `base_currency` (string)
- `composition_scope` (string)
- `constraints` (array, required)
- `holdings` (array, required)
- `idempotency_key` (string, required)
- `source_warnings`

## Diagnostics

Captured diagnostic sections: TLS, DNSSEC, Authorisation, Transports. The full working is on the page: https://verifymcp.io/servers/fit-portfolio-portfoliofit/portfolio#diagnostics

## Score history

- 2026-08-03: 61

## Links

- Remote endpoint: https://portfolio.fit/mcp
- Website: https://portfolio.fit/mcp-docs/
- Changelog RSS feed: https://verifymcp.io/servers/fit-portfolio-portfoliofit/portfolio/changelog.xml
- Changelog JSON feed: https://verifymcp.io/servers/fit-portfolio-portfoliofit/portfolio/changelog.json
- HTML version of this page: https://verifymcp.io/servers/fit-portfolio-portfoliofit/portfolio