Ask about your real portfolio: holdings, risk, tax lots and trades across brokers and exchanges.
Connect Remote server
claude mcp add --transport http portfolio https://app.fortunest.ai/mcp
{
"mcpServers": {
"portfolio": {
"url": "https://app.fortunest.ai/mcp"
}
}
}
{
"servers": {
"portfolio": {
"type": "http",
"url": "https://app.fortunest.ai/mcp"
}
}
}
Settings > Connectors > Add custom connector
URL: https://app.fortunest.ai/mcp
Tools
This server asks for a key before it lists its tools. Connect it with your own key to see them.
Details
| Endpoint | https://app.fortunest.ai/mcp (Streamable HTTP) |
| First published | 10 Nov 2026 |
| Last updated | 10 Nov 2026 |
| Registry name | ai.fortunest/portfolio |
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