Fortunest demo

Connect Remote server

claude mcp add --transport http portfolio-demo https://app.fortunest.ai/mcp/demo

{
  "mcpServers": {
    "portfolio-demo": {
      "url": "https://app.fortunest.ai/mcp/demo"
    }
  }
}

{
  "servers": {
    "portfolio-demo": {
      "type": "http",
      "url": "https://app.fortunest.ai/mcp/demo"
    }
  }
}

Settings > Connectors > Add custom connector
URL: https://app.fortunest.ai/mcp/demo

Tools 17 found in our last check

• get_core

  DEMO portfolio (synthetic, shared, read-only). Read the whole portfolio as one small digest (at most 16 000 characters, about 4 000 tokens) instead of the enormous get_context union: asOf, the value/cash/day-change/P-L totals with the per-account split, time-weighted and money-w…

• holdings

  DEMO portfolio (synthetic, shared, read-only). Read the holdings table — the positions themselves — instead of the whole context. sort: weight (default), value, dayChange (today's money move), dayChangePct (today's move in percent), gainPct, gainAbs, loss (biggest losses first),…

• holding

  DEMO portfolio (synthetic, shared, read-only). Read ONE position in depth — the asset drawer, as data. Give symbol, or symbols for SEVERAL positions in one call (up to 25; the two are mutually exclusive and one of them is required). A batch answers {batch: true, symbols, results…

• allocation

  DEMO portfolio (synthetic, shared, read-only). Read ONE dimension of the portfolio's allocation — where the money is, and how far that is from the user's saved targets — instead of the whole context. dimension: assetClass, sector, region, currency, cap, type, account (default as…

• risk

  DEMO portfolio (synthetic, shared, read-only). Read the portfolio's risk picture in selectable pieces instead of the whole context. include (default ['metrics']) ⊆ metrics, drawdown, correlations, diversification, benchmarks, fxAttribution, fingerprint. metrics = volatility, Sha…

• chart_values

  DEMO portfolio (synthetic, shared, read-only). The Portfolio value chart's lines on up to 6 dates, from the series the chart draws: value, valueDate, change and returnPct since the chart start (from), ranking, highestBenchmark. date: YYYY-MM-DD or "today" (one or a list; omitted…

• events

  DEMO portfolio (synthetic, shared, read-only). Read the portfolio's forward calendar as a dated list instead of the whole context: earnings dates, ex-dividend and dividend-pay days for the holdings the Events card tracks, central-bank rate decisions and scheduled data releases f…

• recent_trades

  DEMO portfolio (synthetic, shared, read-only). Read the user's OWN executed buys and sells — trade history, never recommendations; the rows of the Trades tab's Recent trades card. since is a number of days back (1-3650, default 90); symbol and side (buy or sell) filter; limit is…

• money_flow

  DEMO portfolio (synthetic, shared, read-only). Read the Trades tab's Money flow card: the cash spent on purchases and raised by sales per week, month or year, from the same rows as the Recent trades card. period is 'week' (ISO weeks, Monday start), 'month' (calendar months, the…

• tax_lots

  DEMO portfolio (synthetic, shared, read-only). Read one slice of the illustrative tax-lot orientation (the Taxes tab) instead of the whole context. view is required: 'maturities' = the open lots whose time test is coming up, soonest first (date; daysToExempt = days left until th…

• tax_free_summary

  DEMO portfolio (synthetic, shared, read-only). Read actual tax-lot summary and optionally one symbol. Illustrative orientation only; do not estimate missing tax figures.

• warnings

  DEMO portfolio (synthetic, shared, read-only). Read the portfolio's data-quality warnings — what the import could not read, what it assumed, and what could not be priced — instead of the whole context. Each item carries the engine's own sentence verbatim plus its kind, the `acco…

• get_trade_plan

  DEMO portfolio (synthetic, shared, read-only). Read the Trade plan card: suggested orders, their company ratings and decision reasons, buy/sell/net/leftover amounts, constraints and sellLotCoverage. Each order's amountEur is the card's Amount, sharePct its Share (percent of that…

• trade_candidates

  DEMO portfolio (synthetic, shared, read-only). Read buy or sell candidates. side is required (buy or sell). Each row carries one company rating (0-100, 50 neutral), its reasons, the plan decision (included/excluded/capped with reasons and amount), input coverage, and ownedEur (n…

• simulation

  DEMO portfolio (synthetic, shared, read-only). Read what the app knows about the user's SIMULATIONS — the Simulator tab's future projection, the goal seek, the what-if and the historical trade replay — without running any of them. It never starts a simulation and never starts a…

• docs_search

  DEMO portfolio (synthetic, shared, read-only). Search the actual product documentation and return bounded matched sections with source links.

• docs_lookup

  DEMO portfolio (synthetic, shared, read-only). Read one to five exact section labels from the product docs index; missing sections are reported rather than fabricated.

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