Portfolio Optimizer Pro

Connect Remote server

claude mcp add --transport http portfolio-checkup https://portfoliooptimizerpro.com/mcp

{
  "mcpServers": {
    "portfolio-checkup": {
      "url": "https://portfoliooptimizerpro.com/mcp"
    }
  }
}

{
  "servers": {
    "portfolio-checkup": {
      "type": "http",
      "url": "https://portfoliooptimizerpro.com/mcp"
    }
  }
}

Settings > Connectors > Add custom connector
URL: https://portfoliooptimizerpro.com/mcp

Tools 4 found in our last check

• grade_portfolio

  Runs the free Portfolio Optimizer Pro checkup on a list of holdings and weights. Returns the A+ to F structural grade, the 0-100 score, any structural ceiling (cap) applied, each factor's sub-score with its measured fact, the top findings that held the grade down, the price-hist…

• fund_fee_cost

  Computes the weighted expense ratio of a list of holdings from dated issuer fee records, and the fee cost over 10 and 30 years on a flat $100,000 balance (before growth), using the same formula as the Portfolio Optimizer Pro expense ratio calculator. Single companies count as 0%…

• check_overlap

  Checks a list of holdings for known index overlap and related fund mandates, using issuer reference records (asset class, region, structure). Findings are worded exactly as the Portfolio Optimizer Pro grade states them. Overlap here is category-based (similar stated mandates); i…

• explain_grading

  Returns how the Portfolio Optimizer Pro grade works: the four factors and how each is scored, how they combine, every structural ceiling (cap) with its threshold, the A-range criteria, the letter bands, the risk reference bands, the data source, limitations and pricing. Takes no…

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