The Portfolio Terminal MCP server,
connected in one click.
Dated ETF, stock and calendar data, plus tax-loss, withholding and fee math on your holdings. Connect the official Portfolio Terminal MCP server to Claude, ChatGPT, or Cursor through gate — one gateway URL, no config files, security-checked.
Free to start · No credit card · No hosting needed
Add Portfolio Terminal to your AI in one minute
Pick your client. Copy, paste, done — or let gate handle sign-ins and policies for you.
claude mcp add --transport http portfolio-terminal https://portfolio-terminal.com/api/mcpRun in your terminal, then restart Claude Code.
Portfolio Terminal · https://portfolio-terminal.com/api/mcp
What your AI can do with Portfolio Terminal
Real prompts you can type the moment it's connected — no setup, no docs to read.
“Use “analyze_ticker”: Dated key facts and a plain-English chart read for one ticker Portfolio Terminal covers (390 US stocks, 30 ETFs, 17 cryptocurrencies and 4 c.”
“Use “who_holds”: Which of the 54 tracked US ETFs hold a US-listed stock (weight and rank, from each issuer's full holdings file, matched on ISIN), and which.”
“Use “etf_holdings”: An ETF's or index fund's holdings from the issuer's full file (or its latest SEC N-PORT report for funds outside the catalog): the largest l.”
“Use “etf_overlap”: How much of two ETFs is the same money: overlap by weight (the sum, over companies both hold, of the smaller of the two weights), how many c.”
How secure is the Portfolio Terminal MCP server?
Every server in the gate directory has to pass the same four checks before your AI can touch it. Here's how Portfolio Terminal holds up.
Official endpoint
Operated by Portfolio Terminal (portfolio-terminal.com) at its documented MCP endpoint — not a third-party mirror or community re-host.
No sign-in needed
This server only exposes public data — no account and no credentials are involved when you connect.
Scanned before it goes live
gate checks every tool for prompt injection, hidden instructions, data-exfiltration hints, and over-broad permissions before the server is available through your gateway.
Watched for drift
If Portfolio Terminal adds or changes tools later, gate re-scans and alerts you — before your AI acts on the change.
Connected in three steps
Connect your gate
Add one gateway URL to Claude, ChatGPT, or any MCP client. One-time setup, about two minutes.
Pick Portfolio Terminal
Choose Portfolio Terminal in the gate directory. No sign-in needed.
Use it anywhere
Portfolio Terminal's tools are live in every AI client you've connected — with rules and logging built in.
Free to start · No credit card · No hosting needed
The actual tools Portfolio Terminal exposes
Fetched live from the official endpoint and re-checked daily by gate — not marketing copy.
analyze_ticker — Dated key facts and a plain-English chart read for one ticker Portfolio Terminal covers (390 US stocks, 30 ETFs, 17 cryptocurrencies and 4 c
who_holds — Which of the 54 tracked US ETFs hold a US-listed stock (weight and rank, from each issuer's full holdings file, matched on ISIN), and which
etf_holdings — An ETF's or index fund's holdings from the issuer's full file (or its latest SEC N-PORT report for funds outside the catalog): the largest l
etf_overlap — How much of two ETFs is the same money: overlap by weight (the sum, over companies both hold, of the smaller of the two weights), how many c
compare — Five-year head-to-head of two covered stocks or ETFs from weekly closes adjusted for dividends and splits: total and annualized return, 1-,
dividend_calendar — US stocks and ETFs (of the 420 Portfolio Terminal covers) going ex-dividend in a month or a date range: ex-dividend date, pay date, dividend
earnings_calendar — US companies (of the 390 Portfolio Terminal covers) reporting earnings in a month or a date range: the day, before the open or after the clo
tax_loss_harvest — Computes, on the lots the user gives (ticker, shares, price, date, account and its type), the losses a sale before December 31 would realize
+ 2 more tools once connected
Who runs the Portfolio Terminal MCP server?
The Portfolio Terminal MCP server at a glance
https://portfolio-terminal.com/api/mcpQuestions, answered
Is there an official Portfolio Terminal MCP server?
Yes — Portfolio Terminal operates its own remote MCP server at portfolio-terminal.com. gate connects you to that official endpoint and adds security scanning, per-tool access rules, and an activity log on top.
How do I connect Portfolio Terminal to Claude or ChatGPT?
Add gate's gateway URL to your AI client once, then pick Portfolio Terminal in the directory. No account or sign-in is needed. From then on, Portfolio Terminal's tools are available in every client you've connected to gate.
Do I need to host anything?
No. Portfolio Terminal runs the server, and gate is fully managed. You just connect one URL — there's nothing to install, deploy, or maintain.
Is the Portfolio Terminal MCP server safe to connect?
It's the vendor's official endpoint, and gate scans its tools for prompt injection and hidden instructions before it goes live, re-checks it whenever it changes, and lets you allow, block, or require approval for every single tool.
Is it free?
Yes — you can get started with gate for free and connect Portfolio Terminal in minutes. No credit card required.
Connect more than just Portfolio Terminal
Every server below works through the same gateway URL — connect once, add tools anytime.
Squarespace DomainsDesignView →Set up Portfolio Terminal in: Claude · Claude Code · ChatGPT · Cursor · VS Code
Give your AI Portfolio Terminal — safely.
One URL. All MCPs. Full control. Free to start.
Get started free