Finance & crypto · Official remote MCP server

The PortfolioFit MCP server,
connected in one click.

Check normalized portfolios against mandates and calculate allocation constraints. Connect the official PortfolioFit MCP server to Claude, ChatGPT, or Cursor through gate — one gateway URL, no config files, security-checked.

Connect PortfolioFit free How it works

Free to start · No credit card · No hosting needed

Use this server

Add PortfolioFit 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 portfoliofit https://portfolio.fit/mcp

Run in your terminal, then restart Claude Code.

PortfolioFit · https://portfolio.fit/mcp

What you can do

What your AI can do with PortfolioFit

Real prompts you can type the moment it's connected — no setup, no docs to read.

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

“Use “calculate_portfolio_constraints”: Calculate explicit portfolio constraints deterministically from normalized holdings. Use this for arithmetic checks, not for interpreting na.”

Security check

How secure is the PortfolioFit MCP server?

Every server in the gate directory has to pass the same four checks before your AI can touch it. Here's how PortfolioFit holds up.

✓ Verified directory serverPortfolioFit · portfolio.fit

Official endpoint

Operated by PortfolioFit (portfolio.fit) 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 PortfolioFit adds or changes tools later, gate re-scans and alerts you — before your AI acts on the change.

Run the free scanner on PortfolioFit's server →

How it works

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 PortfolioFit

Choose PortfolioFit in the gate directory. No sign-in needed.

Use it anywhere

PortfolioFit's tools are live in every AI client you've connected — with rules and logging built in.

Connect PortfolioFit free

Free to start · No credit card · No hosting needed

Straight from the server

The actual tools PortfolioFit exposes

Fetched live from the official endpoint and re-checked daily by gate — not marketing copy.

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

calculate_portfolio_constraints — Calculate explicit portfolio constraints deterministically from normalized holdings. Use this for arithmetic checks, not for interpreting na

Author

Who runs the PortfolioFit MCP server?

portfolio.fit

Homepage More servers from portfolio.fit →

Own this server? Claim the listing →

Server facts

The PortfolioFit MCP server at a glance

Endpointhttps://portfolio.fit/mcp

Operated byPortfolioFit (portfolio.fit)

CategoryFinance & crypto

Sign-inNone — public data only

Available in gateYes — one-click connect

Works withClaude, ChatGPT, Cursor & any MCP client

FAQ

Questions, answered

Is there an official PortfolioFit MCP server?

Yes — PortfolioFit operates its own remote MCP server at portfolio.fit. 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 PortfolioFit to Claude or ChatGPT?

Add gate's gateway URL to your AI client once, then pick PortfolioFit in the directory. No account or sign-in is needed. From then on, PortfolioFit's tools are available in every client you've connected to gate.

Do I need to host anything?

No. PortfolioFit runs the server, and gate is fully managed. You just connect one URL — there's nothing to install, deploy, or maintain.

Is the PortfolioFit 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.