fit.portfolio/portfoliofit · v0.1.3 · data-and-databases
PortfolioFit is healthy: it completed an MCP handshake in 1554 ms and exposes 10 tools.
Check normalized portfolios against mandates and calculate allocation constraints.
Endpoint: https://portfolio.fit/mcp (streamable-http)
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| Users (last 30 days) | 0 |
| Handshake | Healthy |
| Auth needed | None |
| Tool count | 10 |
| Latency | 1554 ms |
| Last checked (UTC) | 2026-10-16T02:55:15.787Z |
| Checked (UTC) | Status | Latency | Error |
|---|---|---|---|
| 2026-10-16T02:55:15.787Z | Healthy | 1554 | |
| 2026-10-14T23:55:45.140Z | Healthy | 3447 |
list_analysis_portfolios | List owner-scoped portfolios, analytics datasets, and profile readiness. |
list_portfolio_series | Discover owner-scoped immutable series profiles and their exact dataset versions. This returns metadata and coverage only, never dataset rows. |
list_analyses | Read private calculation groups and independent operations. Filter by kind, portfolio, dates, ready/running/attention status or legacy open/finished status. |
get_analysis | Read retained normalized inputs, operations, results and owner-scoped dataset references. This is not an external agent transcript. |
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 natural-language mandates. |
upload_portfolio_series_rows | Upload normalized series_key/date/value/distribution rows and commit a dataset version. For up to 5,000 rows, omit chunk_index and total_chunks to complete in one call. For larger inputs, declare total_chunks on every call, send chunks in order, and reuse upload_id and idempotency_key. The final chu |
cancel_portfolio_series_upload | Cancel a pending upload and permanently remove its staging chunks. |
review_portfolio_series_profile | Create an immutable profile revision using revise, or explicitly confirm a warning-free proposal with confirmation=true. |
calculate_portfolio_statistics | Calculate historical return, volatility, drawdown, risk-adjusted and benchmark-relative statistics from a confirmed portfolio series profile. The metrics parameter describes all available calculations and their required inputs. Use daily, weekly or monthly complete periods; results include coverage, |