# Portfolio Terminal (portfolio-terminal.com)

Imports broker statements and screenshots, then measures holdings against a target mix, flags overlapping ETF stocks and converts fund fees to dollars.

- Atlas card: https://inite.ai/en/atlas/portfolio-terminal.com
- Site: https://portfolio-terminal.com
- For: Long-term investors combining holdings from several brokers into one private portfolio view
- Categories: productivity
- Use not measured/100 · alive 92/100

## Used for

- compare overlap between two ETFs' underlying stocks
- convert fund fees into yearly dollar amounts
- split next deposit toward a target allocation

## Price

- from 9 USD/month, free plan (read 2026-11-01 on https://portfolio-terminal.com/pricing)

## For developers

- MCP server: com.portfolio-terminal/portfolio-terminal (namespace; open on 2026-11-01, 10 tools)
- Read 2026-11-01

## MCP server, measured daily

Server: https://portfolio-terminal.com/api/mcp, checked every day since 2026-11-01 (3 checks).

- Answered: measuring, 3 daily checks so far
- Median first answer: 298 ms
- Sign-in: none
- Context its tool definitions take: about 3766 tokens (10 tools)
- Tool definitions: A, 100/100
- Method: https://inite.ai/en/atlas/mcp/report

## Your data

- Certifications stated: none
- Read 2026-11-01

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Source: INITE Atlas, https://inite.ai/en/atlas/portfolio-terminal.com. JSON: https://inite.ai/api/atlas/portfolio-terminal.com. MCP: https://inite.ai/api/mcp (atlas_lookup).