Portfolio Terminal MCP server

Which MCP servers are Portfolio Terminal's own, from the official registry and from asking its own domain, whether they answer, and what they offer. A program checked each of these, nobody copied them from a product page.

read 2026-11-01

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Whose server it is

Registry namecom.portfolio-terminal/portfolio-terminalverified in the MCP registry

The registry name sits under portfolio-terminal.com. The registry only lets a publisher use that namespace after proving control of the domain through DNS or HTTP.

When we asked itchecked 2026-11-01

Stateanswerschecked 2026-11-01
Tools10
Server calls itselfportfolio-terminal
Server version1.1.0
Protocol version2025-06-18

On 2026-11-01 the server answered initialize and tools/list without a sign-in. First answer in 131 ms.

Should an agent connect itNot proven either way yet

Its tools do compare overlap between two ETFs' underlying stocks; convert fund fees into yearly dollar amounts, but not split next deposit toward a target allocation.
Checked on 4 of the 7 days it takes to judge reliability.

Once connected

For "compare overlap between two ETFs' underlying stocks", the likely first call is etf_overlap.
For "convert fund fees into yearly dollar amounts", the likely first call is fund_fees.

Said by rules from the measurements above. The likely first call is a model's pick from the tool list; read its description before relying on it.

Measured dailydaily checks: 4, the first on 2026-11-01

INITE MCP scoreafter a weeka score needs 7 daily checks: 4 so far
What an agent can do with it2 of 3 use cases
Answeredmeasuring4 of the 7 daily checks it takes to print a share
Median first answer298 ms
Space in an agent's context≈ 3,766 tokensthe definitions of all its tools (10), which an agent carries on every turn
Tool definitionsA · 100 of 100
Typed results10 of 10 toolsdeclared outputSchema: results come typed, read once

Every tool passes all six checks.

What an agent can do with it

can do · compare overlap between two ETFs' underlying stocks
can do · convert fund fees into yearly dollar amounts
cannot · split next deposit toward a target allocation

Each of the product's use cases, put to Jev against this server's tool list: can an agent do it with these tools?

Worth a look

None of the five warning signs in these definitions.

A program checks the server once a day: initialize and tools/list, no model. Tokens are the definitions' length at about four characters a token. The grade averages six checks of every tool's name, description, schema and annotations; it says how well the tools are described, not whether they work. The score weighs what was measured and nothing else: answering (25%), doing the product's job (25%), definitions (20%), context (10%), use (10%) and how readily a client connects (10%). A part that was not measured is left out, and a hidden instruction caps the score at 40. The state of vendors' MCP servers: method and numbers →

Tools it offers10 tools · read 2026-11-01

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 commodity futures): price and one-year change, 52-week range, distance from the 200-day average…
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 famous investors hold it in their latest SEC Form 13F (share of their reported portfolio, rank…
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 lines with their weights, the sector mix, and how concentrated it is (weight of the top 10, how…
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 companies they share, what share of each fund sits in names the other also holds, and the largest…
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-, 3- and 5-year returns, volatility, worst drawdown and worst week, correlation, what $10,000…
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 per share, yield, frequency, and whether the date is confirmed by the company or estimated from…
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 close, EPS and revenue estimates, whether the date is confirmed or estimated, and once out, the…
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 and what they offset, with the engine of Portfolio Terminal's "Before December 31" panel. US…
withholding_check
Computes, on the dividends the user gives (a year of dividends, gross, by payer: a ticker such as "NESN.SW" or a country code), the tax each payer's country keeps at source, the treaty rate, and what was withheld above it over 12 months…
fund_fees
Computes, on the funds and amounts the user gives, what each fund's expense ratio takes a year (amount × expense ratio), the total and the weighted ratio, with the expense ratios of Portfolio Terminal's fees view (the fund's latest annual…

How to connect

Add the server to your MCP client config. Claude Desktop, Cursor and most other clients read this shape:

{
  "mcpServers": {
    "portfolio-terminal": {
      "type": "http",
      "url": "https://portfolio-terminal.com/api/mcp"
    }
  }
}

Add it

Claude Code, in a terminal

claude mcp add --transport http portfolio-terminal https://portfolio-terminal.com/api/mcp

Add to Cursor Add to VS Code

claude.ai, ChatGPT and other clients: add https://portfolio-terminal.com/api/mcp as a custom connector in the settings.

Each line is something a program found when it went looking: the registry entry, the server's own answer, a spec that parses. A missing line means we did not find it, not that it does not exist.