PortfolioFit
≈ 1visits/mo
Little sign of use · estimate, read Oct 14, 2026
- For
- Investment teams and advisers checking portfolios against mandate limits from within an AI agent.
- Used for
- check holdings against a single-holding weight limit
- calculate cumulative return and drawdown from a dated series
- flag missing holdings before a whole-portfolio mandate verdict
- Has an MCP server (1 in the registry)public registry →
Price not read
- MCP serverfit.portfolio/portfoliofitverified in the MCP registry
- Stateanswers, 10 toolschecked 2026-10-21
- Address to connectportfolio.fit/mcp
This card as JSON, for your agent →
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.
Figure and bar: visits/mo, estimate · year: online since
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Not it? Say what you need
betaThree tools from the Atlas for the job you describe, each with what fits and what does not.
No notes yet. What do you use PortfolioFit for?
Sign in to leave a noteWhat is PortfolioFit?
Runs deterministic portfolio limit checks and historical return and risk calculations from holdings or dated price series, returning traceable analysis records. It is listed in the Atlas under Finance.
Who is PortfolioFit for?
Investment teams and advisers checking portfolios against mandate limits from within an AI agent.
Do people use PortfolioFit?
Little sign of use: ≈ 1 visits/mo · estimate, 2026-10.
What are alternatives to PortfolioFit?
In Finance, by use: TaxGPT (AI Tax Co-Pilot), Walnut, Poisar, Zyphe, StockLens, FinMonkeys.
How we read a tool
No votes, no reviews, no vendor claims. Every week a crawler reads each tool's own site and a few public registries, and the words on the card are bands over what it read.
- Use: visits to the site (estimated), installs from npm and PyPI, presence in Chrome's usage report.
- Activity: the newest release on GitHub, npm or PyPI; the newest dated page on the site; open roles on a public jobs board.
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