# PortfolioFit (portfolio.fit)

Runs deterministic portfolio limit checks and historical return and risk calculations from holdings or dated price series, returning traceable analysis records.

- Atlas card: https://inite.ai/en/atlas/portfolio.fit
- Site: https://portfolio.fit
- For: Investment teams and advisers checking portfolios against mandate limits from within an AI agent.
- Categories: finance
- Use 0/100 · alive 100/100

## 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

## Price

- no price printed (read 2026-10-21 on https://portfolio.fit/pricing)

## For developers

- MCP server: fit.portfolio/portfoliofit (namespace; open on 2026-10-21, 10 tools)
- Read 2026-10-21

## MCP server, measured daily

Server: https://portfolio.fit/mcp, checked every day since 2026-10-21 (4 checks).

- Answered: measuring, 4 daily checks so far
- Median first answer: 596 ms
- Sign-in: none
- Context its tool definitions take: about 5418 tokens (10 tools)
- Tool definitions: B, 85/100
- Failing "params_described": 9 of 10 tools
- Warning "open_writes": upload_portfolio_series_rows, cancel_portfolio_series_upload
- Method: https://inite.ai/en/atlas/mcp/report

## Your data

- Certifications stated: none
- Read 2026-10-21

---

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