Metruvo portfolio analysis MCP Server: Install & Setup

Install Metruvo portfolio analysis in Claude Code

Claude Code

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

mcp.json (Claude Desktop, Cursor, VS Code, Windsurf)

{
  "mcpServers": {
    "metruvo-portfolio-analysis": {
      "url": "https://metruvo.com/api/mcp"
    }
  }
}

Frequently asked questions

What does the Metruvo portfolio analysis MCP server do?

Portfolio analysis from published fund data: charges, exposure and overlap. Read-only.

Is the Metruvo portfolio analysis MCP server free?

The server is free, but you will likely need an account. The server itself is free, but it connects to a service that needs an account or API key, which may have paid tiers. Check the provider for current pricing.

Does Metruvo portfolio analysis run locally or remotely?

Remote. Hosted by the provider. You connect with a URL, nothing to install.

How do I add Metruvo portfolio analysis to Claude Code?

Run: claude mcp add --transport http metruvo-portfolio-analysis https://metruvo.com/api/mcp

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