RemoteFree server, account needed

PortfolioFit MCP server

fit.portfolio/portfoliofit

Check normalized portfolios against mandates and calculate allocation constraints.

Install PortfolioFit in Claude Code

Claude Code
claude mcp add --transport http portfoliofit https://portfolio.fit/mcp
mcp.json (Claude Desktop, Cursor, VS Code, Windsurf)
{
  "mcpServers": {
    "portfoliofit": {
      "url": "https://portfolio.fit/mcp"
    }
  }
}

Frequently asked questions

What does the PortfolioFit MCP server do?

Check normalized portfolios against mandates and calculate allocation constraints.

Is the PortfolioFit 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 PortfolioFit run locally or remotely?

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

How do I add PortfolioFit to Claude Code?

Run: claude mcp add --transport http portfoliofit https://portfolio.fit/mcp

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