PortfolioFit

What you can ask

• Check this portfolio against its mandate.Copy

  Example path list_analysis_portfolios→get_analysis · PortfolioFit skill

• Review this fund factsheet for mandate alignment.
• Analyze this portfolio return series against its benchmark.

MCP connector

Server URL

https://portfolio.fit/mcpCopy

Login

OAuth

Protocol

MCP 2026-07-28

Instructions

Run mandate checks and historical portfolio calculations. Upload normalized series or discover confirmed profiles, review semantics only when required, then calculate. The statistics metrics schema describes supported calculations and required benchmarks and rates. An optional analysis_name groups related calls for this user. Extract and normalize documents locally before calling tools.

Tools

Skills

2 in the ChatGPT listing

• Portfolio AnalyticsExtract portfolio, benchmark, and rate time series from CSV or XLSX locally; upload canonical rows to PortfolioFit; review immutable series semantics; then calculate deterministic performance, risk, drawdown, and benchmark statistics.
• PortfolioFitExtract mandate and holdings data from prompts, PDFs, factsheets, CSV, XLSX, or separate files; normalize it locally; then use PortfolioFit to evaluate portfolio-mandate alignment or calculate explicit holdings constraints.