Track portfolio performance
Connect your PortfolIQ account to review holdings, realized and unrealized performance, transaction history, trading activity, and saved strategies. Run historical strategy simulations and review position plans. More
MCP connector Server URL https://portfoliq.app/mcpCopy Login OAuth Tools Reads data20 export_ get_ get_ get_ get_ get_ get_ get_ get_ list_ list_ list_ list_ list_ list_ list_ list_ list_ list_ list_
Changes data12 add_ copy_ create_ create_ create_ create_ create_ create_ get_ preview_ search_ submit_
Deletes or can't be undone33 add_ assign_ delete_ delete_ delete_ delete_ delete_ delete_ delete_ delete_ delete_ get_ get_ get_ import_ list_ reorder_ review_ run_ run_ run_ run_ set_ set_ update_ update_ update_ update_ update_ update_ update_ update_ update_
Skills 5 in the ChatGPT listing
Portfolio setup guide Guide a user from an empty or unfamiliar PortfolIQ account to an organized portfolio overview. Portfolio story Explain a user's portfolio snapshot or selected period in clear, factual language. Strategy reality check Examine a saved strategy using its recorded trades and historical simulation results. Trade postgame Review completed trading activity for a user-selected period and connect it with saved strategies or notes. Watchlist rule workshop Help the user express their own stock-monitoring criteria as a supported watchlist rule. 
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