Ext Ops Panel
Abrir o painel

PortfolioFit

Check normalized portfolios against mandates and calculate allocation constraints.

Servidor MCP · de portfolio.fit

Resumo

PortfolioFit é um servidor MCP publicado por portfolio.fit. Marketplaces que lemos e que o listam: 1 (Official MCP Registry). Vimos pela primeira vez em 2026-10-11 e não registramos mudanças desde então. Conforme nossa passagem pelos marketplaces em 2026-10-24.

O que pede

  • Roda remotamente

Nenhum dos marketplaces que lemos publica as ferramentas ou as configurações que ele pede.

O que declara, pede e executa, por completo

Instale apenas plugins de desenvolvedores em quem você confia. Mostramos o que os marketplaces publicam e não testamos plugins.

Funciona com

  • Claude Code
  • Codex
  • Cursor
  • VS Code
  • Copilot CLI

Um link de um clique abre o cliente, que pede confirmação antes de adicionar o servidor.

Pelos marketplaces que o listam e pelo transporte MCP que declara, conforme cada cliente documenta. Não testamos plugins.

Conectar

Comandos e configurações gerados apenas a partir do que os marketplaces declaram. Não os executamos por você e não testamos plugins.

Como servidor MCP remoto

Gerado a partir do que Official MCP Registry declara.

Claude CodeTerminal
claude mcp add --transport http portfoliofit https://portfolio.fit/mcp
Codex~/.codex/config.toml
[mcp_servers.portfoliofit]
url = "https://portfolio.fit/mcp"
Cursor~/.cursor/mcp.json
{
  "mcpServers": {
    "portfoliofit": {
      "url": "https://portfolio.fit/mcp"
    }
  }
}

Onde está publicado

MarketplaceStatusVersãoNúmerosVerificadoVisto pela primeira vez
Official MCP Registry (Abrir o registro) Listado 0.1.3 Nenhum número publicado Sem marcação

Cada número é do próprio marketplace e nunca é somado entre marketplaces. Um marketplace que não publica números não mostra nenhum: sem número não é zero.

O que mudou

Nada mudou neste plugin desde que começamos a acompanhá-lo.

Plugins semelhantes

Produtos cujos próprios nomes, descrições, ferramentas e skills são os mais próximos deste pelo significado, em todos os marketplaces que lemos. A proximidade é ordenada apenas dentro desta lista.

  • Quantified Investor Portfolio Simulator

    Portfolio scenarios with instrument checks, Monte Carlo analysis and interactive reports.

    de Manuciao88 · Servidor MCP

    Listado em: Official MCP Registry · Descreve quase a mesma tarefa

  • Finance Guru

    Private, self-hosted family-office workflows for research, quantitative analysis, portfolio strategy, and financial operations.

    de AojdevStudio · Pacote de plugins

    Listado em: Community GitHub marketplaces · Descreve quase a mesma tarefa

  • Ghostfolio MCP

    MCP server for Ghostfolio portfolio management and financial data access

    de mhajder · Servidor MCP

    Listado em: Official MCP Registry · Descreve quase a mesma tarefa

  • Milemarker MCP Server

    AI-native interface to Milemarker: query AUM & positions, manage advisors, run platform workflows.

    de lp.milemarker.co · Servidor MCP

    Listado em: Official MCP Registry · Descreve quase a mesma tarefa

  • blackrock-advisor-center-plugin

    BlackRock Advisor Center 360° skills for financial advisors: portfolio review, opportunity and fund-health checks, guided benchmark selection, guided portfolio building, wealth…

    de blackrock · Pacote de plugins

    Listado em: Claude Code: claude-plugins-official, Claude: knowledge-work-plugins · Descreve quase a mesma tarefa

  • openInvest

    Investment runtime for AI agents — LLM investment committee, portfolio ledger, decision accounting

    de longsizhuo · Servidor MCP

    Listado em: Official MCP Registry · Descreve quase a mesma tarefa

  • Investboard

    Investment rules and decision history for AI assistants: read your policy, check changes, review.

    de investboard.com · Servidor MCP

    Listado em: Official MCP Registry · Descreve quase a mesma tarefa

  • Chronograph LP

    Portfolio monitoring and analytics for private-capital LP teams using the Chronograph connector: cashflow forecasting, commitment pacing, look-through exposure scans and…

    de chronograph-pe · Pacote de plugins

    Listado em: Claude Code: claude-plugins-official, Claude: knowledge-work-plugins · Descreve quase a mesma tarefa

  • mcp-server eu.wealthapi/mcp-server

    Read-only MCP server for wealthAPI: portfolio, cash-flow, and dividend insights for AI assistants.

    de wealthapi.eu · Servidor MCP

    Listado em: Official MCP Registry · Descreve quase a mesma tarefa

  • jquantstats

    Analyse portfolios with jquantstats: shared portfolio context, analysis, diagnostics, robustness, QuantStats migration

    de Thomas Schmelzer · Pacote de plugins

    Listado em: Community GitHub marketplaces · Descreve quase a mesma tarefa

Plugins semelhantes por marketplace

A mesma pergunta feita a cada marketplace separadamente: existe lá um equivalente deste plugin?

Listado em Claude Code: claude-plugins-community (5)
  • carta-investors

    Carta Investors plugin — skills for querying investor data, performance benchmarks, regulatory reporting, AGM deck generation, brand extraction, and more via the Carta MCP Server.

    de carta · Pacote de plugins

    Listado em: Claude Code: claude-plugins-official, Claude: knowledge-work-plugins, Community GitHub marketplaces, Claude Code: claude-plugins-community · Descreve quase a mesma tarefa

  • private-credit

    Domain-specific skills and commands for private credit analysts and portfolio managers at direct lending funds. Covers covenant compliance, EBITDA adjustments, IC memo generation…

    de KD-alt20 · Pacote de plugins

    Listado em: Claude Code: claude-plugins-community · Descreve quase a mesma tarefa

  • investment-framework

    Personal investment decision meta-router — 12 frameworks (Modern Portfolio Theory, All Weather, Bogleheads, Barbell Strategy, Value Investing, Factor Investing, Dollar-Cost…

    de ironyjk · Pacote de plugins

    Listado em: Claude Code: claude-plugins-community · Descreve quase a mesma tarefa

  • vynn-mcp io.github.beee003/vynn-mcp

    Self-improving AI workflows with backtesting, prompt optimization, and scheduling

    de beee003 · Servidor MCP

    Listado em: Official MCP Registry, Claude Code: claude-plugins-community · Descreve quase a mesma tarefa

  • shinobidata

    Portfolio analytics and US-equity market research for Claude Code. 32 OAuth-protected tools spanning portfolio CRUD, performance, fundamentals, sectors, screening, and news.

    de dark-horse-stocks · Pacote de plugins

    Listado em: Claude Code: claude-plugins-community · Descreve quase a mesma tarefa

Listado em Claude Code: claude-plugins-official (5)
  • blackrock-advisor-center-plugin

    BlackRock Advisor Center 360° skills for financial advisors: portfolio review, opportunity and fund-health checks, guided benchmark selection, guided portfolio building, wealth…

    de blackrock · Pacote de plugins

    Listado em: Claude Code: claude-plugins-official, Claude: knowledge-work-plugins · Descreve quase a mesma tarefa

  • Chronograph LP

    Portfolio monitoring and analytics for private-capital LP teams using the Chronograph connector: cashflow forecasting, commitment pacing, look-through exposure scans and…

    de chronograph-pe · Pacote de plugins

    Listado em: Claude Code: claude-plugins-official, Claude: knowledge-work-plugins · Descreve quase a mesma tarefa

  • Chronograph GP

    Portfolio monitoring, valuations and analytics for private-capital GP teams using the Chronograph connector: portfolio-company one-pagers, fund quarterly review packs…

    de chronograph-pe · Pacote de plugins

    Listado em: Claude Code: claude-plugins-official, Claude: knowledge-work-plugins · Descreve quase a mesma tarefa

  • carta-investors

    Carta Investors plugin — skills for querying investor data, performance benchmarks, regulatory reporting, AGM deck generation, brand extraction, and more via the Carta MCP Server.

    de carta · Pacote de plugins

    Listado em: Claude Code: claude-plugins-official, Claude: knowledge-work-plugins, Community GitHub marketplaces, Claude Code: claude-plugins-community · Descreve quase a mesma tarefa

  • Vanguard Advisor Tools

    Vanguard Advisor Tools for financial professionals: research and compare funds and ETFs across the industry and prepare for client conversations, using Vanguard's advisor…

    de Vanguard-oss · Pacote de plugins

    Listado em: Claude Code: claude-plugins-official, Claude: knowledge-work-plugins · Descreve quase a mesma tarefa

Listado em Claude: knowledge-work-plugins (5)
  • blackrock-advisor-center-plugin

    BlackRock Advisor Center 360° skills for financial advisors: portfolio review, opportunity and fund-health checks, guided benchmark selection, guided portfolio building, wealth…

    de blackrock · Pacote de plugins

    Listado em: Claude Code: claude-plugins-official, Claude: knowledge-work-plugins · Descreve quase a mesma tarefa

  • Chronograph LP

    Portfolio monitoring and analytics for private-capital LP teams using the Chronograph connector: cashflow forecasting, commitment pacing, look-through exposure scans and…

    de chronograph-pe · Pacote de plugins

    Listado em: Claude Code: claude-plugins-official, Claude: knowledge-work-plugins · Descreve quase a mesma tarefa

  • Chronograph GP

    Portfolio monitoring, valuations and analytics for private-capital GP teams using the Chronograph connector: portfolio-company one-pagers, fund quarterly review packs…

    de chronograph-pe · Pacote de plugins

    Listado em: Claude Code: claude-plugins-official, Claude: knowledge-work-plugins · Descreve quase a mesma tarefa

  • Claude for Financial Advisors

    Ready-to-run workflows for financial advisors in Claude Cowork, drawing live data from the tools their firm already uses through third-party connectors. The plugin holds no client…

    de anthropics · Pacote de plugins

    Listado em: Claude: knowledge-work-plugins, Community GitHub marketplaces · Descreve quase a mesma tarefa

  • carta-investors

    Carta Investors plugin — skills for querying investor data, performance benchmarks, regulatory reporting, AGM deck generation, brand extraction, and more via the Carta MCP Server.

    de carta · Pacote de plugins

    Listado em: Claude Code: claude-plugins-official, Claude: knowledge-work-plugins, Community GitHub marketplaces, Claude Code: claude-plugins-community · Descreve quase a mesma tarefa

Listado em Codex: openai-curated (openai/plugins) (5)
  • Public Equity Investing

    Public equity investing workflows for listed-company research, earnings analysis, valuation, model updates, long/short pitches, catalysts, thesis tracking, ETF/index and…

    de OpenAI · Pacote de plugins

    Listado em: Codex: openai-curated (openai/plugins) · Descreve quase a mesma tarefa

  • Plugin Eval

    Evaluate Codex skills and plugins from chat with a beginner-friendly start command, local-first reports, token budget explanations, and guided benchmarking.

    de OpenAI Codex · Pacote de plugins

    Listado em: Codex: openai-curated (openai/plugins) · Descreve quase a mesma tarefa

  • Boltz

    Predict structures, screen molecules and proteins, and design binders.

    de Boltz · Pacote de plugins

    Listado em: Codex: openai-curated (openai/plugins) · Descreve quase a mesma tarefa

  • crowdstrike-falcon-foundry

    CrowdStrike Falcon Foundry development skills for building cybersecurity applications on the Falcon platform. Includes UI development, collections, functions, workflows, API…

    de CrowdStrike · Pacote de plugins

    Listado em: Claude Code: claude-plugins-official, Codex: openai-curated (openai/plugins), Copilot CLI: github/awesome-copilot, Community GitHub marketplaces, Claude Code: claude-plugins-community · Descreve quase a mesma tarefa

  • Stripe

    Develop your payments integration faster with the ability to create products, prices, and payment links directly in ChatGPT. Run your business from ChatGPT with the ability to…

    de Stripe · Pacote de plugins

    Listado em: Codex: openai-curated (openai/plugins) · Descreve quase a mesma tarefa

Listado em Community GitHub marketplaces (5)
  • Finance Guru

    Private, self-hosted family-office workflows for research, quantitative analysis, portfolio strategy, and financial operations.

    de AojdevStudio · Pacote de plugins

    Listado em: Community GitHub marketplaces · Descreve quase a mesma tarefa

  • jquantstats

    Analyse portfolios with jquantstats: shared portfolio context, analysis, diagnostics, robustness, QuantStats migration

    de Thomas Schmelzer · Pacote de plugins

    Listado em: Community GitHub marketplaces · Descreve quase a mesma tarefa

  • Claude for Financial Advisors

    Ready-to-run workflows for financial advisors in Claude Cowork, drawing live data from the tools their firm already uses through third-party connectors. The plugin holds no client…

    de anthropics · Pacote de plugins

    Listado em: Claude: knowledge-work-plugins, Community GitHub marketplaces · Descreve quase a mesma tarefa

  • carta-investors

    Carta Investors plugin — skills for querying investor data, performance benchmarks, regulatory reporting, AGM deck generation, brand extraction, and more via the Carta MCP Server.

    de carta · Pacote de plugins

    Listado em: Claude Code: claude-plugins-official, Claude: knowledge-work-plugins, Community GitHub marketplaces, Claude Code: claude-plugins-community · Descreve quase a mesma tarefa

  • alva

    Use Alva Agent for investing workflows: ask market questions with live financial context, set alerts, build or remix Playbooks, connect accounts, and backtest strategies on Alva…

    de Alva · Pacote de plugins

    Listado em: Community GitHub marketplaces · Descreve quase a mesma tarefa

Listado em Copilot CLI: github/awesome-copilot (5)
  • token-pacman

    Visualizes live session AI-credit usage as a Pac-Man board with pellets, ghosts, fruit milestones, and game-over limits.

    de James Montemagno · Pacote de plugins

    Listado em: Copilot CLI: github/awesome-copilot · Descreve quase a mesma tarefa

  • TimeBase

    Explore and query TimeBase streams, schemas, QQL, symbols, and server status via MCP.

    de epam · Servidor MCP

    Listado em: Official MCP Registry, Copilot CLI: github/awesome-copilot, PyPI (MCP servers) · Descreve quase a mesma tarefa

  • figma

    Figma design platform integration. Access design files, extract component information, read design tokens, and translate designs into code. Bridge the gap between design and…

    de figma · Pacote de plugins

    Listado em: Claude Code: claude-plugins-official, Official MCP Registry, Claude: knowledge-work-plugins, Copilot CLI: github/awesome-copilot · Descreve quase a mesma tarefa

  • mcp-m365-copilot

    Comprehensive collection for building declarative agents with Model Context Protocol integration for Microsoft 365 Copilot

    de Awesome Copilot Community · Pacote de plugins

    Listado em: Copilot CLI: github/awesome-copilot · Descreve quase a mesma tarefa

  • microsoft-foundry

    Skills and interactive Copilot canvas for designing, configuring, testing and deploying agents to Microsoft Foundry.

    de microsoft · Pacote de plugins

    Listado em: Copilot CLI: github/awesome-copilot · Descreve quase a mesma tarefa

Listado em Copilot CLI: github/copilot-plugins (5)
  • microsoft-365-agents-toolkit

    Toolkit for building Microsoft 365 Copilot declarative agents — scaffolding, JSON manifest development, and capability configuration.

    de microsoft · Pacote de plugins

    Listado em: Copilot CLI: github/copilot-plugins · Descreve quase a mesma tarefa

  • canvas-apps

    Build Power Apps Canvas Apps using the Canvas Authoring MCP server.

    de microsoft · Pacote de plugins

    Listado em: Copilot CLI: github/copilot-plugins · Descreve quase a mesma tarefa

  • mcp-apps

    Generate MCP App widgets for MCP tools. Produces self-contained HTML widgets using the MCP Apps protocol.

    de microsoft · Pacote de plugins

    Listado em: Copilot CLI: github/copilot-plugins · Descreve quase a mesma tarefa

  • model-apps

    Build and deploy Power Apps generative pages for model-driven apps with specialist agents for planning, entity creation, and parallel code generation. Requires PAC CLI >= 2.7.0…

    de microsoft · Pacote de plugins

    Listado em: Copilot CLI: github/copilot-plugins · Descreve quase a mesma tarefa

  • workiq

    Query Microsoft 365 data with natural language — emails, meetings, documents, Teams messages, and more.

    de microsoft · Pacote de plugins

    Listado em: Copilot CLI: github/copilot-plugins · Descreve quase a mesma tarefa

Listado em Cursor: cursor/plugins (5)
  • Finary

    Read your net worth, accounts, holdings, spending, and budgets.

    de Cursor · Pacote de plugins

    Listado em: Cursor: cursor/plugins · Descreve quase a mesma tarefa

  • Interactive Brokers

    Review positions, balances, P&L, and draft trade instructions.

    de Cursor · Pacote de plugins

    Listado em: Cursor: cursor/plugins · Descreve quase a mesma tarefa

  • etoro

    View your eToro portfolio, balances, positions, and watchlists, research instruments and traders, and prepare and place trades.

    de Cursor · Pacote de plugins

    Listado em: Cursor: cursor/plugins · Descreve quase a mesma tarefa

  • Daloopa

    Pull source-linked fundamentals, KPIs, filings, and prices.

    de Cursor · Pacote de plugins

    Listado em: Cursor: cursor/plugins · Descreve quase a mesma tarefa

  • Robinhood

    View portfolios, positions, orders, watchlists, and market data, and trade in a Robinhood Agentic account.

    de Cursor · Pacote de plugins

    Listado em: Cursor: cursor/plugins · Descreve quase a mesma tarefa

Listado em Docker MCP Catalog (5)
  • QuantConnect

    The QuantConnect MCP Server is a bridge for AIs (such as Claude and OpenAI o3 Pro) to interact with our cloud platform. When equipped with our MCP, the AI can perform tasks on…

    de QuantConnect · Servidor MCP

    Listado em: Docker MCP Catalog · Descreve quase a mesma tarefa

  • Kagi Search

    The Official Model Context Protocol (MCP) server for Kagi Search & other tools.

    de kagisearch · Servidor MCP

    Listado em: Docker MCP Catalog · Descreve quase a mesma tarefa

  • OpenMesh

    Discover and connect to a curated marketplace of MCP servers for extending AI agent capabilities.

    de docker · Servidor MCP

    Listado em: Docker MCP Catalog · Descreve uma tarefa semelhante

  • Postman MCP Server

    Give your AI agents trusted access to the full Postman platform.

    de postman.com · Servidor MCP

    Listado em: Official MCP Registry, Docker MCP Catalog · Descreve uma tarefa semelhante

  • Manifold

    Tools for accessing the Manifold Markets online prediction market platform.

    de docker · Servidor MCP

    Listado em: Docker MCP Catalog · Descreve uma tarefa semelhante

Listado em Official MCP Registry (5)
  • Quantified Investor Portfolio Simulator

    Portfolio scenarios with instrument checks, Monte Carlo analysis and interactive reports.

    de Manuciao88 · Servidor MCP

    Listado em: Official MCP Registry · Descreve quase a mesma tarefa

  • Ghostfolio MCP

    MCP server for Ghostfolio portfolio management and financial data access

    de mhajder · Servidor MCP

    Listado em: Official MCP Registry · Descreve quase a mesma tarefa

  • Milemarker MCP Server

    AI-native interface to Milemarker: query AUM & positions, manage advisors, run platform workflows.

    de lp.milemarker.co · Servidor MCP

    Listado em: Official MCP Registry · Descreve quase a mesma tarefa

  • openInvest

    Investment runtime for AI agents — LLM investment committee, portfolio ledger, decision accounting

    de longsizhuo · Servidor MCP

    Listado em: Official MCP Registry · Descreve quase a mesma tarefa

  • Investboard

    Investment rules and decision history for AI assistants: read your policy, check changes, review.

    de investboard.com · Servidor MCP

    Listado em: Official MCP Registry · Descreve quase a mesma tarefa

Listado em PyPI (MCP servers) (5)
  • okama-mcp io.github.mbk-dev/okama-mcp

    Portfolio analytics via the okama library: backtests, Monte Carlo, efficient frontier, PNG charts

    de mbk-dev · Servidor MCP

    Listado em: Official MCP Registry, PyPI (MCP servers) · Descreve quase a mesma tarefa

  • HPSILab Quant Finance

    Stock & options risk analytics for AI agents: pre-trade risk scan, IV, gamma walls, Monte Carlo.

    de haiyunsky · Servidor MCP

    Listado em: Official MCP Registry, PyPI (MCP servers) · Descreve quase a mesma tarefa

  • trading212-mcp-server io.github.KyuRish/trading212-mcp-server

    MCP server for Trading 212 API - portfolio, orders, pies, dividends, and analytics

    de KyuRish · Servidor MCP

    Listado em: Official MCP Registry, PyPI (MCP servers) · Descreve quase a mesma tarefa

  • avenir-mcp io.github.mathbeal/avenir-mcp

    Unofficial MCP server for YNAB: read-only by default, every change previewed and undoable.

    de mathbeal · Servidor MCP

    Listado em: Official MCP Registry, PyPI (MCP servers) · Descreve quase a mesma tarefa

  • Webull OpenAPI

    MCP server for Webull OpenAPI: trading and market data access for AI assistants

    de webull-inc · Servidor MCP

    Listado em: Official MCP Registry, PyPI (MCP servers) · Descreve quase a mesma tarefa

Listado em npm registry (MCP servers) (5)
  • dealflowpro io.github.jbechtel-97/dealflowpro

    Multifamily real estate deal analysis — cap rate, DSCR, IRR, DFP Score, max offer price

    de jbechtel-97 · Servidor MCP

    Listado em: Official MCP Registry, npm registry (MCP servers) · Descreve quase a mesma tarefa

  • Pulse Verity

    Signed Bitcoin and crypto prices for AI agents: multi-exchange prices anyone can verify offline.

    de PulseBet · Servidor MCP

    Listado em: Official MCP Registry, npm registry (MCP servers) · Descreve quase a mesma tarefa

  • Hive Intelligence MCP

    Evidence-backed crypto due diligence with sources, freshness, and a runtime receipt on every call.

    de hiveintelligence.xyz · Servidor MCP

    Listado em: Official MCP Registry, npm registry (MCP servers) · Descreve quase a mesma tarefa

  • presign-guard wallet

    Agent wallet with limits: pays x402/MPP on Base, Solana, Tempo, XRPL and Algorand; phone approval.

    de Fizzl13 · Servidor MCP

    Listado em: Official MCP Registry, npm registry (MCP servers) · Descreve quase a mesma tarefa

  • ProspectAPIs

    MCP server for prospectapis.com: funding rounds and cited prospect research briefs.

    de ProspectAPIs · Servidor MCP

    Listado em: Official MCP Registry, npm registry (MCP servers) · Descreve quase a mesma tarefa

Encontrados pelo significado, não por código ou repositório em comum: plugins semelhantes continuam sendo produtos distintos, e isto não é uma avaliação nem uma recomendação.

Quer esta marca no seu plugin em nosso catálogo?

Prove que o mantém com um arquivo no repositório, um arquivo no seu domínio ou um registro DNS, e você poderá mostrar esta marca na ficha, com banners ao vivo para o seu site e o README. Como funciona a verificação

Você também recebe alertas quando um marketplace o publica, o remove, muda a marca de verificado ou o que ele pede, e o endpoint remoto passa a ser monitorado como um serviço web.

Dados de Official MCP Registry. Os números vêm das nossas próprias passagens regulares pelos marketplaces, última leitura em . Não publicamos dados de contato dos editores de plugins.

De onde vêm os dados: como o catálogo é montado