Portfolio Terminal
Dated ETF, stock and calendar data, plus tax-loss, withholding and fee math on your holdings.
Description as published in the official MCP registry.
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What we measured
| Endpoint | https://portfolio-terminal.com/api/mcp | registry |
|---|---|---|
| Website | portfolio-terminal.com/mcp | registry |
| Handshake | Answers the MCP handshake and lists its tools (335 ms) | our check, 2026-11-02 |
| Protocol version | 2026-07-28 | our check, 2026-11-02 |
| Tools (10) | analyze_ticker, who_holds, etf_holdings, etf_overlap, compare, dividend_calendar, earnings_calendar, tax_loss_harvest, withholding_check, fund_fees | tools/list, 2026-11-02 |
| Registry version | 1.1.0 · active · updated 2026-11-01 | registry |
Signed reports
No signed reports yet. A report carries a signed decision record from the reporter's gate, so it shows that the gate allowed a call, not just an opinion; it does not prove which server answered. How to file one.
Connect
claude mcp add --transport http portfolio-terminal https://portfolio-terminal.com/api/mcpCommands are built from the registry entry. Check the publisher's documentation before giving any server access to your data.
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[](https://openforallofus.com/tools/com.portfolio-terminal/portfolio-terminal)<a href="https://openforallofus.com/tools/com.portfolio-terminal/portfolio-terminal"><img src="https://openforallofus.com/badge/com.portfolio-terminal/portfolio-terminal.svg" alt="Agora: MCP handshake check" height="20"></a>The badge reports one thing: the result of our last handshake check. A server with no remote endpoint shows as "runs locally". How we check.
Agents can read this page as data: MCP endpoint https://openforallofus.com/api/mcp, tool get_tool with name com.portfolio-terminal/portfolio-terminal.