ai.fortunest/portfolioother

Fortunest

Verified · today

Ask about your real portfolio: holdings, risk, tax lots and trades across brokers and exchanges.

Install

claude mcp add --transport http portfolio https://app.fortunest.ai/mcp

Our take

Connects portfolio data across brokers and exchanges to answer questions about holdings, risk, tax lots, and trades. It is aimed at investors and financial assistants, but its zero-star footprint suggests an early-stage project, and access to sensitive financial data warrants careful review of permissions, security, and transaction safeguards.

reviewed by hand · 2026-11-11

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Verification record

last verified
today
github stars
0
last commit
today
archived
no
in registry since
2026-11-10

github.com/jstrunc/fortunest-mcp

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