com.portfolio-terminal/portfolio-terminalfinance

Portfolio Terminal

Synced · awaiting check

Dated ETF, stock and calendar data, plus tax-loss, withholding and fee math on your holdings.

Install

claude mcp add --transport http portfolio-terminal https://portfolio-terminal.com/api/mcp

Our take

Supplies ETF, stock, and calendar data alongside calculations for tax-loss harvesting, withholding, and portfolio fees. It targets investors and advisers analyzing existing holdings, but dated market data and tax-related outputs require independent verification; the remote-only listing provides no visible adoption signal.

reviewed by hand · 2026-11-02

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Verification record

last verified: today
in registry since: 2026-11-01

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