com.portfoliooptimizerpro/portfolio-checkupother

Portfolio Optimizer Pro

Synced · awaiting check

Free A–F portfolio grade with reasons, fund fees and overlap. Educational, not advice.

Install

claude mcp add --transport http portfolio-checkup https://portfoliooptimizerpro.com/mcp

Our take

Grades portfolios from A to F and explains factors such as fund fees and holdings overlap. It is intended for individual investors seeking an educational checkup, but the opaque remote-only implementation and absent adoption signals warrant caution around methodology, data handling, and reliance on its grade.

reviewed by hand · 2026-11-15

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Verification record

last verified: today
in registry since: 2026-11-14

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