Portfolio Terminal
Dated ETF, stock and calendar data, plus tax-loss, withholding and fee math on your holdings.
What it does
Portfolio Terminal is an MCP server, a connector that lets an AI assistant use it as a tool. It is hosted: an assistant connects to it over the internet, nothing to install.
From the publisher's description, Electra Index matched it to one capability: calendar management. That makes it a candidate for tasks such as plan a content calendar or book appointments online.
Facts come from the Official MCP Registry, as declared by the publisher. Capabilities are matched automatically (low confidence). None of this is a test of the tool.
At a glance
How to connect
As declared in the Official MCP Registry · hosted endpoint tested by Electra Index 4h ago (live check)Hosted endpoint
https://portfolio-terminal.com/api/mcpstreamable-http
In Claude Code: claude mcp add --transport http portfolio-terminal https://portfolio-terminal.com/api/mcp
MCP settings (Claude Desktop, Cursor and other MCP clients)
{
"mcpServers": {
"portfolio-terminal": {
"url": "https://portfolio-terminal.com/api/mcp"
}
}
}Live check
Electra Index connected to the hosted endpoint 4h agoONLINE Portfolio Terminal answered an MCP connection on 01 Nov 2026 and introduced itself as portfolio-terminal 1.1.0 (MCP protocol 2025-06-18).
10 tools offered to AI assistants
analyze_ticker· Dated key facts and a plain-English chart read for one ticker Portfolio Terminal covers (390 US stocks, 30 ETFs, 17 cryptocurrencies and 4 commodity futures): price and one-year change, 52-week range, distance from the 200-day average, 30-dwho_holds· Which of the 54 tracked US ETFs hold a US-listed stock (weight and rank, from each issuer's full holdings file, matched on ISIN), and which famous investors hold it in their latest SEC Form 13F (share of their reported portfolio, rank, quaretf_holdings· An ETF's or index fund's holdings from the issuer's full file (or its latest SEC N-PORT report for funds outside the catalog): the largest lines with their weights, the sector mix, and how concentrated it is (weight of the top 10, how manyetf_overlap· How much of two ETFs is the same money: overlap by weight (the sum, over companies both hold, of the smaller of the two weights), how many companies they share, what share of each fund sits in names the other also holds, and the largest shacompare· Five-year head-to-head of two covered stocks or ETFs from weekly closes adjusted for dividends and splits: total and annualized return, 1-, 3- and 5-year returns, volatility, worst drawdown and worst week, correlation, what $10,000 became,dividend_calendar· US stocks and ETFs (of the 420 Portfolio Terminal covers) going ex-dividend in a month or a date range: ex-dividend date, pay date, dividend per share, yield, frequency, and whether the date is confirmed by the company or estimated from itsearnings_calendar· US companies (of the 390 Portfolio Terminal covers) reporting earnings in a month or a date range: the day, before the open or after the close, EPS and revenue estimates, whether the date is confirmed or estimated, and once out, the resulttax_loss_harvest· Computes, on the lots the user gives (ticker, shares, price, date, account and its type), the losses a sale before December 31 would realize and what they offset, with the engine of Portfolio Terminal's "Before December 31" panel. US residewithholding_check· Computes, on the dividends the user gives (a year of dividends, gross, by payer: a ticker such as "NESN.SW" or a country code), the tax each payer's country keeps at source, the treaty rate, and what was withheld above it over 12 months, whfund_fees· Computes, on the funds and amounts the user gives, what each fund's expense ratio takes a year (amount × expense ratio), the total and the weighted ratio, with the expense ratios of Portfolio Terminal's fees view (the fund's latest annual r
What "online" means: the server answered an MCP connection at the time of the check. It is not a guarantee of security, quality or continuous uptime. How we test: we open an MCP session and ask for the tool list, as an AI assistant would. We never run a tool and never send a key. Checked every few days. Method
Is this your server? Monitoring Pro: a check every 30 minutes and an email within the hour when it stops answering. Launch offer: $39.99 once, for life.
Tasks it helps with
Share of each task's required capabilities it covers| Plan a content calendar Calendar Management | 50% |
| Book appointments online Calendar Management | 50% |
| Book travel Calendar Management | 50% |
| Schedule meetings Calendar Management | 50% |
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Facts & evidence
Each fact shows where it was seen and when.| Fact | Value | Evidence | Source | Last confirmed |
|---|---|---|---|---|
| Hosted endpoint | https://portfolio-terminal.com/api/mcp | DECLARED | SRC-001 Official MCP Registry | 4h ago |
| Local install (package) | no | DECLARED | SRC-001 Official MCP Registry | 4h ago |
| Remote access (hosted) | yes | DECLARED | SRC-001 Official MCP Registry | 4h ago |
| Website | https://portfolio-terminal.com/mcp | DECLARED | SRC-001 Official MCP Registry | 4h ago |
| Registry status | active | DECLARED | SRC-001 Official MCP Registry | 4h ago |
| Version | 1.1.0 | DECLARED | SRC-001 Official MCP Registry | 4h ago |
| MCP server | yes | DECLARED | SRC-001 Official MCP Registry | 4h ago |
Change history
- NEW01 Nov 2026first seen in the index
Is this page accurate?
Flag it and our robot re-checks the official source. Reports never change a score.Is Portfolio Terminal still online?
Free alerts · no account▲ 0Do you run Portfolio Terminal? Know when it stops answering
For publishers · optionalIts hosted endpoint can be monitored. Monitoring Pro connects every 30 minutes like an AI assistant, emails you within the hour when it stops answering, keeps a 90-day availability history and adds your answer rate to your badge.
Monitoring never changes a score or a rank.
Are you the publisher of Portfolio Terminal?
Free · show your listingAn independent listing builds trust with your buyers. Announce it, and add the badge to your website or README.
<a href="https://electraindex.com/mcp/portfolio-terminal?utm_source=badge&utm_medium=share&utm_campaign=listing"><img src="https://electraindex.com/api/badge/portfolio-terminal" alt="Listed on Electra Index"></a>Questions about Portfolio Terminal
How do I connect Portfolio Terminal?
Use the hosted endpoint https://portfolio-terminal.com/api/mcp in your assistant's MCP settings. The exact settings are in "How to connect" above, as declared in the Official MCP Registry.
What tools does Portfolio Terminal offer?
When Electra Index connected on 01 Nov 2026, it listed 10 tools: analyze_ticker, who_holds, etf_holdings, etf_overlap, compare, dividend_calendar, earnings_calendar, tax_loss_harvest and more. The full list is in "Live check" above.
Is Portfolio Terminal online?
Yes. Its hosted endpoint answered an MCP connection from Electra Index 4h ago.
What can I use Portfolio Terminal for?
Based on its description, it is most relevant to: plan a content calendar, book appointments online, book travel, schedule meetings.