Metruvo portfolio analysis

com.metruvoPublished by metruvo.comOfficial publisherv1.1.1Updated Oct 27, 2026

Portfolio analysis from published fund data: charges, exposure and overlap. Read-only.

VerifiedStreamable HTTPWeb executableFinanceData & Analytics

Overview

AI-generated overview

Read-only MCP server that lets an assistant search funds and analyze ETF charges, exposure and overlap from published data.

What you can do
  • Search the instrument catalogue by name, ISIN or ticker, with currency and listing identifiers
  • Analyze a portfolio's ETF overlap, concentration, ongoing charges and regional or sector exposures
  • Compare two ETFs side by side as a 50/50 portfolio, including issuer facts and dated charges
  • Rank 2 to 10 funds by ongoing charge, US share, pairwise overlap or holdings count
  • Return a shareable check link for each result so the user can reopen the same analysis
When to use it
Useful when someone wants a quick, read-only look at fund or ETF costs, overlap and exposure, or wants to compare or rank a short list of ETFs before making their own decision.
Requirements
Remote streamable HTTP endpoint at metruvo.com; no packages, environment variables or headers declared. Funds are identified by ISIN or ticker, and weights must be positive and in one base currency.
Before you install
Analysis rests on published fund data and is read-only; missing facts stay null and are never estimated, so gaps and coverage figures should be kept visible. The server asks that its short disclaimer be shown before results, and tickers can be ambiguous across exchanges, so prefer ISINs.

Installation

In SourceWeft

  1. Open Metruvo portfolio analysis in the dashboard and add it to a workspace.
  2. Enable the server for the chats that should use its tools.

Web executable via Streamable HTTP. Remote servers run from the web runtime once configured in a workspace.

Use with an agent

Paste this prompt into Claude Code, Codex, Cursor or another agent — or into SourceWeft chat. The agent reads this server's install guide, shows you its publisher, endpoint and sign-in, and adds it to your client once you agree. Keys never go into a command.

Read https://sourceweft.com/mcp/com.metruvo%2Ffund-comparison/install.md and connect the MCP server it describes to my client. Before changing any config, show me its publisher, endpoint and sign-in method and wait for my OK. Never put an API key in a command or in a file I would commit; ask me where it should come from.

Read the install guide the agent follows

Other MCP clients

Add this to your client's mcpServers config.

{
  "mcpServers": {
    "metruvo-portfolio-analysis": {
      "type": "http",
      "url": "https://metruvo.com/api/mcp"
    }
  }
}

Tools

4

search_funds

Search the published instrument catalogue by name, ISIN or ticker; includes currency and listing identifiers. Returns checkUrl: a shareable link to the same result.

Parameterslimitqueryrequired

xray_portfolio

Analyze free-preview ETF overlap/concentration findings, known ongoing charges and regional/sector exposures from published evidence. Identify each holding with exactly one ISIN or ticker; a ticker can be ambiguous across exchanges. Use positive relative weights, values in one base currency, or omit all amounts for equal weights. Never mix weights and values. At most 10 distinct tickers per call. Dates, coverage and all data gaps accompany the result. Returns checkUrl: a shareable link to the same result.

ParametersholdingsrequiredbaseCurrency

compare_funds

Analyze two ETFs as a 50/50 portfolio, with overlap and issuer facts including dated ongoing charges side by side, and each fund's own region and sector exposure. Identify each side with exactly one ISIN or ticker; a ticker can be ambiguous across exchanges. Unknown facts remain null. Returns checkUrl: a shareable link to the same result.

ParametersisinAisinBtickerAtickerB

rank_funds

Sort 2 to 10 funds by up to three published facts: ongoing charge, US share, pairwise overlap and holdings count. Rows follow the criteria in order. A missing fact sorts last and stays null; it is never estimated. Rates are decimal fractions (0.07 = 7%). Analysis based on published fund data. Returns checkUrl: a shareable link to the same result.

Parametersisinsrequiredcriteriarequired

Version history

1
  1. v1.1.1LatestOct 26, 2026

Score

83% of the applicable checks met

How complete this listing is, computed from the registry entry, the endpoint and public sources. Not a rating of the server and not a statement that it is safe or working today: reachability is a dated check, and no installs or reviews go into the score.

  • Reached in the last 30 daysRequired25 pts
  • Auth declaredRequired10 pts
  • Tools listedRequired15 pts
  • DescriptionRequired15 pts
  • Logo10 pts
  • Documentation15 pts

    Declare a GitHub repository with a README, or serve resource_documentation in the OAuth protected-resource metadata.

  • LicenseNot applicable

    A hosted service is used under its provider's terms, so no license is expected here. This check is left out of the percentage.