Portfolio Optimizer Pro

com.portfoliooptimizerproPublished by portfoliooptimizerpro.comOfficial publisherv1.0.3Updated Nov 14, 2026

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

VerifiedStreamable HTTPWeb executableFinanceData & Analytics

Overview

AI-generated overview

Free, read-only portfolio checkup tools that grade a list of holdings A+ to F, estimate fund fees and flag fund overlap.

What you can do
  • Grade a holdings list with an A+ to F structural score, factor sub-scores, findings and a link to the full checkup
  • Compute the weighted expense ratio and 10- and 30-year fee cost on a flat $100,000 balance
  • Check holdings for category-based index overlap and related fund mandates
  • Explain the grading method: factors, scoring, structural caps, letter bands, data source, limitations and pricing
When to use it
Useful when someone wants a quick, free structural read on a portfolio's holdings, cost and overlap, or wants to understand how the grade is calculated before relying on it.
Requirements
Remote streamable HTTP endpoint; no account, API key or environment variables are needed. Holdings are supplied as ticker and weight pairs with weights in percent.
Before you install
Results are educational and hypothetical, not advice or a forecast. Outputs describe structure, cost and past risk only; overlap is category-based rather than measured. Results include a link to the provider's website, and the provider states holdings are not stored.

Installation

In SourceWeft

  1. Open Portfolio Optimizer Pro 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.portfoliooptimizerpro%2Fportfolio-checkup/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": {
    "portfolio-optimizer-pro": {
      "type": "http",
      "url": "https://portfoliooptimizerpro.com/mcp"
    }
  }
}

Tools

4

grade_portfolio

Grade a portfolio

Runs the free Portfolio Optimizer Pro checkup on a list of holdings and weights. Returns the A+ to F structural grade, the 0-100 score, any structural ceiling (cap) applied, each factor's sub-score with its measured fact, the top findings that held the grade down, the price-history dates used, a disclaimer and full_breakdown_url, a link that opens the same graded checkup on the website. Grades describe diversification, cost and past risk; they are educational, not advice or a forecast. Unknown tickers are listed in unknown_tickers, never guessed.

Parametersholdingsrequired

fund_fee_cost

Fund fee cost

Computes the weighted expense ratio of a list of holdings from dated issuer fee records, and the fee cost over 10 and 30 years on a flat $100,000 balance (before growth), using the same formula as the Portfolio Optimizer Pro expense ratio calculator. Single companies count as 0% fund fee. If any fund fee is not verified the weighted fee is null and the ticker is listed, rather than estimated.

Parametersholdingsrequired

check_overlap

Check fund overlap

Checks a list of holdings for known index overlap and related fund mandates, using issuer reference records (asset class, region, structure). Findings are worded exactly as the Portfolio Optimizer Pro grade states them. Overlap here is category-based (similar stated mandates); it is not a measured percentage of shared underlying holdings, and the result says so.

Parametersholdingsrequired

explain_grading

Explain the grading

Returns how the Portfolio Optimizer Pro grade works: the four factors and how each is scored, how they combine, every structural ceiling (cap) with its threshold, the A-range criteria, the letter bands, the risk reference bands, the data source, limitations and pricing. Takes no input.

Takes no parameters.

Version history

1
  1. v1.0.3LatestNov 14, 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.