Quantified Investor Portfolio Simulator

io.github.Manuciao88Published by GitHub account Manuciao88v1.0.1Updated Oct 24, 2026

Portfolio scenarios with instrument checks, Monte Carlo analysis and interactive reports.

The publisher's own server: PortfolioFit

VerifiedStreamable HTTPWeb executableFinance

Overview

AI-generated overview

A remote MCP server that lets an assistant build portfolio scenarios with instrument checks, Monte Carlo analysis and interactive reports.

What you can do
Build portfolio scenarios from chosen instruments, with checks on the instruments involved. Run Monte Carlo analysis to explore possible outcomes. Produce interactive reports of the simulated scenarios. The manifest lists no individual tools, so exact operations are not documented here.
When to use it
Useful when you want an assistant to model investment portfolio scenarios, stress-test allocations through Monte Carlo simulation, and share the results as interactive reports rather than raw numbers.
Requirements
A remote streamable HTTP endpoint at mcp.quantifiedinvestor.com. OAuth authentication is required, so a Quantified Investor account is needed. No environment variables or headers are declared.
Before you install
It handles portfolio and investment scenario data, which is sensitive financial information sent to a third-party service. Simulation output is not investment advice. Review what data the OAuth sign-in grants before connecting.

Installation

In SourceWeft

  1. Open Quantified Investor Portfolio Simulator in the dashboard and add it to a workspace.
  2. Connect the required credentials. They are stored privately and never shown on public pages.
  3. 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/io.github.Manuciao88%2Fportfolio-simulator/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. The client completes OAuth sign-in on first connect.

{
  "mcpServers": {
    "quantified-investor-portfolio-simulator": {
      "type": "http",
      "url": "https://mcp.quantifiedinvestor.com/mcp"
    }
  }
}

Tools

0
This server asks you to sign in, so SourceWeft could not read its tools without an account and has not indexed them. What a connected account sees can depend on that account and its permissions.

Version history

1
  1. v1.0.1LatestSep 16, 2026

Score

67% 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 listed15 pts

    Answer tools/list without a credential, or ship a package that starts in a sandbox without one.

  • 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.

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