Portfolio Ideas

io.github.tibi-metapartner-aiPublished by GitHub account tibi-metapartner-aiv1.0.0Updated Oct 24, 2026

Analyze your portfolio and generate ideas for improvements

The publisher's own server: PortfolioFit

VerifiedStreamable HTTPWeb executableFinance

Overview

AI-generated overview

Remote MCP server that lets an assistant analyze an investment portfolio and suggest improvement ideas.

What you can do
  • Analyze a portfolio and surface observations about its composition and performance.
  • Generate ideas for improving the portfolio based on that analysis.
  • No tool list is published, so the exact operations and inputs are not documented; the description only states portfolio analysis and improvement ideas.
When to use it
Useful when you want an assistant to review an investment portfolio and brainstorm possible adjustments, rather than to execute trades or fetch raw market data.
Requirements
A remote MCP endpoint over streamable HTTP at the provider's host; no local package or runtime is needed. An API key sent in the X-API-Key header is required.
Before you install
The manifest shows a required API key in the X-API-Key header, and the header value appears to be a guest key exposed in the manifest itself, so treat it as shared and not private. Portfolio details you submit go to a third-party service. No tool list or documentation is published, so what the server does with your data and whether it changes anything cannot be verified.

Installation

In SourceWeft

  1. Open Portfolio Ideas in the dashboard and add it to a workspace.
  2. Connect X-API-Key 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.tibi-metapartner-ai%2Fmcp-portfolio-ideas/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-ideas": {
      "type": "http",
      "url": "https://mcp-portfolio-ideas.metapartner.ai/mcp/stream",
      "headers": {
        "X-API-Key": "<YOUR_API_KEY>"
      }
    }
  }
}

Tools

0
This server asks for a credential such as an API key, so SourceWeft could not read its tools without one and has not indexed them.

Version history

1
  1. v1.0.0LatestSep 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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