# PortfolioFit MCP server

Check normalized portfolios against mandates and calculate allocation constraints.

## Links
- Registry page: https://www.getdrio.com/mcp/fit-portfolio-portfoliofit
- Website: https://portfolio.fit/mcp-docs/

## Install
- Endpoint: https://portfolio.fit/mcp
- Auth: Not captured

## Setup notes
- Remote endpoint: https://portfolio.fit/mcp

## Tools
- evaluate_portfolio_alignment (Evaluate portfolio alignment) - Compare a clean mandate with normalized holdings. Do not send PDF, CSV, spreadsheet, or factsheet files; extract them before calling. Endpoint: https://portfolio.fit/mcp
- calculate_portfolio_constraints (Calculate portfolio constraints) - Calculate explicit portfolio constraints deterministically from normalized holdings. Use this for arithmetic checks, not for interpreting natural-language mandates. Endpoint: https://portfolio.fit/mcp

## Resources
Not captured

## Prompts
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## Metadata
- Owner: fit.portfolio
- Version: 0.1.3
- Runtime: Streamable Http
- Transports: HTTP
- License: Not captured
- Language: Not captured
- Stars: Not captured
- Updated: Aug 3, 2026
- Source: https://registry.modelcontextprotocol.io