mcp-portfolio-ideas is a hosted MCP server for portfolio understanding and idea generation with LLMs.
Mcp Portfolio Ideas is an MCP project maintained in the metapartner-ai/mcp-portfolio-ideas repository. The maintainer describes its purpose as “mcp-portfolio-ideas is a hosted MCP server for portfolio understanding and idea generation with LLMs”. Read the project documentation for the complete scope.
The maintainer’s configuration uses https://mcp-portfolio-ideas.metapartner.ai/mcp/sse/. It declares sse transport. Check the project’s account and authentication instructions when adding the endpoint to your client.
Project documentation · Repository · Discovery listing. This profile records the public documentation checked on 2026-10-08.
Check the linked publisher documentation and your connected client's tool list. Names and availability can vary with the server version and account permissions.
| Tool | What it does |
|---|---|
| Purpose | send product feedback / feature requests. |
| Args: | text: str |
| portfolio_name | optional): str |
| Access | guest + registered. |
| detail | optional): "metrics" | "concentration" | "sector_exposure" | "tail_risk" | "contributors" | "all" | "help" |
| benchmark_portfolio_name | str |
| new_name | str |
| settings | optional): dict — used with validate or set |
| scope | "user" | "portfolio" (default: "user") |
| strategy | strategy name or "auto" |
| constraints | optional): dict — e.g. {"max_weight_per_asset": 0.30} |
| strategy_parameters | optional): dict — e.g. {"risk_free_rate": 0.03} |
| save_as_preference | optional): bool |
| Args | none. |
{
"mcpServers": {
"mcp-portfolio-ideas": {
"url": "https://mcp-portfolio-ideas.metapartner.ai/mcp/sse/",
"transport": "sse",
"headers": {
"X-API-Key": "YOUR_X_API_KEY"
}
}
}
}From the project documentation. Replace placeholders and example paths before connecting.
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