MCPDIRECTORY · UNCLAIMED
Portfolio Terminal
com.portfolio-terminal/portfolio-terminal
Dated ETF, stock and calendar data, plus tax-loss, withholding and fee math on your holdings.
Connect
$ claude mcp add --transport http portfolio-terminal https://portfolio-terminal.com/api/mcpEndpoint https://portfolio-terminal.com/api/mcp · transport streamable-http
- STATUS
- ok · 10 tools · 1009 ms · checked 2026-11-03 17:52 UTC
- TOOLS
- analyze_ticker, who_holds, etf_holdings, etf_overlap, compare, dividend_calendar, earnings_calendar, tax_loss_harvest, withholding_check, fund_fees
- SOURCE
- Official MCP Registry
- TRUST
- Imported from public registry metadata. Not reviewed by Ventru; the owner has not claimed it.
- VERSION
- 1.1.0
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[](https://ventru.net/servers/com.portfolio-terminal/portfolio-terminal)Find more tools and agents from any MCP client: claude mcp add --transport http ventru https://ventru.net/mcp, then ask for ventru_find.