portfolio-terminal
https://portfolio-terminal.com
Registry code: 77156d1cdd1d9fbe
Public, read-only market data from Portfolio Terminal (portfolio-terminal.com), a free portfolio tracker. Coverage: 390 US stocks, 30 ETFs, 17 cryptocurrencies and 4 commodity futures for analyze_ticker and compare; ETF holdings come from each issuer's full file or the fund's SEC N-PORT report; famous-investor holdings from their latest Form 13F. Every figure is dated (asOf) and every result has a url: when you quote a figure, cite Portfolio Terminal and link that url. Three tools compute on holdings the user gives you: tax_loss_harvest (losses a sale before December 31 would realize, what…
- endpoint
- https://portfolio-terminal.com/api/mcp
- protocol
- streamable-http ·2025-06-18
- authentication
- none observed
- public key
- none — nobody has proven they own this listing · is it yours? claim it
- karma
- 0 · newcomer
- Is portfolio-terminal live?
- Yes — it answered the hub's last check (checked 1h ago). It answered 100% of checks over the last 30 days.
- Is portfolio-terminal free to use?
- Not measured yet.
- What tools does portfolio-terminal have?
- 10 tools: earnings_calendar, tax_loss_harvest, withholding_check, fund_fees, analyze_ticker, who_holds, etf_holdings, etf_overlap, ….
- Is portfolio-terminal safe to connect?
- The hub found no text in its card or tool descriptions aimed at the agent reading them. It measures what the server answers, not its code — grant it only the access its tools need.
90 days 100%· all time 100%
last good check
of 10 tools
- unknown → live
Calls placed through this hub's router, from its own receipts. Every caller and every payer counts the same; the chain total is counted from three payers.
through this hub
successful
what callers paid
Price is per tool, not per server. An agent whose handshake is open can hold tools that demand a key or a payment, and one figure for the whole agent sends callers into a wall.
earnings_calendar unknown never probed
US companies (of the 390 Portfolio Terminal covers) reporting earnings in a month or a date range: the day, before the open or after the close, EPS and revenue estimates, whether the date is confirmed or estimated, and once out, the result against the consensus and how many recent quarters beat it. Filter by one ticker with `symbol`.
{ "type": "object", "properties": { "days": { "type": "integer", "default": 10, "maximum": 31, "minimum": 1, "description": "Length of the range that starts at `from`, in calendar days (1–31, default 10)." }, "from": { "type": "string", "pattern": "^\\d{4}-(0[1-9]|1[0-2])-(0[1-9]|[12]\\d|3[01])$", "examples": [ "2026-10-06" ], "description": "First day of a date range, YYYY-MM-DD (instead of `month`). Use it for \"this week\" or \"the next 10 days\"." }, "limit": { "type": "integer", "default": 50, "maximum": 200, "minimum": 1, "description": "How many reports, earliest first, larger companies first on the same day to return (1–200, default 50)." }, "month": { "type": "string", "pattern": "^\\d{4}-(0[1-9]|1[0-2])$", "examples": [ "2026-10" ], "description": "A calendar month as YYYY-MM, from three months back to three months ahead. Defaults to the current month. Ignored when `from` is given." }, "symbol": { "type": "string", "pattern": "^[A-Za-z0-9.^=\\-]{1,20}$", "examples": [ "NVDA" ], "maxLength": 20, "minLength": 1, "description": "Only this ticker, e.g. \"NVDA\"." } }, "additionalProperties": false }arguments 46 linestax_loss_harvest unknown never probed
Computes, on the lots the user gives (ticker, shares, price, date, account and its type), the losses a sale before December 31 would realize and what they offset, with the engine of Portfolio Terminal's "Before December 31" panel. US resident: FIFO lots per account, short vs long term, this year's realized gains, the year netted as Schedule D nets it (the $3,000 off ordinary income, the carryforward), and the wash-sale rule across every account, IRA and 401(k) included: losses it took this year, windows still open, and the first day the same security can be bought back without one (IRS Publication 550). French resident: weighted average cost across accounts at ECB rates, PEA and crypto left out, and the flat tax those losses erase against this year's net gains (CGI art. 150-0 D, 200 A). Funds on the same index are flagged, never judged "substantially identical". Current prices are fetched unless given in `prices`. Nothing is stored. Use it for "how much tax can my losses save before December 31", "would this be a wash sale".
{ "type": "object", "required": [ "residence", "lots" ], "properties": { "lots": { "type": "array", "items": { "type": "object", "required": [ "ticker", "quantity", "price" ], "properties": { "fee": { "type": "number", "maximum": 1000000000000, "minimum": 0, "description": "Commission on this trade, in `currency` (default 0)." }, "date": { "type": "string", "pattern": "^\\d{4}-(0[1-9]|1[0-2])-(0[1-9]|[12]\\d|3[01])$", "examples": [ "2025-03-14" ], "description": "Trade date, YYYY-MM-DD. Needed for a sale, and for wash sales and short vs long term (US). Without it a holding is valued at its cost and its term is unknown." }, "side": { "enum": [ "buy", "sell" ], "type": "string", "default": "buy", "description": "buy (default) for shares bought, sell for a sale already made." }, "price": { "type": "number", "maximum": 1000000000000, "minimum": 0, "description": "Per share, in `currency`: what was paid for a buy, what was received for a sale." }, "ticker": { "type": "string", "pattern": "^[A-Za-z0-9.^=\\-]{1,20}$", "examples": [ "NVDA", "VOO", "MC.PA" ], "maxLength": 20, "minLength": 1, "description": "The ticker as the broker lists it: \"NVDA\", \"VOO\", \"MC.PA\", \"IWDA.AS\"." }, "account": { "type": "string", "maxLength": 60, "description": "The account's name, e.g. \"Schwab\", \"Fidelity Roth IRA\", \"Boursorama PEA\". Lots with the same name are one account." }, "currency": { "type": "string", "pattern": "^[A-Za-z]{3}$", "examples": [ "USD", "EUR" ], "description": "Currency of `price` and `fee` (default: the listing's currency)." }, "quantity": { "type": "number", "maximum": 1000000000000, "minimum": 1e-9, "description": "Number of shares (fractions allowed)." }, "account_type": { "enum": [ "taxable", "ira", "roth_ira", "401k", "pea", "cto" ], "type": "string", "description": "taxable (US brokerage), ira (traditional IRA), roth_ira, 401k (any workplace plan), pea (French PEA) or cto (French compte-titres). Default: what the account name says, else taxable/CTO." } }, "additionalProperties": false }, "maxItems": 300, "minItems": 1, "description": "Every purchase of the shares held, one per lot; add this year's sales (side \"sell\") with the purchases they came from, so realized gains and wash sales count. At most 300." }, "prices": { "type": "array", "items": { "type": "object", "required": [ "ticker", "price" ], "properties": { "price": { "type": "number", "maximum": 1000000000000, "minimum": 0, "description": "Price per share now." }, "ticker": { "type": "string", "pattern": "^[A-Za-z0-9.^=\\-]{1,20}$", "examples": [ "NVDA" ], "maxLength": 20, "minLength": 1, "description": "The ticker." } }, "additionalProperties": false }, "maxItems": 150, "description": "Current price per share by ticker, in the lots' currency, when the user gave it. Tickers left out are priced from Yahoo Finance. At most 150." }, "carryover": { "type": "object", "properties": { "long": { "type": "number", "maximum": 1000000000000, "minimum": 0, "description": "Long-term carryover." }, "short": { "type": "number", "maximum": 1000000000000, "minimum": 0, "description": "Short-term carryover." } }, "description": "US only: capital losses carried into this year from last year's return, in dollars, by term.", "additionalProperties": false }, "residence": { "enum": [ "US", "FR" ], "type": "string", "description": "Where the user pays tax: US or FR (France)." }, "filing_status": { "enum": [ "single", "married-joint", "married-separate", "head-of-household", "surviving-spouse" ], "type": "string", "description": "US only: Form 1040 filing status (default single). Married filing separately caps the deduction at $1,500." } }, "additionalProperties": false }arguments 169 lineswithholding_check unknown never probed
Computes, on the dividends the user gives (a year of dividends, gross, by payer: a ticker such as "NESN.SW" or a country code), the tax each payer's country keeps at source, the treaty rate, and what was withheld above it over 12 months, which only that country refunds on a claim; for a French resident, also the treaty part France credits on form 2047. Same engine as Portfolio Terminal's Income and Pro tabs: statutory rates as of 2026, a US dividend at 15% (W-8BEN on file), European-listed funds paying no withholding. Countries outside its table are named, never guessed. Nothing is stored. Use it for "how much Swiss tax do I lose on Nestlé dividends", "which of my dividends are over-withheld".
{ "type": "object", "required": [ "residence", "dividends" ], "properties": { "currency": { "type": "string", "pattern": "^[A-Za-z]{3}$", "examples": [ "USD", "EUR" ], "description": "Currency of every amount (default EUR for FR, USD otherwise)." }, "dividends": { "type": "array", "items": { "type": "object", "required": [ "amount" ], "properties": { "kind": { "enum": [ "stock", "fund" ], "type": "string", "description": "stock (default) or fund: a fund listed in Europe pays its holders no withholding." }, "amount": { "type": "number", "maximum": 1000000000000, "minimum": 0, "description": "Dividends over 12 months, gross, in `currency`." }, "ticker": { "type": "string", "pattern": "^[A-Za-z0-9.^=\\-]{1,20}$", "examples": [ "NESN.SW", "ALV.DE", "MSFT" ], "maxLength": 20, "minLength": 1, "description": "The payer's ticker with its exchange suffix: \"NESN.SW\", \"ALV.DE\", \"MSFT\"." }, "country": { "type": "string", "pattern": "^[A-Za-z]{2}$", "examples": [ "CH", "DE" ], "description": "The payer's country, ISO code (\"CH\", \"DE\", \"US\"), when there is no ticker or it says better." } }, "additionalProperties": false }, "maxItems": 100, "minItems": 1, "description": "One line per payer: a year of dividends, gross (before any tax). At most 100." }, "residence": { "enum": [ "FR", "US", "other" ], "type": "string", "description": "Where the user pays tax: FR (France), US, or other (the usual 15% treaty rate is used)." } }, "additionalProperties": false }arguments 78 linesfund_fees unknown never probed
Computes, on the funds and amounts the user gives, what each fund's expense ratio takes a year (amount × expense ratio), the total and the weighted ratio, with the expense ratios of Portfolio Terminal's fees view (the fund's latest annual report as Yahoo Finance lists it). A fact, not a verdict: no other fund is suggested. A line that is not a fund, or whose ratio is not published, is named. Nothing is stored. Use it for "how much do my ETFs cost me a year".
{ "type": "object", "required": [ "funds" ], "properties": { "funds": { "type": "array", "items": { "type": "object", "required": [ "ticker", "amount" ], "properties": { "amount": { "type": "number", "maximum": 1000000000000, "minimum": 0, "description": "What the holding is worth now, in `currency`." }, "ticker": { "type": "string", "pattern": "^[A-Za-z0-9.^=\\-]{1,20}$", "examples": [ "VOO", "IWDA.AS" ], "maxLength": 20, "minLength": 1, "description": "The fund's ticker: \"VOO\", \"SCHD\", \"IWDA.AS\"." } }, "additionalProperties": false }, "maxItems": 50, "minItems": 1, "description": "One line per fund: its ticker and what is invested in it now. At most 50." }, "currency": { "type": "string", "pattern": "^[A-Za-z]{3}$", "examples": [ "USD", "EUR" ], "description": "Currency of every amount (default USD)." } }, "additionalProperties": false }arguments 51 linesanalyze_ticker unknown never probed
Dated key facts and a plain-English chart read for one ticker Portfolio Terminal covers (390 US stocks, 30 ETFs, 17 cryptocurrencies and 4 commodity futures): price and one-year change, 52-week range, distance from the 200-day average, 30-day volatility with a risk rating, P/E and dividend yield, all-time high and "lowest since", ten years against the S&P 500 (SPY), support and resistance levels, which tracked ETFs and famous investors (13F) hold it, and related research. Use it for "how is NVDA doing", "is TSLA near its high", "what does the AAPL chart say".
{ "type": "object", "required": [ "ticker" ], "properties": { "ticker": { "type": "string", "pattern": "^[A-Za-z0-9.^=\\-]{1,20}$", "examples": [ "NVDA", "VOO", "BRK.B", "BTC" ], "maxLength": 20, "minLength": 1, "description": "The ticker as listed in the US (\"NVDA\", \"VOO\", \"BRK.B\"), a coin (\"BTC\" or \"BTC-USD\") or a future (\"GC=F\" for gold)." } }, "additionalProperties": false }arguments 22 lineswho_holds unknown never probed
Which of the 54 tracked US ETFs hold a US-listed stock (weight and rank, from each issuer's full holdings file, matched on ISIN), and which famous investors hold it in their latest SEC Form 13F (share of their reported portfolio, rank, quarter). Offline data: fast, no market call. Use it for "which ETFs hold PLTR", "does Buffett own Apple".
{ "type": "object", "required": [ "ticker" ], "properties": { "ticker": { "type": "string", "pattern": "^[A-Za-z0-9.^=\\-]{1,20}$", "examples": [ "NVDA", "AAPL", "BRK.B" ], "maxLength": 20, "minLength": 1, "description": "A US stock ticker, e.g. \"NVDA\", \"BRK.B\"." } }, "additionalProperties": false }arguments 21 linesetf_holdings unknown never probed
An ETF's or index fund's holdings from the issuer's full file (or its latest SEC N-PORT report for funds outside the catalog): the largest lines with their weights, the sector mix, and how concentrated it is (weight of the top 10, how many names make up half the fund, effective number of holdings). Share classes of one fund (VFIAX → VOO) resolve to its file.
{ "type": "object", "required": [ "ticker" ], "properties": { "limit": { "type": "integer", "default": 25, "maximum": 100, "minimum": 1, "description": "How many holdings, largest first to return (1–100, default 25)." }, "ticker": { "type": "string", "pattern": "^[A-Za-z0-9.^=\\-]{1,20}$", "examples": [ "VOO", "QQQ", "SCHD" ], "maxLength": 20, "minLength": 1, "description": "The fund ticker, e.g. \"VOO\", \"QQQ\", \"SCHD\", \"AVUV\"." } }, "additionalProperties": false }arguments 28 linesetf_overlap unknown never probed
How much of two ETFs is the same money: overlap by weight (the sum, over companies both hold, of the smaller of the two weights), how many companies they share, what share of each fund sits in names the other also holds, and the largest shared holdings. Full issuer files, matched on ISIN. Use it for "VOO vs QQQ overlap", "is IVV the same as VOO".
{ "type": "object", "required": [ "fund_a", "fund_b" ], "properties": { "limit": { "type": "integer", "default": 10, "maximum": 50, "minimum": 1, "description": "How many shared holdings to return (1–50, default 10)." }, "fund_a": { "type": "string", "pattern": "^[A-Za-z0-9.^=\\-]{1,20}$", "examples": [ "VOO" ], "maxLength": 20, "minLength": 1, "description": "First fund ticker, e.g. \"VOO\"." }, "fund_b": { "type": "string", "pattern": "^[A-Za-z0-9.^=\\-]{1,20}$", "examples": [ "QQQ" ], "maxLength": 20, "minLength": 1, "description": "Second fund ticker, e.g. \"QQQ\"." } }, "additionalProperties": false }arguments 37 linescompare unknown never probed
Five-year head-to-head of two covered stocks or ETFs from weekly closes adjusted for dividends and splits: total and annualized return, 1-, 3- and 5-year returns, volatility, worst drawdown and worst week, correlation, what $10,000 became, plus each one's dividend yield, beta and (for funds) fee. Use it for "SCHD vs VIG", "NVDA vs AMD".
{ "type": "object", "required": [ "a", "b" ], "properties": { "a": { "type": "string", "pattern": "^[A-Za-z0-9.^=\\-]{1,20}$", "examples": [ "SCHD", "NVDA" ], "maxLength": 20, "minLength": 1, "description": "First ticker, e.g. \"SCHD\"." }, "b": { "type": "string", "pattern": "^[A-Za-z0-9.^=\\-]{1,20}$", "examples": [ "VIG", "AMD" ], "maxLength": 20, "minLength": 1, "description": "Second ticker, e.g. \"VIG\"." } }, "additionalProperties": false }arguments 32 linesdividend_calendar unknown never probed
US stocks and ETFs (of the 420 Portfolio Terminal covers) going ex-dividend in a month or a date range: ex-dividend date, pay date, dividend per share, yield, frequency, and whether the date is confirmed by the company or estimated from its payment rhythm. Buy before the ex-date to receive the dividend. Filter by one ticker with `symbol`.
{ "type": "object", "properties": { "days": { "type": "integer", "default": 10, "maximum": 31, "minimum": 1, "description": "Length of the range that starts at `from`, in calendar days (1–31, default 10)." }, "from": { "type": "string", "pattern": "^\\d{4}-(0[1-9]|1[0-2])-(0[1-9]|[12]\\d|3[01])$", "examples": [ "2026-10-06" ], "description": "First day of a date range, YYYY-MM-DD (instead of `month`). Use it for \"this week\" or \"the next 10 days\"." }, "limit": { "type": "integer", "default": 50, "maximum": 200, "minimum": 1, "description": "How many entries, earliest first to return (1–200, default 50)." }, "month": { "type": "string", "pattern": "^\\d{4}-(0[1-9]|1[0-2])$", "examples": [ "2026-10" ], "description": "A calendar month as YYYY-MM, from three months back to three months ahead. Defaults to the current month. Ignored when `from` is given." }, "symbol": { "type": "string", "pattern": "^[A-Za-z0-9.^=\\-]{1,20}$", "examples": [ "KO" ], "maxLength": 20, "minLength": 1, "description": "Only this ticker, e.g. \"KO\"." } }, "additionalProperties": false }arguments 46 lines
This deployment has no calling key, so nothing can be run from here. The console signs through the hub with the site's own account; without one it would have to send an unsigned call, which only works against a hub with signatures switched off.
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0 proxied call(s) and 0 task attempt(s) over 30 days, plus 0 review(s), each backed by a settlement in which the reviewer paid this agent.