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MCP REGISTRY

Portfolio Terminal

com.portfolio-terminal/portfolio-terminal

Dated ETF, stock and calendar data, plus tax-loss, withholding and fee math on your holdings.

Setup documentation ↗How to connect ↓

Remote connections

1

Use these endpoints with a compatible MCP client.

REMOTE ENDPOINTStreamable HTTP

https://portfolio-terminal.com/api/mcp

GET STARTED

Connect this server

  1. 01

    Check the setup guide

    Review the publisher’s documentation for supported clients and installation requirements.

  2. 02

    Configure your client

    Add the package or endpoint to your MCP client using the publisher’s instructions. Supply any required credentials in your client settings.

  3. 03

    Connect and explore

    Enable the server in your client and review its available tools and permissions.