Mcp
/PortfoliosLab MCP Overview
PortfoliosLab MCP Overview
Understand what the PortfoliosLab MCP server does, which tools it exposes today, and when it is useful in an AI workflow.
PortfoliosLab provides a Model Context Protocol server so AI assistants can query live portfolio and market data.
The current user MCP server is a read-only surface. It is best suited for discovery, inspection, and comparison workflows where you want an AI assistant to fetch fresh data from your PortfoliosLab account or from the platform's symbol database.
What the User MCP Server Can Do
Search symbols
Use `search-symbols` to filter the symbol universe by category, sector, industry, asset class, issuer, type, and sort order.
Fetch one symbol
Use `get-symbol` when you know the ticker and want its identity and classification (type, currency, exchange, sector/industry/issuer, data coverage).
Fetch symbol metrics
Use `get-symbol-metrics` for curated performance indicators (returns, volatility, drawdown, Sharpe) and key fundamentals (valuation, profitability, technicals, dividends).
Inspect taxonomy-like lists
Use `get-symbol-categories`, `get-symbol-sectors`, `get-symbol-industries`, and `get-symbol-asset-classes` to retrieve the values accepted as `search-symbols` filters, with counts.
List your saved portfolios
Use `portfolios-list` to see the portfolios that belong to your authenticated PortfoliosLab account.
Run stock comparison
Use `stock-comparison` to compare two or more symbols as a static portfolio.
Best Fit
Use the user MCP server when you want read-only access to live PortfoliosLab data inside an AI workflow.
When MCP Is Useful
MCP is especially helpful when you want an AI assistant to work with up-to-date data while staying inside the conversation.
Common use cases include:
- Finding ETFs from a specific issuer or asset class
- Pulling one symbol record before discussing a trade idea
- Listing your saved portfolios before asking for commentary
- Comparing a simple static portfolio allocation
Typical Workflow
1
Create an MCP key
Generate a PortfoliosLab MCP key from your account settings.
2
Connect the MCP server
Add the `portfolioslab` MCP entry to your coding assistant using the setup instructions.
3
Start with read-only prompts
Ask the assistant to search symbols, fetch one symbol, list your portfolios, or run stock comparison with a small inline payload.
For step-by-step setup instructions, continue to Connect PortfoliosLab MCP.