INDIVIDUAL MCP TOOL

measure_portfolio

Measure a portfolio from its price history: how many independent bets it really holds (effective bets), which holding carries risk out of line with its money, what it owns through its funds (with how much of the money that view covers), what past crises did to it in money with the time it took to come back, and the engine's full report with every figure numbered F1, F2… beside the method that produced it.

folionomiq.comnone authenticationAvailability not checked

LIVE ENDPOINT

https://folionomiq.com/mcp

No auth detected

Connect to this endpoint to inspect the live schema for measure_portfolio and invoke it with your own arguments.

Indexed input schema

{}

Risk classification

Inferred read-only · medium confidence · heuristic, not a guarantee.

No write-capable action terms were found; this is not proof that invocation has no side effects.

Parent server

folionomiq.com

CONNECT WITH APPROVAL

Client installation

Review this server and its permissions before adding it. Secret placeholders must be set locally.

Codex

~/.codex/config.toml

[mcp_servers.folionomiq]
url = "https://folionomiq.com/mcp"
enabled = true

Claude Code

.mcp.json

{
  "mcpServers": {
    "folionomiq": {
      "type": "http",
      "url": "https://folionomiq.com/mcp"
    }
  }
}

Claude Desktop

Settings → Connectors → Add custom connector

Name: folionomiq
Remote MCP URL: https://folionomiq.com/mcp

Add this remote URL as a custom connector in Claude Desktop. Availability depends on the user plan and workspace policy.

Cursor

.cursor/mcp.json

{
  "mcpServers": {
    "folionomiq": {
      "url": "https://folionomiq.com/mcp"
    }
  }
}

Visual Studio Code

.vscode/mcp.json

Add to Visual Studio Code

{
  "servers": {
    "folionomiq": {
      "type": "http",
      "url": "https://folionomiq.com/mcp"
    }
  }
}

Generic MCP

Client-specific MCP configuration

{
  "name": "folionomiq",
  "transport": "streamable-http",
  "url": "https://folionomiq.com/mcp"
}

MCP Inspector

Run the official MCP Inspector locally and enter the indexed Streamable HTTP endpoint.

Related tools

compare_portfolios — Measure up to eight portfolios over one shared window of price history: growth, volatility, worst fall, and how each moved against the others.
test_a_change — Measure a change before it is made: the current portfolio and the proposed one on the same price history — structure, risk, worst falls, and what the change adds or removes.
search_symbols — Find the ticker for a fund or company by name, ticker fragment or ISIN, with the exchange it trades on.
validate_symbols — Say which tickers have usable price history for a measurement, which do not, and the closest listing where a symbol is ambiguous.
portfolio_structure — How many independent bets the holdings add up to (from how they move together, not how many tickers there are), each holding's share of the risk beside its share of the money, and the same over recent years only.
look_through — The companies owned through the funds, added up across funds: the largest names with their share of the whole portfolio, names reached through more than one fund, sectors, and how much of the money this view covers (funds publish their largest holdings, so the figures are minimums).
past_crises — Replays the holdings through past crises (2008, 2020, 2022 and others inside their price history): the fall, the worst day, and the days it took to come back.
portfolio_report — The engine's written report on the portfolio: every figure numbered F1, F2… beside the method and window that produced it, plus a short receipt.