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Metruvo portfolio analysis

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Portfolio analysis from published fund data: charges, exposure and overlap. Read-only.

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Overview Installation

Overview

Metruvo portfolio analysis is a Model Context Protocol server that analyzes published fund data to reveal charges, exposure, and overlap across portfolios. It operates in read-only mode, allowing any MCP-compatible AI assistant to access its tools directly within conversations and agent workflows.

The server runs as a remote endpoint at https://metruvo.com/api/mcp with no authentication required and no local installation needed. Current release is v1.1.1. Simply point your MCP client to the endpoint and start analyzing fund data immediately.

Metruvo portfolio analysis is categorized under Development on mcp.site and works with all MCP clients including Claude Desktop, Claude Code, Cursor, VS Code, Windsurf, Zed, and others in the ecosystem. Maintainers from metruvo.com can claim this listing to earn the Verified badge and ensure details remain accurate.

▸Hosted endpoint — Streamable HTTP · https://metruvo.com/api/mcp

Installation

Settings → Connectors → Add custom connector
Name: Metruvo portfolio analysis
URL:  https://metruvo.com/api/mcp

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