Portfolio Terminal
Portfolio Terminal MCP server: market data for Claude and ChatGPT
Free MCP server, 10 tools: stock and ETF facts, ETF overlap, calendars, and tax-loss harvesting, dividend withholding and fund fees on your holdings.
Guest mode: your portfolio is kept in this browser until you connect. Portfolio Terminal runs a free MCP server. 10 tools · read-only · no account, no key Streamable HTTP · MCP 2026-07-28 and 2025 revisions MCP (Model Context Protocol) is the standard AI assistants use to call outside tools. The server cannot read your Portfolio Terminal account. It is limited per network so it stays fast for everyone, the same way the public pages are.
Pricing & access
Portfolio Terminal has a free tier, with paid plans unlocking more. Check portfolio-terminal.com for current plans.
Frequently asked questions
What is Portfolio Terminal?
Portfolio Terminal is portfolio Terminal MCP server: market data for Claude and ChatGPT. Free MCP server, 10 tools: stock and ETF facts, ETF overlap, calendars, and tax-loss harvesting, dividend withholding and fund fees on your holdings.
Is Portfolio Terminal free?
Portfolio Terminal has a free tier, with paid plans unlocking more.
What are the best Portfolio Terminal alternatives?
People comparing Portfolio Terminal also look at Backlane, Bot403, Cypher eSIM, Kresmion. See all options in the Developer Tools category on SiftFox.
Work on Portfolio Terminal?
Claim this profile for free - instant with a work email at portfolio-terminal.com.
What people say0
Sign in to join the conversation - takes one magic link.
No comments yet. First one sets the tone.