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Categories › Business & Finance › Market data, stocks & crypto

Fortunest demo

MCP serverVerified domain · fortunest.aiRemote● LiveFree to try

Free demo of Fortunest: a sample multi-broker portfolio your AI can query. No account needed.

Install

Remote server: your requests and data go to app.fortunest.ai. Claude Code: claude mcp add --transport http fortunest-demo https://app.fortunest.ai/mcp/demo · Claude app: Settings → Connectors → Add custom connector.

What it can do

The tools this server listed when we connected to it, in its own words.

  • get_core — DEMO portfolio (synthetic, shared, read-only). Read the whole portfolio as one small digest (at most 16 000 characters, about 4 000 tokens)
  • holdings — DEMO portfolio (synthetic, shared, read-only). Read the holdings table — the positions themselves — instead of the whole context. sort: weig
  • holding — DEMO portfolio (synthetic, shared, read-only). Read ONE position in depth — the asset drawer, as data. Give symbol, or symbols for SEVERAL p
  • allocation — DEMO portfolio (synthetic, shared, read-only). Read ONE dimension of the portfolio's allocation — where the money is, and how far that is fr
  • risk — DEMO portfolio (synthetic, shared, read-only). Read the portfolio's risk picture in selectable pieces instead of the whole context. include
  • chart_values — DEMO portfolio (synthetic, shared, read-only). The Portfolio value chart's lines on up to 6 dates, from the series the chart draws: value, v
  • events — DEMO portfolio (synthetic, shared, read-only). Read the portfolio's forward calendar as a dated list instead of the whole context: earnings
  • recent_trades — DEMO portfolio (synthetic, shared, read-only). Read the user's OWN executed buys and sells — trade history, never recommendations; the rows
  • money_flow — DEMO portfolio (synthetic, shared, read-only). Read the Trades tab's Money flow card: the cash spent on purchases and raised by sales per we
  • tax_lots — DEMO portfolio (synthetic, shared, read-only). Read one slice of the illustrative tax-lot orientation (the Taxes tab) instead of the whole c
  • tax_free_summary — DEMO portfolio (synthetic, shared, read-only). Read actual tax-lot summary and optionally one symbol. Illustrative orientation only; do not
  • warnings — DEMO portfolio (synthetic, shared, read-only). Read the portfolio's data-quality warnings — what the import could not read, what it assumed,
  • get_trade_plan — DEMO portfolio (synthetic, shared, read-only). Read the Trade plan card: suggested orders, their company ratings and decision reasons, buy/s
  • trade_candidates — DEMO portfolio (synthetic, shared, read-only). Read buy or sell candidates. side is required (buy or sell). Each row carries one company rat
  • simulation — DEMO portfolio (synthetic, shared, read-only). Read what the app knows about the user's SIMULATIONS — the Simulator tab's future projection,
  • docs_search — DEMO portfolio (synthetic, shared, read-only). Search the actual product documentation and return bounded matched sections with source links
  • docs_lookup — DEMO portfolio (synthetic, shared, read-only). Read one to five exact section labels from the product docs index; missing sections are repor

KitScout test notes

Not tested by KitScout yet. When our harness runs it, pros, cons and the tasks we tried appear here, with the date and evidence.

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