KitScout

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

MarketHeist Backtest

MCP serverVerified domain · marketheist.ioRemote● LiveFree to try

Backtest and analyze any portfolio, incl. nested multi-strategy ones: returns, risk, factors, guides

Install

Remote server: your requests and data go to api.marketheist.io. Claude Code: claude mcp add --transport http marketheist-backtest https://api.marketheist.io/api/mcp · 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.

  • portfolio_returns — Look up how a portfolio, strategy or fund actually returned: seasonality by calendar month (average return, share of positive months, number
  • portfolio_risk — Answer both 'how bad did it get' and 'is it really diversified' for a built-in model portfolio, a canonical strategy or your own portfolio.
  • compare_portfolios — Compare 2 to 4 portfolios (built-in model portfolios, canonical strategies or your own allocations) side by side over their COMMON window, w
  • analyze_portfolio — Analyze an asset-allocation ('lazy') portfolio and get long-run performance computed from real monthly price history (proxy-extended for dec
  • find_guides — Search MarketHeist's 90 published research pages and get the page's own verdict and numbers, with its URL to cite: 18 strategy guides (60/40
  • list_portfolios — List every portfolio and strategy the other tools accept by id, with a one-line description, holdings, headline CAGR / max drawdown / Sharpe
  • fund_history — Tell how far back a fund can be tested on MarketHeist once its history is extended with older substitute funds: the proxy chain (e.g. VXUS <
  • decompose_factors — Explain WHAT DRIVES the returns of a ticker, ETF or built-in portfolio by decomposing them into common factor exposures (market, size, value
  • run_backtest — Backtest a trading strategy on any Yahoo Finance ticker and get authoritative performance metrics computed from real historical price data —
  • list_indicators — List the built-in technical indicators available for backtesting (RSI, moving-average crossovers, ADX, Bollinger, CCI, Stochastic, and more)

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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