KitScout

Categories › Business & Finance › E-commerce & marketplaces

Metruvo portfolio analysis

MCP serverVerified domain · metruvo.comRemote● LiveFree to try

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

Install

Remote server: your requests and data go to metruvo.com. Claude Code: claude mcp add --transport http metruvo-portfolio-analysis https://metruvo.com/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.

  • search_funds — Search the published instrument catalogue by name, ISIN or ticker; includes currency and listing identifiers. Returns checkUrl: a shareable
  • xray_portfolio — Analyze free-preview ETF overlap and region/sector/single-company concentration findings, known ongoing charges and regional/sector exposure
  • compare_funds — Analyze two ETFs as a 50/50 portfolio, with overlap and issuer facts including dated ongoing charges side by side, and each fund's own regio
  • rank_funds — Sort 2 to 10 funds by up to three published facts: ongoing charge, US share, pairwise overlap and holdings count. Rows follow the criteria i

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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