Fortunest demo

Fortunest MCP server

Connect Claude, ChatGPT, Codex, Claude Code or any other MCP client to a real multi-broker investment portfolio.

Fortunest is a portfolio tracker for stocks, ETFs and crypto across brokers and exchanges. Its MCP server lets your own AI agent read your holdings, returns, allocation, risk, trades and tax lots, with the numbers calculated by Fortunest rather than guessed by the model. Reads run on their own. Every change waits for your approval in the Fortunest app. No tool places an order with a broker or moves money.

This repository holds documentation and registry metadata only. The server is hosted by Fortunest; there is nothing to install or run.

Try it in two minutes (free, no account)

The demo endpoint serves a shared, synthetic sample portfolio (four demo accounts) with seventeen read-only tools. No sign-in.

https://app.fortunest.ai/mcp/demo?src=github

• Claude app (web, desktop, mobile): Settings → Connectors → Add custom connector → paste the URL.
• ChatGPT app: turn on Developer mode → Apps & Connectors → Create → paste the URL → Authentication: No authentication. Custom connectors depend on your ChatGPT plan.
• Claude Code:

  claude mcp add --transport http fortunest-demo "https://app.fortunest.ai/mcp/demo?src=github"
  

• Codex:

  codex mcp add fortunest-demo --url "https://app.fortunest.ai/mcp/demo?src=github"
  

Then ask, for example: "Where is this portfolio concentrated, and how risky is it?" or "Which tax lots are close to their tax-free date?"

Connect your own portfolio

https://app.fortunest.ai/mcp

Needs Fortunest Pro. Every new account starts with a 14-day Pro trial, no card.

• Claude app: Settings → Connectors → Add custom connector → Remote MCP server URL https://app.fortunest.ai/mcp → Connect, then allow it in Fortunest. Free Claude accounts are limited to one custom connector.
• ChatGPT app: Developer mode → Apps & Connectors → Create → MCP server URL https://app.fortunest.ai/mcp → Authentication: OAuth → sign in and allow it. Custom connectors depend on your ChatGPT plan, and a workspace owner may have to allow them.
• Claude Code:

  claude mcp add --transport http fortunest https://app.fortunest.ai/mcp
  

  then /mcp → fortunest → authenticate.
• Codex:

  codex mcp add fortunest --url https://app.fortunest.ai/mcp
  codex mcp login fortunest
  

Full steps with screenshots and troubleshooting: Your own agent and the MCP reference.

Endpoints

URL	For	Access
https://app.fortunest.ai/mcp	Your own portfolio, for agents with a large context window	Pro (the 14-day trial included). OAuth 2.1 sign-in in the browser with dynamic client registration
https://app.fortunest.ai/mcp/mini	A small edition for on-device models: nine read-only tools with short answers	The same sign-in and permissions as /mcp
https://app.fortunest.ai/mcp/demo	The shared demo portfolio	Free. No account, no sign-in. Seventeen read-only tools

Transport: Streamable HTTP with JSON responses on all three. Enter a URL exactly as written, without a trailing slash.

What an agent can do

• Read your portfolio: holdings, performance, allocation, risk, the value chart, trades, money flow, tax lots, the trade plan, simulations, warnings, the watchlist, your notes, and Fortunest's documentation. Reads never change anything.
• Markets and research: quotes and fundamentals, historical prices, asset search, market lists, insider filings and news.
• Social reads: what friends, groups and followed 13F investors chose to share.
• Steer the dashboard: show a card, open an asset, filter and sort, run a what-if, travel to a past date. Each action asks for your approval unless you allowed it.
• Write, with approval: favourites, targets, hand-added assets, categories, notes and settings. Every one waits for your approval in Fortunest.

The demo endpoint serves these reads: get_core, holdings, holding, allocation, risk, chart_values, events, recent_trades, money_flow, tax_lots, tax_free_summary, warnings, get_trade_plan, trade_candidates, simulation, docs_search, docs_lookup.

Security and permissions

• Reading is all a connection does on its own. Every write and every dashboard action waits for your approval in the Fortunest app.
• You choose the permissions at sign-in and can change them or revoke the connection at any time in Settings → Assistant → External agents, where every call the agent made is listed.
• Your agent brings its own model. Fortunest needs no AI provider key for the connection.
• No tool places an order with a broker or moves money. Fortunest is a tracker, and nothing it returns is investment advice.

Privacy · Terms

MCP Registry

Both servers are published in the official MCP Registry:

• ai.fortunest/portfolio → https://app.fortunest.ai/mcp
• ai.fortunest/portfolio-demo → https://app.fortunest.ai/mcp/demo

The published server.json files are in registry/.

Pricing

Free plan: up to 3 accounts and 50 assets, no card. Pro, which includes the MCP connection: €6.99 a month or €69 a year, plus VAT, with a 14-day trial for every new account. Details: fortunest.ai.

Support

Questions or a client that doesn't connect: [email protected]

© 2026 Fortunest. Documentation only; the Fortunest service and its server code are not open source.