PortfolioFit
Check normalized portfolios against mandates and calculate allocation constraints.
我該用這個嗎
品質與安全性
A
發現項目（1）
- LOWTool 'calculate_portfolio_constraints' name length outside 3-30 range在 calculate_portfolio_constraints 中
根據工具定義與協定合規性的自動化分析。
上下文成本
~3,686Token（工具定義）
~22.3 KB典型回應大小
顯著的注意力影響（128k 上下文的 2.88%）
這是每次將伺服器的工具載入模型上下文時所消耗的約略 token 數量。數量越高，可用於其他工作的注意力就越少。
安裝
一鍵安裝
將以下內容加入你的 `claude_desktop_config.json` 檔案：
{
"mcpServers": {
"portfoliofit": {
"url": "https://portfolio.fit/mcp"
}
}
}遠端端點
https://portfolio.fit/mcpstreamable-http它能做什麼
工具清單
工具（2）
🟢 唯讀🟡 寫入🔴 刪除⚪ 未知
🟡evaluate_portfolio_alignment(holdings, idempotency_key, mandate, rules, portfolio_name, ...)
Compare a clean mandate with normalized holdings. Do not send PDF, CSV, spreadsheet, or factsheet files; extract them before calling.
輸入結構描述
{
"type": "object",
"properties": {
"holdings": {
"items": {
"$ref": "#/$defs/AlignmentHolding"
},
"maxItems": 1000,
"minItems": 1,
"title": "Holdings",
"type": "array"
},
"idempotency_key": {
"maxLength": 255,
"minLength": 1,
"title": "Idempotency Key",
"type": "string"
},
"mandate": {
"default": "",
"maxLength": 50000,
"title": "Mandate",
"type": "string"
},
"rules": {
"anyOf": [
{
"items": {
"$ref": "#/$defs/AlignmentRule"
},
"maxItems": 250,
"type": "array"
},
{
"type": "null"
}
],
"default": null,
"title": "Rules"
},
"portfolio_name": {
"default": "Portfolio",
"maxLength": 255,
"title": "Portfolio Name",
"type": "string"
},
"base_currency": {
"default": "USD",
"maxLength": 16,
"minLength": 1,
"title": "Base Currency",
"type": "string"
},
"composition_scope": {
"default": "unknown",
"enum": [
"complete",
"partial",
"unknown"
],
"title": "Composition Scope",
"type": "string"
},
"source_warnings": {
"anyOf": [
{
"items": {
"maxLength": 2000,
"minLength": 1,
"type": "string"
},
"maxItems": 100,
"type": "array"
},
{
"type": "null"
}
],
"default": null,
"title": "Source Warnings"
}
},
"required": [
"holdings",
"idempotency_key"
],
"$defs": {
"AlignmentHolding": {
"additionalProperties": false,
"properties": {
"id": {
"maxLength": 120,
"minLength": 1,
"title": "Id",
"type": "string"
},
"name": {
"maxLength": 500,
"minLength": 1,
"title": "Name",
"type": "string"
},
"weight": {
"anyOf": [
{
"type": "number"
},
{
"type": "null"
}
],
"default": null,
"description": "Portfolio weight. Prefer a decimal share such as 0.24 for 24%. Percentage-point inputs such as 24 are also accepted and normalized when the supplied holdings use that convention.",
"title": "Weight"
},
"value": {
"anyOf": [
{
"type": "number"
},
{
"type": "null"
}
],
"default": null,
"title": "Value"
},
"currency": {
"default": "",
"maxLength": 16,
"title": "Currency",
"type": "string"
},
"attributes": {
"additionalProperties": {
"anyOf": [
{
"type": "string"
},
{
"type": "integer"
},
{
"type": "number"
},
{
"type": "boolean"
},
{
"type": "null"
}
]
},
"maxProperties": 100,
"title": "Attributes",
"type": "object"
},
"source_reference": {
"default": "",
"maxLength": 500,
"title": "Source Reference",
"type": "string"
}
},
"required": [
"id",
"name"
],
"title": "AlignmentHolding",
"type": "object"
},
"AlignmentRule": {
"additionalProperties": false,
"properties": {
"id": {
"anyOf": [
{
"type": "integer"
},
{
"type": "null"
}
],
"default": null,
"title": "Id"
},
"title": {
"default": "",
"maxLength": 200,
"title": "Title",
"type": "string"
},
"target": {
"maxLength": 500,
"minLength": 1,
"title": "Target",
"type": "string"
},
"operator": {
"enum": [
"<",
"<=",
"=",
"!=",
">=",
">",
"range"
],
"title": "Operator",
"type": "string"
},
"threshold": {
"anyOf": [
{
"type": "number"
},
{
"type": "null"
}
],
"default": null,
"title": "Threshold"
},
"min_value": {
"anyOf": [
{
"type": "number"
},
{
"type": "null"
}
],
"default": null,
"title": "Min Value"
},
"max_value": {
"anyOf": [
{
"type": "number"
},
{
"type": "null"
}
],
"default": null,
"title": "Max Value"
},
"unit": {
"default": "percent",
"maxLength": 64,
"title": "Unit",
"type": "string"
},
"explanation": {
"default": "",
"maxLength": 2000,
"title": "Explanation",
"type": "string"
},
"enabled": {
"default": true,
"title": "Enabled",
"type": "boolean"
},
"exposure_filter": {
"anyOf": [
{
"$ref": "#/$defs/ExposureFilter"
},
{
"type": "null"
}
],
"default": null
}
},
"required": [
"target",
"operator"
],
"title": "AlignmentRule",
"type": "object"
},
"ExposureFilter": {
"additionalProperties": false,
"properties": {
"dimension": {
"enum": [
"denomination_currency",
"country",
"domicile",
"issuer_country",
"listing_country",
"asset_class",
"rating",
"sector"
],
"title": "Dimension",
"type": "string"
},
"match": {
"enum": [
"equals",
"not_equals",
"in",
"not_in"
],
"title": "Match",
"type": "string"
},
"values": {
"items": {
"maxLength": 120,
"minLength": 1,
"type": "string"
},
"maxItems": 100,
"minItems": 1,
"title": "Values",
"type": "array"
}
},
"required": [
"dimension",
"match",
"values"
],
"title": "ExposureFilter",
"type": "object"
}
},
"title": "evaluate_portfolio_alignmentArguments"
}輸出結構描述
{
"type": "object",
"$defs": {
"CapabilityLimitExceededOutput": {
"additionalProperties": false,
"properties": {
"code": {
"const": "capability_limit_exceeded",
"title": "Code",
"type": "string"
},
"status": {
"const": "quota_exceeded",
"title": "Status",
"type": "string"
},
"message": {
"title": "Message",
"type": "string"
},
"capability": {
"title": "Capability",
"type": "string"
},
"plan": {
"title": "Plan",
"type": "string"
},
"usage": {
"$ref": "#/$defs/CapabilityLimitUsage"
},
"resolution_paths": {
"items": {
"$ref": "#/$defs/CapabilityLimitResolutionPath"
},
"minItems": 1,
"title": "Resolution Paths",
"type": "array"
},
"retryable_now": {
"const": false,
"default": false,
"title": "Retryable Now",
"type": "boolean"
},
"same_idempotency_key_reusable": {
"const": true,
"default": true,
"title": "Same Idempotency Key Reusable",
"type": "boolean"
}
},
"required": [
"code",
"status",
"message",
"capability",
"plan",
"usage",
"resolution_paths"
],
"title": "CapabilityLimitExceededOutput",
"type": "object"
},
"CapabilityLimitResolutionPath": {
"additionalProperties": false,
"properties": {
"id": {
"maxLength": 64,
"minLength": 1,
"title": "Id",
"type": "string"
},
"label": {
"maxLength": 120,
"minLength": 1,
"title": "Label",
"type": "string"
},
"description": {
"maxLength": 500,
"minLength": 1,
"title": "Description",
"type": "string"
},
"url": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"default": null,
"title": "Url"
},
"available_at": {
"anyOf": [
{
"format": "date-time",
"type": "string"
},
{
"type": "null"
}
],
"default": null,
"title": "Available At"
}
},
"required": [
"id",
"label",
"description"
],
"title": "CapabilityLimitResolutionPath",
"type": "object"
},
"CapabilityLimitUsage": {
"additionalProperties": false,
"properties": {
"period": {
"const": "calendar_month",
"default": "calendar_month",
"title": "Period",
"type": "string"
},
"used": {
"minimum": 0,
"title": "Used",
"type": "integer"
},
"limit": {
"minimum": 0,
"title": "Limit",
"type": "integer"
},
"started_at": {
"format": "date-time",
"title": "Started At",
"type": "string"
},
"resets_at": {
"format": "date-time",
"title": "Resets At",
"type": "string"
}
},
"required": [
"used",
"limit",
"started_at",
"resets_at"
],
"title": "CapabilityLimitUsage",
"type": "object"
},
"InvocationMeta": {
"additionalProperties": false,
"properties": {
"idempotent_replay": {
"title": "Idempotent Replay",
"type": "boolean"
},
"plan": {
"title": "Plan",
"type": "string"
},
"monthly_invocations": {
"title": "Monthly Invocations",
"type": "integer"
},
"monthly_invocation_limit": {
"anyOf": [
{
"type": "integer"
},
{
"type": "null"
}
],
"title": "Monthly Invocation Limit"
},
"monthly_tokens": {
"$ref": "#/$defs/MonthlyTokenUsage"
}
},
"required": [
"idempotent_replay",
"plan",
"monthly_invocations",
"monthly_invocation_limit",
"monthly_tokens"
],
"title": "InvocationMeta",
"type": "object"
},
"MonthlyTokenUsage": {
"additionalProperties": false,
"properties": {
"input_tokens": {
"default": 0,
"title": "Input Tokens",
"type": "integer"
},
"output_tokens": {
"default": 0,
"title": "Output Tokens",
"type": "integer"
},
"total_tokens": {
"default": 0,
"title": "Total Tokens",
"type": "integer"
}
},
"title": "MonthlyTokenUsage",
"type": "object"
},
"PortfolioAlignmentOutput": {
"additionalProperties": false,
"properties": {
"capability": {
"const": "portfolio_alignment.v1",
"title": "Capability",
"type": "string"
},
"status": {
"enum": [
"compliant",
"non_compliant",
"insufficient_evidence"
],
"title": "Status",
"type": "string"
},
"summary": {
"title": "Summary",
"type": "string"
},
"findings": {
"items": {
"additionalProperties": true,
"type": "object"
},
"title": "Findings",
"type": "array"
},
"rule_results": {
"items": {
"additionalProperties": true,
"type": "object"
},
"title": "Rule Results",
"type": "array"
},
"warnings": {
"items": {
"type": "string"
},
"title": "Warnings",
"type": "array"
},
"meta": {
"$ref": "#/$defs/InvocationMeta"
}
},
"required": [
"capability",
"status",
"summary",
"meta"
],
"title": "PortfolioAlignmentOutput",
"type": "object"
}
},
"anyOf": [
{
"$ref": "#/$defs/PortfolioAlignmentOutput"
},
{
"$ref": "#/$defs/CapabilityLimitExceededOutput"
}
],
"title": "PortfolioAlignmentToolOutput"
}🟢calculate_portfolio_constraints(holdings, constraints, idempotency_key, base_currency, composition_scope, ...)
Calculate explicit portfolio constraints deterministically from normalized holdings. Use this for arithmetic checks, not for interpreting natural-language mandates.
輸入結構描述
{
"type": "object",
"properties": {
"holdings": {
"items": {
"$ref": "#/$defs/AlignmentHolding"
},
"maxItems": 1000,
"minItems": 1,
"title": "Holdings",
"type": "array"
},
"constraints": {
"items": {
"$ref": "#/$defs/DeterministicConstraint"
},
"maxItems": 250,
"minItems": 1,
"title": "Constraints",
"type": "array"
},
"idempotency_key": {
"maxLength": 255,
"minLength": 1,
"title": "Idempotency Key",
"type": "string"
},
"base_currency": {
"default": "USD",
"maxLength": 16,
"minLength": 1,
"title": "Base Currency",
"type": "string"
},
"composition_scope": {
"default": "unknown",
"enum": [
"complete",
"partial",
"unknown"
],
"title": "Composition Scope",
"type": "string"
},
"source_warnings": {
"anyOf": [
{
"items": {
"maxLength": 2000,
"minLength": 1,
"type": "string"
},
"maxItems": 100,
"type": "array"
},
{
"type": "null"
}
],
"default": null,
"title": "Source Warnings"
}
},
"required": [
"holdings",
"constraints",
"idempotency_key"
],
"$defs": {
"AlignmentHolding": {
"additionalProperties": false,
"properties": {
"id": {
"maxLength": 120,
"minLength": 1,
"title": "Id",
"type": "string"
},
"name": {
"maxLength": 500,
"minLength": 1,
"title": "Name",
"type": "string"
},
"weight": {
"anyOf": [
{
"type": "number"
},
{
"type": "null"
}
],
"default": null,
"description": "Portfolio weight. Prefer a decimal share such as 0.24 for 24%. Percentage-point inputs such as 24 are also accepted and normalized when the supplied holdings use that convention.",
"title": "Weight"
},
"value": {
"anyOf": [
{
"type": "number"
},
{
"type": "null"
}
],
"default": null,
"title": "Value"
},
"currency": {
"default": "",
"maxLength": 16,
"title": "Currency",
"type": "string"
},
"attributes": {
"additionalProperties": {
"anyOf": [
{
"type": "string"
},
{
"type": "integer"
},
{
"type": "number"
},
{
"type": "boolean"
},
{
"type": "null"
}
]
},
"maxProperties": 100,
"title": "Attributes",
"type": "object"
},
"source_reference": {
"default": "",
"maxLength": 500,
"title": "Source Reference",
"type": "string"
}
},
"required": [
"id",
"name"
],
"title": "AlignmentHolding",
"type": "object"
},
"DeterministicConstraint": {
"additionalProperties": false,
"properties": {
"id": {
"maxLength": 120,
"minLength": 1,
"title": "Id",
"type": "string"
},
"metric": {
"enum": [
"single_holding_weight",
"selected_holdings_weight",
"filtered_holdings_weight",
"top_n_holdings_weight",
"holding_count",
"total_weight"
],
"title": "Metric",
"type": "string"
},
"operator": {
"enum": [
"<",
"<=",
"=",
"!=",
">=",
">",
"range"
],
"title": "Operator",
"type": "string"
},
"threshold": {
"anyOf": [
{
"type": "number"
},
{
"type": "null"
}
],
"default": null,
"title": "Threshold"
},
"min_value": {
"anyOf": [
{
"type": "number"
},
{
"type": "null"
}
],
"default": null,
"title": "Min Value"
},
"max_value": {
"anyOf": [
{
"type": "number"
},
{
"type": "null"
}
],
"default": null,
"title": "Max Value"
},
"holding_ids": {
"items": {
"type": "string"
},
"maxItems": 1000,
"title": "Holding Ids",
"type": "array"
},
"top_n": {
"anyOf": [
{
"maximum": 1000,
"minimum": 1,
"type": "integer"
},
{
"type": "null"
}
],
"default": null,
"title": "Top N"
},
"exposure_filter": {
"anyOf": [
{
"$ref": "#/$defs/ExposureFilter"
},
{
"type": "null"
}
],
"default": null
}
},
"required": [
"id",
"metric",
"operator"
],
"title": "DeterministicConstraint",
"type": "object"
},
"ExposureFilter": {
"additionalProperties": false,
"properties": {
"dimension": {
"enum": [
"denomination_currency",
"country",
"domicile",
"issuer_country",
"listing_country",
"asset_class",
"rating",
"sector"
],
"title": "Dimension",
"type": "string"
},
"match": {
"enum": [
"equals",
"not_equals",
"in",
"not_in"
],
"title": "Match",
"type": "string"
},
"values": {
"items": {
"maxLength": 120,
"minLength": 1,
"type": "string"
},
"maxItems": 100,
"minItems": 1,
"title": "Values",
"type": "array"
}
},
"required": [
"dimension",
"match",
"values"
],
"title": "ExposureFilter",
"type": "object"
}
},
"title": "calculate_portfolio_constraintsArguments"
}輸出結構描述
{
"type": "object",
"$defs": {
"CapabilityLimitExceededOutput": {
"additionalProperties": false,
"properties": {
"code": {
"const": "capability_limit_exceeded",
"title": "Code",
"type": "string"
},
"status": {
"const": "quota_exceeded",
"title": "Status",
"type": "string"
},
"message": {
"title": "Message",
"type": "string"
},
"capability": {
"title": "Capability",
"type": "string"
},
"plan": {
"title": "Plan",
"type": "string"
},
"usage": {
"$ref": "#/$defs/CapabilityLimitUsage"
},
"resolution_paths": {
"items": {
"$ref": "#/$defs/CapabilityLimitResolutionPath"
},
"minItems": 1,
"title": "Resolution Paths",
"type": "array"
},
"retryable_now": {
"const": false,
"default": false,
"title": "Retryable Now",
"type": "boolean"
},
"same_idempotency_key_reusable": {
"const": true,
"default": true,
"title": "Same Idempotency Key Reusable",
"type": "boolean"
}
},
"required": [
"code",
"status",
"message",
"capability",
"plan",
"usage",
"resolution_paths"
],
"title": "CapabilityLimitExceededOutput",
"type": "object"
},
"CapabilityLimitResolutionPath": {
"additionalProperties": false,
"properties": {
"id": {
"maxLength": 64,
"minLength": 1,
"title": "Id",
"type": "string"
},
"label": {
"maxLength": 120,
"minLength": 1,
"title": "Label",
"type": "string"
},
"description": {
"maxLength": 500,
"minLength": 1,
"title": "Description",
"type": "string"
},
"url": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"default": null,
"title": "Url"
},
"available_at": {
"anyOf": [
{
"format": "date-time",
"type": "string"
},
{
"type": "null"
}
],
"default": null,
"title": "Available At"
}
},
"required": [
"id",
"label",
"description"
],
"title": "CapabilityLimitResolutionPath",
"type": "object"
},
"CapabilityLimitUsage": {
"additionalProperties": false,
"properties": {
"period": {
"const": "calendar_month",
"default": "calendar_month",
"title": "Period",
"type": "string"
},
"used": {
"minimum": 0,
"title": "Used",
"type": "integer"
},
"limit": {
"minimum": 0,
"title": "Limit",
"type": "integer"
},
"started_at": {
"format": "date-time",
"title": "Started At",
"type": "string"
},
"resets_at": {
"format": "date-time",
"title": "Resets At",
"type": "string"
}
},
"required": [
"used",
"limit",
"started_at",
"resets_at"
],
"title": "CapabilityLimitUsage",
"type": "object"
},
"ConstraintResult": {
"additionalProperties": false,
"properties": {
"id": {
"title": "Id",
"type": "string"
},
"metric": {
"enum": [
"single_holding_weight",
"selected_holdings_weight",
"filtered_holdings_weight",
"top_n_holdings_weight",
"holding_count",
"total_weight"
],
"title": "Metric",
"type": "string"
},
"status": {
"enum": [
"pass",
"fail",
"insufficient_evidence"
],
"title": "Status",
"type": "string"
},
"actual": {
"anyOf": [
{
"type": "number"
},
{
"type": "null"
}
],
"default": null,
"title": "Actual"
},
"holding_ids": {
"items": {
"type": "string"
},
"title": "Holding Ids",
"type": "array"
},
"message": {
"title": "Message",
"type": "string"
}
},
"required": [
"id",
"metric",
"status",
"message"
],
"title": "ConstraintResult",
"type": "object"
},
"InvocationMeta": {
"additionalProperties": false,
"properties": {
"idempotent_replay": {
"title": "Idempotent Replay",
"type": "boolean"
},
"plan": {
"title": "Plan",
"type": "string"
},
"monthly_invocations": {
"title": "Monthly Invocations",
"type": "integer"
},
"monthly_invocation_limit": {
"anyOf": [
{
"type": "integer"
},
{
"type": "null"
}
],
"title": "Monthly Invocation Limit"
},
"monthly_tokens": {
"$ref": "#/$defs/MonthlyTokenUsage"
}
},
"required": [
"idempotent_replay",
"plan",
"monthly_invocations",
"monthly_invocation_limit",
"monthly_tokens"
],
"title": "InvocationMeta",
"type": "object"
},
"MonthlyTokenUsage": {
"additionalProperties": false,
"properties": {
"input_tokens": {
"default": 0,
"title": "Input Tokens",
"type": "integer"
},
"output_tokens": {
"default": 0,
"title": "Output Tokens",
"type": "integer"
},
"total_tokens": {
"default": 0,
"title": "Total Tokens",
"type": "integer"
}
},
"title": "MonthlyTokenUsage",
"type": "object"
},
"PortfolioConstraintsOutput": {
"additionalProperties": false,
"properties": {
"capability": {
"const": "portfolio_constraints.v1",
"title": "Capability",
"type": "string"
},
"status": {
"enum": [
"compliant",
"non_compliant",
"insufficient_evidence"
],
"title": "Status",
"type": "string"
},
"results": {
"items": {
"$ref": "#/$defs/ConstraintResult"
},
"title": "Results",
"type": "array"
},
"warnings": {
"items": {
"type": "string"
},
"title": "Warnings",
"type": "array"
},
"meta": {
"$ref": "#/$defs/InvocationMeta"
}
},
"required": [
"capability",
"status",
"meta"
],
"title": "PortfolioConstraintsOutput",
"type": "object"
}
},
"anyOf": [
{
"$ref": "#/$defs/PortfolioConstraintsOutput"
},
{
"$ref": "#/$defs/CapabilityLimitExceededOutput"
}
],
"title": "PortfolioConstraintsToolOutput"
}社群
證據
近期觀測
已驗證未記錄版本2 個工具
已驗證未記錄版本2 個工具
已驗證未記錄版本2 個工具