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Dated ETF, stock and calendar data, plus tax-loss, withholding and fee math on your holdings.
Portfolio Terminal is an MCP server entry in ChatHome Skills, sourced from Official MCP Registry and scored 100/100. As a Model Context Protocol server, it exposes tools that MCP-compatible LLM clients such as Claude, Cursor, and Copilot can call directly, extending an agent's reach beyond its built-in capabilities. ChatHome Skills discovered this entry through its daily ingest of official registries and GitHub discovery queries, and re-verifies repository facts, freshness signals, and install metadata on every run. The quality score weighs official-registry presence, a working install command, license clarity, GitHub star trajectory, and repository freshness — the full formula is on the Sources page. The install command above is ready to copy. Review the last-pushed date and repository status before adding Portfolio Terminal to a production agent workflow; the snapshot facts below are point-in-time values from the most recent ingest.
mcp add com.portfolio-terminal/portfolio-terminal https://portfolio-terminal.com/api/mcpReview the upstream source before running this command.
{
"_meta": {
"io.modelcontextprotocol.registry/official": {
"status": "active",
"isLatest": true,
"updatedAt": "2026-11-01T12:47:49.506396Z",
"publishedAt": "2026-11-01T12:47:49.506396Z",
"statusChangedAt": "2026-11-01T12:47:49.506396Z"
}
},
"server": {
"name": "com.portfolio-terminal/portfolio-terminal",
"title": "Portfolio Terminal",
"$schema": "https://static.modelcontextprotocol.io/schemas/2025-12-11/server.schema.json",
"remotes": [
{
"url": "https://portfolio-terminal.com/api/mcp",
"type": "streamable-http"
}
],
"version": "1.1.0",
"websiteUrl": "https://portfolio-terminal.com/mcp",
"description": "Dated ETF, stock and calendar data, plus tax-loss, withholding and fee math on your holdings."
}
}