MarketHeist analyzes portfolios that hold more than funds: put whole portfolios, a trend-filtered strategy or a rotation inside one portfolio, add a filter on top, and get CAGR, drawdown and Sharpe from real price history with caveats. It also backtests indicator rules on any ticker, decomposes funds into factors, and answers cited lookups for 19 model portfolios and 7 strategies. Free, no sign-in. **What makes it different** - **Holdings can be portfolios or strategies, not only funds.** Put Golden Butterfly and All Weather inside one portfolio next to QQQ, make the stock half of a 60/40 a trend-filtered S&P 500, or hold a rotation that picks the strongest of SPY, EFA and BND each month. - **Filters on top.** A trend filter can wrap the whole book (hold it only while it is above its own 10-month average, else cash) or one holding. - **Same numbers as a plain portfolio.** Nested results come with the same CAGR, drawdown, Sharpe, risk split, caveats and reproduce hash. - **Cited lookups (new in 1.2.0).** Seasonality with t-statistics, calendar-year returns, drawdown episodes, share of risk vs share of money, independent bets, side-by-side comparisons over a common window and fund history. Precomputed, so answers are instant, say which month the data runs through and link the marketheist.io page with the same number. **New in 1.3.0:** the returns, risk, comparison and factor tools also take your own portfolio, nested ones included, computed live, and portfolio_returns takes any ticker. **Try asking** - "Build me a portfolio of portfolios: 40% Golden Butterfly, 40% All Weather and 20% QQQ, rebalanced yearly. Then add a 10-month trend filter on the whole thing." - "Is 60/40 really diversified, and how did All Weather do in 2022?" - "Compare 60/40, All Weather and Golden Butterfly over the same period." - "Backtest a 50/200-day golden cross on SPY with daily data and 5 bps costs, against buy-and-hold." **Tools (10, all read-only):** portfolio_returns, portfolio_risk, compare_portfolios, analyze_portfolio, find_guides, list_portfolios, fund_history, decompose_factors, run_backtest, list_indicators. Every number is computed by a deterministic engine on real price data, and the server reports its caveats with each result. Historical simulation for research and education, not investment advice. Docs: https://marketheist.io/docs/reference/mcp
MCP readiness
Readiness is how fully this listing follows its protocol and how it behaved in our probes over 30 days. It is shown for reference and does not move it in search. Search order and leaderboards use the separate quality grade (here C+, 70.0/100), which weighs availability, conformance, p95 speed and descriptor. How the two differ
| Valid MCP handshake | 10/10 | initialize and tools/list both answered. |
| Live MCP endpoint | 24/25 | Endpoint answers the MCP initialize handshake (3629 ms); slow response -1. |
| Protocol revision | 10/10 | Speaks the current MCP revision 2026-07-28. |
| Signed descriptor | n/a | No MCP standard defines a signed server descriptor. |
| Uptime (30 days) | 15/15 | 27/27 probes succeeded over 30 days (100%). |
| Tool declaration | 10/10 | Lists 10 tool(s) with descriptions. |
| Verified identity | 5/10 | Publisher declared (repository, package or homepage); claim this listing to verify domain control. |
| Freshness + modern flags | 4/5 | seen in a source within 7 days. |
| Auth declaration | 2/5 | Declares credential scheme: smithery_api_key. |
Compared with peers
Against 53,039 reachable MCP servers in our daily snapshot (2026-11-12 06:46 UTC). Display only; it does not change search order.
- Readiness
- Higher than 96% of peers
- This listing 89 · peer median 81
- Latency
- Faster than 26% of peers
- This listing 548 ms · peer median 326 ms
Where it loses the most points, and how to win them back
- Verified identity −5
— Claim the listing and prove control of its domain.
Now: Publisher declared (repository, package or homepage); claim this listing to verify domain control.
- Auth declaration −3
— State how to authenticate (an auth scheme, or that none is needed).
Now: Declares credential scheme: smithery_api_key.
- Live MCP endpoint −1
— Answer initialize and tools/list at the declared endpoint.
Now: Endpoint answers the MCP initialize handshake (3629 ms); slow response -1.
Listed in
Directories this entry was found in.
How to connect
https://server.smithery.ai/marketheist/portfolio/mcpcurl -X POST https://server.smithery.ai/marketheist/portfolio/mcp \
-H 'Content-Type: application/json' \
-H 'Accept: application/json, text/event-stream' \
-d '{"jsonrpc":"2.0","id":1,"method":"initialize","params":{}}'