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Every change Wellknown observed on this MCP server, newest first, with what it was before and what it became. Tool-surface changes carry the definition diff. Nothing here is edited after the fact.
Authorization not required, issuer https://portfolio.fit
Tool surface changed
Added "calculate_portfolio_statistics", "cancel_portfolio_series_upload", "get_analysis" and 5 more; changed the definition of "calculate_portfolio_constraints" and "evaluate_portfolio_alignment" (2 tools before, 10 now)
calculate_portfolio_constraintschanged
inputSchema
⟨277 unchanged words⟩ "type":"object"}},"properties":{"analysis_name":{"anyOf":[{"maxLength":255,"minLength":1,"type":"string"},{"type":"null"}],"default":null,"description":"Optional private grouping name. The same case-sensitive name, after trimming outer whitespace, reuses one group for this user. Omit it for an independent operation. Keep the name on retries; each calculation still needs its own idempotency_key.","title":"Analysis Name"},"base_currency":{"default":"USD","maxLength": ⟨82 unchanged words⟩
⟨280 unchanged words⟩ "type":"object"}},"properties":{"analysis_name":{"anyOf":[{"maxLength":255,"minLength":1,"type":"string"},{"type":"null"}],"default":null,"description":"Optional private grouping name. The same case-sensitive name, after trimming outer whitespace, reuses one group for this user. Omit it for an independent operation. Keep the name on retries; each calculation still needs its own idempotency_key.","title":"Analysis Name"},"base_currency":{"default":"USD","maxLength": ⟨102 unchanged words⟩
Calculate portfolio statistics — Calculate historical return, volatility, drawdown, risk-adjusted and benchmark-relative statistics from a confirmed portfolio series profile. The metrics parameter describes all available calculations and their required inputs. Use daily, weekly or monthly complete periods; results include coverage, warnings and exact dataset/profile pins. Reuse an idempotency_key only for an identical calculation.
cancel_portfolio_series_uploadadded
Cancel portfolio series upload — Cancel a pending upload and permanently remove its staging chunks.
get_analysisadded
Get an analysis — Read retained normalized inputs, operations, results and owner-scoped dataset references. This is not an external agent transcript.
list_analysesadded
List analyses — Read private calculation groups and independent operations. Filter by kind, portfolio, dates, ready/running/attention status or legacy open/finished status.
list_analysis_portfoliosadded
List analysis portfolios — List owner-scoped portfolios, analytics datasets, and profile readiness.
list_portfolio_seriesadded
List portfolio series — Discover owner-scoped immutable series profiles and their exact dataset versions. This returns metadata and coverage only, never dataset rows.
review_portfolio_series_profileadded
Review portfolio series profile — Create an immutable profile revision using revise, or explicitly confirm a warning-free proposal with confirmation=true.
upload_portfolio_series_rowsadded
Upload portfolio series rows — Upload normalized series_key/date/value/distribution rows and commit a dataset version. For up to 5,000 rows, omit chunk_index and total_chunks to complete in one call. For larger inputs, declare total_chunks on every call, send chunks in order, and reuse upload_id and idempotency_key. The final chunk automatically verifies and commits all data and returns immutable series profiles. Parse files locally before calling.
Authorization
Authorization not required, issuer https://portfolio.fit
Authorization
Authorization not required, issuer https://portfolio.fit
Authorization
Authorization not required, issuer https://portfolio.fit
Authorization
Authorization not required, issuer https://portfolio.fit
Authorization
Authorization not required, issuer https://portfolio.fit
Authorization
Authorization not required, issuer https://portfolio.fit
Authorization
Authorization not required, issuer https://portfolio.fit
Authorization
Authorization not required, issuer https://portfolio.fit
Authorization
Authorization not required, issuer https://portfolio.fit
Authorization
Authorization not required, issuer https://portfolio.fit
Authorization
Authorization not required, issuer https://portfolio.fit
Authorization
Authorization not required, issuer https://portfolio.fit
TLS
Certificate recorded, valid to 2026-11-23
Authorization
Authorization not required, issuer https://portfolio.fit
Tool surface
First tool surface recorded: 2 tools (server version 0.1.4)