Fortunest for Claude Code

ai.fortunest/portfolio

Ask about your real portfolio: holdings, risk, tax lots and trades across brokers and exchanges.

client:Claude Code transport:streamable-http

Install Fortunest in Claude Code

run in your project directory

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

Adds it for this project only. Append --scope user to make it available everywhere. Claude Code docs