Fortunest for VS Code

ai.fortunest/portfolio

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

client:VS Code transport:streamable-http

Install Fortunest in VS Code

.vscode/mcp.json

{
  "servers": {
    "portfolio": {
      "type": "http",
      "url": "https://app.fortunest.ai/mcp"
    }
  }
}

Requires agent mode. MCP: Open User Configuration puts the same block in every workspace. VS Code docs