get_portfolio — Quantic Finance MCP Tool Read-only

get_portfolio (get portfolio) is one of 21 tools on the Quantic Finance MCP server. Connect the server and your client discovers it on the handshake.

by client

How to call get_portfolio from your client

Claude Code Quantic Finance get_portfolio run in your project directory
Claude Desktop Quantic Finance get_portfolio ~/Library/Application Support/Claude/claude_desktop_config.json
Cursor Quantic Finance get_portfolio ~/.cursor/mcp.json
VS Code Quantic Finance get_portfolio .vscode/mcp.json
Zed Quantic Finance get_portfolio ~/.config/zed/settings.json
Windsurf Quantic Finance get_portfolio ~/.codeium/windsurf/mcp_config.json
Cline Quantic Finance get_portfolio ~/Library/Application Support/Code/User/globalStorage/saoudrizwan.claude-dev/settings/cline_mcp_settings.json
Gemini CLI Quantic Finance get_portfolio ~/.gemini/settings.json
Grok Quantic Finance get_portfolio .mcp.json (in your project root)
ChatGPT Quantic Finance get_portfolio Settings → Connectors → Advanced → Developer mode
Claude.ai Quantic Finance get_portfolio Settings → Connectors → Add custom connector
LangChain Quantic Finance get_portfolio pip install langchain-mcp-adapters

Fastest route

claude mcp add --transport http mcp https://quantic.finance/mcp

Other tools on this server

compare_stocks
dividend_calendar
get_dividends
get_holdings
get_income_attribution
get_income_outlook
get_movements
get_options
get_performance
get_radar
get_realized
get_stock
get_stock_research
get_tax_report
get_valuation
list_portfolios
list_stocks
screen_stocks
screen_wheel
search_stocks

This list was read from the server itself, by connecting to it and calling tools/list on 24 September 2026. It is what the server actually exposes, not what its listing claims.

Mutating and Read-only are read off each tool's name, not its schema — a hint, not a guarantee. The registry stores tool names only; connect the server for its live schemas.

Quantic Finance MCP server