AddPortfolioLot — equibles MCP Tool
AddPortfolioLot
(add portfolio lot) is one of 117 tools on the
equibles
MCP server. Connect the server and your client discovers it on the handshake.
by client
How to call AddPortfolioLot from your client
- Claude Code equibles AddPortfolioLot run in your project directory
- Claude Desktop equibles AddPortfolioLot ~/Library/Application Support/Claude/claude_desktop_config.json
- Cursor equibles AddPortfolioLot ~/.cursor/mcp.json
- VS Code equibles AddPortfolioLot .vscode/mcp.json
- Zed equibles AddPortfolioLot ~/.config/zed/settings.json
- Windsurf equibles AddPortfolioLot ~/.codeium/windsurf/mcp_config.json
- Cline equibles AddPortfolioLot ~/Library/Application Support/Code/User/globalStorage/saoudrizwan.claude-dev/settings/cline_mcp_settings.json
- Gemini CLI equibles AddPortfolioLot ~/.gemini/settings.json
- Grok equibles AddPortfolioLot .mcp.json (in your project root)
- ChatGPT equibles AddPortfolioLot Settings → Connectors → Advanced → Developer mode
- Claude.ai equibles AddPortfolioLot Settings → Connectors → Add custom connector
- LangChain equibles AddPortfolioLot pip install langchain-mcp-adapters
Fastest route
claude mcp add --transport http equibles https://mcp.equibles.com/mcpOther tools on this server
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- GetCftcPositioning
- GetMarketStatus
- GetMarketWideCongressionalActivity
- GetWebDataFeed
- ScreenStocks
- GetFundProfile
- GetInvestorEventTranscript
- GetInstitutionConsensusHoldings
- SearchInstitutions
- GetShortInterest
- GetPutCallRatios
- ListInvestorEvents
- GetCongressionalTrades
- GetInstitutionCloneBacktest
- CompareInstitutionPortfolios
- GetValuationMultiplesHistory
- GetUpcomingInvestorEvents
- GetDividendHistory
- UpdatePortfolioLot
- GetShortInterestSnapshot
- GetValuationMultiples
- GetFormDOfferings
- GetFundsHoldingStock
- GetEarningsCallEvent
- GetIndexChanges
- GetEtfProfile
- GetRevenueBreakdown
- GetGovernmentContracts
- GetCorrelatedStocks
- GetAverageTrueRange
- GetMyPortfolio
- CreateMyPortfolio
- SearchFunds
- SuggestToolImprovement
- GetEtfHoldings
- GetEarningsCallTranscript
- GetIpoFeed
- GetIndexForecast
- GetLatestEconomicIndicators
- GetInstitutionQuarterlyActivity
- GetTopHolders
- ClosePortfolioLot
- GetEarningsCallToneAndThemes
- SearchCftcMarkets
- GetIndexComposition
- GetLatestCftcPositioning
- GetInvestorRelationsNews
- SearchDocument
- GetStockPrices
- GetEconomicCalendar
- GetFinancialStatement
- ListFilings
- ReportProblem
- GetSuperInvestors
- GetLiveQuote
- DeleteMyPortfolio
- GetExecutiveChanges
- SearchEtfs
- SearchInsiders
- GetOffExchangeVolume
- UnwatchInstrument
- GetInsiderSentimentScores
- GetOnBalanceVolume
- GetInstitutionalOwnershipHistory
- ListWebDataFeeds
- GetBuybackPrograms
- GetAnalystEstimates
- WatchInstrument
- GetInstitutionPortfolio
- GetDebtInstrument
- GetFailsToDeliver
- GetTopGovernmentContractors
- GetIpoDetails
- GetGuidance
- GetForm144ProposedSales
- GetInvestorEventSlideMetadata
- GetInsiderOwnership
- GetNonGaapBridge
- CompareFinancialFact
- GetOptionContract
- GetFdaAdvisoryCommitteeMeetings
- GetStochasticOscillator
- RemovePortfolioLot
- GetDebtProfile
- GetMemberNetWorth
- GetFundNcenReports
- GetInsiderTransactions
- GetCompanyKpis
- SearchInvestmentAdvisers
- GetMarketHolidayCalendar
- GetOptionChain
- GetCustomerConcentration
- GetAtmPrograms
- GetInstitutionSummary
- GetGoingConcernStatus
- GetLargestShortVolume
- GetFinancialFact
- GetInstitutionSectorAllocation
- GetShortSqueezeScores
- SearchCongressMembers
- GetShortVolume
- GetMarketWide13FActivity
- GetVixHistory
- GetExecutiveCompensation
- GetEconomicIndicator
- GetInvestmentAdviser
- ReadDocumentLines
- GetEarningsBrief
- GetOptionExpirations
- GetBollingerBands
- GetTopInstitutionalBuyersSellers
- SearchEconomicIndicators
- GetMostHeldStocks
- GetMemberTrades
- SearchDocuments
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.