CreateMyPortfolio — equibles MCP Tool
CreateMyPortfolio
(create my portfolio) 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 CreateMyPortfolio from your client
- Claude Code equibles CreateMyPortfolio run in your project directory
- Claude Desktop equibles CreateMyPortfolio ~/Library/Application Support/Claude/claude_desktop_config.json
- Cursor equibles CreateMyPortfolio ~/.cursor/mcp.json
- VS Code equibles CreateMyPortfolio .vscode/mcp.json
- Zed equibles CreateMyPortfolio ~/.config/zed/settings.json
- Windsurf equibles CreateMyPortfolio ~/.codeium/windsurf/mcp_config.json
- Cline equibles CreateMyPortfolio ~/Library/Application Support/Code/User/globalStorage/saoudrizwan.claude-dev/settings/cline_mcp_settings.json
- Gemini CLI equibles CreateMyPortfolio ~/.gemini/settings.json
- Grok equibles CreateMyPortfolio .mcp.json (in your project root)
- ChatGPT equibles CreateMyPortfolio Settings → Connectors → Advanced → Developer mode
- Claude.ai equibles CreateMyPortfolio Settings → Connectors → Add custom connector
- LangChain equibles CreateMyPortfolio pip install langchain-mcp-adapters
Fastest route
claude mcp add --transport http equibles https://mcp.equibles.com/mcpOther tools on this server
- GetLatestClosingPrices
- GetCftcPositioning
- AddPortfolioLot
- 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
- 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.