GetMyPortfolio — equibles MCP Tool
GetMyPortfolio
(get 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 GetMyPortfolio from your client
- Claude Code equibles GetMyPortfolio run in your project directory
- Claude Desktop equibles GetMyPortfolio ~/Library/Application Support/Claude/claude_desktop_config.json
- Cursor equibles GetMyPortfolio ~/.cursor/mcp.json
- VS Code equibles GetMyPortfolio .vscode/mcp.json
- Zed equibles GetMyPortfolio ~/.config/zed/settings.json
- Windsurf equibles GetMyPortfolio ~/.codeium/windsurf/mcp_config.json
- Cline equibles GetMyPortfolio ~/Library/Application Support/Code/User/globalStorage/saoudrizwan.claude-dev/settings/cline_mcp_settings.json
- Gemini CLI equibles GetMyPortfolio ~/.gemini/settings.json
- Grok equibles GetMyPortfolio .mcp.json (in your project root)
- ChatGPT equibles GetMyPortfolio Settings → Connectors → Advanced → Developer mode
- Claude.ai equibles GetMyPortfolio Settings → Connectors → Add custom connector
- LangChain equibles GetMyPortfolio 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
- 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.