UpdatePortfolioLot — equibles MCP Tool
UpdatePortfolioLot
(update 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 UpdatePortfolioLot from your client
- Claude Code equibles UpdatePortfolioLot run in your project directory
- Claude Desktop equibles UpdatePortfolioLot ~/Library/Application Support/Claude/claude_desktop_config.json
- Cursor equibles UpdatePortfolioLot ~/.cursor/mcp.json
- VS Code equibles UpdatePortfolioLot .vscode/mcp.json
- Zed equibles UpdatePortfolioLot ~/.config/zed/settings.json
- Windsurf equibles UpdatePortfolioLot ~/.codeium/windsurf/mcp_config.json
- Cline equibles UpdatePortfolioLot ~/Library/Application Support/Code/User/globalStorage/saoudrizwan.claude-dev/settings/cline_mcp_settings.json
- Gemini CLI equibles UpdatePortfolioLot ~/.gemini/settings.json
- Grok equibles UpdatePortfolioLot .mcp.json (in your project root)
- ChatGPT equibles UpdatePortfolioLot Settings → Connectors → Advanced → Developer mode
- Claude.ai equibles UpdatePortfolioLot Settings → Connectors → Add custom connector
- LangChain equibles UpdatePortfolioLot 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
- AddPortfolioLot
- GetMarketStatus
- GetMarketWideCongressionalActivity
- GetWebDataFeed
- ScreenStocks
- GetFundProfile
- GetInvestorEventTranscript
- GetInstitutionConsensusHoldings
- SearchInstitutions
- GetShortInterest
- GetPutCallRatios
- ListInvestorEvents
- GetCongressionalTrades
- GetInstitutionCloneBacktest
- CompareInstitutionPortfolios
- GetValuationMultiplesHistory
- GetUpcomingInvestorEvents
- GetDividendHistory
- 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.