MCP servercom.folionomiq/folionomiq

One fund or share on its own, no portfolio needed: name, type, exchange, yearly cost when published, its measured return, volatility and worst fall, and for a fund

Before adding one new holding, with a given amount, to an existing portfolio: how much of it is already owned through the current funds (from the fund's SEC filing

Two to eight separate portfolios (not a change to one) measured over one shared window of price history: growth, volatility, worst fall, and how each moved against

For a portfolio held in one currency but priced partly in others: how much of it is outside the base currency, and what exchange-rate moves added to its growth, vol

How one portfolio's daily moves line up with four common patterns (the market, small versus large companies, value versus growth, momentum), which of those sensitiv

One portfolio answered along three separate questions (what is its risk built from, how did it behave when markets broke, what did it pay for the risk taken), each

The latest daily close for each ticker, in the base currency and in its own, with the date, for turning a number of shares into an amount. A single figure per ticke

For someone living off a portfolio: replays a yearly withdrawal, raised with real inflation, from every start month the portfolio's own history allows; how many sta

Only the companies owned through the funds of one portfolio, added up across funds: the largest names and their share of the whole portfolio, names reached through

The complete measurement of one portfolio in a single call: how many independent bets it holds, which holding carries risk out of line with its money, the companies

Only past crises for one portfolio: 2008, 2020, 2022 and others inside its price history, with the fall, the worst day and the days it took to come back, in money w

Three or four plain-language sentences about one portfolio (what its risk is built from and its worst historical fall), each with the window it rests on. The shorte

Only the written report on one portfolio: every figure numbered F1, F2... beside the method and window behind it, so each can be quoted by its number. The same repo

Only the structure of one portfolio: how many independent bets its holdings add up to (from how their prices moved, not how many tickers there are), and each holdin

What one portfolio returned over its record: growth per year (and after inflation), best and worst months and years, the range of any 12 months in a row, monthly re

Starts from a loss the holder names (as a fraction: 0.25 is a quarter) and reports the least extreme combination of market moves that would produce it on this portf

Finds the ticker when the holder gives a name, part of a ticker or an ISIN (for example 'Vanguard total world' gives VT), with the exchange it trades on. Useful bef

Simulated, not a forecast: 4,000 paths resampled from one portfolio's own price history, with optional monthly additions; where the middle path and the outer tenths

One holding already in the portfolio, measured at every weight from none to all (the rest of the money redistributed in proportion): volatility, its share of the ri

Any change to one portfolio, measured before it is made: the current and the proposed holdings side by side on the same price history (structure, risk, worst falls,

Checks a list of tickers before a measurement: which have usable price history, which do not, and the closest listing where a symbol is ambiguous.

Whether re-optimising an allocation would have helped: refit on the years before each date, hold it on prices it had not seen, repeat, and compare that record with