PortfolioFit
Check normalized portfolios against mandates and calculate allocation constraints.
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What it can do
What data it sees
Do you need an account
No: the server works without sign-in
Check normalized portfolios against mandates and calculate allocation constraints.
Server tool list (2)
Raw names from tools/list. Only developers need these.
| evaluate_portfolio_alignment | Compare a clean mandate with normalized holdings. Do not send PDF, CSV, spreadsheet, or factsheet files; extract them before calling. |
| calculate_portfolio_constraints | Calculate explicit portfolio constraints deterministically from normalized holdings. Use this for arithmetic checks, not for interpreting natural-language mandates. |