Portfolio analysis for AI assistants

Metruvo MCP server

Connect an AI assistant to Metruvo's free ETF tools: search funds, check overlap and concentration in a portfolio, and compare two ETFs. Read-only, anonymous, no sign-in.

What the server offers

  • search_funds: Search the instrument catalogue by name, ISIN or ticker.
  • xray_portfolio: Analyze overlap, concentration, known ongoing charges and regional or sector exposure for a list of ISINs, with dates, coverage and data gaps.
  • compare_funds: Analyze two ETFs as a 50/50 portfolio, with overlap and dated issuer facts side by side.

Endpoint

Use this URL in any client that supports remote MCP servers over Streamable HTTP.

https://metruvo.com/api/mcp

See it work

Run a live comparison of two ETFs through the same public endpoint an assistant uses. Read-only, no sign-in. Analysis based on published fund data. Not personal investment advice.

Set it up

Claude Code

Run this command in your terminal:

claude mcp add --transport http metruvo https://metruvo.com/api/mcp

Claude apps

Add a custom connector and paste the endpoint URL above.

Other clients

Any client that supports remote MCP servers over Streamable HTTP can use the endpoint. A generic configuration looks like this:

{
  "mcpServers": {
    "metruvo": {
      "url": "https://metruvo.com/api/mcp"
    }
  }
}

Try it

  • Using Metruvo, rank IE00B3XXRP09 and IE00BFMXXD54 by ongoing charge, then by US share.
  • Using Metruvo, X-ray a portfolio of IE00B3XXRP09 at 60% and IE00BFMXXD54 at 40%. Show the overlap, concentration, known ongoing charges and every data gap.
  • Using Metruvo, search for MSCI World funds and list their ISINs, then compare IE00B3XXRP09 and IE00BFMXXD54 side by side.

Limits

  • No sign-in, account or broker login. No portfolios are saved.
  • Read-only: the tools read published data and do not save portfolios or start data jobs.
  • Rate-limited per IP address: 30 tool calls per five minutes.

Analysis based on published fund data. Not personal investment advice. Results describe published data and the holdings you enter.

The same checks are available in your browser in the free X-ray.