Connect Claude, ChatGPT, Codex, Claude Code or another MCP client to your real multi-broker investment portfolio. Fortunest tracks stocks, ETFs and crypto across brokers and exchanges; its MCP server lets your agent read holdings, returns, allocation, risk, trades and tax lots, calculated by Fortunest rather than guessed by the model. Reads run on their own; every change waits for your approval in the Fortunest app, and no tool places an order or moves money. Sign-in is OAuth 2.1 and needs Fortunest Pro (14-day trial, no card). A free demo that needs no account is listed as Fortunest demo.
The last two health checks of this connector failed. If this server requires authentication, missing or expired test credentials may be the cause. A test profile lets Glama authenticate for health checks and discover tools; it is separate from your personal connections.
If you are the author, claim ownership, then add or update a test profile under Admin → Test Profile.
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Connect any brokerage account, including Robinhood, Charles Schwab, E*Trade, Webull, Public, Tastytrade, Moomoo, TradeStation, Coinbase, and Kraken, to ChatGPT, Claude, Gemini, Grok, Muse, or any MCP client. Look up accounts, holdings, and option chains, then place stock, multi-leg options, and crypto orders, including bracket orders with take-profit and stop-loss. Every order is shown for your approval before it’s placed unless you choose otherwise.
Free demo of Fortunest: a sample multi-broker portfolio your AI can query. No account needed.
Connect your portfolio to Claude, ChatGPT, or Codex to analyze it and make smarter investments.
Read-only access to your own bank, card and brokerage accounts for Claude, ChatGPT and other AI agents: balances, transactions, spending, subscriptions, cashflow and investment holdings. It can never move money.
Add one secure layer between your agents and this server.
