Factor exposures and risk contribution for a portfolio, computed on the prices you send.
Score is being calculated.
List factor ids, the daily closes each needs, the demo tickers and the methodology version. Free.
| Name | Required | Description | Default |
|---|---|---|---|
No parameters | |||
Create a free API key (100 scoring calls a day, 5 positions). Free; limited to 5 keys per IP per day. The key is shown once. Put it in your MCP client config as the x-api-key header, or pass it as the api_key argument of the scoring tools for the rest of this session.
| Name | Required | Description | Default |
|---|---|---|---|
| No |
Score the five labeled SYNTH.* demo tickers. Synthetic series, not market data. Works without a key. Costs 1 credit.
| Name | Required | Description | Default |
|---|---|---|---|
| api_key | No | Optional. Your creo_ key, for clients that can't set the x-api-key header after connecting (for example right after mint_api_key). Prefer the header. |
Compute named factor exposures and risk contribution for positions. You must supply daily close history (volume for liquidity, market_cap for size, benchmark for beta). Creo never fetches prices. Missing exposures stay null with a reason. Needs a key unless every position is a SYNTH.* ticker without history. Costs 1 credit when it succeeds; errors are free.
| Name | Required | Description | Default |
|---|---|---|---|
| cash | No | Cash in USD, part of NAV. | |
| api_key | No | Optional. Your creo_ key, for clients that can't set the x-api-key header after connecting (for example right after mint_api_key). Prefer the header. | |
| factors | No | Default: all factors for the asset classes present. | |
| universe | No | ||
| valid_at | No | UTC cutoff ending in Z; later bars are ignored. | |
| benchmark | No | Market series for beta, e.g. SPY closes. Without it beta is null with MISSING_BENCHMARK. | |
| positions | Yes | quantity > 0 is long, < 0 is short. |
Recent tool additions, removals, and schema changes observed during successful MCP inspections.
list_factorsmint_api_keyscore_demo_portfolioscore_portfolioPortfolio analysis from published fund data: charges, exposure and overlap. Read-only.
Portfolio risk analytics — VaR, Monte Carlo, optimization, options Greeks, stress testing.
Backtest and analyze any portfolio, incl. nested multi-strategy ones: returns, risk, factors, guides
Measures a portfolio from price history: independent bets, what funds own, past crises. No advice.
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