# Fortunest Muse connector

From musedirectory.ai, the independent directory of Meta Muse connectors. Not affiliated with Meta.

## Fortunest

Ask about your holdings, risk, tax lots and trades across the brokers you use

- Record: https://musedirectory.ai/connector/fortunest
- Category: Finance & Bills
- Developer: Fortunest (https://fortunest.ai/docs/mcp.html?utm_source=mcp-registry&utm_medium=directory&utm_campaign=mcp-listing)
- Muse status: Extra setup. Not in Muse's Connectors list yet. Muse can still use it: its page gives you a request to paste into Muse.
- Health: Working, sign-in needed, 543ms, checked 2026-11-10T10:06:38Z
- Endpoint: https://app.fortunest.ai/mcp
- Auth: Sign in with your account; Pricing: unknown
- Screening: Screened, no issues found (2026-11-10T10:51:15Z)
- Source: Found in the official MCP Registry (ai.fortunest/portfolio) https://registry.modelcontextprotocol.io/v0/servers?search=ai.fortunest%2Fportfolio

Connects to your brokerage and exchange accounts through a secure sign-in so Muse can answer questions about your real portfolio. Look up positions, allocation and risk, review tax lots, and check recent trades without opening each broker separately.

Example request: "How is my portfolio allocated right now, and which lots should I sell first for tax purposes?"

How to connect: Fortunest is not in Muse's Connectors list yet, and it needs you to sign in with your Fortunest account. Apps that need this kind of sign-in usually cannot be used from a Muse chat yet. Follow it here and we will tell you when it reaches Muse.

Screening checks:
- MCP handshake: pass (Requires sign-in (publishes OAuth metadata))
- Domain against threat feeds (Cloudflare security DNS): pass (app.fortunest.ai, fortunest.ai not flagged)
- Published packages against the OSV malicious-package database: n/a (No npm or PyPI package published)
- Hidden instructions or invisible characters in tool text: n/a (Tools are behind sign-in)
- Inputs asking for passwords, card numbers or seed phrases: n/a (Tools are behind sign-in)
- Domain and redirects: pass (Domain registered 87 days ago)
- AI review of purpose and tool behavior: pass (No concerns)