Grade your portfolio A to F for diversification, fund fees and overlap
Connects to Portfolio Optimizer Pro's grading engine. Muse can grade a list of holdings and weights, show which factors held the score down, estimate weighted fund fees over 10 and 30 years, and flag funds with overlapping mandates. Results are educational, not investment advice.
Try asking Muse: "Grade my portfolio of 60% VTI, 30% VXUS and 10% BND and tell me what is dragging the score down."
Source: Found in the official MCP Registry (com.portfoliooptimizerpro/portfolio-checkup) · First listed November 14, 2026
Each bar is one check, every 15 minutes. Green means it answered. Last checked 24 min ago.
What Muse can see: It does not ask you to sign in, so it cannot see your accounts. It only sees what Muse sends it from your request.
Before it acts: Read what Muse plans to do before you approve it, and remove the app from Muse when you stop using it.
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Not in Muse's Connectors list yet, but Muse can still use it. Copy the request below and paste it into Muse. Muse asks before it shares anything with the app's site. Meta does not review apps used this way, so only use ones you trust. We tested this in the Muse app on September 24, 2026: Muse used an app's link directly this way and returned a live answer.
https://portfoliooptimizerpro.com/mcpNot in Muse's Connectors list yet. Muse can still use it: its page gives you a request to paste into Muse.
Portfolio Optimizer Pro is a remote MCP server, so any assistant that can add a custom connector by link can use it. Same link, same tools.
In ChatGPT, open Settings, then Connectors (called Apps & Connectors on some accounts).
Under Advanced settings, switch on Developer mode. That is what lets you add a connector by link.
Choose Create, give it a name, paste the link as the MCP server URL, and save. If it needs a sign-in, ChatGPT asks for it here.
Start a chat, open the tools menu, pick the connector, and ask. ChatGPT asks before it runs a tool the first time.
Custom connectors need a paid ChatGPT plan, and on Team, Enterprise and Edu accounts only an admin can add them. Our "Working" label means the server answered us; it cannot tell whether your plan lets you add it. All connectors that work in ChatGPT
In Claude, open Settings, then Connectors.
Choose Add custom connector, give it a name, and paste the link.
If it needs a sign-in, Claude sends you to it. Then turn the connector on in a chat from the tools menu and ask.
Custom connectors are available on paid Claude plans; on Team and Enterprise accounts an admin may need to add them. Our "Working" label means the server answered us; it cannot tell whether your plan lets you add it. All connectors that work in Claude
https://portfoliooptimizerpro.com/mcpResponse time at the last check: 1793ms. Worked in n/a of checks over 30 days.
Screened, no issues found
Screening looks for known threats and hidden instructions at the time of the check, and runs again weekly and whenever the tool list changes. It cannot see the server's code, so only connect what you need and review what Muse asks to do. How screening works.
grade_portfolioRuns the free Portfolio Optimizer Pro checkup on a list of holdings and weights. Returns the A+ to F structural grade, the 0-100 score, any structural ceiling (cap) applied, each factor's sub-score with its measured fact, the top findings that held the grade down, the price-histofund_fee_costComputes the weighted expense ratio of a list of holdings from dated issuer fee records, and the fee cost over 10 and 30 years on a flat $100,000 balance (before growth), using the same formula as the Portfolio Optimizer Pro expense ratio calculator. Single companies count as 0% check_overlapChecks a list of holdings for known index overlap and related fund mandates, using issuer reference records (asset class, region, structure). Findings are worded exactly as the Portfolio Optimizer Pro grade states them. Overlap here is category-based (similar stated mandates); itexplain_gradingReturns how the Portfolio Optimizer Pro grade works: the four factors and how each is scored, how they combine, every structural ceiling (cap) with its threshold, the A-range criteria, the letter bands, the risk reference bands, the data source, limitations and pricing. Takes no https://portfoliooptimizerpro.com/mcpNot in Muse's Connectors list yet, but Muse can still use it. Paste this into Muse: "Use Portfolio Optimizer Pro to help me. It is a free service with an MCP server at https://portfoliooptimizerpro.com/mcp. It does not need an API key. Ask me before you share anything with it." Muse asks before it shares anything with the app's site. Meta does not review apps used this way, so only use ones you trust. We tested this in the Muse app on September 24, 2026: Muse used an app's link directly this way and returned a live answer.
At the last check (November 14, 2026, 16:01 UTC) the endpoint was working, answering in 1793ms. It is checked every 15 minutes.
It was screened on November 14, 2026 with the result "screened, no issues found". Screening checks the domain against threat feeds and reads the tools for hidden instructions and requests for passwords or card numbers. It cannot see the server's code, so grant only the access you need.
It exposes 4 tools, including grade_portfolio, fund_fee_cost, check_overlap, explain_grading. For example, you could ask Muse: "Grade my portfolio of 60% VTI, 30% VXUS and 10% BND and tell me what is dragging the score down."
This listing was added from public sources (Found in the official MCP Registry (com.portfoliooptimizerpro/portfolio-checkup)). If you build Portfolio Optimizer Pro, claim it to correct the details and get your badge.
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