# Portfolio Optimizer Pro Muse connector

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

## Portfolio Optimizer Pro

Grade your portfolio A to F for diversification, fund fees and overlap

- Record: https://musedirectory.ai/connector/portfolio-optimizer-pro
- Category: Finance & Bills
- Developer: Portfolio Optimizer Pro (https://portfoliooptimizerpro.com/ai)
- 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, 1793ms, checked 2026-11-14T16:01:14Z
- Endpoint: https://portfoliooptimizerpro.com/mcp
- Auth: No account needed; Pricing: unknown
- Screening: Screened, no issues found (2026-11-14T16:01:14Z)
- Source: Found in the official MCP Registry (com.portfoliooptimizerpro/portfolio-checkup) https://registry.modelcontextprotocol.io/v0/servers?search=com.portfoliooptimizerpro%2Fportfolio-checkup

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.

Example request: "Grade my portfolio of 60% VTI, 30% VXUS and 10% BND and tell me what is dragging the score down."

How to connect: Not 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.

Tools:
- grade_portfolio: Runs 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-histo
- fund_fee_cost: Computes 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_overlap: Checks 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); it
- explain_grading: Returns 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 

Screening checks:
- MCP handshake: pass (Answered in 1793ms)
- Domain against threat feeds (Cloudflare security DNS): pass (portfoliooptimizerpro.com 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: pass (4 tools read, nothing found)
- Inputs asking for passwords, card numbers or seed phrases: pass (None found)
- Domain and redirects: pass (Domain registered 368 days ago)
- AI review of purpose and tool behavior: pass (No concerns)