Setup

Simfolio MCP

MCP lets compatible AI agents securely use Simfolio as a connected research tool. Create workspaces or portfolios, run any of the tools, monitor results, and interpret outputs.

Connect Simfolio MCP

Paste this remote server URL into any MCP-compatible AI app, then complete the browser authorization prompt.

https://mcp.simfol.io/mcp

Once connected, try these prompts

  1. Prompt #1

    Create a new workspace and backtest a traditional 60/40 portfolio against an all-stock portfolio using the longest history available. Summarize returns, risk, and drawdowns.

  2. Prompt #2

    Run a backtest and simulation for my portfolio. How do the historical results compare with the range of possible future outcomes?

  3. Prompt #3

    How consistent has my portfolio been across different starting years and rolling investment horizons?

  4. Prompt #4

    What has driven my portfolio’s historical performance? Analyze its market-factor exposures and principal components, then summarize the key findings.

  5. Prompt #5

    Compare my portfolio across rebalancing frequencies and explain how the results change.

  6. Prompt #6

    Explore ways to improve my portfolio’s risk-return profile, then compare an optimized allocation with my current mix.