Waltium
Data-driven investment management and portfolio analytics for quantitative professionals
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Last probed Sep 18, 2026 · www.waltium.com
7tools discovered
Search Waltium portfolio semantics
Matches a case-insensitive literal substring across each deployed canonical schema/risk-reference chunk’s document name…
Read a Waltium portfolio reference chunk
Returns one exact canonical documentation chunk identified by a reference search result, including source document, hea…
Inspect Waltium portfolio database
Returns customer-safe relational portfolio views with complete column lists, data types, and deployed descriptions.
Query Waltium portfolio database
Executes one bounded, read-only PostgreSQL SELECT against customer-scoped portfolio views.
Current allocation versus target
Return current dollars, complete-household and targetable weights, targets, drift, and tolerances at one requested taxo…
Historically held portfolio performance
Calculate performance for the investments actually held over an explicit period.
Individual security price risk
Calculate weekly price-return risk for customer-visible securities over an explicit period.
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A working endpoint is step one. Directory coverage is the coordinated launch across ChatGPT, Claude, Cursor, the MCP Registry, and community indexes.
Directory coverage for brandsData-driven investment management and portfolio analytics for quantitative professionals
Use the MCP endpoint listed on this page in your MCP client configuration. One-click install pills support Claude, Cursor, VS Code, and other hosts. Copy the remote MCP URL if your client needs a manual entry.
Operate Waltium? Verify ownership to take over this directory entry.
This server appears in the MCPBundles directory. Verify you operate it to take over the listing — name, description, logo, contact email, and skill content. We email a 6-digit code to a maintainer address your server publishes in /.well-known/security.txt or /.well-known/mcpbundles.json. Free, takes about a minute.
MCPBundles probed 7 tools on the live server. The tool list on this page reflects what was discovered at the last refresh — connect your client to see the full set available to your session.
Waltium may require signing in to the provider before tools can run. Connect through MCPBundles or your MCP client and complete any provider login when prompted.
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