evidinvest-com Portfolio API
The Portfolio API from evidinvest-com — 2 operation(s) for portfolio.
The Portfolio API from evidinvest-com — 2 operation(s) for portfolio.
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openapi: 3.2.0
info:
title: EvidInvest Financial Data Portfolio API
version: 1.0.0
description: 'REST API exposing 54 financial data, valuation, SEC filing, and portfolio tools, every figure traceable to an SEC filing. Designed for AI agents and external LLMs. Two ways to pay: (1) Bearer API key from https://evidinvest.com/settings/api-keys, 1 MCP credit per call; (2) NO ACCOUNT NEEDED — pay per request with the Machine Payments Protocol (https://mpp.dev) on the /v1/paid/* routes. Prices are dynamic and quoted free at GET /v1/quote.'
contact:
name: EvidInvest
url: https://evidinvest.com
servers:
- url: https://mcp.evidinvest.com
description: Production
security:
- BearerAuth: []
tags:
- name: Portfolio
paths:
/v1/tools/optimize_portfolio:
post:
operationId: call_optimize_portfolio
summary: Optimize portfolio weights using Markowitz Modern Portfolio Theory (MPT)
tags:
- Portfolio
x-mcp-title: Optimize portfolio
x-mcp-annotations:
title: Optimize portfolio
readOnlyHint: true
destructiveHint: false
idempotentHint: true
openWorldHint: false
requestBody:
required: true
content:
application/json:
schema:
type: object
properties:
arguments:
type: object
properties:
symbols:
type: array
items:
type: string
minItems: 2
maxItems: 30
description: Array of 2–30 stock symbols
lookback_days:
type: number
description: 'Days of price history to use (default: 365)'
risk_free_rate:
type: number
description: 'Annual risk-free rate (default: 0.05 = 5%)'
optimization_target:
type: string
enum:
- max_sharpe
- min_variance
- efficient_frontier
description: 'Optimization objective (default: max_sharpe)'
required:
- symbols
required:
- arguments
responses:
'200':
description: Tool result
content:
application/json:
schema:
type: object
properties:
result: {}
toolName:
type: string
creditsUsed:
type: integer
required:
- result
- toolName
- creditsUsed
'400':
description: Invalid arguments — e.g. a fetch-mode filing search (no `query`) that names no document; the body says which fields to pass
'401':
description: Missing or invalid API key
'402':
description: No MCP credits remaining
'404':
description: Tool not found
'429':
description: Rate limit or monthly tool call limit reached
'500':
description: Tool execution error
/v1/tools/portfolio_risk_decomposition:
post:
operationId: call_portfolio_risk_decomposition
summary: 'Decompose portfolio risk by position: marginal contribution to risk (MCR), VaR…'
description: 'Decompose portfolio risk by position: marginal contribution to risk (MCR), VaR 95%, CVaR 95%, and diversification ratio'
tags:
- Portfolio
x-mcp-title: Portfolio risk decomposition
x-mcp-annotations:
title: Portfolio risk decomposition
readOnlyHint: true
destructiveHint: false
idempotentHint: true
openWorldHint: false
requestBody:
required: true
content:
application/json:
schema:
type: object
properties:
arguments:
type: object
properties:
symbols:
type: array
items:
type: string
minItems: 2
description: Array of stock symbols
weights:
type: object
additionalProperties:
type: number
description: Optional dict of symbol → weight (will be normalized to sum to 1)
lookback_days:
type: number
description: 'Days of price history (default: 252)'
required:
- symbols
required:
- arguments
responses:
'200':
description: Tool result
content:
application/json:
schema:
type: object
properties:
result: {}
toolName:
type: string
creditsUsed:
type: integer
required:
- result
- toolName
- creditsUsed
'400':
description: Invalid arguments — e.g. a fetch-mode filing search (no `query`) that names no document; the body says which fields to pass
'401':
description: Missing or invalid API key
'402':
description: No MCP credits remaining
'404':
description: Tool not found
'429':
description: Rate limit or monthly tool call limit reached
'500':
description: Tool execution error
components:
securitySchemes:
BearerAuth:
type: http
scheme: bearer
bearerFormat: EvidInvest API key (evid_sk_...)