Build with
FolioForecast

Get your API key

Click Get Your Free API Key above to open your FolioForecast dashboard. Under Settings → API Keys, click Create Key. Copy the key that starts with ff_live_.

Install the MCP server

Two runtimes, same tools. Pick whichever ecosystem you already have.

npm install -g @folioforecast/mcp-server

pip install "folioforecast[mcp]"

New to the terminal? On Mac, search for “Terminal” in Spotlight. On Windows, search for “Command Prompt” or “PowerShell.” Paste the command and press Enter.

Configure Claude Desktop

Open Claude Desktop → Settings (gear icon) → Developer → Edit Config. Paste one of the snippets below into the JSON file that opens, using the runtime you just installed.

Node runtime

{
  "mcpServers": {
    "folioforecast": {
      "command": "folioforecast-mcp",
      "env": {
        "FOLIOFORECAST_API_KEY": "ff_live_YOUR_KEY_HERE"
      }
    }
  }
}

Python runtime

{
  "mcpServers": {
    "folioforecast": {
      "command": "python",
      "args": ["-m", "folioforecast.mcp"],
      "env": {
        "FOLIOFORECAST_API_KEY": "ff_live_YOUR_KEY_HERE"
      }
    }
  }
}

Save the file and restart Claude Desktop. You should see the FolioForecast tools appear in the attachment menu (the paperclip icon).

Try it out

Open a new chat in Claude Desktop (not claude.ai in your browser — that doesn’t load MCP servers) and ask:

Optimize a portfolio of AAPL.US, MSFT.US, GOOGL.US, and AMZN.US for maximum Sharpe ratio.
Use SPY.US as the benchmark and show me the weights and metrics.

Claude will call optimize_portfolio, get the math back from our engine, and explain the results in plain English. Tip: tickers work best in SYMBOL.EXCHANGE format (e.g. AAPL.US, VOD.LSE).

Get your API key

Open your FolioForecast dashboard. Under Settings → API Keys, click Create Key. Copy the key that starts with ff_live_.

Install the SDK

Open your terminal and run:

pip install folioforecast

  v0.1.0 is in the repo; PyPI publish is imminent. Until then you can install directly from source:

# Interim — install from the repo
git clone https://github.com/shadow6-actual/V6_EODHD_POpt.git
cd V6_EODHD_POpt/python-sdk
pip install -e .

New to Python? Grab it free from python.org, then open Terminal (Mac) or PowerShell (Windows) to run the command above.

Run your first optimization

Create a new file (e.g. my_portfolio.py) and paste this:

import folioforecast as ff

client = ff.Client(api_key="ff_live_YOUR_KEY_HERE")

# Ask FolioForecast to calculate the optimal mix
result = client.optimize(
    tickers=["AAPL.US", "MSFT.US", "GOOGL.US", "AMZN.US"],
    goal="max_sharpe",
)

print(result.weights)    # {'AAPL.US': 0.30, 'MSFT.US': 0.25, ...}
print(result.metrics)    # {'sharpe': 1.42, 'volatility': 0.18, ...}

Ticker format: use SYMBOL.EXCHANGE (e.g. AAPL.US, VOD.LSE, SAP.XETRA). The SDK also exposes search_tickers(), stress_test(), asset_metadata(), and usage().

Run it

In your terminal:

python my_portfolio.py

That’s it. FolioForecast does the heavy math — your code just sends tickers and gets back optimal weights and metrics.