BYOAI — Bring Your Own AI

Connect Your AI to Institutional Math

FolioForecast is the engine. Your AI is the pilot. Connect ChatGPT, Claude, or any agent to 165,000+ tickers and 15+ optimization strategies via MCP or REST API.

🧮

We're the Calculator

Portfolio optimization, backtesting, risk metrics, Monte Carlo — the institutional math.

🤖

Your AI is the Advisor

ChatGPT, Claude, or your custom agent interprets results and provides personalized guidance.

⚡

Connected via MCP/API

Model Context Protocol or REST API. Your AI calls our engine, gets structured data, and reasons over it.

Why BYOAI?

Other platforms lock you into their AI. We let you use yours — because your AI knows you better than ours ever could.

💬 "Analyze my portfolio like a CFA would"

Your AI calls our optimize endpoint, gets Sharpe ratios and efficient frontier data, then explains it in your preferred style.

User → ChatGPT: "Here's my portfolio: 40% AAPL, 30% MSFT, 20% BND, 10% GLD. Run it through FolioForecast and tell me if I'm taking on too much risk."

📊 "Compare three allocation strategies"

One API call runs Max Sharpe, Min Volatility, and Risk Parity simultaneously. Your AI builds the narrative.

User → Claude: "Compare aggressive growth vs conservative income vs balanced for my $500K retirement portfolio using FolioForecast."

🔍 "Find me assets I'm missing"

Our screener endpoint searches 165,000+ tickers. Your AI filters and recommends based on your criteria.

User → AI: "Search FolioForecast for dividend-paying international ETFs with low correlation to my existing US holdings."

Setup Guide

Get connected in under 5 minutes.

1

Get Your API Key

Sign up at FolioForecast (free tier works), go to Settings → API Keys, and generate a key.

2

Add to Claude Desktop (or any MCP client)

Add this to your claude_desktop_config.json:

claude_desktop_config.json
{
  "mcpServers": {
    "folioforecast": {
      "url": "https://www.folioforecast.com/api/v1/mcp",
      "headers": {
        "Authorization": "Bearer ff_your_key_here"
      }
    }
  }
}
3

Start Asking Questions

Claude now has access to FolioForecast's full optimization engine. Just ask naturally:

Example Prompts
"Optimize my portfolio: AAPL 30%, MSFT 25%, BND 25%, GLD 20%"
"What's the maximum Sharpe ratio portfolio for these 10 tech stocks?"
"Run a crisis scenario — what happens to my portfolio in a 2008-style crash?"
"Compare my allocation vs an equal-weight version"
1

Authentication

Include your API key in the Authorization header:

curl
curl -X POST https://www.folioforecast.com/api/v1/optimize \
  -H "Authorization: Bearer ff_your_key_here" \
  -H "Content-Type: application/json" \
  -d '{
    "tickers": ["AAPL", "MSFT", "BND", "GLD"],
    "user_weights": {"AAPL": 0.30, "MSFT": 0.25, "BND": 0.25, "GLD": 0.20},
    "optimization_goal": "max_sharpe"
  }'
2

Available Endpoints

POST/api/v1/optimizeRun optimization
POST/api/v1/optimize/compareCompare strategies
GET/api/v1/search?q=tech+etfSearch 165K+ tickers
POST/api/v1/crisis-scenariosStress test portfolio
POST/api/v1/asset-metadataGet ticker details
1

Quick Start with Python

Python
import requests

API_KEY = "your_api_key_here"
BASE = "https://www.folioforecast.com/api/v1"
headers = {"Authorization": f"Bearer {API_KEY}", "Content-Type": "application/json"}

# Optimize a portfolio
resp = requests.post(f"{BASE}/optimize", headers=headers, json={
    "tickers": ["AAPL", "MSFT", "GOOGL", "BND", "GLD"],
    "optimization_goal": "max_sharpe"
})
result = resp.json()

print(f"Sharpe Ratio: {result['sharpe_ratio']:.2f}")
print(f"Expected Return: {result['expected_return']:.1%}")
print(f"Volatility: {result['volatility']:.1%}")
print("Optimal Weights:")
for ticker, weight in result['weights'].items():
    print(f"  {ticker}: {weight:.1%}")
2

Compare Multiple Strategies

Python
# Compare 3 optimization strategies at once
resp = requests.post(f"{BASE}/optimize/compare", headers=headers, json={
    "tickers": ["AAPL", "MSFT", "GOOGL", "BND", "GLD", "VNQ"],
    "strategies": ["max_sharpe", "min_volatility", "risk_parity"]
})

for strategy in resp.json()["results"]:
    print(f"\n--- {strategy['strategy']} ---")
    print(f"Return: {strategy['expected_return']:.1%}")
    print(f"Risk:   {strategy['volatility']:.1%}")
    print(f"Sharpe: {strategy['sharpe_ratio']:.2f}")

API Access Tiers

Tier Price Requests/mo Max Assets Strategies
Free $0 50 10 Basic (Max Sharpe, Min Vol)
Individual $8/mo 500 50 All 15+ strategies
Advisor $50/mo 5,000 Unlimited All + batch + priority

Your AI. Our Math. Your Edge.

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