MCP server

MarketHeist Backtest Official

io.marketheist/backtest

Checked 26 Oct 2026, 08:29 UTC · Connected to it and listed its tools

Backtest and analyze any portfolio, incl. nested multi-strategy ones: returns, risk, factors, guides

At a glance

Type

MCP server

Publisher

marketheist.io (verified by the MCP Registry)

Status

Working at last check

Tools

10

Token cost

About 9,686 tokens per request

Sets up in

Claude Code, Claude Desktop, Codex, Gemini CLI, Cursor, VS Code, Antigravity, ChatGPT, OpenAI API, Grok

Last checked

26 Oct 2026, 08:29 UTC

Connect it to your agent

Add to CursorAdd to VS CodeVS Code Insiders

Opens the app, which shows the server and asks you to confirm. For other apps, copy the setup below.

Claude Code

claude mcp add --transport http backtest https://api.marketheist.io/api/mcp

Claude Desktop

Settings → Connectors → Add custom connector, and paste the URL.

Codex (config.toml)

[mcp_servers.backtest]
url = "https://api.marketheist.io/api/mcp"

Gemini CLI

{"mcpServers":{"backtest":{"httpUrl":"https://api.marketheist.io/api/mcp"}}}

Cursor

{"mcpServers":{"backtest":{"url":"https://api.marketheist.io/api/mcp"}}}

VS Code

{"servers":{"backtest":{"type":"http","url":"https://api.marketheist.io/api/mcp"}}}

Antigravity

agy mcp add backtest https://api.marketheist.io/api/mcp

ChatGPT

Settings → Apps & Connectors → Advanced settings: turn on Developer mode, then Create a connector and paste the URL. Which plans can do this varies.

OpenAI API (Responses tools)

{"type":"mcp","server_label":"backtest","server_url":"https://api.marketheist.io/api/mcp","require_approval":"always"}

Grok (xAI API tools)

{"type":"mcp","server_label":"backtest","server_url":"https://api.marketheist.io/api/mcp"}

Tools

• analyze_portfolio ~1413 tokens
  Analyze an asset-allocation ('lazy') portfolio and get long-run performance computed from real monthly price history (proxy-extended for decades of data), not estimated: CAGR, max drawdown, volatility, Sharpe, Sortino, Ulcer index, $10,000 growth, the number of independent bets (holdings whose retur
• compare_portfolios ~1220 tokens
  Compare 2 to 4 portfolios (built-in model portfolios, canonical strategies or your own allocations) side by side over their COMMON window, which is the only fair comparison: two pages' headline numbers usually cover different periods (a portfolio holding gold starts in 2004, the Ivy portfolio in 199
• decompose_factors ~1672 tokens
  Explain WHAT DRIVES the returns of a ticker, ETF or built-in portfolio by decomposing them into common factor exposures (market, size, value, momentum, quality, low-volatility, duration, credit) plus an idiosyncratic residual. Use this when the user asks why two assets move together, what a fund is
• find_guides ~527 tokens
  Search MarketHeist's 90 published research pages and get the page's own verdict and numbers, with its URL to cite: 18 strategy guides (60/40, All Weather, Golden Butterfly, DCA vs lump sum, ...), 26 fund-history pages (how far back an ETF can be tested), 18 trend-filter pages (what a 10-month trend
• fund_history ~316 tokens
  Tell how far back a fund can be tested on MarketHeist once its history is extended with older substitute funds: the proxy chain (e.g. VXUS <- VGTSX), the extended start month, the ETF's own first month and, for the 26 funds with a history page, how closely each stand-in tracked the ETF while both ex
• list_indicators ~180 tokens
  List the built-in technical indicators available for backtesting (RSI, moving-average crossovers, ADX, Bollinger, CCI, Stochastic, and more) with their IDs, parameters with defaults, and each indicator's default long rule. Call this to answer what strategies or indicators can be tested, or before ru
• list_portfolios ~444 tokens
  List every portfolio and strategy the other tools accept by id, with a one-line description, holdings, headline CAGR / max drawdown / Sharpe with the start month and the data month, and the marketheist.io page and guide URLs. Three kinds: `template` (19 buy-and-hold model portfolios such as classic-
• portfolio_returns ~1378 tokens
  Look up how a portfolio, strategy or fund actually returned: seasonality by calendar month (average return, share of positive months, number of years and a t-statistic so a thin 'September effect' is not presented as a law), calendar-year returns with partial years labelled (optionally next to the S
• portfolio_risk ~1317 tokens
  Answer both 'how bad did it get' and 'is it really diversified' for a built-in model portfolio, a canonical strategy or your own portfolio. Drawdowns: the deepest peak-to-trough episodes with months to trough and recovery, Ulcer index, longest time underwater, monthly VaR/CVaR 95, worst month and ye
• run_backtest ~1219 tokens
  Backtest a trading strategy on any Yahoo Finance ticker and get authoritative performance metrics computed from real historical price data — not estimated. Use this whenever the user asks how a strategy or indicator would have performed, or for a ticker's Sharpe, CAGR, max drawdown, Calmar, Sortino,

Browse

• Calendars
• Legal research
• Weather
• Stocks and markets

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