Connect to Tools

1. REST API

PortF can share your portfolio data directly with your own systems (like a company dashboard or reporting tool), automatically, instead of you having to log in and export it manually.

The link

https://api-prod.portf.co.uk/v1/docs

What data can it pull in?

Once connected, your systems can retrieve up-to-date information directly from PortF, including:

• Investment and holding details

• Valuations and transaction history

• Performance figures, such as returns and growth

• Portfolio-level summaries

• Loans, equity positions, and other holdings

This connection is read-only: it allows data to be retrieved, but does not allow any changes to be made to your PortF account.

Requesting access

Before the connection can be used, PortF will provide your organisation with a unique set of access credentials. Please contact our support team to request access.

2. MCP Connector

Bring PortF into your AI-powered workflows with our new MCP connector. Connect your portfolio data to AI tools, making it easier to explore and analyse your investments, KPIs, valuations, and other portfolio information.

https://api-prod.portf.co.uk/mcp

https://api-uat.portfco.uk/mcp