- product
- trefolio
- tagline
- European multi-currency portfolio tracker with Warren AI and MOAT analysis.
- integration paths
- id
- mcp
- recommended
- true
- summary
- Use MCP with a user-issued `tfp_pat_…` token: portfolio reads (listPortfolios, listHoldings, listCash) and Warren MOAT (getMoatEvaluation, generateMoatNarrative, screenMoat, listMoatReports, saveMoatReport).
- id
- openapi
- recommended
- false
- summary
- OpenAPI describes session-authenticated REST endpoints (Warren MOAT, Warren chat, portfolio CRUD). Requires an active browser session cookie after OIDC login.
- discovery
- docs html
- https://trefolio.com/docs
- docs index
- https://trefolio.com/api/docs
- llms txt
- https://trefolio.com/llms.txt
- disclaimer
- Not financial advice. MOAT scores and AI narratives are educational tools based on fundamental data; users must do their own research.
JSON API: https://trefolio.com/api/docs/overview