portfolio-mcp

v1.0.0APIsstable

A portfolio analysis MCP server that enables AI agents to manage investment portfolios, fetch financial data from Yahoo Finance and CoinGecko, and perform advanced analysis like weight optimization and Monte Carlo simulations. It utilizes reference-b

portfoliomcpai-integration
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About

A portfolio analysis MCP server that enables AI agents to manage investment portfolios, fetch financial data from Yahoo Finance and CoinGecko, and perform advanced analysis like weight optimization and Monte Carlo simulations. It utilizes reference-b

Features

  • A portfolio analysis MCP server that enables AI agents to ma

Use Cases

A portfolio analysis MCP server that enables AI agents to manage investment port
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Maintainer

LicenseMIT License
Languagetypescript
Versionv1.0.0
UpdatedN/A
Statushealthy
Maintenanceactive

Works with

ClaudeOpenAIwindowsmacoslinux

Installation

Manual Installation

npx portfolio

Examples

No examples available for this server.

Configuration

Configuration Details

Config File

claude_desktop_config.json

Web UI

Not available

Security

Authentication

RequiredNo

Features

Data Encryption
Audit Logging
RBAC Support

Performance

Response Metrics

Response Time< 200ms
ThroughputMedium

Resource Usage

Memory UsageLow
CPU UsageLow

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Quick Config Preview

{ "mcpServers": { "portfolio": { "command": "npx", "args": ["-y", "portfolio"] } } }

Add this to your claude_desktop_config.json or .cursor/mcp.json

Read the full setup guide →

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