Stock Market Analysis MCP Server

# Stock Market MCP Server - Complete Tools Reference ## 📊 All Available Tools (40+ functions) ### 💰 Price & Data Tools (3) | Tool | Description | |------|-------------| | `get_latest_price(ticker)` | Get current market price | | `get_historical_data(ticker, period)` | Get OHLC historical data | | `get_stock_info(ticker)` | Comprehensive stock fundamentals | ### 💼 Portfolio Management (4) | Tool | Description | |------|-------------| | `add_holding(ticker, shares, price, date?)` | Add stock to portfolio | | `remove_holding(ticker, shares, price, date?)` | Sell stock from portfolio | | `view_portfolio()` | View all holdings with P&L | | `view_transactions(limit?)` | View transaction history | ### 🔍 Technical Analysis (5) | Tool | Description | |------|-------------| | `analyze_buy_opportunity(ticker)` | SMA crossover analysis | | `calculate_rsi(ticker, period?, timeframe?)` | RSI indicator | | `calculate_macd(ticker, timeframe?)` | MACD indicator | | `analyze_trends(ticker, timeframe?)` | Multi-indicator analysis | | `compare_stocks(tickers[])` | Compare multiple stocks | ### 🔔 Alert System (6) | Tool | Description | |------|-------------| | `set_price_alert(ticker, price, type, name?)` | Set price alert | | `set_rsi_alert(ticker, threshold, type, name?)` | Set RSI alert | | `check_alerts()` | Check triggered alerts | | `list_alerts()` | List all alerts | | `clear_triggered_alerts()` | Remove triggered alerts | | `delete_all_alerts()` | Delete all alerts | ### 💎 Dividend Tracking (4) | Tool | Description | |------|-------------| | `get_dividend_history(ticker, period?)` | Dividend payment history | | `get_dividend_yield(ticker)` | Current dividend metrics | | `calculate_portfolio_dividend_income()` | Portfolio dividend income | | `find_high_dividend_stocks(min_yield?, sector?)` | Find high-yield stocks | ### 🏢 Sector Analysis (4) | Tool | Description | |------|-------------| | `analyze_sector(sector_name)` | Analyze specific sector | | `compare_sectors()` | Compare all sectors | | `get_sector_leaders(sector, metric?)` | Top stocks in sector | | `analyze_portfolio_sector_allocation()` | Portfolio sector breakdown | ### ⚠️ Risk Metrics (5) | Tool | Description | |------|-------------| | `calculate_sharpe_ratio(ticker, rate?, period?)` | Risk-adjusted returns | | `calculate_beta(ticker, benchmark?, period?)` | Volatility vs market | | `calculate_portfolio_risk()` | Complete portfolio risk | | `calculate_var(ticker, confidence?, period?, size?)` | Value at Risk | | `calculate_drawdown(ticker, period?)` | Maximum drawdown | ## 🎯 Quick Start Examples ### Beginner: Basic Stock Research ```python # Step 1: Get stock info get_stock_info("AAPL") # Step 2: Check current price get_latest_price("AAPL") # Step 3: Analyze trend analyze_trends("AAPL", timeframe="1y") ``` ### Intermediate: Portfolio Management ```python # Add holdings add_holding("AAPL", 10, 150.00) add_holding("MSFT", 5, 380.00) # View portfolio view_portfolio() # Set alerts set_price_alert("AAPL", 200.00, "above") check_alerts() ``` ### Advanced: Risk Analysis ```python # Individual stock risk calculate_sharpe_ratio("AAPL", risk_free_rate=0.04) calculate_beta("TSLA", benchmark="SPY") calculate_drawdown("NVDA", period="5y") # Portfolio risk calculate_portfolio_risk() analyze_portfolio_sector_allocation() ``` ### Income Investor: Dividend Focus ```python # Find dividend stocks find_high_dividend_stocks(min_yield=4.0, sector="Utilities") # Analyze dividend get_dividend_history("JNJ", period="5y") get_dividend_yield("KO") # Portfolio income calculate_portfolio_dividend_income() ``` ### Technical Trader: Signals ```python # Check technical indicators calculate_rsi("TSLA", period=14) calculate_macd("NVDA", timeframe="6mo") analyze_buy_opportunity("MSFT") # Set RSI alerts set_rsi_alert("TSLA", 30, "below") # Oversold set_rsi_alert("NVDA", 70, "above") # Overbought ``` ### Sector Rotation: Macro View ```python # Compare all sectors compare_sectors() # Deep dive into best sector analyze_sector("Technology") get_sector_leaders("Technology", metric="return") # Check your diversification analyze_portfolio_sector_allocation() ``` ## 📈 Workflow Examples ### Daily Market Check 1. `check_alerts()` - See if any alerts triggered 2. `view_portfolio()` - Check portfolio performance 3. `compare_sectors()` - Identify sector trends 4. `analyze_trends("your_watchlist_stock")` - Check specific stocks ### Weekly Portfolio Review 1. `view_portfolio()` - Review overall performance 2. `calculate_portfolio_risk()` - Check risk metrics 3. `analyze_portfolio_sector_allocation()` - Verify diversification 4. `calculate_portfolio_dividend_income()` - Track income 5. `view_transactions(limit=20)` - Review recent activity ### Monthly Rebalancing 1. `calculate_portfolio_risk()` - Assess current risk 2. `analyze_portfolio_sector_allocation()` - Check sector weights 3. `compare_sectors()` - Identify opportunities 4. `get_sector_leaders("sector", "return")` - Find best performers 5. Adjust holdings based on analysis ### Research New Investment 1. `get_stock_info("TICKER")` - Basic information 2. `analyze_trends("TICKER")` - Trend analysis 3. `calculate_rsi("TICKER")` - Check if overbought/oversold 4. `calculate_sharpe_ratio("TICKER")` - Risk-adjusted returns 5. `calculate_beta("TICKER")` - Volatility assessment 6. `get_dividend_yield("TICKER")` - Income potential 7. `analyze_sector("sector")` - Sector context ## 🎓 Tool Categories by Use Case ### For Growth Investors - `analyze_trends()` - Identify momentum - `calculate_macd()` - Trend strength - `compare_stocks()` - Compare opportunities - `get_sector_leaders()` - Find leaders - `calculate_beta()` - Volatility check ### For Value Investors - `get_stock_info()` - Fundamentals - `calculate_rsi()` - Entry points - `calculate_drawdown()` - Downside risk - `get_dividend_yield()` - Yield component - `analyze_sector()` - Sector value ### For Income Investors - `find_high_dividend_stocks()` - Discovery - `get_dividend_history()` - Track record - `get_dividend_yield()` - Current yield - `calculate_portfolio_dividend_income()` - Income planning - `analyze_sector()` - Sector yields ### For Risk-Conscious Investors - `calculate_portfolio_risk()` - Overall risk - `calculate_sharpe_ratio()` - Risk-adjusted returns - `calculate_beta()` - Market correlation - `calculate_var()` - Downside potential - `calculate_drawdown()` - Historical losses - `analyze_portfolio_sector_allocation()` - Diversification ## 🔥 Pro Tips ### Combining Tools ```python # Complete stock analysis get_stock_info("AAPL") calculate_rsi("AAPL") calculate_macd("AAPL") analyze_trends("AAPL") calculate_sharpe_ratio("AAPL") calculate_beta("AAPL") ``` ### Portfolio Health Check ```python view_portfolio() calculate_portfolio_risk() analyze_portfolio_sector_allocation() calculate_portfolio_dividend_income() ``` ### Alert Strategy ```python # Set multiple alert types set_price_alert("AAPL", 150, "below") # Support level set_price_alert("AAPL", 200, "above") # Resistance level set_rsi_alert("AAPL", 30, "below") # Oversold set_rsi_alert("AAPL", 70, "above") # Overbought ``` ## 📚 Parameter Reference ### Common Parameters - **ticker**: Stock symbol (e.g., 'AAPL', 'MSFT') - **period/timeframe**: '1mo', '3mo', '6mo', '1y', '2y', '5y', '10y', 'max' - **confidence_level**: 0.90, 0.95, 0.99 (for VaR) - **risk_free_rate**: Typically 0.04 (4%) for current environment ### Alert Types - **price alerts**: 'above' or 'below' - **rsi alerts**: 'above' or 'below' ### Metric Types (for sector leaders) - **'return'**: 3-month returns - **'market_cap'**: Market capitalization - **'volume'**: Trading volume - **'dividend_yield'**: Dividend yield ### Sectors Technology, Healthcare, Financial Services, Energy, Consumer Cyclical, Consumer Defensive, Utilities, Industrials, Real Estate, Materials, Communication Services --- **Total Tools**: 31+ functions across 7 categories **Version**: 0.3.0