Portfolio Manager MCP Server
A Model Context Protocol (MCP) server that provides tools and resources for managing and analyzing investment portfolios.
Features
- Portfolio Management: Create and update investment portfolios with stocks and bonds
- Market Data: Fetch real-time stock price information and relevant news
- Analysis: Generate comprehensive portfolio reports and performance analysis
- Recommendations: Get personalized investment recommendations based on portfolio composition
- Visualization: Create visual representations of portfolio allocation
Installation
- Clone this repository:Copy
- Install the required dependencies:Copy
- Set up API keys (optional):Alternatively, create aCopy
.env
file in the root of the directory and store the API keys
Usage
Running the Server
You can run the server in two different modes:
- Stdio Transport (default, for Claude Desktop integration):Copy
- SSE Transport (for HTTP-based clients):Copy
Integration with Claude Desktop
Add the server to your Claude Desktop configuration file:
If you choose to run your server in a virtual environment, then your configuration file will look like:
To run it in a virtual environment:
Or use the MCP CLI for easier installation:
Example Queries
Once the server is running and connected to Claude, you can interact with it using natural language:
- "Create a portfolio with 30% AAPL, 20% MSFT, 15% AMZN, and 35% US Treasury bonds with user Id "
- "What's the recent performance of my portfolio?"
- "Show me news about the stocks in my portfolio"
- "Generate investment recommendations for my current portfolio"
- "Visualize my current asset allocation"
Project Structure
Future Work
As of now, the MCP program uses manually created JSON file which keeps track of each user's investment portfolio.
This should be fixed so that it reads in the portfolio data from actual banking applications.
Tasks
- Extract JSON from a Finance or Banking Application which the user uses
- Enable modifying the investment portfolio by the client
- Implement automated portfolio rebalancing
- Add support for cryptocurrency assets
- Develop mobile application integration
License
MIT
This server cannot be installed
Enables users to create, manage, and analyze investment portfolios with real-time market data, personalized recommendations, and visual representations of asset allocation.
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