portfolio-mcp

Create a new portfolio and store it in RefCache.

Creates a portfolio from real market data, provided data, or synthetic data. The portfolio is stored persistently and can be retrieved, analyzed, and optimized.

Args: name: Unique name for the portfolio (e.g., 'stocks', 'crypto'). symbols: List of asset symbols. - For stocks/ETFs: ['AAPL', 'GOOG', 'MSFT', 'SPY'] - For crypto via Yahoo: ['BTC-USD', 'ETH-USD'] - For crypto via CoinGecko: ['BTC', 'ETH', 'SOL'] weights: Optional allocation weights per symbol. Must sum to 1.0. If None, equal weights are used. prices: Optional price data per symbol as dict of lists. If provided, overrides source parameter. dates: Optional list of date strings (ISO format) for price data. Required if prices is provided. days: Number of trading days for synthetic data (default: 252). risk_free_rate: Risk-free rate for calculations (default: 0.02). seed: Random seed for synthetic data generation. source: Data source for prices (default: "synthetic"): - "synthetic": Generate GBM simulated data - "yahoo": Fetch from Yahoo Finance (stocks, ETFs, crypto) - "crypto": Fetch from CoinGecko API (crypto only) period: Period for market data (default: "1y"). Options: 1d, 5d, 1mo, 3mo, 6mo, 1y, 2y, 5y, 10y, ytd, max

Returns: Dictionary containing: - name: Portfolio name - ref_id: RefCache reference ID for retrieval - symbols: List of symbols in the portfolio - weights: Allocation weights - metrics: Initial portfolio metrics (return, volatility, sharpe) - source: Data source used - created_at: ISO timestamp

Example: ``` # Create portfolio with real stock data result = create_portfolio( name="tech_stocks", symbols=["AAPL", "GOOG", "MSFT"], source="yahoo", period="1y" )