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<title>Portfolio Optimization Demo</title>
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* {
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box-sizing: border-box;
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body {
font-family: 'Segoe UI', Tahoma, Geneva, Verdana, sans-serif;
line-height: 1.6;
background: linear-gradient(135deg, #1e3c72 0%, #2a5298 100%);
min-height: 100vh;
color: #333;
padding: 20px;
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.container {
max-width: 1200px;
margin: 0 auto;
background: white;
border-radius: 10px;
box-shadow: 0 10px 30px rgba(0,0,0,0.2);
padding: 30px;
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.header {
text-align: center;
margin-bottom: 30px;
}
.header h1 {
font-size: 2.5rem;
margin-bottom: 10px;
color: #333;
}
.header p {
color: #666;
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.query-card {
background: #f8f9fa;
border-left: 4px solid #007bff;
padding: 15px;
margin: 15px 0;
border-radius: 5px;
font-style: italic;
}
.portfolio-grid {
display: grid;
grid-template-columns: repeat(auto-fit, minmax(300px, 1fr));
gap: 20px;
margin: 20px 0;
}
.portfolio-card {
background: white;
border-radius: 10px;
box-shadow: 0 2px 10px rgba(0,0,0,0.1);
padding: 20px;
}
.card-title {
font-size: 1.2rem;
font-weight: 600;
margin-bottom: 15px;
color: #2c3e50;
border-bottom: 2px solid #f0f0f0;
padding-bottom: 10px;
}
.asset-row {
display: flex;
justify-content: space-between;
align-items: center;
padding: 8px 0;
border-bottom: 1px solid #f0f0f0;
}
.asset-name {
display: flex;
align-items: center;
}
.asset-symbol {
font-weight: 600;
margin-right: 5px;
}
.asset-circle {
width: 12px;
height: 12px;
border-radius: 50%;
margin-right: 8px;
}
.asset-percentage {
font-weight: 600;
}
.change-indicator {
font-size: 0.9rem;
margin-left: 5px;
}
.positive-change {
color: #28a745;
}
.negative-change {
color: #dc3545;
}
.neutral-change {
color: #6c757d;
}
.metrics-grid {
display: grid;
grid-template-columns: repeat(auto-fit, minmax(150px, 1fr));
gap: 15px;
margin: 20px 0;
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.metric-card {
background: #f8f9fa;
border-radius: 8px;
padding: 15px;
text-align: center;
}
.metric-value {
font-size: 1.8rem;
font-weight: bold;
margin-bottom: 5px;
}
.metric-label {
font-size: 0.9rem;
color: #6c757d;
}
.positive-metric {
color: #28a745;
}
.negative-metric {
color: #dc3545;
}
.neutral-metric {
color: #6c757d;
}
.actions-list {
margin: 20px 0;
}
.action-item {
background: white;
border-radius: 8px;
box-shadow: 0 2px 8px rgba(0,0,0,0.1);
padding: 15px;
margin-bottom: 15px;
display: flex;
justify-content: space-between;
align-items: center;
}
.action-left {
display: flex;
align-items: center;
}
.action-type {
padding: 5px 10px;
border-radius: 20px;
font-size: 0.8rem;
font-weight: 600;
margin-right: 15px;
}
.action-buy {
background: #d1e7dd;
color: #0a3622;
}
.action-sell {
background: #f8d7da;
color: #58151c;
}
.action-details {
font-size: 0.9rem;
}
.action-reason {
font-size: 0.8rem;
color: #6c757d;
margin-top: 3px;
}
.action-value {
font-weight: 600;
font-size: 1.1rem;
}
.optimization-button {
background: #007bff;
color: white;
border: none;
padding: 12px 24px;
border-radius: 5px;
cursor: pointer;
font-weight: 600;
font-size: 1rem;
margin-top: 20px;
width: 100%;
}
.optimization-button:hover {
background: #0056b3;
}
.portfolio-chart {
height: 250px;
margin: 20px 0;
background: #f8f9fa;
border-radius: 8px;
padding: 20px;
position: relative;
}
.chart-bar {
position: absolute;
width: 100%;
height: 8px;
background: #e9ecef;
border-radius: 4px;
bottom: 50px;
overflow: hidden;
}
.chart-fill-current {
height: 100%;
width: 100%;
background: linear-gradient(90deg, #007bff 0%, #0056b3 100%);
border-radius: 4px;
position: absolute;
left: 0;
}
.chart-fill-optimized {
height: 100%;
width: 100%;
background: linear-gradient(90deg, #28a745 0%, #218838 100%);
border-radius: 4px;
position: absolute;
left: 0;
top: 20px;
}
.chart-label {
position: absolute;
font-size: 0.8rem;
color: #6c757d;
}
.chart-current {
bottom: 70px;
left: 10px;
}
.chart-optimized {
bottom: 30px;
left: 10px;
}
.mcp-code {
background: #f8f9fa;
border: 1px solid #ddd;
border-radius: 5px;
padding: 15px;
margin: 20px 0;
font-family: monospace;
white-space: pre-wrap;
font-size: 0.9rem;
}
.code-comment {
color: #6a737d;
}
@media (max-width: 768px) {
.container {
padding: 15px;
}
.portfolio-grid {
grid-template-columns: 1fr;
}
.header h1 {
font-size: 2rem;
}
}
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</head>
<body>
<div class="container">
<div class="header">
<h1>📊 Crypto Portfolio Optimization</h1>
<p>Advanced portfolio optimization using Modern Portfolio Theory</p>
</div>
<div class="query-card">
<strong>User Query:</strong> "I have $100,000 invested in crypto - 60% BTC, 30% ETH, and 10% LINK. The market's been volatile lately. How should I adjust my portfolio?"
</div>
<div class="portfolio-grid">
<div class="portfolio-card">
<div class="card-title">Current Portfolio</div>
<div class="asset-row">
<div class="asset-name">
<div class="asset-circle" style="background: #F7931A;"></div>
<div class="asset-symbol">BTC</div>
</div>
<div class="asset-percentage">60%</div>
</div>
<div class="asset-row">
<div class="asset-name">
<div class="asset-circle" style="background: #627EEA;"></div>
<div class="asset-symbol">ETH</div>
</div>
<div class="asset-percentage">30%</div>
</div>
<div class="asset-row">
<div class="asset-name">
<div class="asset-circle" style="background: #2A5ADA;"></div>
<div class="asset-symbol">LINK</div>
</div>
<div class="asset-percentage">10%</div>
</div>
<div style="margin-top: 15px; text-align: center;">
<div style="font-size: 0.9rem; color: #6c757d;">Total Value</div>
<div style="font-size: 1.5rem; font-weight: bold;">$100,000</div>
</div>
</div>
<div class="portfolio-card">
<div class="card-title">Optimized Portfolio</div>
<div class="asset-row">
<div class="asset-name">
<div class="asset-circle" style="background: #F7931A;"></div>
<div class="asset-symbol">BTC</div>
</div>
<div class="asset-percentage">
45%
<span class="change-indicator negative-change">(-15%)</span>
</div>
</div>
<div class="asset-row">
<div class="asset-name">
<div class="asset-circle" style="background: #627EEA;"></div>
<div class="asset-symbol">ETH</div>
</div>
<div class="asset-percentage">
35%
<span class="change-indicator positive-change">(+5%)</span>
</div>
</div>
<div class="asset-row">
<div class="asset-name">
<div class="asset-circle" style="background: #2A5ADA;"></div>
<div class="asset-symbol">LINK</div>
</div>
<div class="asset-percentage">
10%
<span class="change-indicator neutral-change">(0%)</span>
</div>
</div>
<div class="asset-row">
<div class="asset-name">
<div class="asset-circle" style="background: #00FFA3;"></div>
<div class="asset-symbol">SOL</div>
</div>
<div class="asset-percentage">
5%
<span class="change-indicator positive-change">(+5%)</span>
</div>
</div>
<div class="asset-row">
<div class="asset-name">
<div class="asset-circle" style="background: #8247E5;"></div>
<div class="asset-symbol">MATIC</div>
</div>
<div class="asset-percentage">
5%
<span class="change-indicator positive-change">(+5%)</span>
</div>
</div>
</div>
</div>
<div class="metrics-grid">
<div class="metric-card">
<div class="metric-value positive-metric">+32.4%</div>
<div class="metric-label">Expected Annual Return</div>
</div>
<div class="metric-card">
<div class="metric-value negative-metric">-28.5%</div>
<div class="metric-label">Expected Volatility</div>
</div>
<div class="metric-card">
<div class="metric-value positive-metric">1.14</div>
<div class="metric-label">Sharpe Ratio</div>
</div>
<div class="metric-card">
<div class="metric-value negative-metric">-25.8%</div>
<div class="metric-label">Maximum Drawdown</div>
</div>
</div>
<div class="portfolio-chart">
<div class="chart-label chart-current">Current Portfolio Performance Projection</div>
<div class="chart-bar" style="bottom: 100px;">
<div class="chart-fill-current"></div>
</div>
<div class="chart-label chart-optimized">Optimized Portfolio (Expected +2.8% Improvement)</div>
<div class="chart-bar" style="bottom: 60px;">
<div class="chart-fill-optimized"></div>
</div>
<div style="position: absolute; bottom: 10px; left: 0; width: 100%; text-align: center; font-size: 0.8rem; color: #6c757d;">
Time Horizon: 1 Year
</div>
</div>
<div>
<h3 style="margin: 20px 0 10px 0;">Rebalancing Actions</h3>
<div class="actions-list">
<div class="action-item">
<div class="action-left">
<div class="action-type action-sell">SELL</div>
<div class="action-details">
<div><strong>BTC</strong></div>
<div class="action-reason">Reduce concentration risk</div>
</div>
</div>
<div class="action-value">$15,000</div>
</div>
<div class="action-item">
<div class="action-left">
<div class="action-type action-buy">BUY</div>
<div class="action-details">
<div><strong>ETH</strong></div>
<div class="action-reason">Better risk-adjusted returns</div>
</div>
</div>
<div class="action-value">$5,000</div>
</div>
<div class="action-item">
<div class="action-left">
<div class="action-type action-buy">BUY</div>
<div class="action-details">
<div><strong>SOL</strong></div>
<div class="action-reason">Portfolio diversification</div>
</div>
</div>
<div class="action-value">$5,000</div>
</div>
<div class="action-item">
<div class="action-left">
<div class="action-type action-buy">BUY</div>
<div class="action-details">
<div><strong>MATIC</strong></div>
<div class="action-reason">Lower correlation with BTC/ETH</div>
</div>
</div>
<div class="action-value">$5,000</div>
</div>
</div>
<button class="optimization-button">Execute Rebalancing</button>
</div>
<div class="mcp-code">
<span class="code-comment">// MCP Tool Call Example for Portfolio Optimization</span>
const result = await mcp.optimizePortfolio({
assets: [
{ symbol: 'BTC', weight: 60 },
{ symbol: 'ETH', weight: 30 },
{ symbol: 'LINK', weight: 10 }
],
constraints: [
{ type: 'maxWeight', value: 50 },
{ type: 'minAssets', value: 4 }
],
objective: 'maxSharpe',
rebalanceFrequency: 'monthly'
});
<span class="code-comment">// Process rebalancing recommendations</span>
const actions = result.rebalancingActions;
const newAllocation = result.optimizedAllocation;
const performanceImprovement = result.improvementMetrics;
<span class="code-comment">// Execute trades based on recommended actions</span>
for (const action of actions) {
if (action.amount > minTradeSize) {
await executeTrade(action.symbol, action.action, action.amount);
}
}</div>
<div style="background: #f0f7ff; border-radius: 8px; padding: 15px; margin: 20px 0;">
<h3 style="margin-bottom: 10px;">Optimization Methodology</h3>
<p>This portfolio optimization uses Modern Portfolio Theory (MPT) to maximize the Sharpe ratio, which represents risk-adjusted returns. The algorithm considers:</p>
<ul style="margin-left: 20px; margin-top: 10px;">
<li>Historical price data for all assets (2 years)</li>
<li>Correlation between assets to reduce systemic risk</li>
<li>Market volatility factors and projected returns</li>
<li>Maximum concentration limits to reduce single-asset risk</li>
</ul>
<p style="margin-top: 10px;">The optimization runs 10,000+ simulations to identify the optimal asset allocation that balances return potential with risk mitigation.</p>
</div>
</div>
<script>
// This would be a real implementation in a production environment
// For demo purposes, this is just a placeholder
</script>
</body>
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