PM-MCP (Portfolio Management MCP Server)

from __future__ import annotations import json from datetime import datetime from mcp_server.tools.market_data import get_prices from mcp_server.tools.news_search import search_news from mcp_server.tools.analytics import rank_candidates from mcp_server.tools.portfolio import evaluate_holdings from mcp_server.tools.reports import generate_report from mcp_server.tools.obsidian import write_markdown from mcp_server.tools.filings import fetch_recent_filings, summarize_filings_items from mcp_server.tools.llm import summarize_items_perplexity def main(): tickers = ["AAPL", "MSFT", "NVDA"] # News (Perplexity 우선, 실패 시 RSS) news = search_news(["AI chips", "cloud growth"], lookback_days=7, max_results=3) news_lines = [] for n in news: for h in n.get("hits", [])[:3]: news_lines.append(f"{h.get('title')} | {h.get('source')} | {h.get('url')}") news_summary = summarize_items_perplexity(news_lines, max_sentences=6) if news_lines else "" # SEC Filings filings_all = [] for t in tickers: filings_all.extend(fetch_recent_filings(t, forms=["8-K", "10-Q", "10-K"], limit=3)) filings_summary = summarize_filings_items(filings_all, max_items=6) # Ranking with dip bonus candidates = [ {"ticker": "AAPL", "growth": 0.3, "profitability": 0.4, "valuation": 0.2, "quality": 0.6}, {"ticker": "MSFT", "growth": 0.5, "profitability": 0.5, "valuation": 0.3, "quality": 0.7}, {"ticker": "NVDA", "growth": 0.8, "profitability": 0.6, "valuation": 0.2, "quality": 0.6}, ] ranked = rank_candidates(candidates, dip_weight=0.12, use_dip_bonus=True) payload = { "title": "Weekly Theme Snapshot", "date": datetime.now().strftime("%Y-%m-%d"), "tickers": tickers, "summary": "Condensed view with news and SEC filings summaries.", "news_summary": news_summary, "filings_summary": filings_summary, "scores": ranked, } md = generate_report(payload) path = write_markdown( "Markets/AI/Weekly Snapshot.md", front_matter={"type": "market", "date": payload["date"], "queries": [n["query"] for n in news]}, body=md, ) print(json.dumps({ "news_items": len(news_lines), "filings_items": len(filings_all), "top_score": ranked[0], "report_path": path }, ensure_ascii=False)) if __name__ == "__main__": main()