Portfolio Tracker MCP Server
Server Configuration
Describes the environment variables required to run the server.
| Name | Required | Description | Default |
|---|---|---|---|
| DEBUG | No | Set to "true" for verbose logging | |
| PORTFOLIO_API_URL | No | Base URL for the portfolio tracker API | http://localhost:3000 |
Capabilities
Features and capabilities supported by this server
| Capability | Details |
|---|---|
| tools | {} |
Tools
Functions exposed to the LLM to take actions
| Name | Description |
|---|---|
| get_portfolio_positionsB | Get all current portfolio positions with basic information like ticker, quantity, cost, and account details |
| get_portfolio_pnlA | Get portfolio profit and loss analysis with current market values, including summary totals and individual position performance |
| refresh_portfolio_dataA | Force refresh all portfolio price data from Yahoo Finance, including both current and historical prices |
| get_position_detailsA | Get detailed information for specific portfolio positions by ticker symbols |
Prompts
Interactive templates invoked by user choice
| Name | Description |
|---|---|
No prompts | |
Resources
Contextual data attached and managed by the client
| Name | Description |
|---|---|
No resources | |
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