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 |
Instructions
Guidance the server publishes about itself, which clients place ahead of the tool catalog so the model reads it before choosing anything.
This server publishes no instructions, or was last inspected before Glama recorded them.
Capabilities
Features and capabilities supported by this server
Protocol revision2025-11-25
| 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 | |
TDQS
Scored across 4 tools
Each tool has a clearly distinct purpose: P&L analysis, position listing, detailed position info, and data refresh. No overlap or ambiguity.
Three tools use 'get_' prefix consistently; the fourth uses 'refresh_' which is a different verb but maintains the same snake_case style. Minor deviation, but pattern is clear.
Four tools are well-scoped for a portfolio tracker, covering essential read operations and a data refresh command. Not too few or too many.
The tool set covers reading portfolio data (positions, details, P&L) and refreshing prices. Missing write operations like adding/removing positions, but for a read-only tracker this is appropriate.