# Portfolio Tracker MCP Server

A Model Context Protocol (MCP) server that exposes portfolio tracking tools for AI clients.

## Features

- **Get Portfolio Positions**: Retrieve all current positions
- **Get Portfolio P&L**: Calculate profit/loss with optional price refresh
- **Refresh Portfolio Data**: Force refresh of all price data from Yahoo Finance
- **Get Position Details**: Get specific position information

## Setup

1. Install dependencies:
```bash
npm install
```

2. Build the project:
```bash
npm run build
```

3. Start the server:
```bash
npm start
```

## Development

For development with auto-reload:
```bash
npm run dev
```

## MCP Client Configuration

### Claude Desktop
Add to your Claude Desktop configuration:

```json
{
  "mcpServers": {
    "portfolio-tracker": {
      "command": "node",
      "args": ["/Users/goul/Development/portfolio-tracker-mcp-server/build/index.js"],
      "env": {
        "PORTFOLIO_API_URL": "http://localhost:3000"
      }
    }
  }
}
```

### Environment Variables

- `PORTFOLIO_API_URL`: Base URL for the portfolio tracker API (default: http://localhost:3000)
- `DEBUG`: Set to "true" for verbose logging

## Available Tools

1. **get_portfolio_positions**
   - Get all current portfolio positions
   - No parameters required

2. **get_portfolio_pnl** 
   - Get profit/loss analysis
   - Parameters: `refresh` (boolean, optional) - force refresh prices

3. **refresh_portfolio_data**
   - Force refresh all price data
   - No parameters required

4. **get_position_details**
   - Get details for specific positions
   - Parameters: `tickers` (string array) - specific tickers to query

## Usage Examples

Once connected to an AI client, you can ask:

- "What's my current portfolio performance?"
- "Show me my positions"
- "Refresh my portfolio data and show the P&L"
- "How is my NVDA position performing?"