Click on "Deploy Server".
Wait a few minutes for the server to deploy. Once ready, it will show a "Started" state.
In the chat, type @ followed by the MCP server name and your instructions, e.g., "@Portfolio Analytics MCP How volatile is my 30k EUR portfolio of IE00B4L5Y983 and 10 ASML.AS?"
That's it! The server will respond to your query, and you can continue using it as needed.
Here is a step-by-step guide with screenshots.
Ask Claude about your investments in plain language. This is an MCP server that gives Claude (or any MCP client) read-only tools for market data and portfolio analysis: prices, FX, ETF costs and exposure, and risk for a whole portfolio of stocks and ETFs, measured in your own currency.
It is built for European investors as much as US ones: it understands ISINs, UCITS ETFs listed on several exchanges, and prices quoted in pence.
"I hold 30k EUR of IE00B4L5Y983, 10 ASML.AS and 25 AAPL. How volatile is this portfolio, and which position contributes most to the risk?"
"Compare the costs of the iShares Core MSCI World and the Vanguard FTSE All-World. Which is cheaper and bigger?"
"How much of my ETF portfolio is in US tech stocks? Do my ETFs overlap?"
"What has VWCE returned since 2021 in euros, compared with the S&P 500?"
Claude picks the right tools, fetches the data and explains the result.
Related MCP server: Financial Risk MCP Server
Area | What it gives you | Data source |
Portfolio | Risk and return of a mixed portfolio in one currency: volatility, drawdown, beta, risk per position | Yahoo Finance + justETF |
ETFs | Costs (TER), fund size, country/sector/stock exposure, listings, similar funds, portfolio look-through | |
Markets | Price history, quotes, FX rates, performance statistics, correlations, dividends |
20 tools in total, all read-only. No API key or account needed. See the user guide for the full list.
You need uv and Python 3.12.
1. Install
git clone https://github.com/RugSec/portfolio-analytics-mcp.git
cd portfolio-analytics-mcp
uv sync2. Connect it to Claude
Claude Code:
claude mcp add finance -- /absolute/path/to/portfolio-analytics-mcp/.venv/bin/python -m finance_mcpClaude Desktop: add this to claude_desktop_config.json, then restart the
app. On Windows use .venv\\Scripts\\python.exe.
{
"mcpServers": {
"finance": {
"command": "/absolute/path/to/portfolio-analytics-mcp/.venv/bin/python",
"args": ["-m", "finance_mcp"]
}
}
}3. Ask a question, for example "What is the TER of IE00B4L5Y983?"
Want to run it as a shared remote server instead? See Remote deployment.
Not financial advice. The tools report data and statistics; past performance does not predict future results.
Personal use only. Yahoo Finance (through the unofficial yfinance library) and justETF are third-party sites. This server makes polite, on-demand requests (rate-limited and cached) and is not meant for bulk downloads or redistributing their data. Check their terms before using it.
Quotes can be delayed by up to ~20 minutes, and Yahoo's coverage of European ETF holdings is patchy (the justETF tools fill that gap).
User guide: every tool, example workflows, configuration, remote deployment and limitations.
Contributing: development setup, tests and project layout.
This server cannot be deployed
Read-only market research: index funds, event cards, CLOB data, fund analytics. No orders.
Query your real net worth, spending, transactions, budgets and portfolio from any MCP client.
Research US-listed companies and funds with the StockPortfolio.pro MCP server. Tools cover SEC filing-grounded financials, filing timelines, company comparisons, watchlist screens, fund profiles, and cited filing questions. Filed figures include their fiscal period and EDGAR source URL; missing filing data is returned as null. Public tools work without authentication; optional API-key or OAuth access is supported. US-listed, USD-reporting companies only. Keyless access includes 3 free AI questions per rolling 30-day window. To get more now, choose the Dev plan ($19.99/month, 200 credits) at https://www.stockportfolio.pro/register?plan=dev, then follow https://www.stockportfolio.pro/docs/api-mcp to connect with OAuth or an API key. Or wait for the free allowance to renew.
Read-only access to your MetaTrader 4 and 5 accounts for AI agents: balances, open positions, trade history with win rate, live quotes, symbol specs and candles. It cannot place, modify or close orders.
