Provides AI agents with institutional-grade quantitative finance tools including real-time market data, paper trading via Alpaca, risk analysis with Monte Carlo simulations, backtesting, and multi-source news sentiment analysis for portfolio management and trading strategy development.
Enables AI agents to manage and analyze personal investment portfolios, including fund and stock holdings, net value tracking, XIRR calculations, penetration analysis, and backtesting.
Personal investment management advisor that exposes tools for accounts, portfolios, trades, market data, strategies, risk control, and advice, enabling AI agents to analyze and provide structured investment recommendations.
Enables AI agents to interact with MongoDB databases and MongoDB Atlas, supporting read-only and write operations, Atlas cluster management, and data exploration.
Enables AI agents to execute stock trading operations with built-in risk controls and human approval workflows. Supports paper trading simulation, real brokerage integration (Alpaca, Tradier), backtesting, sentiment analysis, and portfolio management while maintaining strict separation between AI intelligence and trade execution.
Provides AI agents with real-time financial market intelligence including stock quotes, crypto data, technical analysis, and portfolio insights. Enables natural language queries for current prices, technical indicators, asset comparisons, and portfolio analysis.
