FinSight
Server Configuration
Describes the environment variables required to run the server.
| Name | Required | Description | Default |
|---|---|---|---|
| FINSIGHT_URL | No | Base URL of the FinSight API worker. | |
| WALLET_PRIVATE_KEY | Yes | Private key of the Tempo wallet used to pay for API requests in USDC (e.g. 0xabc...). |
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 |
|---|---|
| analyze_riskA | Crypto portfolio risk profiling using live CoinGecko market data. For known tickers (BTC, ETH, SOL, AVAX, ARB, etc.) you only need { asset, weight } — volatility, returns, and drawdown are auto-fetched from 365-day real price history. Returns Sharpe ratio, Sortino ratio, Calmar ratio, market beta, risk tier (low/moderate/high/very high), and per-asset risk scores. Payment: $0.01 USDC on Tempo chain (~500ms). |
| analyze_rebalanceA | Portfolio rebalancing recommendations with live market data. Four methods: profile (conservative/balanced/aggressive), risk_parity (inverse-vol weighting), min_variance (inverse-variance), equal_weight (1/N). Returns target weight, current weight, action (increase/reduce/hold), and delta per asset. Known crypto tickers auto-enriched with real volatility data. Payment: $0.02 USDC on Tempo. |
| analyze_diversificationA | Portfolio diversification analysis using Herfindahl-Hirschman Index (HHI). Returns concentration grade (excellent/good/moderate/poor/critical), effective number of assets, breakdown by asset class / region / sector, and concentration warnings. Payment: $0.01 USDC on Tempo chain. |
| analyze_stressA | Stress test across 10 macro scenarios using real portfolio volatility data: market_crash (-40%), crypto_winter (-70%), stablecoin_depeg, high_volatility, recovery_bull (+50%), rate_hike_shock, recession, stagflation, geopolitical_shock, dollar_rally. All shocks are asset-class and sector-aware. Returns P&L per scenario with worst/best asset. Payment: $0.03 USDC on Tempo chain. |
| analyze_varA | Value-at-Risk (VaR) and CVaR (Expected Shortfall) at 95% and 99% confidence. Uses real volatility auto-fetched from CoinGecko for known crypto tickers. Returns daily and annualised VaR/CVaR, worst-case dollar loss on $1M AUM, and interpretation. Payment: $0.02 USDC on Tempo chain. |
| analyze_factorsA | Factor exposure analysis: portfolio market beta, asset-class contributions, region/sector breakdown, interest-rate sensitivity (duration), dividend yield, currency exposure. Payment: $0.02 USDC on Tempo chain. |
| analyze_correlationB | Cross-asset correlation matrix and diversification ratio. Returns the full N×N correlation matrix, average pairwise correlation, diversification ratio (DR>1 = benefit), and asset-class pair correlations. Payment: $0.02 USDC on Tempo chain. |
| analyze_regimeA | Market regime detection from macro indicators + portfolio signals. Regimes: risk_on | stable_growth | recovery | high_volatility | risk_off | crisis. Returns regime, confidence (low/medium/high), individual signals, portfolio-fit score (0-100), and suggested adjustments. Provide marketIndicators for higher confidence. Costs $0.02 USDC. |
| analyze_reportA | Full report — all 8 modules in one call: risk + rebalance + diversification + stress_test (10 scenarios) + var_cvar + factor_exposure + correlation + market_regime. Includes ExecutiveSummary: overall score (0-100), grade (A-F), key strengths, key risks, top recommendations. Most cost-effective option for comprehensive analysis. Costs $0.10 USDC. |
| analyze_compareA | Side-by-side comparison of two portfolios across 9 key metrics: Sharpe ratio, Sortino ratio, VaR, CVaR, max drawdown, diversification score, stress test loss, market beta, and overall risk tier. Returns winner per metric and delta values. Useful for A/B testing portfolio strategies or comparing current vs. rebalanced allocation. Costs $0.05 USDC. |
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 10 tools
Tools are mostly distinct: each focuses on a different analysis type (diversification, regime, risk, rebalance, stress, factors, correlation, report, compare, VaR). However, analyze_diversification and analyze_factors both include sector/region breakdowns, and analyze_compare overlaps with analyze_risk and analyze_stress in metrics, but descriptions are detailed enough to avoid major confusion.
All tools follow a consistent pattern: the prefix 'analyze_' followed by a descriptive noun (diversification, regime, risk, rebalance, stress, factors, correlation, report, compare, var). This makes it predictable and easy to navigate.
With 10 tools, the count is well-scoped for a portfolio analysis server. Each tool covers a distinct aspect of analysis, and the aggregate report tool (analyze_report) provides a comprehensive option without overwhelming the user. The count is at the higher end of ideal but stays within a reasonable range.
The server covers a wide range of portfolio analysis needs: risk, correlation, diversification, stress testing, VaR/CVaR, factor exposure, rebalancing, regime detection, and comparison. Minor gaps include lack of tools for data input management (e.g., updating portfolio allocations) and performance attribution, but these are not critical for the stated purpose of analysis.