wealvest-ai
Server Configuration
Describes the environment variables required to run the server.
| Name | Required | Description | Default |
|---|---|---|---|
No arguments | |||
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 |
|---|---|
| tasks | {
"list": {},
"cancel": {},
"requests": {
"tools": {
"call": {}
}
}
} |
| tools | {
"listChanged": true
} |
| prompts | {
"listChanged": true
} |
| resources | {
"subscribe": true,
"listChanged": true
} |
Tools
Functions exposed to the LLM to take actions
| Name | Description |
|---|---|
| analyze_portfolioC | Analyze an investment portfolio based on investor profile and financial goals. |
| assess_riskB | Evaluate the risk profile of an investment portfolio based on asset allocation and concentration. |
| simulate_investmentB | Simulate the growth of SIP or lump-sum investments over time with deterministic financial calculations. |
| get_market_insightsB | Retrieve latest market insights and financial headlines. |
| generate_reportB | Generate a structured wealth analysis report (PDF/JSON/Markdown). |
Prompts
Interactive templates invoked by user choice
| Name | Description |
|---|---|
| portfolio_analysis_help | Get help with portfolio analysis |
Resources
Contextual data attached and managed by the client
| Name | Description |
|---|---|
| Portfolio Analysis | Portfolio analysis resources |
| Health Checks | Current health status of all registered health checks |
| Portfolio Result | UI component for Portfolio Result |
| Risk Result | UI component for Risk Result |
| Investment Simulator Result | UI component for Investment Simulator Result |
| Market Intelligence Result | UI component for Market Intelligence Result |
| Report Result | UI component for Report Result |
| Widget Examples | Provides metadata and examples for all registered UI widgets |
TDQS
Scored across 5 tools
Each tool targets a distinct aspect of wealth analysis: portfolio analysis, risk assessment, simulation, market insights, and report generation. The descriptions clarify the overlap between analyze_portfolio and assess_risk, making them distinguishable by focus.
All tool names follow a consistent verb_noun pattern in snake_case, such as 'analyze_portfolio' and 'generate_report'. This creates a predictable and readable naming convention throughout.
With only 5 tools, the server is well-scoped for its purpose. Each tool provides a distinct and necessary function for wealth analysis without redundancy or missing core capabilities.
The set covers the core workflow of portfolio analysis, risk evaluation, investment simulation, market context, and report generation. Minor gaps such as portfolio modification or personalized recommendations exist but are likely outside the intended scope.