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akashh94

akapal-mcp-portfolio

by akashh94
OverviewSchemaRelated ServersScoreDiscussions
Python
Remote

akapal-mcp-portfolio

MCP server that exposes portfolio and brokerage data through Model Context Protocol tools over SSE transport.

Data is currently backed by mock brokerage data (StaticBrokerageService). Live quotes are attempted first via LiveMarketService (yfinance) with automatic fallback to mock data when the live source is unavailable. A real E*TRADE API connection is planned as the next step.

Features

  • SSE transport on port 8080 (configurable via PORT), binds to 0.0.0.0

  • Mock brokerage data — balances, holdings, sector allocation, quotes, market summary, FAQ

  • Live quote fallback — real-time quotes when available, mock otherwise

  • Order preview — estimates the portfolio impact of a buy/sell order without placing it

  • Concentration analysis — flags positions exceeding a 15% threshold

  • Keyword search — queries brokerage data and lists public financial sources (Yahoo, Bloomberg, Reuters, Morningstar, SEC)

Related MCP server: market-data-mcp

Requirements

  • Python 3.11+

Installation

pip install .

For development:

pip install -e .

Usage

Start the server:

python -m akapal_mcp_portfolio.app

Or via Docker:

docker build -t akapal-mcp-portfolio .
docker run -p 8080:8080 akapal-mcp-portfolio

The server listens on http://0.0.0.0:8080 and serves the MCP SSE endpoint. Point an MCP client (e.g. Claude Desktop, IDE MCP config) at it to discover and call the tools.

Configuration

Variable

Default

Description

PORT

8080

HTTP port for the SSE server

Tools

Tool

Description

get_account_summary

Active account balances and portfolio performance summary

get_portfolio_holdings

All holdings with allocation and performance fields

get_sector_allocation

Portfolio allocation by sector

get_quote(symbol)

Current quote for a symbol; live first, mock fallback

get_market_summary

Market index summary data

get_faq(query)

Mock support FAQ entries, optionally filtered by text

search_financial_info(query, source)

Keyword search over broker data and public sources

preview_order_impact(symbol, quantity, side)

Estimate mock order impact without placing it (side must be BUY or SELL)

get_concentration_analysis

Positions exceeding the 15% concentration threshold

Project Structure

akapal_mcp_portfolio/
├── app.py                     # FastMCP server, SSE transport, tool definitions
├── models/                    # Dataclasses for account, holdings, quote, market, etc.
└── services/
    ├── static_brokerage_service.py   # Mock brokerage data
    └── live_market_service.py        # Live quotes (yfinance) with fallback

Roadmap

  • Connect real E*TRADE API for live brokerage data

  • Wire up live financial-news retrieval for the public sources in search_financial_info

This server cannot be installed

F
license - not found
-
quality - not tested
C
maintenance

How are these scores calculated?

Maintenance

–Maintainers
–Response time
–Release cycle
–Releases (12mo)
Commit activity

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