MCP server providing portfolio analytics tools: beta to a benchmark, sector correlation, and FIFO trade matching with realized/unrealized P&L using Yahoo Finance prices.
An MCP server that enables querying Easy Equities and Satrix investment accounts, including holdings, valuations, and transactions, via natural language.
A portfolio analysis MCP server that enables AI agents to manage investment portfolios, fetch financial data from Yahoo Finance and CoinGecko, and perform advanced analysis like weight optimization and Monte Carlo simulations. It utilizes reference-based caching to efficiently handle large datasets without bloating the LLM's context window.
MCP server for cove-fi, a deterministic retirement and financial-independence projection engine. It lets users run plans, create scenarios, and explore year-by-year net-worth projections through natural language.
MCP server for Indian mutual fund NAV analytics. It provides tools to search funds, compute returns, and analyze categories using DuckDB over parquet data, supporting local files or Azure Blob.