delete_portfolio

Instructions

Implementation Reference

• app/tools/portfolio.py:358-391 (handler)

  The delete_portfolio function (decorated with @mcp.tool) that implements the tool's logic: checks if the portfolio exists via store.exists(name), returns error if not found, otherwise calls store.delete(name) and returns deletion status.

  @mcp.tool
  def delete_portfolio(name: str) -> dict[str, Any]:
      """Delete a stored portfolio.
  
      Permanently removes a portfolio from storage.
  
      Args:
          name: The portfolio name to delete.
  
      Returns:
          Dictionary with deletion status.
  
      Example:
          ```
          result = delete_portfolio(name="old_portfolio")
          if result['deleted']:
              print("Portfolio deleted successfully")
          ```
      """
      if not store.exists(name):
          return {
              "deleted": False,
              "error": f"Portfolio '{name}' not found",
          }
  
      deleted = store.delete(name)
  
      return {
          "deleted": deleted,
          "name": name,
          "message": f"Portfolio '{name}' deleted successfully"
          if deleted
          else "Deletion failed",
      }

• app/tools/portfolio.py:27-34 (registration)

  The register_portfolio_tools function registers all portfolio CRUD tools (including delete_portfolio) with the FastMCP server. It takes the mcp and store parameters used as closures by the nested tool functions.

  def register_portfolio_tools(mcp: FastMCP, store: PortfolioStore) -> None:
      """Register portfolio CRUD tools with the FastMCP server.
  
      Args:
          mcp: The FastMCP server instance.
          store: The portfolio store for persistence.
      """

• app/tools/portfolio.py:359-376 (schema)

  The type signature and docstring of delete_portfolio: takes a single parameter name: str and returns dict[str, Any]. The docstring describes it as permanently removing a portfolio from storage.

  def delete_portfolio(name: str) -> dict[str, Any]:
      """Delete a stored portfolio.
  
      Permanently removes a portfolio from storage.
  
      Args:
          name: The portfolio name to delete.
  
      Returns:
          Dictionary with deletion status.
  
      Example:
          ```
          result = delete_portfolio(name="old_portfolio")
          if result['deleted']:
              print("Portfolio deleted successfully")
          ```
      """

• app/server.py:42-57 (registration)

  The FastMCP server initialization where delete_portfolio is listed in the server instructions as one of the available portfolio management tools.

  mcp = FastMCP(
      name="portfolio-mcp",
      # nosec B608 - This is not SQL, just a long documentation string
      instructions=f"""A financial portfolio management server with reference-based caching.
  
  Supports real market data from Yahoo Finance (stocks, ETFs) and CoinGecko (crypto).
  
  ## Portfolio Management Tools
  - create_portfolio: Create portfolio from real market data or synthetic data
    - source="yahoo": Fetch stocks/ETFs from Yahoo Finance (e.g., AAPL, MSFT, SPY)
    - source="crypto": Fetch crypto from CoinGecko (e.g., BTC, ETH, SOL)
    - source="synthetic": Generate GBM simulated data (default)
  - get_portfolio: Get detailed information about a stored portfolio
  - list_portfolios: List all stored portfolios
  - delete_portfolio: Delete a stored portfolio
  - update_portfolio_weights: Update allocation weights