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Portfolio Copilot

by lodetomasi
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    Deploy Server
    One endpoint for every MCP toolRayrun runs every MCP server behind one URL and holds the credentials. Each call is decided per client, tool, and argument, then recorded.ray.runAd

    TDQS

    B3.3/5.0

    Scored across 34 tools

    Disambiguation2/5

    Several tools overlap heavily: screen_stocks and rank_candidates both score/rank a ticker list, and allocate_cash, rebalance_portfolio, capital_auction and generate_order_plan all produce allocation/order suggestions. The long descriptions help, but an agent must read carefully to select the intended tool, and clusters like discovery/analysis and cash allocation blur together.

    Naming Consistency3/5

    All names are snake_case and readable, but the set mixes verb-first names like analyze_stock and save_thesis with noun-first names like fx_rates, portfolio_risk, capital_auction and company_facts. This is a readable mixed convention rather than a consistent verb_noun pattern.

    Tool Count2/5

    34 tools is a very large surface and exceeds the 25+ threshold for too many. The broad functionality could be collapsed into fewer consolidated tools (e.g. one cash-allocation/order tool or one stock-ranking tool), reducing agent selection burden.

    Completeness4/5

    The tool surface covers the full investment-assistant workflow: import/parse exports, fetch market/SEC data, score stocks, build plans, allocate/rebalance, log decisions, check theses, snapshot portfolios and backtest. Minor gaps exist (no delete/update for snapshots or decisions, no config setter), but core workflows have no dead ends and file-based workarounds are reasonable.

    Maintenance

    ActivityMaintained
    ResponsivenessNo issues

    Resources