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.
MCP server for quantitative portfolio optimization and analysis, providing tools for market data ingestion, covariance estimation, portfolio construction (mean-variance, Black-Litterman, HRP, CVaR, regularized), risk attribution, and statistical analysis to AI assistants.
Portfolio risk analytics MCP server — VaR, Monte Carlo simulation, stress testing, portfolio optimization, options Greeks, and correlation analysis. Real market data via Yahoo Finance. Free tier available, Pro at $29/mo.
An MCP server that lets AI assistants analyze portfolios, stress-test scenarios, generate synthetic market paths, and scan SEC filings — in under 2 minutes.
Enables unified access to portfolio management, market data, risk analysis, trade records, compliance checks, and Slack notifications through a single MCP server.
MCP server for CPZAI platform, enabling AI agents to manage trading strategies, run backtests, route orders across brokers, and access portfolios, risk analytics, and market data through natural language.