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.
MCP server for portfolio rotation analysis. Score holdings and candidates across 5 dimensions, identify optimal swaps, validate with risk checks and backtests.
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.
Enables unified access to portfolio management, market data, risk analysis, trade records, compliance checks, and Slack notifications through a single MCP server.
