portfolio-analytics-mcp
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TDQS
Scored across 3 tools
Each tool performs a distinctly different analytic: beta vs benchmark, sector correlation matrix, and FIFO P&L. There is no ambiguity or overlap between their purposes, so an agent can easily select the right tool.
All tool names use snake_case and are descriptive, but the pattern is slightly mixed: 'portfolio_beta' and 'sector_correlation' are noun phrases, while 'revalue_positions' is a verb phrase. This is a minor deviation that does not harm readability.
With three tools, the server is well-scoped. Each tool addresses a major portfolio analytics need (risk, diversification, and performance) and earns its place within the typical 3-15 tool range.
The server covers three important portfolio analytics functions, but it lacks additional common analytics like portfolio return or volatility. However, within its stated scope, there are no dead ends—each tool produces meaningful output from user-supplied data.