💰 WealVest AI

AI-powered financial analysis platform built with NitroStack MCP.

WealVest AI demonstrates how the Model Context Protocol (MCP) can power modular AI-driven financial tools for investment analysis, risk assessment, market intelligence, and report generation.

Project Status: 🚧 MVP Complete | Website Integration In Progress

📖 Overview

WealVest AI is an experimental financial intelligence platform built for the NitroStack MCP Hackathon.

The project exposes financial capabilities as MCP tools that can be executed from NitroStudio, showcasing how AI-powered financial workflows can be implemented using modular MCP architecture.

Current capabilities include:

• 📊 Portfolio Analysis

• ⚠️ Risk Assessment

• 📈 Investment Simulation

• 🌍 Market Intelligence

• 📄 Financial Report Generation

🛠 Tech Stack

Related MCP server: MCP Trading Quantitative Analysis Server

Frontend

• React

• TypeScript

• Tailwind CSS

• Vite

Backend

• Node.js

• NitroStack MCP

Development Tools

• NitroStudio

• TypeScript

• npm

✅ Current Status

Successfully Implemented

📊 Portfolio Analyzer

• Portfolio analysis workflow

• Financial input validation

• MCP Tool implementation

• Widget integration

• Portfolio insights

⚠️ Risk Assessment

• Risk profile analysis

• Financial scoring

• Risk recommendations

• MCP integration

📈 Investment Simulator

• Investment projection

• Return estimation

• Future value calculation

• Financial simulations

🌍 Market Intelligence

• Market trend analysis

• Industry insights

• AI-assisted summaries

📄 Report Generator

• Financial report generation

• Structured summaries

• Recommendation reports

🔌 MCP Integration

• MCP Server

• Tool Registration

• Widget Registration

• NitroStudio Integration

• Modular Architecture

✅ Working Features

🚧 Currently Under Development

The following functionality is not yet implemented:

• Website ↔ MCP communication

• Backend API integration

• Direct tool execution from the website

• Persistent user accounts

• Database integration

• Authentication

• Real-time financial data

• Production deployment

🏗 Architecture

                React Website
                      │
                      │
          (UI Components Only)
                      │
                      ▼
            NitroStudio (MCP Client)
                      │
                      ▼
           NitroStack MCP Server
                      │
      ┌───────────────┼───────────────┐
      │               │               │
      ▼               ▼               ▼
 Portfolio       Risk Assessment   Investment Simulator

                      │
                      ▼
           Market Intelligence

                      │
                      ▼
             Report Generator

⚠️ Current Limitation

At present, the financial tools are executed through NitroStudio, which acts as the MCP client.

The React website currently provides the frontend interface but does not yet communicate with the MCP server.

This means:

• ✅ MCP tools work inside NitroStudio.

• ✅ Widgets render correctly in NitroStudio.

• ❌ The website cannot yet invoke MCP tools directly.

Backend integration between the website and the MCP server is planned for a future update.

🚀 Future Roadmap

Phase 1 ✅ (Completed)

• MCP server

• Financial tools

• NitroStudio integration

• Widget implementation

• Modular architecture

Phase 2 🚧

• Backend API

• Website ↔ MCP integration

• Live financial analysis from the website

• User authentication

• Portfolio persistence

• Database support

Phase 3 🔮

• AI investment recommendations

• Portfolio optimization

• Historical tracking

• PDF report export

• Cloud deployment

• Multi-user collaboration

• Real-time market APIs

▶️ Getting Started

Clone the repository:

git clone https://github.com/rhll07/wealvest-ai.git

Move into the project:

cd wealvest-ai

Install dependencies:

npm install

Run the development server:

npm run dev

🧪 Demo

Current demonstrations are performed through NitroStudio, where all implemented MCP tools can be executed and tested.

Available demo tools:

• 📊 Portfolio Analyzer

• ⚠️ Risk Assessment

• 📈 Investment Simulator

• 🌍 Market Intelligence

• 📄 Report Generator

🤝 Contributing

Contributions, feature suggestions, and bug reports are always welcome.

1. Fork the repository

2. Create a feature branch

3. Commit your changes

4. Open a Pull Request

📄 License

This project is licensed under the MIT License.

👨‍💻 Author

Rahul Krishna R

If you found this project helpful or interesting, consider giving it a ⭐ on GitHub!