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rhll07

wealvest-ai

by rhll07
OverviewSchemaRelated ServersScoreDiscussions
TypeScript

Server Configuration

Describes the environment variables required to run the server.

NameRequiredDescriptionDefault

No arguments

Instructions

Guidance the server publishes about itself, which clients place ahead of the tool catalog so the model reads it before choosing anything.

This server publishes no instructions, or was last inspected before Glama recorded them.

Capabilities

Features and capabilities supported by this server

Protocol revision2025-11-25

CapabilityDetails
tasks
{
  "list": {},
  "cancel": {},
  "requests": {
    "tools": {
      "call": {}
    }
  }
}
tools
{
  "listChanged": true
}
prompts
{
  "listChanged": true
}
resources
{
  "subscribe": true,
  "listChanged": true
}

Tools

Functions exposed to the LLM to take actions

NameDescription
analyze_portfolioC

Analyze an investment portfolio based on investor profile and financial goals.

assess_riskB

Evaluate the risk profile of an investment portfolio based on asset allocation and concentration.

simulate_investmentB

Simulate the growth of SIP or lump-sum investments over time with deterministic financial calculations.

get_market_insightsB

Retrieve latest market insights and financial headlines.

generate_reportB

Generate a structured wealth analysis report (PDF/JSON/Markdown).

Prompts

Interactive templates invoked by user choice

NameDescription
portfolio_analysis_helpGet help with portfolio analysis

Resources

Contextual data attached and managed by the client

NameDescription
Portfolio AnalysisPortfolio analysis resources
Health ChecksCurrent health status of all registered health checks
Portfolio ResultUI component for Portfolio Result
Risk ResultUI component for Risk Result
Investment Simulator ResultUI component for Investment Simulator Result
Market Intelligence ResultUI component for Market Intelligence Result
Report ResultUI component for Report Result
Widget ExamplesProvides metadata and examples for all registered UI widgets

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