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.
An MCP server that lets AI assistants analyze portfolios, stress-test scenarios, generate synthetic market paths, and scan SEC filings — in under 2 minutes.
A quantitative finance MCP server providing 24 tools for option pricing, portfolio optimization, risk measurement, fixed income analysis, and utility functions, enabling AI clients to perform professional financial calculations.
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.
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.
An MCP server that exposes personal financial data — transaction ledger, portfolio holdings, live/historical market prices, and quantitative risk metrics — as standardized tools, resources, and prompts, enabling natural language reasoning over real computed numbers.
