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.
A Model Context Protocol server for managing and analyzing investment portfolios. It enables users to create and update portfolios, fetch real-time stock data and news, generate performance reports, and receive investment recommendations through natural language.
MCP server for quantitative portfolio optimization and analysis, providing tools for market data ingestion, covariance estimation, portfolio construction (mean-variance, Black-Litterman, HRP, CVaR, regularized), risk attribution, and statistical analysis to AI assistants.
An MCP server that transforms standard LLMs into autonomous investment bankers, enabling live market data retrieval, fundamental ratio calculations, DCF valuations, portfolio diversification assessment, and automated emailing of executive reports.
A remote MCP server for top-down portfolio construction with Interactive Brokers, exposing a typed catalog of screeners, news access, and account tools for LLM-driven research workflows.
Read-only MCP server that connects LLMs to personal investment accounts (Toss Securities, KIS), market data, SEC filings, and Binance futures for context-aware investment responses.
