Portfolio Manager MCP Server
by ikhyunAn
The Portfolio Manager MCP Server is a Model Context Protocol (MCP) server designed to help users manage and analyze their investment portfolios. It provides tools for creating, updating, and analyzing portfolios with stocks and bonds, fetching market data, and generating investment recommendations.
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What is Portfolio Manager MCP Server?
The Portfolio Manager MCP Server is a tool that allows users to manage and analyze their investment portfolios through a Model Context Protocol (MCP) interface. It provides functionalities for portfolio creation, market data retrieval, performance analysis, and investment recommendations.
How to use Portfolio Manager MCP Server?
To use the server, first clone the repository and install the required dependencies. Then, run the server using either the Stdio Transport (for Claude Desktop integration) or the SSE Transport (for HTTP-based clients). Finally, integrate the server with Claude Desktop by adding it to the configuration file or use the MCP CLI for easier installation. Once running, you can interact with it using natural language queries.
Key features of Portfolio Manager MCP Server
Portfolio Management
Market Data
Analysis
Recommendations
Visualization
Use cases of Portfolio Manager MCP Server
Creating and managing investment portfolios
Analyzing portfolio performance
Getting personalized investment recommendations
Visualizing portfolio allocation
Integrating with Claude Desktop for natural language interaction
FAQ from Portfolio Manager MCP Server
How do I install the server?
How do I install the server?
Clone the repository, install the dependencies using pip install -r requirements.txt, and set up your API keys.
How do I run the server?
How do I run the server?
Run the server using python main.py for Stdio Transport or python main.py --sse for SSE Transport.
How do I integrate the server with Claude Desktop?
How do I integrate the server with Claude Desktop?
Add the server configuration to your Claude Desktop configuration file.
What kind of queries can I make?
What kind of queries can I make?
You can ask questions like 'Create a portfolio with 30% AAPL, 20% MSFT, 15% AMZN, and 35% US Treasury bonds', 'What's the recent performance of my portfolio?', or 'Show me news about the stocks in my portfolio'.
What kind of data does this server use?
What kind of data does this server use?
The server uses real-time stock price information and relevant news from external APIs such as Alpha Vantage and News API.