Crypto Portfolio MCP
by kukapay
Crypto Portfolio MCP is a server for tracking and managing cryptocurrency portfolio allocations. It enables AI agents to query and optimize portfolio strategies in real time.
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What is Crypto Portfolio MCP?
Crypto Portfolio MCP is a server designed to track and manage cryptocurrency portfolios. It allows AI agents to interact with and optimize investment strategies based on real-time data.
How to use Crypto Portfolio MCP?
Install the server using the provided instructions, including cloning the repository and installing dependencies. Then, interact with the server through an MCP client like Claude Desktop, using natural language prompts to add holdings, get prices, view portfolio summaries, and analyze portfolio performance.
Key features of Crypto Portfolio MCP
Portfolio Management: Add and track cryptocurrency holdings with real-time Binance prices.
Price Retrieval: Fetch current prices for any Binance trading pair.
Value History: Generate visual charts of portfolio value over time.
Analysis Prompt: Pre-built prompt for portfolio analysis with diversification and risk suggestions.
SQLite Storage: Persistent storage of holdings in a local database.
Use cases of Crypto Portfolio MCP
Allow AI agents to automatically rebalance a crypto portfolio based on market conditions.
Provide a user-friendly interface for tracking crypto investments.
Enable automated risk assessment and diversification suggestions.
Integrate with other financial tools and services for comprehensive portfolio management.
FAQ from Crypto Portfolio MCP
How do I add a cryptocurrency to my portfolio?
How do I add a cryptocurrency to my portfolio?
Use the 'add_holding' tool with the coin symbol and amount. For example, 'Add 0.1 BTC to my portfolio'.
How do I get the current price of a cryptocurrency?
How do I get the current price of a cryptocurrency?
Use the 'get_price' tool with the coin symbol. For example, 'What's the current price of ETH on Binance?'
Where is my portfolio data stored?
Where is my portfolio data stored?
Your portfolio data is stored in a local SQLite database named 'portfolio.db'.
Can I analyze my portfolio for diversification and risk?
Can I analyze my portfolio for diversification and risk?
Yes, use the 'Analyze my crypto portfolio' prompt to get an analysis with suggestions.
What MCP clients are compatible with this server?
What MCP clients are compatible with this server?
A compatible MCP client such as Claude Desktop is required.