Portfolio Manager MCP Server

@ikhyunAn

About Portfolio Manager MCP Server

MCP Server: Investment Portfolio Management

Config

Add this server to your MCP-compatible client using the configuration below.

{
  "mcpServers": {
    "MCP_InvestmentPortfolio": {
      "command": "python",
      "args": [
        "main.py",
        "#",
        "alternate",
        "commands:",
        "i.e.)",
        "python3,",
        "python3.11"
      ]
    }
  }
}

Tools

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We auto-extract tools from the README. The maintainer can list them under a ## Tools heading to populate this section.

Overview

What is Portfolio Manager MCP Server?

A Model Context Protocol (MCP) server that provides tools and resources for managing and analyzing investment portfolios, including stocks and bonds. It enables users to create portfolios, fetch real-time market data, generate performance reports, and receive personalized investment recommendations. Designed for AI assistants like Claude via the Claude Desktop integration.

How to use Portfolio Manager MCP Server?

Clone the repository, install dependencies with pip install -r requirements.txt, and optionally set ALPHA_VANTAGE_API_KEY and NEWS_API_KEY environment variables. Run the server with python main.py (stdio mode for Claude Desktop) or python main.py --sse (for HTTP clients). Add the server to your Claude Desktop configuration file under mcpServers, then interact through natural language queries.

Key features of Portfolio Manager MCP Server

Create and update investment portfolios with stocks and bonds
Fetch real-time stock prices and relevant news
Generate comprehensive portfolio reports and performance analysis
Provide personalized investment recommendations based on portfolio composition
Create visual representations of portfolio allocation

Use cases of Portfolio Manager MCP Server

Ask an AI assistant to build a diversified portfolio given specific percentages of stocks and bonds.
Inquire about recent performance and news of stocks in a user’s portfolio.
Request investment recommendations tailored to an existing portfolio composition.
Visually display current asset allocation.

FAQ from Portfolio Manager MCP Server

What external APIs does Portfolio Manager MCP Server use?

It optionally uses the Alpha Vantage API for stock market data and the News API for news, configured via environment variables.

What transport modes does Portfolio Manager MCP Server support?

It supports two modes: Stdio Transport (default, for Claude Desktop integration) and SSE Transport (for HTTP-based clients).

Where is portfolio data stored?

Portfolio data is currently kept in a manually created JSON file. Future work aims to read from actual banking applications.

What are the runtime dependencies?

Python 3 with the packages listed in requirements.txt (installed via pip). Virtual environment usage is recommended.

Does Portfolio Manager MCP Server require authentication?

No built-in authentication. External API keys for Alpha Vantage and News API are optional; without them, market data and news features will be unavailable.

Frequently asked questions

What external APIs does Portfolio Manager MCP Server use?

It optionally uses the Alpha Vantage API for stock market data and the News API for news, configured via environment variables.

What transport modes does Portfolio Manager MCP Server support?

It supports two modes: Stdio Transport (default, for Claude Desktop integration) and SSE Transport (for HTTP-based clients).

Where is portfolio data stored?

Portfolio data is currently kept in a manually created JSON file. Future work aims to read from actual banking applications.

What are the runtime dependencies?

Python 3 with the packages listed in `requirements.txt` (installed via `pip`). Virtual environment usage is recommended.

Does Portfolio Manager MCP Server require authentication?

No built-in authentication. External API keys for Alpha Vantage and News API are optional; without them, market data and news features will be unavailable.

Comments

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