Portfolio Service MCP Server

Created at 2 months ago

by itay1542

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A MCP (Model Context Protocol) server that implements popular brokers' APIs and more

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Portfolio Service MCP Server

What is Portfolio Service MCP Server?

Portfolio Service MCP Server is a comprehensive Model Context Protocol (MCP) server that integrates popular brokerage APIs for efficient portfolio management, access to market data, and execution of trading operations.

How to use Portfolio Service MCP Server?

To use the server, configure it with your brokerage API credentials, set up the necessary environment variables, and run the server to access various market data and trading functionalities.

Key features of Portfolio Service MCP Server?

  • Multi-Broker Support: Integrates with popular brokers like Interactive Brokers (IBKR) and TradeStation.
  • Comprehensive Market Data: Access real-time and historical market data.
  • Advanced Trading Capabilities: Programmatic execution and management of trades.
  • News Integration: Provides real-time market news and articles.
  • Options Trading Support: Access to options chains and management tools.

Use cases of Portfolio Service MCP Server?

  1. Managing multi-brokerage trading portfolios.
  2. Executing programmatic trades based on market conditions.
  3. Analyzing stock and options data for investment decisions.

FAQ from Portfolio Service MCP Server?

  • Can I integrate multiple brokerage accounts?

Yes! The server supports integration with multiple brokers.

  • Is there a need for a running IBKR TWS instance?

Yes, to utilize IBKR integration features, you need to have a running instance of IBKR TWS.

  • Is the server open-source?

Yes! The Portfolio Service MCP Server is open-source under the MIT license.

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