@MetaPartner-AI
Basic information
Category
Finance & Commerce
Transports
stdio
Auth
oauth
Author
MetaPartner-AI
Submitted by
Tibi@MetaPartner.AI
MCP Portfolio Ideas helps you expand your LLM conversations with solid financial tools, efficient thinking, and relevant data.
Add this server to your MCP-compatible client using the configuration below.
{
"mcpServers": {
"mcp-portfolio-ideas": {
"url": "https://mcp-portfolio-ideas.metapartner.ai/mcp/sse/",
"transport": "sse",
"headers": {
"X-API-Key": "YOUR_X_API_KEY"
}
}
}
}Tool list not available yet
This listing does not currently have a tool list to display. This does not mean the server has no tools; check its documentation for supported capabilities.
This server requires authentication. Tool discovery may require signing in or credentials from the provider.
Fetch the live tool list directly from this server's endpoint using the button above.
MCP Portfolio Ideas is a hosted remote MCP server that enables LLMs to create, analyze, and optimize equity portfolios using structured tools. It integrates with portfolio optimization libraries (PyPortfolioOpt, RiskfolioLib) and financial data via yfinance, and is intended for users who want reproducible, strategy-aware portfolio analysis inside chat.
Configure your MCP client with the SSE endpoint https://mcp-portfolio-ideas.metapartner.ai/mcp/sse/ and set the header X-API-Key to the guest key provided in the README. Use the tool catalog to create portfolios, inspect metrics, compare against benchmarks, and run optimizations.
The README provides a guest key (`mcp_portf_ideas_guest_…`) that you set as the `X-API-Key` header in your MCP client configuration. It allows full access to all tools and strategies but operates in a shared workspace that is cleaned nightly.
Guest users can use: `maximize_sharpe_ratio`, `minimize_volatility`, `maximize_return`, `hrp`, `herc`, `equal_risk_contribution`, `maximum_diversification`, and aliases like `mean-variance`. Additional strategies (target-return, CVaR, Black-Litterman) require a registered user key.
Bond ETFs (e.g., BND, AGG, TLT) are not available and will be excluded from portfolios. The service uses equity data from yfinance; calculations are based on historical data and scaled to a $100,000 account value for illustration.
The server uses SSE transport at `/mcp/sse/`. Authentication is via a custom HTTP header `X-API-Key`. Any MCP client that supports remote SSE and custom headers can use this server.
No. The README explicitly states this service is for informational and educational purposes only, does not constitute financial advice, and past performance does not guarantee future results. Users should consult a qualified financial advisor.
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