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Portfolio Analyzer MCP Server

@Aakash356A

Repository

Basic information

Category

Finance & Commerce

Transports

stdio

Author

Aakash356A

Submitted by

Aakash Divakar

About Portfolio Analyzer MCP Server

Talk to Claude about your stock portfolio using live market data. Ask things like "Give me a full review of my portfolio this week" or "Any breaking news or SEC filings for my holdings today?", Claude calls the right tools and writes the analysis.

#mcp-claude-ai-python-stockmarket-fintech-opensource-sideproject

Portfolio Analyzer MCP Server config

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

{
  "mcpServers": {
    "portfolio-analyzer": {
      "command": "python",
      "args": [
        "/FULL/PATH/TO/portfolio-analyzer/mcp_server.py"
      ]
    }
  }
}

Portfolio Analyzer MCP Server tools

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.

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

Overview

What is Portfolio Analyzer?

Portfolio Analyzer is a local-first stock portfolio tracker with a built-in MCP server for Claude Desktop. It consists of a Streamlit web app dashboard and an MCP server that connects Claude Desktop to live portfolio data—including prices, technicals, SEC filings, and news—without a cloud subscription. It is for investors who want to interact with their portfolio analysis through natural language in Claude.

How to use Portfolio Analyzer?

Install dependencies with pip install -r requirements.txt. For the MCP server, edit the Claude Desktop config file (claude_desktop_config.json) to point to mcp_server.py and restart Claude Desktop. For the Streamlit app, add an OpenRouter API key to .env and run streamlit run app.py.

Key features of Portfolio Analyzer

  • Eight MCP tools for portfolio data, metrics, and analysis
  • Technical analysis with RSI, MACD, SMA, and Bollinger Bands
  • Portfolio metrics including Sharpe ratio, max drawdown, and beta
  • Multi-source news with market impact scoring
  • SEC EDGAR filings for recent 8-K/10-K/10-Q documents
  • Side-by-side multi-stock comparison for any ticker
  • AI-powered investment summaries via Claude Sonnet 4.6
  • Three ways to add holdings: broker auto-connect, CSV upload, or manual entry

Use cases of Portfolio Analyzer

  • Ask Claude for a full review of your portfolio's weekly performance
  • Get technical analysis for any stock, such as RSI and support levels
  • Request breaking news or SEC filings related to your holdings
  • Compare multiple stocks side-by-side for technical and fundamental strength
  • Receive an AI-written personal investment memo covering winners, losers, and macro themes

Frequently asked questions

1

What runtime dependencies does Portfolio Analyzer require?

Python 3.9+ and the packages listed in `requirements.txt`. The MCP server uses your Claude Desktop subscription; the Streamlit app requires an OpenRouter API key for AI features.

2

Where does Portfolio Analyzer store my data?

All data is stored locally in the `data/` directory, including `portfolio.json` for holdings and a user secret file for SnapTrade. No data is sent to the cloud beyond calls to external APIs for live prices and news.

3

How up-to-date is the data in Portfolio Analyzer?

Yahoo Finance data has approximately a 15-minute delay on the free feed. API responses are cached for 5 minutes to avoid rate-limit issues.

4

Does Portfolio Analyzer support tickers outside my portfolio?

Yes. The technical analysis, news, SEC filings, and stock comparison tools work for any ticker, not just your portfolio holdings.

5

Is Portfolio Analyzer investment advice?

No. The README explicitly states that the tool is not investment advice.

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