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.
8 tools included:
Live portfolio P&L and allocation
Technical analysis: RSI, MACD, SMA 20/50/200, Bollinger Bands, support/resistance
SEC EDGAR filings (8-K, 10-K, 10-Q)
Breaking news scored by market impact (1–10)
Fundamentals: valuation ratios, EPS history, next earnings date
Side-by-side stock comparison for any ticker
Also ships as a full Streamlit web app with candlestick charts and AI-written daily/weekly/monthly investment memos via Claude Sonnet 4.6.
Runs entirely locally — no cloud, no extra subscription beyond your own API keys.
Server Config
{
"mcpServers": {
"portfolio-analyzer": {
"command": "python",
"args": [
"/FULL/PATH/TO/portfolio-analyzer/mcp_server.py"
]
}
}
}