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Portfolio Analyzer MCP Server

@Aakash356A

代码仓库

基本信息

分类

金融与商务

传输方式

stdio

作者

Aakash356A

提交者

Aakash Divakar

关于 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 配置

使用下面的配置,将此服务器添加到你的 MCP 客户端。

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

Portfolio Analyzer MCP Server 工具

工具列表暂未提供

当前收录暂时没有可展示的工具列表，不代表服务没有工具。请查阅项目文档了解支持的能力。

工具是从 README 中自动提取的。维护者可以在 ## Tools 标题下列出工具,即可填充这部分内容。

概览

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

常见问题

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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