MCP_InvestmentPortfolio
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A Model Context Protocol (MCP) server that provides tools and resources for managing and analyzing investment portfolios.
The Portfolio Manager MCP Server is designed to facilitate the management and analysis of investment portfolios. It offers a comprehensive suite of tools for creating and updating portfolios, fetching real-time market data, generating detailed reports, and providing personalized investment recommendations. The server also supports visualization of portfolio allocations, making it easier for users to understand their investment distribution. With integration capabilities for platforms like Claude Desktop, the server can be run in different modes to suit various client needs. The project is structured to allow for easy expansion and integration with other financial applications, and future work includes enhancements like automated portfolio rebalancing and support for cryptocurrency assets.
Features
- Portfolio Management: Create and update investment portfolios with stocks and bonds.
- Market Data: Fetch real-time stock price information and relevant news.
- Analysis: Generate comprehensive portfolio reports and performance analysis.
- Recommendations: Get personalized investment recommendations based on portfolio composition.
- Visualization: Create visual representations of portfolio allocation.
Tools
analysis_tools.py
Portfolio analysis tools.
portfolio_tools.py
Portfolio management tools.
stock_tools.py
Stock data and news tools.
visualization_tools.py
Visualization tools.
