crypto-portfolio-mcp

crypto-portfolio-mcp

3.3

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An MCP server for tracking and managing cryptocurrency portfolio allocations, enabling AI agents to query and optimize portfolio strategies in real time.

Crypto Portfolio MCP is a Model Context Protocol server designed to facilitate the management and optimization of cryptocurrency portfolios. It allows users to track their cryptocurrency holdings, retrieve real-time prices from Binance, and analyze their portfolio for diversification and risk management. The server supports persistent storage of portfolio data using SQLite, ensuring that users can maintain a historical record of their holdings. With features like value history visualization and pre-built analysis prompts, Crypto Portfolio MCP provides a comprehensive toolset for both novice and experienced cryptocurrency investors. The server is compatible with various MCP clients, such as Claude Desktop, and can be easily installed and configured to suit individual needs.

Features

  • Portfolio Management: Add and track cryptocurrency holdings with real-time Binance prices.
  • Price Retrieval: Fetch current prices for any Binance trading pair (e.g., BTC/USDT).
  • Value History: Generate visual charts of portfolio value over time.
  • Analysis Prompt: Pre-built prompt for portfolio analysis with diversification and risk suggestions.
  • SQLite Storage: Persistent storage of holdings in a local database.

Tools

  1. get_portfolio_summary

    Retrieves a text summary of your current portfolio.

  2. add_holding

    Adds a cryptocurrency holding (e.g., 'BTC', 0.1).

  3. get_price

    Fetches the current price of a trading pair from Binance.

  4. portfolio_value_history

    Generates a PNG chart of portfolio value history.

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