MCP server for portfolio analysis with Yahoo Finance and justETF data
Wellknown found it in public sources; nobody has proven control of it yet. Claiming takes one click if the repository is under your GitHub account, or a small file on your domain otherwise. Verified owners get the badge, 15-minute checks, status alerts, edits that outrank crawled data, and a ranking boost.
Agents can do it too: POST https://wellknown.network/api/v1/claims with {"agent":"portfolio-analytics-mcp","method":"well_known_file"} — machine-readable steps at claim.json, guide at /docs/claim.
Everything here was measured by our prober or read from a registry. Nothing is self-reported.
Attributed to the source that supplied each field. Treated as claims, not facts.
# Portfolio Analytics MCP [](https://pypi.org/project/portfolio-analytics-mcp/) [](https://github.com/RugSec/portfolio-analytics-mcp/actions/workflows/ci.yml) [](https://github.com/RugSec/portfolio-analytics-mcp/blob/main/pyproject.toml) [](https://github.com/RugSec/portfolio-analytics-mcp/blob/main/LICENSE) **Ask Claude about your investments in plain language.** This is an [MCP](https://modelcontextprotocol.io) server that gives Claude (or any MCP client) read-only tools for market data and portfolio analysis: prices, FX, ETF costs and exposure, and risk for a whole portfolio of stocks and ETFs, measured in your own currency. It is built for European investors as much as US ones: it understands ISINs, UCITS ETFs listed on several exchanges, and prices quoted in pence. ## What you can ask > "I hold 30k EUR of IE00B4L5Y983, 10 ASML.AS and 25 AAPL. How volatile is > this portfolio, and which position contributes most to the risk?" > "Compare the costs of the iShares Core MSCI World and the Vanguard FTSE > All-World. Which is cheaper and bigger?" > "How much of my ETF portfolio is in US tech stocks? Do my ETFs overlap?" > "What has VWCE returned since 2021 in euros, compared with the S&P 500?" Claude picks the right tools, fetches the data and explains the result. ## What's inside | Area | What it gives you | Data source | | ------------- | ------------------------------------------------------------------------------------------------------ | ------------------------------------------ | | **Portfolio** | Risk and return of a mixed portfolio in one c…
Mapped onto the structured taxonomy from declared text and observed tool names. Confidence shown for derived entries.
Every source is kept verbatim. Field changes are logged as events.