{"$schema":"https://wellknown.network/schemas/agent-record-v1.json","schemaVersion":"1","id":"ag_ng76z7c74uu5","handle":"portfolio-analytics-mcp","url":"https://wellknown.network/agents/portfolio-analytics-mcp","links":{"self":"https://wellknown.network/agents/portfolio-analytics-mcp/record.json","html":"https://wellknown.network/agents/portfolio-analytics-mcp","markdown":"https://wellknown.network/agents/portfolio-analytics-mcp/record.md","api":"https://wellknown.network/api/v1/agents/portfolio-analytics-mcp","status":"https://wellknown.network/api/v1/agents/portfolio-analytics-mcp/status","claim":"https://wellknown.network/agents/portfolio-analytics-mcp/claim","claimApi":"https://wellknown.network/api/v1/claims","claimDescriptor":"https://wellknown.network/agents/portfolio-analytics-mcp/claim.json","badge":"https://wellknown.network/agents/portfolio-analytics-mcp/badge.svg","openapi":"https://wellknown.network/openapi.json","history":"https://wellknown.network/api/v1/agents/portfolio-analytics-mcp/history","tools":"https://wellknown.network/api/v1/agents/portfolio-analytics-mcp/tools"},"ard":{"identifier":"urn:air::server:portfolio-analytics-mcp","type":"application/mcp-server-card+json"},"kind":"mcp_server","declared":{"name":"portfolio-analytics-mcp","summary":"MCP server for portfolio analysis with Yahoo Finance and justETF data","description":"# Portfolio Analytics MCP\n\n[![PyPI](https://img.shields.io/pypi/v/portfolio-analytics-mcp.svg)](https://pypi.org/project/portfolio-analytics-mcp/)\n[![CI](https://github.com/RugSec/portfolio-analytics-mcp/actions/workflows/ci.yml/badge.svg)](https://github.com/RugSec/portfolio-analytics-mcp/actions/workflows/ci.yml)\n[![Python 3.12](https://img.shields.io/badge/python-3.12-blue.svg)](https://github.com/RugSec/portfolio-analytics-mcp/blob/main/pyproject.toml)\n[![License: MIT](https://img.shields.io/badge/license-MIT-green.svg)](https://github.com/RugSec/portfolio-analytics-mcp/blob/main/LICENSE)\n\n**Ask Claude about your investments in plain language.** This is an\n[MCP](https://modelcontextprotocol.io) server that gives Claude (or any MCP\nclient) read-only tools for market data and portfolio analysis: prices, FX,\nETF costs and exposure, and risk for a whole portfolio of stocks and ETFs,\nmeasured in your own currency.\n\nIt is built for European investors as much as US ones: it understands ISINs,\nUCITS ETFs listed on several exchanges, and prices quoted in pence.\n\n## What you can ask\n\n> \"I hold 30k EUR of IE00B4L5Y983, 10 ASML.AS and 25 AAPL. How volatile is\n> this portfolio, and which position contributes most to the risk?\"\n\n> \"Compare the costs of the iShares Core MSCI World and the Vanguard FTSE\n> All-World. Which is cheaper and bigger?\"\n\n> \"How much of my ETF portfolio is in US tech stocks? Do my ETFs overlap?\"\n\n> \"What has VWCE returned since 2021 in euros, compared with the S&P 500?\"\n\nClaude picks the right tools, fetches the data and explains the result.\n\n## What's inside\n\n| Area          | What it gives you                                                                                      | Data source                                |\n| ------------- | ------------------------------------------------------------------------------------------------------ | ------------------------------------------ |\n| **Portfolio** | Risk and return of a mixed portfolio in one c…","publisher":null,"homepage":"https://github.com/RugSec/portfolio-analytics-mcp/blob/main/docs/USER_GUIDE.md","repository":"https://github.com/RugSec/portfolio-analytics-mcp/blob/main/docs/USER_GUIDE.md","version":"0.2.0","license":null,"protocols":["mcp"],"tags":["etf","finance","investing","justetf","mcp","portfolio","yfinance"],"pricing":null,"endpoints":[{"url":"pypi:portfolio-analytics-mcp","type":"package_pypi","auth":null,"probeable":false}],"skills":null,"tools":null,"extra":null,"attribution":{"kind":"pypi","name":"pypi","repoUrl":"pypi","summary":"pypi","version":"pypi","description":"pypi","homepageUrl":"pypi"}},"derived":{"capabilities":[{"slug":"finance.markets","name":"Markets & Trading","confidence":1,"provenance":"declared"}],"categories":["finance"],"language":"en"},"observed":{"status":"unknown","statusReason":"Distributed as a package to run locally; no network endpoint to check.","lastOkAt":null,"lastProbedAt":null,"statusComputedAt":null,"reliability30d":null,"latestObservations":[],"tools":null,"package":{"name":"portfolio-analytics-mcp","registry":"pypi","observedAt":"2026-11-03T22:25:33.777Z","publishedAt":"2026-11-01T17:17:04.340279Z","latestVersion":"0.2.0"},"toolSurface":null,"endpointFacts":[]},"verification":{"claimed":false,"claimedAt":null,"proofs":[]},"provenance":{"sources":[{"source":"pypi","key":"portfolio-analytics-mcp","url":"https://pypi.org/project/portfolio-analytics-mcp/","firstSeenAt":"2026-11-03T22:23:58.213Z","fetchedAt":"2026-11-03T22:23:58.213Z","normalizedAt":"2026-11-03T22:23:58.213Z"}]},"firstSeenAt":"2026-11-03T22:23:58.213Z","updatedAt":"2026-11-03T22:25:33.777Z"}