Portfolio analysis MCP server powered by mcp-refcache - Comprehensive portfolio metrics, optimization, and risk analysis
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# portfolio-mcp A portfolio analysis MCP server powered by [mcp-refcache](https://github.com/l4b4r4b4b4/mcp-refcache) for building AI agent tools that handle financial data efficiently. [](https://github.com/l4b4r4b4b4/portfolio-mcp/actions/workflows/ci.yml) [](https://github.com/l4b4r4b4b4/portfolio-mcp) [](https://www.python.org/downloads/) ## Features - **Portfolio Management**: Create, read, update, delete portfolios with persistent storage - **Data Sources**: Yahoo Finance (stocks/ETFs), CoinGecko (crypto), Synthetic (GBM simulation) - **Analysis Tools**: Returns, volatility, Sharpe ratio, Sortino ratio, VaR, drawdowns, correlations - **Optimization**: Efficient Frontier, Monte Carlo simulation, weight optimization - **Reference-Based Caching**: Large datasets cached via mcp-refcache to avoid context bloat ## Installation ### Using uv (recommended) ```bash # Clone the repository git clone https://github.com/l4b4r4b4b4/portfolio-mcp cd portfolio-mcp # Install dependencies uv sync # Run the server uv run portfolio-mcp stdio ``` ### Using pip ```bash pip install portfolio-mcp portfolio-mcp stdio ``` ## Quick Start ### Connect to Claude Desktop Add to your Claude Desktop configuration (`~/.config/claude/claude_desktop_config.json`): ```json { "mcpServers": { "portfolio-mcp": { "command": "uv", "args": ["run", "--directory", "/path/to/portfolio-mcp", "portfolio-mcp", "stdio"] } } } ``` ### Basic Usage Once connected, you can use natural language to: ``` "Create a portfolio called 'tech_stocks' with AAPL, GOOG, and MSFT" "Analyze the returns and volatility of my tech_stocks portfolio" "Optimize my portfolio for maximum Sharpe ratio" "Show me the efficient frontier with 20 points" "Compare my portfolios by Sharpe ratio…
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