{"$schema":"https://wellknown.network/schemas/agent-record-v1.json","schemaVersion":"1","id":"ag_c5zrbszdk7ww","handle":"portfolio-mcp-2","url":"https://wellknown.network/agents/portfolio-mcp-2","links":{"self":"https://wellknown.network/agents/portfolio-mcp-2/record.json","html":"https://wellknown.network/agents/portfolio-mcp-2","markdown":"https://wellknown.network/agents/portfolio-mcp-2/record.md","api":"https://wellknown.network/api/v1/agents/portfolio-mcp-2","status":"https://wellknown.network/api/v1/agents/portfolio-mcp-2/status","claim":"https://wellknown.network/agents/portfolio-mcp-2/claim","claimApi":"https://wellknown.network/api/v1/claims","claimDescriptor":"https://wellknown.network/agents/portfolio-mcp-2/claim.json","badge":"https://wellknown.network/agents/portfolio-mcp-2/badge.svg","openapi":"https://wellknown.network/openapi.json","history":"https://wellknown.network/api/v1/agents/portfolio-mcp-2/history","tools":"https://wellknown.network/api/v1/agents/portfolio-mcp-2/tools"},"ard":{"identifier":"urn:air::server:portfolio-mcp-2","type":"application/mcp-server-card+json"},"kind":"mcp_server","declared":{"name":"portfolio-mcp","summary":"Portfolio analysis MCP server powered by mcp-refcache - Comprehensive portfolio metrics, optimization, and risk analysis","description":"# portfolio-mcp\n\nA portfolio analysis MCP server powered by [mcp-refcache](https://github.com/l4b4r4b4b4/mcp-refcache) for building AI agent tools that handle financial data efficiently.\n\n[![Tests](https://github.com/l4b4r4b4b4/portfolio-mcp/actions/workflows/ci.yml/badge.svg)](https://github.com/l4b4r4b4b4/portfolio-mcp/actions/workflows/ci.yml)\n[![Coverage](https://img.shields.io/badge/coverage-81%25-green)](https://github.com/l4b4r4b4b4/portfolio-mcp)\n[![Python](https://img.shields.io/badge/python-3.12+-blue.svg)](https://www.python.org/downloads/)\n\n## Features\n\n- **Portfolio Management**: Create, read, update, delete portfolios with persistent storage\n- **Data Sources**: Yahoo Finance (stocks/ETFs), CoinGecko (crypto), Synthetic (GBM simulation)\n- **Analysis Tools**: Returns, volatility, Sharpe ratio, Sortino ratio, VaR, drawdowns, correlations\n- **Optimization**: Efficient Frontier, Monte Carlo simulation, weight optimization\n- **Reference-Based Caching**: Large datasets cached via mcp-refcache to avoid context bloat\n\n## Installation\n\n### Using uv (recommended)\n\n```bash\n# Clone the repository\ngit clone https://github.com/l4b4r4b4b4/portfolio-mcp\ncd portfolio-mcp\n\n# Install dependencies\nuv sync\n\n# Run the server\nuv run portfolio-mcp stdio\n```\n\n### Using pip\n\n```bash\npip install portfolio-mcp\nportfolio-mcp stdio\n```\n\n## Quick Start\n\n### Connect to Claude Desktop\n\nAdd to your Claude Desktop configuration (`~/.config/claude/claude_desktop_config.json`):\n\n```json\n{\n  \"mcpServers\": {\n    \"portfolio-mcp\": {\n      \"command\": \"uv\",\n      \"args\": [\"run\", \"--directory\", \"/path/to/portfolio-mcp\", \"portfolio-mcp\", \"stdio\"]\n    }\n  }\n}\n```\n\n### Basic Usage\n\nOnce connected, you can use natural language to:\n\n```\n\"Create a portfolio called 'tech_stocks' with AAPL, GOOG, and MSFT\"\n\"Analyze the returns and volatility of my tech_stocks portfolio\"\n\"Optimize my portfolio for maximum Sharpe ratio\"\n\"Show me the efficient frontier with 20 points\"\n\"Compare my portfolios by Sharpe ratio…","publisher":null,"homepage":null,"repository":null,"version":"0.0.5","license":null,"protocols":["mcp"],"tags":["mcp"],"pricing":null,"endpoints":[{"url":"pypi:portfolio-mcp","type":"package_pypi","auth":null,"probeable":false}],"skills":null,"tools":null,"extra":null,"attribution":{"kind":"pypi","name":"pypi","summary":"pypi","version":"pypi","description":"pypi"}},"derived":{"capabilities":[{"slug":"dev.version-control","name":"Version Control","confidence":1,"provenance":"derived"},{"slug":"finance.markets","name":"Markets & Trading","confidence":1,"provenance":"derived"},{"slug":"dev.ci-cd","name":"CI/CD & Deploy","confidence":0.688,"provenance":"derived"}],"categories":["dev","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-mcp","registry":"pypi","observedAt":"2026-11-03T22:25:33.845Z","publishedAt":"2025-12-15T00:06:43.236972Z","latestVersion":"0.0.5"},"toolSurface":null,"endpointFacts":[]},"verification":{"claimed":false,"claimedAt":null,"proofs":[]},"provenance":{"sources":[{"source":"pypi","key":"portfolio-mcp","url":"https://pypi.org/project/portfolio-mcp/","firstSeenAt":"2026-09-10T10:23:33.863Z","fetchedAt":"2026-11-03T22:23:58.451Z","normalizedAt":"2026-11-03T22:23:58.451Z"}]},"firstSeenAt":"2026-09-10T10:23:33.863Z","updatedAt":"2026-11-03T22:25:33.845Z"}