MCP server for portfolio rotation analysis -- works with Claude, ChatGPT, Gemini, and any MCP client
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# Portfolio Rotation MCP Server [](https://pypi.org/project/portfolio-rotation-mcp/) [](https://pypi.org/project/portfolio-rotation-mcp/) MCP server for portfolio rotation analysis. Score holdings and candidates across 5 dimensions, identify optimal swaps, validate with risk checks and backtests. **Works with any MCP client**: Claude Desktop, ChatGPT, Gemini, LangChain, Cursor, Windsurf, VS Code, Ollama clients, and more. ## What It Does You give it a portfolio and candidate tickers. It returns: ``` ROTATION SCORECARD (GARP Style) Ticker | Thesis | Valuation | Momentum | Catalyst | Technical | Composite | Action META | 75ᴾ | 80ᴬ | 78ᴬ | 85ᴾ | 74ᴬ | 78.4 | Strong Buy AVGO | 70ᴾ | 72ᴬ | 75ᴬ | 70ᴾ | 80ᴬ | 73.1 | Buy AAPL | 70ᴾ | 65ᴬ | 62ᴬ | 60ᴾ | 68ᴬ | 65.5 | Hold MSFT | 65ᴾ | 60ᴬ | 58ᴬ | 55ᴾ | 62ᴬ | 60.2 | Hold JPM | 50ᴾ | 55ᴬ | 45ᴬ | 40ᴾ | 42ᴬ | 47.4 | Watch KEY METRICS Ticker | P/E | EV/EBITDA | P/FCF | ROE | D/E | Beta | Rev Growth META | 22.5 | 15.2 | 18.1 | 35% | 0.3 | 1.18 | +22.4% AVGO | 28.3 | 20.1 | 25.5 | 42% | 1.5 | 1.32 | +15.8% RISK DASHBOARD Portfolio Beta: 1.05 | VaR(95%): 1.85% | CVaR(95%): 2.45% ⚠️ Technology sector: 35% (>30% limit) SWAP RECOMMENDATIONS Sell JPM (47.4) → Buy META (78.4) | Delta: +31.0 | Strong Swap ALLOCATION (NORMAL regime) Conservative: META 6% | Balanced: META 10% | Aggressive: META 15% ``` ## Quick Start ```bash # Install from PyPI pip install portfolio-rotation-mcp # Or run directly (no install needed) uvx portfolio-rotation-mcp # Set API key (optional -- falls back to yfinance without it) export FINANCIAL_DATASETS_API_KEY=your-key ``` ### Prerequisites - Python >= 3.10 - Optional: [financial-dataset…
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