{"$schema":"https://wellknown.network/schemas/agent-record-v1.json","schemaVersion":"1","id":"ag_6mwqtsys2m4q","handle":"portfolio-rotation-mcp","url":"https://wellknown.network/agents/portfolio-rotation-mcp","links":{"self":"https://wellknown.network/agents/portfolio-rotation-mcp/record.json","html":"https://wellknown.network/agents/portfolio-rotation-mcp","markdown":"https://wellknown.network/agents/portfolio-rotation-mcp/record.md","api":"https://wellknown.network/api/v1/agents/portfolio-rotation-mcp","status":"https://wellknown.network/api/v1/agents/portfolio-rotation-mcp/status","claim":"https://wellknown.network/agents/portfolio-rotation-mcp/claim","claimApi":"https://wellknown.network/api/v1/claims","claimDescriptor":"https://wellknown.network/agents/portfolio-rotation-mcp/claim.json","badge":"https://wellknown.network/agents/portfolio-rotation-mcp/badge.svg","openapi":"https://wellknown.network/openapi.json","history":"https://wellknown.network/api/v1/agents/portfolio-rotation-mcp/history","tools":"https://wellknown.network/api/v1/agents/portfolio-rotation-mcp/tools"},"ard":{"identifier":"urn:air::server:portfolio-rotation-mcp","type":"application/mcp-server-card+json"},"kind":"mcp_server","declared":{"name":"portfolio-rotation-mcp","summary":"MCP server for portfolio rotation analysis -- works with Claude, ChatGPT, Gemini, and any MCP client","description":"# Portfolio Rotation MCP Server\n\n[![PyPI](https://img.shields.io/pypi/v/portfolio-rotation-mcp)](https://pypi.org/project/portfolio-rotation-mcp/)\n[![Python](https://img.shields.io/pypi/pyversions/portfolio-rotation-mcp)](https://pypi.org/project/portfolio-rotation-mcp/)\n\nMCP server for portfolio rotation analysis. Score holdings and candidates across 5 dimensions, identify optimal swaps, validate with risk checks and backtests.\n\n**Works with any MCP client**: Claude Desktop, ChatGPT, Gemini, LangChain, Cursor, Windsurf, VS Code, Ollama clients, and more.\n\n## What It Does\n\nYou give it a portfolio and candidate tickers. It returns:\n\n```\nROTATION SCORECARD (GARP Style)\nTicker | Thesis | Valuation | Momentum | Catalyst | Technical | Composite | Action\nMETA   |  75ᴾ   |   80ᴬ     |   78ᴬ    |   85ᴾ    |   74ᴬ     |   78.4    | Strong Buy\nAVGO   |  70ᴾ   |   72ᴬ     |   75ᴬ    |   70ᴾ    |   80ᴬ     |   73.1    | Buy\nAAPL   |  70ᴾ   |   65ᴬ     |   62ᴬ    |   60ᴾ    |   68ᴬ     |   65.5    | Hold\nMSFT   |  65ᴾ   |   60ᴬ     |   58ᴬ    |   55ᴾ    |   62ᴬ     |   60.2    | Hold\nJPM    |  50ᴾ   |   55ᴬ     |   45ᴬ    |   40ᴾ    |   42ᴬ     |   47.4    | Watch\n\nKEY METRICS\nTicker | P/E  | EV/EBITDA | P/FCF | ROE  | D/E | Beta | Rev Growth\nMETA   | 22.5 |   15.2    | 18.1  | 35%  | 0.3 | 1.18 |   +22.4%\nAVGO   | 28.3 |   20.1    | 25.5  | 42%  | 1.5 | 1.32 |   +15.8%\n\nRISK DASHBOARD\nPortfolio Beta: 1.05 | VaR(95%): 1.85% | CVaR(95%): 2.45%\n⚠️ Technology sector: 35% (>30% limit)\n\nSWAP RECOMMENDATIONS\nSell JPM (47.4) → Buy META (78.4) | Delta: +31.0 | Strong Swap\n\nALLOCATION (NORMAL regime)\nConservative: META 6% | Balanced: META 10% | Aggressive: META 15%\n```\n\n## Quick Start\n\n```bash\n# Install from PyPI\npip install portfolio-rotation-mcp\n\n# Or run directly (no install needed)\nuvx portfolio-rotation-mcp\n\n# Set API key (optional -- falls back to yfinance without it)\nexport FINANCIAL_DATASETS_API_KEY=your-key\n```\n\n### Prerequisites\n\n- Python >= 3.10\n- Optional: [financial-dataset…","publisher":null,"homepage":"https://github.com/mothanaprime/Rebalance-MCP","repository":"https://github.com/mothanaprime/Rebalance-MCP","version":"0.4.0","license":null,"protocols":["mcp"],"tags":["backtest","investing","mcp","portfolio","risk","rotation","scoring"],"pricing":null,"endpoints":[{"url":"pypi:portfolio-rotation-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"},{"slug":"ai.evaluation","name":"Evaluation & Benchmarks","confidence":1,"provenance":"declared"}],"categories":["ai","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-rotation-mcp","registry":"pypi","observedAt":"2026-10-28T20:22:53.001Z","publishedAt":"2026-03-13T22:30:44.618090Z","latestVersion":"0.4.0"},"toolSurface":null,"endpointFacts":[]},"verification":{"claimed":false,"claimedAt":null,"proofs":[]},"provenance":{"sources":[{"source":"pypi","key":"portfolio-rotation-mcp","url":"https://pypi.org/project/portfolio-rotation-mcp/","firstSeenAt":"2026-09-10T10:23:34.357Z","fetchedAt":"2026-10-28T20:20:51.891Z","normalizedAt":"2026-10-28T20:20:51.891Z"}]},"firstSeenAt":"2026-09-10T10:23:34.357Z","updatedAt":"2026-10-28T20:22:53.001Z"}