MCP_InvestmentPortfolio

MCP_InvestmentPortfolio

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The Portfolio Manager MCP Server is a Model Context Protocol server that offers tools and resources for investment portfolio management and analysis, including real-time data and visualization features. It aims to enhance the management of stocks and bonds with personalized recommendations and integration possibilities.

Portfolio Manager MCP Server

A Model Context Protocol (MCP) server providing tools for managing and analyzing investment portfolios.

Features

  • Portfolio Management: Manage investment portfolios with stocks and bonds.
  • Market Data: Fetch real-time stock prices and news.
  • Analysis: Generate reports and performance analysis.
  • Recommendations: Get personalized investment recommendations.
  • Visualization: Create visual portfolio representations.

Future Work

  • Extract JSON from Finance applications.
  • Enable portfolio modification by the client.
  • Implement portfolio rebalancing.
  • Add cryptocurrency support.
  • Develop mobile integration.

License

MIT