Portfolio Manager MCP Server
Overview
What is MCP Server?
MCP Server is a tool designed to help users track, analyze, and optimize their investment portfolios, which include stocks and bonds. It utilizes the Model Context Protocol (MCP) to interface with AI for enhanced functionality.
How to use MCP Server?
To use MCP Server, users need to install both the client (Anthropic's Claude) and the server on their local machine. Once set up, users can manage their investment portfolios through the server's API interfaces.
Key features of MCP Server?
- Manage User Portfolios: Users can specify and update their portfolio items (stocks and bonds) and their respective percentages.
- Fetch Portfolio Updates: The server gathers recent stock price changes using external financial APIs.
- Aggregate Relevant News: It searches for news related to the stocks in the user’s portfolio.
- Generate Portfolio Reports: Creates reports explaining recent changes in the portfolio’s value.
- Offer Investment Recommendations: Suggests adjustments to the portfolio based on data analysis.
Use cases of MCP Server?
- Tracking stock and bond performance over time.
- Analyzing the impact of market news on investment portfolios.
- Generating detailed reports for investment reviews.
- Receiving tailored investment recommendations based on portfolio performance.
FAQ from MCP Server?
- What is MCP?
MCP stands for Model Context Protocol, which allows AI to choose appropriate API interfaces to perform tasks on the user's local machine.
- Is MCP Server free to use?
The project details do not specify pricing, but users should check the repository for more information.
- What technologies are used in MCP Server?
MCP Server is developed in Python and utilizes various financial APIs for data retrieval.
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