Portfolio Analyzer

Created By

Aakash356Aa month ago

Talk to Claude about your stock portfolio using live market data. Ask things like "Give me a full review of my portfolio this week" or "Any breaking news or SEC filings for my holdings today?", Claude calls the right tools and writes the analysis. 8 tools included: Live portfolio P&L and allocation Technical analysis: RSI, MACD, SMA 20/50/200, Bollinger Bands, support/resistance SEC EDGAR filings (8-K, 10-K, 10-Q) Breaking news scored by market impact (1–10) Fundamentals: valuation ratios, EPS history, next earnings date Side-by-side stock comparison for any ticker Also ships as a full Streamlit web app with candlestick charts and AI-written daily/weekly/monthly investment memos via Claude Sonnet 4.6. Runs entirely locally — no cloud, no extra subscription beyond your own API keys.

# #MCP #Claude #AI #Python #StockMarket #FinTech #OpenSource #SideProject

Overview Content Tools Comments

Tools

Server Config

{
  "mcpServers": {
    "portfolio-analyzer": {
      "command": "python",
      "args": [
        "/FULL/PATH/TO/portfolio-analyzer/mcp_server.py"
      ]
    }
  }
}

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