Investment Portfolio

소개

This tool provides a Model Context Protocol (MCP) server designed for managing and analyzing investment portfolios. It offers functionalities such as creating and updating portfolios, fetching real-time stock prices and news, generating performance analysis reports, providing personalized investment recommendations, and creating visual representations of portfolio allocation. It is designed to integrate with Claude Desktop for natural language interaction and portfolio management.

주요 기능

• Portfolio Management: Create and update portfolios with stocks and bonds.
• 3 GitHub stars
• Analysis: Generate comprehensive portfolio reports and performance analysis.
• Market Data: Fetch real-time stock price information and relevant news.
• Visualization: Create visual representations of portfolio allocation.
• Recommendations: Get personalized investment recommendations based on portfolio composition.

사용 사례

• Analyzing portfolio performance and making informed investment decisions.
• Integrating with Claude Desktop for natural language portfolio management.
• Creating and monitoring a personalized investment portfolio.