Values personal investment portfolios across various asset classes, automates market data fetching, and generates trading insights using large language models.
Portfolio Manager is a robust application designed to help individuals track and value their diverse investment portfolios, encompassing equities, FX, commodities, cash, bonds, and cryptocurrencies. It automatically fetches current and historical market data from various free sources, enabling accurate portfolio valuation. Beyond mere tracking, the tool integrates with large language models (LLMs) via an MCP server to provide advanced analytics and derive trading insights, transforming portfolio data into an AI-queryable asset for sophisticated analysis and decision-making.