Portfolio Manager

소개

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.

주요 기능

• User-friendly web interface for blotter management, position viewing, dividend tracking, and performance visualization.
• 2 GitHub stars
• Comprehensive valuation of multi-asset class portfolios (equities, FX, commodities, bonds, crypto).
• Automated fetching of current and historical market data from free sources like Yahoo Finance and Google Finance.
• Integration with Gemini LLM to generate trading insights and perform advanced analytics.
• MCP (Model Context Protocol) server enabling natural language queries and AI-powered interaction with portfolio data.

사용 사례

• Perform real-time natural language queries about portfolio holdings, P&L, and performance via LLM interfaces.
• Conduct detailed investment research and analysis, including identifying trading patterns and generating custom reports.
• Monitor portfolio concentration, exposure, and identify underperforming assets for enhanced risk management.