About
This tool serves as a powerful MCP server designed for AI agents, providing advanced functionalities for managing and analyzing financial portfolios. It allows for the creation, update, and deletion of portfolios, integrates with diverse data sources like Yahoo Finance and CoinGecko, and offers a rich set of analysis tools including returns, volatility, Sharpe ratio, VaR, and drawdowns. Crucially, it incorporates reference-based caching via mcp-refcache to efficiently handle large datasets, preventing context window bloat and enabling seamless interaction between AI assistants and complex financial models for optimization, simulation, and data retrieval.
