Portfolio

关于

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.

主要功能

• Extensive analysis tools including Sharpe ratio, VaR, and drawdowns
• Comprehensive portfolio management with persistent storage
• 0 GitHub stars
• Advanced optimization features like Efficient Frontier and Monte Carlo simulation
• Integrates with Yahoo Finance, CoinGecko, and synthetic data sources
• Reference-based caching for efficient handling of large financial datasets

使用案例

• Enabling AI assistants to create, manage, and analyze investment portfolios using natural language.
• Performing detailed financial analysis, including risk assessment and performance metrics, on various asset combinations.
• Optimizing portfolio weights to achieve specific financial goals, such as maximizing returns or minimizing volatility.