Portfolio Analysis MCP Server

Example Use Cases

• 1

  Create, manage, and analyze financial portfolios with persistent storage.

• 2

  Perform advanced portfolio optimization and risk analysis using multiple financial metrics.

• 3

  Efficiently handle and cache large financial datasets to avoid context window bloat.

Description

portfolio-mcp is a server powered by mcp-refcache designed to efficiently handle financial portfolio data and analysis. It supports portfolio CRUD operations, integrates multiple data sources like Yahoo Finance and CoinGecko, and provides advanced analysis and optimization tools such as Sharpe ratio calculation and Monte Carlo simulations. The server uses reference-based caching to manage large datasets without context bloat, making it suitable for AI agents working with complex financial data.