Portfolio Manager MCP Server

Example Use Cases

• 1

  Query trading history with flexible filters.

• 2

  Retrieve current portfolio positions and performance data.

• 3

  Fetch benchmark interest rates for investment analysis.

Description

The MCP (Model Context Protocol) server integrates with the portfolio-manager-go application to allow Large Language Models (LLMs) to access and manipulate portfolio data using natural language queries. It supports querying blotter trades, retrieving portfolio positions, deleting positions with confirmation, and fetching benchmark interest rates. This integration transforms portfolio data into an AI-queryable database, facilitating real-time portfolio analysis, investment research, and risk management through conversational AI interfaces.