pp-terminal Portfolio Analytics

Example Use Cases

• 1

  Safely access and analyze anonymized portfolio data programmatically.

• 2

  Simulate tax scenarios and portfolio changes based on Portfolio Performance data.

• 3

  Validate portfolio data and generate customized reports in multiple formats.

Description

pp-terminal is a command-line interface tool that acts as an MCP server to safely access and analyze Portfolio Performance data. It offers features like portfolio overview, tax simulations, scenario analysis, and data validation, enabling AI models to answer complex portfolio questions. The tool supports anonymization, customizable commands, and various output formats, enhancing usability and privacy. It is lightweight and designed to complement the official Portfolio Performance app with additional country-specific and advanced features.