FinSight
What it does: * Portfolio risk profiling (per-asset and portfolio-level) * Target allocation based on risk profile (conservative/moderate/aggressive) * Diversification scoring via HHI index * Sharpe proxy calculation * Concentration risk detection *
What is FinSight?
FinSight is a Model Context Protocol (MCP) server that allows AI assistants like Claude, Cursor, and VS Code to what it does: * portfolio risk profiling (per-asset and portfolio-level) * target allocation based on risk profile (conservative/moderate/aggressive) * diversification scoring via hhi index * sharpe p...
What it does: * Portfolio risk profiling (per-asset and portfolio-level) * Target allocation based on risk profile (conservative/moderate/aggressive) * Diversification scoring via HHI index * Sharpe proxy calculation * Concentration risk detection *
This server falls under the Finance & Fintech and Analytics categories on MCPgee, the world's largest MCP server directory with 33,000+ servers.
Features
- What it does: * Portfolio risk profiling (per-asset and port
Use Cases
Maintainer
Works with
Installation
Manual Installation
npx finsightConfiguration
Configuration Details
claude_desktop_config.json
Performance
Response Metrics
Resource Usage
Frequently Asked Questions about FinSight
What is FinSight?
FinSight is a Model Context Protocol (MCP) server that what it does: * portfolio risk profiling (per-asset and portfolio-level) * target allocation based on risk profile (conservative/moderate/aggressive) * diversification scoring via hhi index * sharpe proxy calculation * concentration risk detection * It connects AI assistants to external tools and data sources through a standardized interface.
How do I install FinSight?
Follow the installation instructions on the FinSight GitHub repository. Clone the repo, install dependencies, and add the server config to your AI client.
Which AI clients work with FinSight?
FinSight works with all major MCP-compatible AI clients including Claude Desktop, Claude Code, Cursor, VS Code (GitHub Copilot), Windsurf, and Cline.
Is FinSight free to use?
Yes, FinSight is open source and available under the MIT License license. You can use it freely in both personal and commercial projects.
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Set Up FinSight in Your Editor
Choose your AI client for step-by-step setup instructions.
Quick Config Preview
Add this to your claude_desktop_config.json or .cursor/mcp.json
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