Portfolio Ideas

v1.0.0Finance & Fintechstable

Analyze your portfolio and generate ideas for improvements

io-github-tibi-metapartner-ai-mcp-portfolio-ideasmcpai-integration
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What is Portfolio Ideas?

Portfolio Ideas is a Model Context Protocol (MCP) server that allows AI assistants like Claude, Cursor, and VS Code to analyze your portfolio and generate ideas for improvements

Analyze your portfolio and generate ideas for improvements

This server falls under the Finance & Fintech category on MCPgee, the world's largest MCP server directory with 33,000+ servers.

Features

  • Analyze your portfolio and generate ideas for improvements

Use Cases

Analyze your investment portfolio and get AI-generated improvement suggestions.
Optimize asset allocation and diversification strategies.
Community

Maintainer

LicenseMIT
Languagetypescript
Versionv1.0.0
UpdatedFeb 22, 2026
Statushealthy
Maintenanceactive

Works with

ClaudeOpenAIwindowsmacoslinux

Installation

Manual Installation

npx io-github-tibi-metapartner-ai-mcp-portfolio-ideas

Configuration

Configuration Details

Config File

claude_desktop_config.json

Performance

Response Metrics

Response Time< 200ms
ThroughputMedium

Resource Usage

Memory UsageLow
CPU UsageLow

Frequently Asked Questions about Portfolio Ideas

What is Portfolio Ideas?

Portfolio Ideas is a Model Context Protocol (MCP) server that analyze your portfolio and generate ideas for improvements It connects AI assistants to external tools and data sources through a standardized interface.

How do I install Portfolio Ideas?

Follow the installation instructions on the Portfolio Ideas GitHub repository. Clone the repo, install dependencies, and add the server config to your AI client.

Which AI clients work with Portfolio Ideas?

Portfolio Ideas works with all major MCP-compatible AI clients including Claude Desktop, Claude Code, Cursor, VS Code (GitHub Copilot), Windsurf, and Cline.

Is Portfolio Ideas free to use?

Yes, Portfolio Ideas is open source and available under the MIT license. You can use it freely in both personal and commercial projects.

Browse More Finance & Fintech MCP Servers

Explore all finance & fintech servers available in the MCPgee directory. Each server includes setup guides for Claude, Cursor, and VS Code.

Quick Config Preview

{ "mcpServers": { "io-github-tibi-metapartner-ai-mcp-portfolio-ideas": { "command": "npx", "args": ["-y", "io-github-tibi-metapartner-ai-mcp-portfolio-ideas"] } } }

Add this to your claude_desktop_config.json or .cursor/mcp.json

Read the full setup guide →

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