PM-MCP (Portfolio Management MCP Server)
AI-powered portfolio management and investment analysis server that enables theme-based investment research, portfolio evaluation, market data analysis, news monitoring, SEC filings retrieval, and automated report generation with Obsidian integration
About
AI-powered portfolio management and investment analysis server that enables theme-based investment research, portfolio evaluation, market data analysis, news monitoring, SEC filings retrieval, and automated report generation with Obsidian integration
Features
- AI-powered portfolio management and investment analysis serv
Use Cases
Maintainer
Works with
Installation
Manual Installation
npx pm-mcp-portfolio-management-mcp-serverExamples
No examples available for this server.
Configuration
Configuration Details
claude_desktop_config.json
Not available
Security
Authentication
Features
Performance
Response Metrics
Resource Usage
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Add this to your claude_desktop_config.json or .cursor/mcp.json
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