How do I install Portfolio Analysis MCP Server?

Follow the setup instructions on the Portfolio Analysis GitHub repository, then add the server configuration to your AI client.

What category is Portfolio Analysis MCP Server?

Portfolio Analysis is categorized under Finance & Fintech. Browse more servers in these categories on MCPgee.

Portfolio Analysis

Name: portfolio-mcp
Author: l4b4r4b4b4

v1.0.0•Finance & Fintech•stable

A portfolio analysis MCP server that enables AI agents to manage investment portfolios, fetch financial data from Yahoo Finance and CoinGecko, and perform advanced analysis like weight optimization and Monte Carlo simulations. It utilizes reference-b

portfoliomcpai-integration

Stars

Downloads

Weekly

0/5

View on GitHub

What is Portfolio Analysis?

Portfolio Analysis is a Model Context Protocol (MCP) server that allows AI assistants like Claude, Cursor, and VS Code to portfolio analysis mcp server that enables ai agents to manage investment portfolios, fetch financial data from yahoo finance and coingecko, and perform advanced analysis like weight optimization and ...

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

Features

A portfolio analysis MCP server that enables AI agents to ma

Use Cases

Portfolio weight optimization

Monte Carlo simulations

l4b4r4b4b4

Maintainer

LicenseMIT License

Languagetypescript

Versionv1.0.0

UpdatedN/A

Statushealthy

Maintenanceactive

Works with

ClaudeOpenAIwindowsmacoslinux

View Source Browse All Servers

Installation

Manual Installation

npx portfolio

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 Analysis

What is Portfolio Analysis?

Portfolio Analysis is a Model Context Protocol (MCP) server that portfolio analysis mcp server that enables ai agents to manage investment portfolios, fetch financial data from yahoo finance and coingecko, and perform advanced analysis like weight optimization and monte carlo simulations. it utilizes reference-b It connects AI assistants to external tools and data sources through a standardized interface.

How do I install Portfolio Analysis?

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

Which AI clients work with Portfolio Analysis?

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

Is Portfolio Analysis free to use?

Yes, Portfolio Analysis 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 Portfolio Analysis in Your Editor

Choose your AI client for step-by-step setup instructions.

🖥️

Claude Desktop

macOS & Windows app

⌨️

Claude Code

CLI & terminal

📝

Cursor

AI-first code editor

💻

VS Code

GitHub Copilot MCP

🏄

Windsurf

Codeium AI editor

🔌

Cline

VS Code extension

Quick Config Preview

{
  "mcpServers": {
    "portfolio": {
      "command": "npx",
      "args": ["-y", "portfolio"]
    }
  }
}

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

Read the full setup guide →

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