gouliath1

Portfolio Tracker MCP Server

by gouliath1

データ分析

Enables AI clients to track investment portfolios by retrieving positions, calculating profit and loss, and refreshing price data via Yahoo Finance. It allows users to monitor overall performance and query specific ticker details through natural language interactions.

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Portfolio Tracker MCP Server

A Model Context Protocol (MCP) server that exposes portfolio tracking tools for AI clients.

Features

Get Portfolio Positions: Retrieve all current positions
Get Portfolio P&L: Calculate profit/loss with optional price refresh
Refresh Portfolio Data: Force refresh of all price data from Yahoo Finance
Get Position Details: Get specific position information

Setup

Install dependencies:

npm install

Build the project:

npm run build

Start the server:

npm start

Development

For development with auto-reload:

npm run dev

MCP Client Configuration

Claude Desktop

Add to your Claude Desktop configuration:

{
  "mcpServers": {
    "portfolio-tracker": {
      "command": "node",
      "args": ["/Users/goul/Development/portfolio-tracker-mcp-server/build/index.js"],
      "env": {
        "PORTFOLIO_API_URL": "http://localhost:3000"
      }
    }
  }
}

Environment Variables

Available Tools

get_portfolio_positions
- Get all current portfolio positions
- No parameters required
get_portfolio_pnl
- Get profit/loss analysis
- Parameters: refresh (boolean, optional) - force refresh prices
refresh_portfolio_data
- Force refresh all price data
- No parameters required
get_position_details
- Get details for specific positions
- Parameters: tickers (string array) - specific tickers to query

Usage Examples

Once connected to an AI client, you can ask:

"What's my current portfolio performance?"
"Show me my positions"
"Refresh my portfolio data and show the P&L"
"How is my NVDA position performing?"