Claude Desktop
Desktop · Freemium · Proprietary
Anthropic's official Claude AI desktop application. Supports MCP servers to extend functionality.
WindowsMacOS
Investment Portfolio Manager
ikhyunan/mcp_investmentportfolio
An investment portfolio management server based on the MCP protocol, providing portfolio creation, market data retrieval, analysis report generation and visualization.
Install
Client configuration
{
"mcpServers": {
"portfolio-manager": {
"command": "python",
"args": [
"/path/to/portfolio-manager-mcp/main.py"
],
"env": {
"ALPHA_VANTAGE_API_KEY": "<ALPHA_VANTAGE_API_KEY>",
"NEWS_API_KEY": "<NEWS_API_KEY>"
}
}
}
}Environment variables
ALPHA_VANTAGE_API_KEYNEWS_API_KEY- GitHub stars
- 2
- Author
- @ikhyunan
- Category
- Finance, AI Chatbot
- License
- MIT
- Updated
- Oct 6, 2026
About Investment Portfolio Manager
A Model Context Protocol (MCP) server that provides tools and resources for managing and analyzing investment portfolios.
Features
Portfolio Management: Create and update investment portfolios with stocks and bonds
Market Data: Fetch real-time stock price information and relevant news
Analysis: Generate comprehensive portfolio reports and performance analysis
Recommendations: Get personalized investment recommendations based on portfolio composition
Visualization: Create visual representations of portfolio allocation
Details on this page are taken from the project's README. Open README
Supported clients
Clients mentioned in this server's README:
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