Investment Portfolio MCP
MCP server for portfolio construction, analysis, and risk assessment.
Investment Portfolio MCP is an MCP server focused on portfolio construction, analysis, and risk assessment. Rather than connecting to a specific brokerage or market data feed, it provides the analytical tools that agents need to evaluate portfolios, assess risk, and support allocation decisions. This makes it a valuable analytical layer in a multi-server MCP setup.
The server exposes portfolio analysis tools through the MCP protocol, enabling agents to perform tasks like portfolio optimization, risk metric calculation, diversification analysis, and performance attribution. These capabilities help agents go beyond simple position tracking to provide actionable insights about portfolio quality, risk exposure, and potential improvements.
Investment Portfolio MCP is well suited for traders and investors who want their agents to bring quantitative portfolio analysis into the workflow. It pairs naturally with brokerage MCP servers — the brokerage server provides the actual position data, while this server provides the analytical framework for evaluating and improving the portfolio. The server is useful for anyone building agent-assisted investment management workflows, from individual traders to portfolio managers.