What kind of investment analysis does this server provide?

It provides tools for equity research, portfolio analysis, and investment decision support through structured MCP tool calls.

Does this server manage a real portfolio?

Check the repository for specifics. It is primarily oriented toward analysis and insights rather than direct portfolio management or trade execution.

Who is this server designed for?

It is designed for users who want agent-assisted investment research — helping evaluate stocks, analyze portfolios, and generate structured investment insights.

Investor Agent MCP | CLI Trader

Investor Agent MCP is an MCP server that provides investment analysis and agent-driven portfolio insights. It is designed to support equity research workflows where agents help evaluate investment opportunities, analyze portfolio composition, and generate structured insights that inform decision-making. The server positions itself as an analytical partner for investment research rather than a simple data retrieval tool.

The server exposes tools that go beyond basic data access, focusing on the analytical and evaluative aspects of investing. Agents can use it to assess stock fundamentals, evaluate portfolio characteristics, and generate investment-oriented insights. This higher-level analytical focus distinguishes it from pure data servers — it is built to support the kind of reasoning that investors actually perform when making allocation and selection decisions.

Setup follows standard MCP server configuration. Users register the server in their MCP client environment and install the required dependencies. The server is oriented toward analysis and insight generation rather than trade execution. For users who want to act on the insights generated, it can be paired with execution-capable MCP servers or broker CLI tools. As with any AI-assisted analysis tool, the outputs should be treated as decision support inputs rather than standalone investment recommendations.