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Portfolio Analyzer

@Aakash356A

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About Portfolio Analyzer

Talk to Claude about your stock portfolio using live market data. Ask things like "Give me a full review of my portfolio this week" or "Any breaking news or SEC filings for my holdings today?", Claude calls the right tools and writes the analysis.

#mcp-claude-ai-python-stockmarket-fintech-opensource-sideproject

Config

Add this server to your MCP-compatible client using the configuration below.

{
  "mcpServers": {
    "portfolio-analyzer": {
      "command": "python",
      "args": [
        "/FULL/PATH/TO/portfolio-analyzer/mcp_server.py"
      ]
    }
  }
}

Tools

No tools detected

We auto-extract tools from the README. The maintainer can list them under a ## Tools heading to populate this section.

Overview

What is Portfolio Analyzer?

Portfolio Analyzer is a local-first stock portfolio tracker with a built-in MCP server for Claude Desktop. It consists of a Streamlit web app dashboard and an MCP server that connects Claude Desktop to live portfolio data—including prices, technicals, SEC filings, and news—without a cloud subscription. It is for investors who want to interact with their portfolio analysis through natural language in Claude.

How to use Portfolio Analyzer?

Install dependencies with pip install -r requirements.txt. For the MCP server, edit the Claude Desktop config file (claude_desktop_config.json) to point to mcp_server.py and restart Claude Desktop. For the Streamlit app, add an OpenRouter API key to .env and run streamlit run app.py.

Key features of Portfolio Analyzer

  • Eight MCP tools for portfolio data, metrics, and analysis
  • Technical analysis with RSI, MACD, SMA, and Bollinger Bands
  • Portfolio metrics including Sharpe ratio, max drawdown, and beta
  • Multi-source news with market impact scoring
  • SEC EDGAR filings for recent 8-K/10-K/10-Q documents
  • Side-by-side multi-stock comparison for any ticker
  • AI-powered investment summaries via Claude Sonnet 4.6
  • Three ways to add holdings: broker auto-connect, CSV upload, or manual entry

Use cases of Portfolio Analyzer

  • Ask Claude for a full review of your portfolio's weekly performance
  • Get technical analysis for any stock, such as RSI and support levels
  • Request breaking news or SEC filings related to your holdings
  • Compare multiple stocks side-by-side for technical and fundamental strength
  • Receive an AI-written personal investment memo covering winners, losers, and macro themes

FAQ from Portfolio Analyzer

What runtime dependencies does Portfolio Analyzer require?

Python 3.9+ and the packages listed in requirements.txt. The MCP server uses your Claude Desktop subscription; the Streamlit app requires an OpenRouter API key for AI features.

Where does Portfolio Analyzer store my data?

All data is stored locally in the data/ directory, including portfolio.json for holdings and a user secret file for SnapTrade. No data is sent to the cloud beyond calls to external APIs for live prices and news.

How up-to-date is the data in Portfolio Analyzer?

Yahoo Finance data has approximately a 15-minute delay on the free feed. API responses are cached for 5 minutes to avoid rate-limit issues.

Does Portfolio Analyzer support tickers outside my portfolio?

Yes. The technical analysis, news, SEC filings, and stock comparison tools work for any ticker, not just your portfolio holdings.

Is Portfolio Analyzer investment advice?

No. The README explicitly states that the tool is not investment advice.

Frequently asked questions

What runtime dependencies does Portfolio Analyzer require?

Python 3.9+ and the packages listed in `requirements.txt`. The MCP server uses your Claude Desktop subscription; the Streamlit app requires an OpenRouter API key for AI features.

Where does Portfolio Analyzer store my data?

All data is stored locally in the `data/` directory, including `portfolio.json` for holdings and a user secret file for SnapTrade. No data is sent to the cloud beyond calls to external APIs for live prices and news.

How up-to-date is the data in Portfolio Analyzer?

Yahoo Finance data has approximately a 15-minute delay on the free feed. API responses are cached for 5 minutes to avoid rate-limit issues.

Does Portfolio Analyzer support tickers outside my portfolio?

Yes. The technical analysis, news, SEC filings, and stock comparison tools work for any ticker, not just your portfolio holdings.

Is Portfolio Analyzer investment advice?

No. The README explicitly states that the tool is not investment advice.

Comments

Basic information

Category

Finance & Commerce

Transports

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Author

Aakash356A

Submitted by

Aakash Divakar

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