Portfolio Tracker
About
Exposes portfolio tracking tools for AI clients.
Details
- Author
- gouliath1
- Categories
- Productivity, Finance, Other
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Setup
Install Portfolio Tracker in your MCP client (Claude Desktop, Cursor, Windsurf, and others).
Repository: https://github.com/gouliath1/portfolio-tracker-mcp-server
Follow the installation instructions in the repository README, then restart your MCP client.
A Model Context Protocol (MCP) server that exposes portfolio tracking tools for AI clients.
- 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
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" } } } }
- PORTFOLIO_API_URL: Base URL for the portfolio tracker API (default:http://localhost:3000)
- DEBUG: Set to "true" for verbose logging
- Get all current portfolio positions
- No parameters required
- Get profit/loss analysis
- Parameters:refresh(boolean, optional) - force refresh prices
- Force refresh all price data
- No parameters required
- Get details for specific positions
- Parameters:tickers(string array) - specific tickers to query
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?"
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