Portfolio Tracker MCP Server

A Model Context Protocol (MCP) server that exposes portfolio tracking tools for AI clients.

Features

• 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

Development

For development with auto-reload:

npm run dev

Available Tools

1. get_portfolio_positions

   • Get all current portfolio positions
   • No parameters required

2. get_portfolio_pnl

   • Get profit/loss analysis
   • Parameters: refresh (boolean, optional) - force refresh prices

3. refresh_portfolio_data

   • Force refresh all price data
   • No parameters required

4. get_position_details

   • Get details for specific positions
   • Parameters: tickers (string array) - specific tickers to query

Setup

1. Install dependencies:

npm install

2. Build the project:

npm run build

3. Start the server:

npm start

MCP Client Configuration

Claude Desktop

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"
      }
    }
  }
}

Environment Variables

• PORTFOLIO_API_URL: Base URL for the portfolio tracker API (default: http://localhost:3000)
• DEBUG: Set to "true" for verbose logging

Usage Examples

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?"