Installation

Installation

Skeleton — to be filled in.

Planned content:

Requirements

• Python version, dependencies (requirements.txt)
• A Portfolio Performance .portfolio file (optionally password-protected)

Local installation (no Docker)

• pip install -r requirements.txt
• Required env vars: PP_FILE_PATH (+ PP_PASSWORD if encrypted)
• Running: python -m src.main (must run from repo root — python src/main.py fails with ModuleNotFoundError)
• Default transport/port (streamable-http on :8080)

Docker installation

• docker-compose.dev.yml — simple local single-source setup
• docker-compose.yml — multi-source production setup (PP_PORTFOLIOS_CONFIG + portfolios.json, MCP_AUTH_TOKEN required)
• Read-only file mounts, portfolios.json.example

Running as a background service (optional, e.g. macOS launchd)

• Brief pointer only (this is a personal-setup detail, not core install docs)

Verifying the installation

• ping tool
• TCP healthcheck on port 8080

Multi-source vs. single-source configuration

• When to use PP_FILE_PATH vs. PP_PORTFOLIOS_CONFIG

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