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v2.11.4 — first public release

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@disin7c9 disin7c9 released this 16 Jul 09:44
v2.11.4
6bea310

First public release

A personal asset-management tool that turns an append-only transaction log into a
drawdown-first brief — max drawdown with dates and recovery, Ulcer index, CDaR, and
Sharpe/Sortino/Calmar, every sampled statistic with a bootstrap confidence interval — plus
deterministic rebalance suggestions toward a target you choose, and a walk-forward benchmark
verdict that says "inconclusive" when the evidence is thin. A read-only MCP addon exposes the
same validated core to Claude: the AI writes prose, never numbers.

Try it — one command, no setup (bundled example book)

uvx --from git+https://github.com/disin7c9/asset-management asset-management --demo

Verified from a completely cold cache the day of this release: ~30 seconds end to end,
including the environment build.

Chat with your portfolio — Claude Desktop (works on the free plan)

Settings → Developer → Edit Config:

{
  "mcpServers": {
    "asset-management": {
      "command": "uvx",
      "args": ["--from",
               "https://github.com/disin7c9/asset-management/releases/download/v2.11.4/asset_management-2.11.4-py3-none-any.whl",
               "asset-management-mcp"],
      "env": { "ASSET_BOOK": "C:\\path\\to\\your\\transactions.csv" }
    }
  }
}

Drop ASSET_BOOK to explore the bundled demo portfolio first. Eight read-only tools; the
server is offline except a one-time cache warm; every figure comes from the deterministic
core, and a figure it can't compute honestly is null — never a guess.

Assets

  • asset-management-2.11.4.mcpb — one-click extension bundle for Claude Code
    (Desktop's chat does not call sideloaded extension tools — use the config route above there).
  • asset_management-2.11.4-py3-none-any.whl — install without git:
    uvx --from https://github.com/disin7c9/asset-management/releases/download/v2.11.4/asset_management-2.11.4-py3-none-any.whl asset-management --demo

Numbers are reconciled against Ghostfolio (to the cent) and quantstats (to 4 decimals);
630 tests, strict typing, CI-gated. Read-only by construction — it never executes trades.
Not financial advice, structurally: every suggestion is paired to the named rule that
produced it, and the AI is fenced out of the arithmetic.

Assets 4
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