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v0.0.1 - Initial Release

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@l4b4r4b4b4 l4b4r4b4b4 released this 14 Dec 21:49
· 14 commits to main since this release
v0.0.1
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馃殌 Initial Release of portfolio-mcp

A portfolio analysis MCP server powered by mcp-refcache.

Features

  • 26 MCP Tools for comprehensive portfolio analysis
  • Portfolio Management: Create, read, update, delete portfolios
  • Analysis Tools: Metrics, returns, correlations, drawdowns, covariance
  • Optimization: Efficient frontier, Monte Carlo simulation
  • Data Sources: Yahoo Finance (stocks/ETFs), CoinGecko (crypto), Synthetic (GBM)
  • Reference-Based Caching: Large datasets cached via mcp-refcache

Installation

# Via uvx (recommended)
uvx portfolio-mcp stdio

# Via pip
pip install portfolio-mcp
portfolio-mcp stdio

# Via Docker
docker run --rm -i ghcr.io/l4b4r4b4b4/portfolio-mcp:latest python -m app stdio

Quality

  • 163 tests passing
  • 81% code coverage
  • Full type hints
  • Pydantic models for all I/O
Assets 2
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