Usage Examples

Usage Examples — FinanceKit MCP

Practical workflows for investors, traders, and developers.

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Portfolio Analysis

Prompt:

"Analyze my portfolio: 60% VTI, 25% BTC, 10% GLD, 5% cash. I'm 35 years old with a 20-year horizon. What's my risk profile and should I rebalance?"

What Claude does:

1. Fetches real-time prices for VTI, BTC, GLD
2. Runs portfolio_analysis with your allocations
3. Gets risk_metrics for each asset
4. Provides rebalancing recommendations based on your profile

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Daily Market Briefing

Prompt:

"Give me a morning market briefing. Include: market overview, top trending crypto, and how AAPL, MSFT, NVDA are doing."

What Claude does:

1. market_overview — indices, futures, sentiment
2. crypto_trending — top movers
3. multi_quote for AAPL, MSFT, NVDA

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Stock Deep Dive

Prompt:

"I'm thinking of buying NVDA. Give me a complete analysis: fundamentals, technicals, recent insider activity, and upcoming earnings."

What Claude does:

1. company_info — P/E, revenue, margins
2. technical_analysis — RSI, MACD, support/resistance
3. insider_trading — recent buy/sell activity
4. earnings_calendar — next report date + estimates

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Crypto Comparison

Prompt:

"Compare BTC, ETH, and SOL over the last year. Which had the best risk-adjusted returns?"

What Claude does:

1. price_history for each (1y)
2. risk_metrics — Sharpe ratio, volatility, drawdown
3. compare_assets — side-by-side

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Options Screening

Prompt:

"Show me the most active SPY calls expiring this week. What's the market implying about volatility?"

What Claude does:

1. options_data for SPY — calls chain
2. Analyzes open interest, implied volatility
3. Interprets market positioning

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Sector Rotation

Prompt:

"Which S&P 500 sectors are outperforming over the last month? I want to rotate into strength."

What Claude does:

1. sector_analysis — all 11 sectors, 1-month performance
2. market_overview — macro context
3. Recommends top ETFs for each leading sector

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Watchlist Monitor

Prompt:

"Monitor this watchlist for me: AAPL, GOOGL, META, AMZN, NVDA. Flag anything down more than 3% today."

What Claude does:

1. multi_quote for all 5 tickers
2. Filters for >3% daily change
3. Reports with context

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Getting Started

Install FinanceKit MCP:

uvx financekit-mcp

Or use the hosted API (no install): MCPize

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