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portfolio-analytics-mcp

MCP server providing portfolio analytics tools: beta to a benchmark, sector correlation, and FIFO trade matching with realized/unrealized P&L using Yahoo Finance prices.

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as last read from GitHub; most reads are from 2 Sep 2026 or later
Listed

Install

No one-command install. Set it up from its source.

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What it is

MCP server providing portfolio analytics tools: beta to a benchmark, sector correlation, and FIFO trade matching with realized/unrealized P&L using Yahoo Finance prices.

When to use it

MCP server providing portfolio analytics tools: beta to a benchmark, sector correlation, and FIFO trade matching with realized/unrealized P&L using Yahoo Finance prices.

How to install / invoke

See Glama for the install config.

Notes

Listed from the Glama MCP registry.