Investment Portfolio Manager

6

Reads in JSON-formatted Investment portfolio and performs web searches and stock price searches to provide meaningful evaluations and recommendations.

Category Web Apps
Language Python
Added Mar 28, 2026
Views 0

About

The Investment Portfolio Manager MCP Server implements a clean, modular architecture for analyzing and managing user's Investment Portfolio. The core server component handles protocol negotiation, client connections, and message routing, with support for both stdio and Server-Sent Events (SSE) transports. We organized functionality into specialized modules:
- portfolio_tools manages investment creation and updates
- stock_tools handles market data retrieval
- analysis_tools generates insights and recommendations
- visualization_tools creates graphical representations of portfolio allocations

The data layer uses JSON-based storage with a well-defined schema for portfolio data, while our transport layer implements robust error handling with automatic retry mechanisms and graceful shutdown procedures. We followed REST-like design principles for our resource URIs (e.g., "portfolio://{user_id}") and implemented asynchronous operations for external API calls to ensure responsive performance even during intensive operations like market data retrieval or report generation.

Is this your project?

Claim this listing to manage your page, access analytics, and unlock upgrades. Verification takes 60 seconds.

Log In to Claim

Share This Project

Embed Badge

Add this badge to your README:

[![Listed on AiList](https://hifriendbot.com/ai-list/badge/investment-portfolio-manager.svg)](https://hifriendbot.com/ai-list/investment-portfolio-manager/)
Listed on AiList

List Your Project

Join the directory Ai agents read. Free forever.

Submit Your Project