# Fund Dashboard MCP Server

> Use this tool when you need to manage and analyze personal investment portfolios, as it solves problems related to tracking and optimizing fund and stock holdings. The Fund Dashboard MCP Server takes in portfolio data and outputs key metrics such as net value, XIRR, and penetration analysis, enabling informed investment decisions. It is ideal for use in contexts where portfolio performance monitoring and backtesting are required.

Canonical page: https://skillsregistry.net/skills/deliciousbuding-fund-dashboard  
JSON: https://api.skillsregistry.net/v1/skills/deliciousbuding-fund-dashboard

## Description

Enables AI agents to manage and analyze personal investment portfolios, including fund and stock holdings, net value tracking, XIRR calculations, penetration analysis, and backtesting.

## Trust

- **Trust score (0–1):** 0.66
- **Verification tier:** scanned
- **Last scanned:** 2026-08-31

## Facts

- **Version:** 1.0.0
- **Skill type:** atomic
- **Execution layer:** mcp-remote
- **Runtime environment:** api
- **Category:** ai-ml
- **Updated:** 2026-08-31

## Source

- **Source listing:** [Glama](https://glama.ai/mcp/servers/he9xjkldem)
- **Repository:** <https://github.com/DeliciousBuding/fund-dashboard>

## Use it

Resolve this record through the SkillsRegistry MCP server (no auth, read-only):

```
claude mcp add --transport http --scope user skillsregistry https://api.skillsregistry.net/mcp
```

```json
{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "get_skill",
    "arguments": {
      "slug": "deliciousbuding-fund-dashboard"
    }
  }
}
```

REST: `GET https://api.skillsregistry.net/v1/skills/deliciousbuding-fund-dashboard` · pull for local use: `GET https://api.skillsregistry.net/v1/skills/deliciousbuding-fund-dashboard/pull`

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SkillsRegistry indexes agent skills from public registries and GitHub. Skills we have analysed are scanned with Circle-IR and scored on six dimensions; each listing states its scan coverage. More: https://skillsregistry.net/llms.txt