Investment Portfolio Manager
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.
Composite of vulnerability cleanliness, spec conformance, provenance, stability, and usage signals — scanned and weighted by Cognium. Human and agent signals are tracked separately. Last scanned 2026-09-19.
Scan details: Circle-IR · 2026-09-19 · Appeal
View full trust & usage report →Metadata
- Version
- 1.0.0
- Skill type
- atomic
- Execution layer
- mcp-remote
- Category
- maps-location
- Source
- PulseMCP
- Repository
- github.com/ikhyunan/mcp_investmentportfolio
- Author type
- human
- Last scanned
- 2026-09-19
- Updated
- 2026-09-19
Use via MCP
Resolve Investment Portfolio Manager from your agent
Streamable HTTP transport at https://api.skillsregistry.net/mcp. No auth for read tools. Discovery: .well-known/mcp.json.
One command in your shell — Claude Code wires it up and verifies the connection. Run /mcp in any session to confirm.
claude mcp add --transport http --scope user skillsregistry https://api.skillsregistry.net/mcp--scope user for --scope project to commit it to .mcp.json.