# Investment Portfolio Manager

> Use this tool when you need to analyze and manage investment portfolios efficiently. It solves problems related to investment tracking, market data retrieval, and portfolio optimization by providing specialized modules for investment creation, market data handling, and insight generation. The tool accepts user and portfolio data as input and outputs graphical representations of portfolio allocations, investment recommendations, and market insights.

Canonical page: https://skillsregistry.net/skills/ikhyunan-investment-portfolio-manager  
JSON: https://api.skillsregistry.net/v1/skills/ikhyunan-investment-portfolio-manager

## Description

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.

## Trust

- **Trust score (0–1):** 0.86
- **Verification tier:** verified
- **Last scanned:** 2026-09-19

## Facts

- **Version:** 1.0.0
- **Skill type:** atomic
- **Execution layer:** mcp-remote
- **Runtime environment:** api
- **Category:** maps-location
- **Updated:** 2026-09-19

## Source

- **Source listing:** [PulseMCP](https://www.pulsemcp.com/servers/ikhyunan-investment-portfolio-manager)
- **Repository:** <https://github.com/ikhyunan/mcp_investmentportfolio>

## 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": "ikhyunan-investment-portfolio-manager"
    }
  }
}
```

REST: `GET https://api.skillsregistry.net/v1/skills/ikhyunan-investment-portfolio-manager` · pull for local use: `GET https://api.skillsregistry.net/v1/skills/ikhyunan-investment-portfolio-manager/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