# portfolio-mcp

> Use this tool when you need to manage and optimize investment portfolios, as it enables AI agents to fetch financial data, perform advanced analysis like weight optimization and Monte Carlo simulations, and efficiently handle large datasets. It solves problems related to portfolio optimization, risk management, and data analysis, providing outputs such as optimized portfolio weights and simulated investment outcomes. It accepts input parameters like portfolio composition and risk tolerance, and outputs optimized investment strategies.

Canonical page: https://skillsregistry.net/skills/l4b4r4b4b4-portfolio-mcp  
JSON: https://api.skillsregistry.net/v1/skills/l4b4r4b4b4-portfolio-mcp

## Description

A portfolio analysis MCP server that enables AI agents to manage investment portfolios, fetch financial data from Yahoo Finance and CoinGecko, and perform advanced analysis like weight optimization and Monte Carlo simulations. It utilizes reference-based caching to efficiently handle large datasets without bloating the LLM's context window.

## Trust

- **Trust score (0–1):** 0.89
- **Verification tier:** verified
- **Last scanned:** 2026-09-28

## Facts

- **Version:** 1.0.0
- **Skill type:** atomic
- **Execution layer:** mcp-remote
- **Runtime environment:** api
- **Category:** finance
- **Updated:** 2026-09-28

## Source

- **Source listing:** [Glama](https://glama.ai/mcp/servers/d5z3nahiwq)
- **Repository:** <https://github.com/l4b4r4b4b4/portfolio-mcp>

## 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": "l4b4r4b4b4-portfolio-mcp"
    }
  }
}
```

REST: `GET https://api.skillsregistry.net/v1/skills/l4b4r4b4b4-portfolio-mcp` · pull for local use: `GET https://api.skillsregistry.net/v1/skills/l4b4r4b4b4-portfolio-mcp/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